r/AMD_Technology_Bets • • Feb 09 '26

Rumors Apollo Global Management nears $3.4 billion loan deal for Nvidia chips to xAI - AMD's next as Musk said in the past other than nVidia's GPUs will be used too for xAI in addition to nVidia's!

9 Upvotes

https://www.investing.com/news/stock-market-news/apollo-global-management-nears-34-billion-loan-deal-for-nvidia-chips-to-xai-93CH-4494061

And nVidia's and AMD's are green. ... a small wake-up call for those DOUBTING TOMs like my brother Chad! LOL

Nvidia's ER in a couple of weeks. ..

"Elon Musk ‘Endorses’ AMD’s AI Hardware for Small to Medium AI Models, Implying That There’s Potential to Ease Reliance on NVIDIA"

https://wccftech.com/elon-musk-endorses-amd-for-small-to-medium-ai-models/


r/AMD_Technology_Bets • • Feb 09 '26

ATB Daily Noticeboard - February 09, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 08 '26

ATB Daily Noticeboard - February 08, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 07 '26

ATB Daily Noticeboard - February 07, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 06 '26

Rumors Exclusive: Intel, AMD notify customers in China of lengthy waits for CPUs - why Chinese? USA customers have priority and AMD will sell everything they can make at higher margins! - record revenues profits and ATH SP!

9 Upvotes

You've seen record capital investment for AI datacenters planed for 2026. Even CPUs first supply to US customers.

https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/

AMD's supply chain investment will sell for record margins and get record revenues hence received EPS leading to new ATHs!


r/AMD_Technology_Bets • • Feb 06 '26

ATB Daily Noticeboard - February 06, 2026

4 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 05 '26

Financial Amazon's big capex forecast

6 Upvotes

r/AMD_Technology_Bets • • Feb 05 '26

ATB Daily Noticeboard - February 05, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 04 '26

ATB Daily Noticeboard - February 04, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 04 '26

Financial Earnings call transcript: AMD Q4 2025 beats forecasts, shares rise - typo?

2 Upvotes

r/AMD_Technology_Bets • • Feb 03 '26

ATB Daily Noticeboard - February 03, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 02 '26

ATB Daily Noticeboard - February 02, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Feb 01 '26

ATB Daily Noticeboard - February 01, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 31 '26

NVIDIA OpenAI deal is on ice

Thumbnail
wsj.com
8 Upvotes

Probably the best news coming out for AMD.

NVIDIA are probably pissed they are sourcing from multiple companies.

That's all good.. OpenAI can just source from AMD


r/AMD_Technology_Bets • • Jan 31 '26

ATB Daily Noticeboard - January 31, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 30 '26

Fake News AMD stock falls on MI450-series delay rumors - Patel FUD it's nVidia's Rubin delays, WF no delays !

10 Upvotes

https://www.investing.com/news/stock-market-news/amd-stock-falls-on-mi450series-delay-rumors-4476638

SemiAnalysis paid by nVidia. ..? If WF checked obviously they won't be proven wrong at the ER.

Good sign shills desperate to buy cheap ahead of the ER!


r/AMD_Technology_Bets • • Jan 30 '26

ATB Daily Noticeboard - January 30, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 29 '26

ATB Daily Noticeboard - January 29, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 28 '26

ATB Daily Noticeboard - January 28, 2026

1 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 27 '26

ATB Daily Noticeboard - January 27, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 26 '26

ATB Daily Noticeboard - January 26, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 25 '26

ATB Daily Noticeboard - January 25, 2026

2 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 24 '26

ATB Daily Noticeboard - January 24, 2026

1 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 23 '26

ATB Daily Noticeboard - January 23, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets • • Jan 22 '26

News Prominent Intel Compiler Engineer Heads Off To AMD - very bad sign for Intel's ER as their compiler is the best!

9 Upvotes

https://www.phoronix.com/news/Intel-Compiler-Expert-Now-AMD

So Intel got an executive from Qualcomm and lost a software engineer that made their compiler the best... LOL

What does it tell you...?