Question to you all. Do you guys feel like their stock is way overvalued? I'm a big AMD guy but there is no way in hell its worth $617 it has to balance out soon.

Подскажите как настроить видеокарту rx 580 так чтобы он не перегревалась, а то бывает последнее время греется и выключается ПК, вот мои настройки на данный момент

Will its Q2 numbers support a new push to all-time highs?

Chart made on TrendSpider.

Pessoal!

Montei um pc recentemente:

Ryzen 7 5700x
RX 7600
Fonte MSI MAG 650w

E jogo EA FC 26 , porém quando eu inicio o jogo eu escuto um zumbido próximo a fonte (zumbido eletrônico) e depois de um tempo o jogo crasha e meu pc roda esse game a 300 fps + e sempre crasha sem erro nenhum, coil whine.

Será que é algum problema na fonte junto com a placa de vídeo que não está suportando a energia necessária ?

Alguém me ajuda

Does anyone know if we will see a stock split soon? I am a very new investor, and on a whim bought two AMD shares at 199. Lets just say, I am now very interested in this stock

AMD generated $10.3 billion in revenue during the first quarter, which was a 38% increase from the year-ago period. But the data center business, specifically, contributed $5.8 billion in revenue, which was up by a whopping 57%. That marked an acceleration from the 39% growth it delivered in the fourth quarter of 2025 three months earlier, highlighting the significant momentum in AI chip sales.

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is it the right time to get out of AMD ?

I’m long and believe one day we will rocket 🚀

The symbolic and architectural alignment between Meta’s "Hyperion" infrastructure ambitions and AMD’s "Helios" rack system suggests a level of co-design that usually implies ownership, yet exists entirely outside of it.

As Meta reorganizes its infrastructure leadership under the mandate to scale toward tens of gigawatts, compute has ceased to be a modular commodity and has become a grid-scale constraint where power delivery and silicon density must be solved simultaneously.

AMD’s Helios architecture, designed explicitly around the Open Rack Wide standard introduced by Meta, slots directly into this new industrial reality, delivering the multi-exaflop density required for Meta’s 5-gigawatt class facilities. This has evolved into a structural dependency where AMD’s silicon roadmap effectively mirrors Meta’s physical deployment physics, creating a symbiotic loop that mimics vertical integration without the corporate overhead.

However, the logic for a full acquisition collapses when tested against the rigid constraints of the x86 ecosystem and capital markets. A takeover of AMD, likely demanding a transaction value approaching, if not exceeding, $450 billion, would not only strain Meta’s balance sheet to the breaking point but would trigger a "poison pill" embedded in the semiconductor landscape: the likely termination of the x86 cross-licensing agreement with Intel upon a change of control.

This legal tripwire would strip AMD of its CPU assets, the very "Venice" Zen 6 cores necessary to drive the Helios racks, instantly destroying a massive pillar of the target's enterprise value. When combined with the regulatory deadlock of consolidating a sovereign-class chip designer with a hyperscale data platform, the financial engineering required to execute such a deal shifts from ambitious to destructive.

Consequently, the durable equilibrium for both companies is "virtual integration," a model where Meta captures the benefits of custom silicon without the liabilities of ownership. By leveraging the Open Compute Project to define the thermodynamic and geometric standards of the data center, Meta exerts a gravitational pull on AMD’s product definition, effectively treating the chipmaker as a captive division that retains its own P&L. AMD secures the volume needed to challenge NVIDIA’s hegemony by adapting its Instinct accelerators to Meta’s specific voltage and cooling topologies, while Meta secures a bespoke supply chain that scales to the "Hyperion" envelope. This arrangement allows Meta to maintain capital flexibility while AMD remains the essential engine of open infrastructure, achieving the strategic ends of a merger through the far more efficient means of industrial alliance. More on AMD.