Discussion AMD Earnings Q3 2025

[Panino Manino]

How big will be the blow on AMD?
Will AMD lose most of the value it got in recent years?

Softbank sold it's Nvidia stock. 🫧

 

[coercitiv]

Softbank sold it's Nvidia stock. 🫧

They sold to invest more in OpenAI. I hope the bubble pops sooner than later, but this move from Softbank ain't much of a tell.

 

[mikegg]

Softbank sold it's Nvidia stock. 🫧

They sold in order to buy OpenAI shares. This is going from risky to extreme risk. In other words, they believe in AI more than ever.

The right gold digger will make magnitudes more than the shovel maker. See Amazon vs Cisco stock since dotcom.

This is just SoftBank thinking that OpenAI is that gold digger. It isn’t because SoftBank thinks it is in a bubble.

 

[Thunder 57]

They sold to invest more in OpenAI. I hope the bubble pops sooner than later, but this move from Softbank ain't much of a tell.

Wouldn't be the first time Sotbank crapped the bed. Who knows though.

 

[Panino Manino]

They sold to invest more in OpenAI. I hope the bubble pops sooner than later, but this move from Softbank ain't much of a tell.

They sold in order to buy OpenAI shares. This is going from risky to extreme risk. In other words, they believe in AI more than ever.

The right gold digger will make magnitudes more than the shovel maker. See Amazon vs Cisco stock since dotcom.

This is just SoftBank thinking that OpenAI is that gold digger. It isn’t because SoftBank thinks it is in a bubble.

And OpenAI will use this money to buy Nvidia GPU.
This carousel can't get speeding up forever without crashing.

 

[mikegg]

And OpenAI will use this money to buy Nvidia GPU.
This carousel can't get speeding up forever without crashing.

The important question I always ask people who thinks crash is coming:

After it crashes, do you think the market will still be bigger than in November 2025?

 

[gavbon86]

AMD's financials look great tbh

 

[Joe NYC]

AMD's financials look great tbh

Last 2-3 years, it was the CPU in both client and server fighting to overcome the decline in FPGA, and last year+, client and server CPU delivering more than enough to compensate for GPGPU slow take-off (that Wall Street demands).

Going forward, all the divisions are now in the positive uptrend (except consoles), for several quarters, possibly overcoming the seasonality of down Q1 and Q2 2026, and then, in Q3 2026, Mi450 (and Venice) launch.

 

[DavidC1]

Wouldn't be the first time Softbank crapped the bed. Who knows though.

You have a much bigger bubble that's tick-tocking to pop, and that's the debt-fueled finance system.

 

[Saylick]

Last 2-3 years, it was the CPU in both client and server fighting to overcome the decline in FPGA, and last year+, client and server CPU delivering more than enough to compensate for GPGPU slow take-off (that Wall Street demands).

Going forward, all the divisions are now in the positive uptrend (except consoles), for several quarters, possibly overcoming the seasonality of down Q1 and Q2 2026, and then, in Q3 2026, Mi450 (and Venice) launch.

In a nutshell (sorta):

 

[NTMBK]

In a nutshell (sorta):
View attachment 133843

In a half-shell, surely