MSTR = Major Scam for Turbo Regards

I don't understand why this company is so bad. Their processors are wiping the floor with Intel these days. Their graphics cards are competitive. Nvidia has AI and all that I understand, but AMD has a sizable foot in the market. Why are they not profitable?

fuck you, muh SPY calls are ruined

AMD is quickly gaining market share in the date center CPU market. NVDA doesn't have anything in that market, only AI GPUs. For everything non-AI related, AMD is growing quickly. For everything AI related, AMD also has their MI Instinct line which are growing fast ($5B with MI300 first year of launch)

Maybe, but the B580 is a huge step in the right direction. They keep this up and they'll take market share from AMD.

Take it as a 16k lesson and disable your options trading. Just invest in broad index fund like VTI, even people who are professionals have a hard time beating index funds over time. The people you see posting huge gains in this sub are not showing you accounts they blew up, or the money they got from daddy. You are only cooked if you don't learn from your mistakes, good luck

Bad management creates bad companies. INTC will come out from a stagnation phase. AMD and NVDA benefited from INTC lack of evolution. It was a phase.

You'd be betting on their ability to keep using their access to credit markets to acquire BTC more efficiently than you otherwise could, increase BTC per share, and eventually do something interesting with their massive holdings as BTC adoption matures. I think they'll probably do very well and could have some upside vs BTC. But I also think it's a very different risk profile. Where BTC is a bearer asset with basically no counterparty risk, MSTR is very reliant on Saylor continuing to make good decisions and staying solvent. God knows what happens if Saylor dies and gets replaced with some random suit.

What are you talking about? The gross profit margins for AMD data center CPUs is like 60%. You mention P/E but didn't mention that it's earnings are reduced by amortization or XLNX acquisition. Their forward PE is like 26

It's worth noting that the data center revenue is growing, which has grown their top-line numbers overall. If they were able to become a small competitor with Nvidia, AMD should be a 1-1.5T company. I think at current market cap it's pretty fairly valued with a lot potential upside if they manage to close some of the gap. Intel's weakness is that it is spread too thin. They are losing on GPUs, CPUs, and foundries. They need to find one good thing they can invest heavily in and become market leader.