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AMDDiscovered

AMD

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Aug 25 to Sep 11

08-2508-2608-2809-0309-11

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Sentiment

돌비콩의 투자정복25.8%26K398dBearish 머니보틀16.3%22.4K133dBullish 쿠쿠쿱15.0%2758210dBearish 디젠의 트레이딩 일지7.9%23.5K826dBearish 마인부우의 크립토볼7.8%12.4K3817dNeutral 룰루비데6.8%1527717dNeutral 코인소년6.0%1934519dBullish 크립토메이지5.5%1379119dBearish 취미생활방4.8%12.3K1522dBearish 변창호 코인사관학교4.1%12.5K627dNeutral

Recent Messages

머니보틀09/11CNBC: Leopold's revival *SITUATIONAL AWARENESS ACTIVE IN OPTIONS MARKET: CNBC'S FABER CNBC reporting the Leopold is back and active in the options market, buying call options "of some significance" in $AMD, $BE, $SNDK, and others2.4K130

돌비콩의 투자정복09/06💻️ NVIDIA acquires AI's neutral zone source Hugging Face is the GitHub of the AI industry. In other words, a global open-source AI hub where developers and researchers worldwide share and collaborate on artificial intelligence models, datasets, and machine learning demos 1. $13B distribution network, Hugging Face - Hugging Face has 18 million developers and 3 million models gathered - NVIDIA owns the starting point of the process of finding, comparing, and deploying open models 2. NVIDIA laughs even when its own chips increase - Even if Google, Amazon, and OpenAI make their own chips, if open model usage increases on Hugging Face, overall compute demand also grows - NVIDIA defends GPU market share while growing AI usage itself 3. The core risk is neutrality - NVIDIA has stated it will continue to support other companies' chips and clouds - But if the deployment default becomes NVIDIA, AMD and cloud companies could grow alternative platforms ✍️NVIDIA is betting beyond GPU competition, at the entrance of the market where all AI chips compete10.1K670

쿠쿠쿱09/03📢 [StockHub Stock Alert] 7 new 52-week highs, 6 new 52-week lows, 7 surges, 7 plunges 📍 September 4, 2026 00:00 KST 🌐 Major indices (as of 00:00:05) • S&P 500 7,709.41 +0.6% • Nasdaq 26,412.03 +0.7% • Dow 53,489.18 +0.8% • Russell 2000 2,953.61 +0.0% • KOSPI200 night futures 1,035.25 +0.5% • KOSDAQ150 night futures 1,350.00 +0.8% ⭐ Major stocks • Apple ($AAPL) $328.00 +0.9% • Microsoft ($MSFT) $509.86 +2.6% • Alphabet A ($GOOGL) $341.21 +1.2% • Amazon ($AMZN) $256.52 +0.6% • NVIDIA ($NVDA) $226.15 +0.8% • Meta Platforms ($META) $608.88 +2.7% • Tesla ($TSLA) $379.54 +6.3% • AMD ($AMD) $452.83 -0.9% • TSMC ($TSM) $409.10 -1.5% • Broadcom ($AVGO) $345.85 -5.8% • Micron ($MU) $944.43 -1.2% • SK Hynix ADR ($SKHY) $158.98 -3.6% · +36.6% vs previous close premium • ASML ($ASML) $1,648.00 -2.0% • Qualcomm ($QCOM) $167.85 -0.7% • Marvell Technology ($MRVL) $208.80 +1.1% 📈 52-week highs • Principal Financial ($PFG) $118.32 +7.1% • Genworth Financial ($GNW) $10.61 +4.7% • KB Financial Group ADR ($KB) $131.75 +4.3% • RingCentral ($RNG) $75.62 +4.2% • Shinhan Financial Group ADR ($SHG) $84.14 +3.4% • Mitsubishi UFJ Financial Group ADR ($MUFG) $24.12 +3.0% • Nomura Holdings (ADR) ($NMR) $10.55 +2.9% 📉 52-week lows • Jersey Mike's Subs Inc. ($JMKE) $19.98 -3.2% • NIO ($NIO) $3.80 -1.6% • Amer Sports ($AS) $28.25 -1.1% • Brookfield Renewable Renewable ($BEPC) $31.05 -1.1% • Bilibili (ADR) ($BILI) $15.35 -0.7% • TJX ($TJX) $131.01 -0.2% 🚀 Surges • Snowflake72810

룰루비데08/28Why bundle only one stock into a memecoin? Let’s bundle a stock basket While stock-pairing memecoins are performing well on Robinhood, I searched for something more and found a platform that lets you launch memecoins paired not with a single stock but with a “basket of multiple stocks.” The platform is PAIR.FUND, and two tokens have already graduated and are trading: 1. CHIPS (0xbcd09284dffe06f868a4650546233e3e9abe4d97): A memecoin paired with NVIDIA, AMD, and INTEL. Since all three companies make semiconductor chips, the memecoin is named CHIPS. 2. PEAR (0x3567c5d0ae5c5933920bbd6db982aa463a203bb2): The platform’s first memecoin, paired with AAPL, MSFT, and NVIDIA. I found the name CHIPS particularly clever. This hints at the potential of “stock-token basket pairing,” where specific memecoins could emerge from corporate intersections or disputes. For example, if Musk and Sam Altman fight, a memecoin tied to SPACEX and OPENAI could appear. How it works is simple: when launching a memecoin, separate pools are created for each stock and trading occurs across them. For CHIPS, 33% is allocated to the NVIDIA pool, 33% to the INTEL pool, and 33% to the AMD pool. Risks and shortcomings I see 1. The team is very low-profile and the product is not well known. I’m unsure about trustworthiness. The contract is unverified. However, once graduated and trading on v4, issuance cannot be altered and liquidity is locked in a locker, so the impact should be limited. 2. These two are the only graduated tokens so far, and both have market caps around $300k–$400k—still very low. They could easily go unnoticed and fail. 3. Liquidity is also split across multiple pools, which is bad for users and only benefits arbitrageurs. Of course, as market cap grows and each pool’s liquidity increases it becomes less of an issue, but right after launch, when liquidity is thin, price discrepancies occur easily and UX suffers. An aggregator that allows trading across multiple pools in one go is needed. * I sent feedback via Twitter DM about the unverified contract issue and the aggregator feature, and they replied that both are currently in development. * The author of the above two52773

마인부우의 크립토볼08/28Why bundle only one stock into a memecoin? Let’s bundle a stock basket While stock-pairing memecoins are performing well on Robinhood, I searched for something more and found a platform that lets you launch memecoins paired not with a single stock but with a “basket of multiple stocks.” The platform is PAIR.FUND, and two tokens have already graduated and are trading: 1. CHIPS (0xbcd09284dffe06f868a4650546233e3e9abe4d97): A memecoin paired with NVIDIA, AMD, and INTEL. Since all three companies make semiconductor chips, the memecoin is named CHIPS. 2. PEAR (0x3567c5d0ae5c5933920bbd6db982aa463a203bb2): The platform’s first memecoin, paired with AAPL, MSFT, and NVIDIA. I found the name CHIPS particularly clever. This hints at the potential of “stock-token basket pairing,” where specific memecoins could emerge from corporate intersections or disputes. For example, if Musk and Sam Altman fight, a memecoin tied to SPACEX and OPENAI could appear. How it works is simple: when launching a memecoin, separate pools are created for each stock and trading occurs across them. For CHIPS, 33% is allocated to the NVIDIA pool, 33% to the INTEL pool, and 33% to the AMD pool. Risks and shortcomings I see 1. The team is very low-profile and the product is not well known. I’m unsure about trustworthiness. The contract is unverified. However, once graduated and trading on v4, issuance cannot be altered and liquidity is locked in a locker, so the impact should be limited. 2. These two are the only graduated tokens so far, and both have market caps around $300k–$400k—still very low. They could easily go unnoticed and fail. 3. Liquidity is also split across multiple pools, which is bad for users and only benefits arbitrageurs. Of course, as market cap grows and each pool’s liquidity increases it becomes less of an issue, but right after launch, when liquidity is thin, price discrepancies occur easily and UX suffers. An aggregator that allows trading across multiple pools in one go is needed. * I sent feedback via Twitter DM about the unverified contract issue and the aggregator feature, and they replied that both are currently in development. * The author of the above two2.4K3812

크립토메이지08/26OpenAI Jalapeño and the next semiconductor battlefield source 1. Performance of OpenAI's self-developed inference chip Jalapeño, jointly developed with Broadcom, has been revealed. Token throughput exceeded NVIDIA Rubin, and performance was also similar 2. However, still based on engineering samples and some LLM inference workloads, long context, agent, training performance and mass production stability have not been verified 3. Still important because self-developed chips have reached a level comparable to NVIDIA chips. The existing common sense that years of trial and error would be required has collapsed 4. Particularly, OpenAI utilized Codex to generate and optimize kernels for Jalapeño. An integrated development system where AI designs chips and creates software has opened 5. This is threatening to NVIDIA's CUDA ecosystem. If AI can create kernels and libraries for new hardware, self-developed ASICs can rapidly catch up to the gap 6. Semiconductor competition criteria are also shifting from maximum FLOPS to how many tokens can be produced per 1MW of power. In power-constrained data centers, tokens/$ becomes important 7. Of course, NVIDIA is a general-purpose platform providing training·inference·CUDA, while Jalapeño is optimized for OpenAI's internal workloads 8. Meanwhile, AMD now faces competition not only with NVIDIA but also with self-developed chips like TPU and Jalapeño 9. On the other hand, the HBM thesis is strengthening. Whether NVIDIA GPUs or OpenAI ASICs, the inference bottleneck is memory. As chip competition increases, demand for HBM4, advanced packaging, etc. expands 10. Direct beneficiary is Broadcom. Participating across the board from chip design to SerDes, Ethernet switches, and networking. OpenAI's chip expansion directly means Broadcom revenue 11. Jalapeño's HBM4 is being discussed as potentially supplied by Samsung Electronics, computing chips use TSMC N3P and CoWoS, and Celestica participates in board and rack system construction 12. This news signals that AI infrastructure profits are beginning to disperse from NVIDIA to ASICs, HBM, foundries, packaging, and networks ✍️Ultimately, the competition to create systems that produce the most tokens with the least power and cost37910