lorenzo 🇮🇹🏕
@nevisl
Appassionato di pc fuori moda, lettore accanito di libri WWII.
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The Italian rhythmic gymnast, Sofia Raffaeli, dances; she is definitely not from this world.
We are honored and proud to power the nation’s 2 newest supercomputers - Discovery and Lux. Thanks to @SecretaryWright, @ENERGY, @ORNL - through public-private partnership we are expanding the nation’s AI computing capabilities and accelerating US AI science and research…
The late 80's and early 90's were a great time for purchasing computer games, as they often came with physical extras rather than the downloads of today. This is the beautiful star map that was included with Frontier Elite 2. I still have a framed copy of this!
My first amiga game 😙
Highway to the danger zone I'll take you right into the danger zone 🎶 🕹️ F/A-18 Interceptor (1988), Amiga
Highway to the danger zone I'll take you right into the danger zone 🎶 🕹️ F/A-18 Interceptor (1988), Amiga
A thing of beauty ☺️ - please meet Helios at #OCPSummit25 our new open, rack-scale AI platform built on the Open Rack Wide standard introduced by @Meta - MI450 Series Instinct GPUs, EPYC CPUs, and Pensando networking - super excited to bring Helios to market.
BREAKING $AMD New CPU $ORCL $500B RPU🔥 AMD Zen 6 to get “sea of wires” interconnect upgrade. This is expected to make AI Compute much cheaper for $ORCL $META $MSFT $GOOGL $AMZN with the most power efficient in the world, couple with performance density and lowest total cost of…
Framethrower Deinterlace/Flickerfixer function works finally too ! 🥳
$AMD まだお買い得 おそらく $ORCL が大量に買ってくれる AMDの新GPUは推論に優位性があるらしい
$AMD $NVDA 20% AI GPUs market share by 2026🧵 TLDR: $AMD is likely to capture 15-20% AI GPU market share by end of 2026. ROCm roadmap is expected to achieve parity in ecosystem, performance, and adoption by end of 2026. Dr. @LisaSu emphasizes the importance of open source…
$AMD Dr. @LisaSu on Fundamental. TLDR: Dr. Su said, "We are very bullish on second half" The Fun is just getting started as MI350 ramping up in H2 2025. The real inflection is 2026 and how much $TSM is willing to release MI400 supply to $AMD, which is estimated to be good as…
$AMD has broken its trendline Price Target: 🎯 $148-149
🚨JUST IN: $AMD promises its MI450 AI GPU will be faster than ANYTHING $NVDA has, even Rubin Ultra Norrod, executive vice president and general manager of the Data Center Solutions, compared the launch to AMD’s 2021 “Milan moment,” when its EPYC server CPUs helped the company…
$AMD shareholder must watch with Lisa Su I think it’s possible to retrace back to $130. I am hoping we do so I can load up. FY2026 will be the catalyst with the MI400 coming.
$AMD Dr. @LisaSu on Fundamental. TLDR: Dr. Su said, "We are very bullish on second half" The Fun is just getting started as MI350 ramping up in H2 2025. The real inflection is 2026 and how much $TSM is willing to release MI400 supply to $AMD, which is estimated to be good as…
Come on $AMD, just $20 more. I know you can do it!
📉 SHORT on $AMD Akthough our $AMD analysis has not proven accurate, as the stock has risen above the green invalidation line at $164.54, we expect prices to fall in the short to medium term. Take Profit: $118 Stop Loss: $196.50
BREAKING $AMD revenue could increase 1000% QoQ and AI infrastructure supply would still not meet the demand. It is not a matter of market share, because $NVDA is supplying only 10% of demand. The demand is just too high for both $AMD $NVDA and $TSM is extremely underinvested.…
$AMD $NVDA AMD MI450, Rubin Ultra’dan Bile Hızlı Olacak! Veri Merkezi Çözümleri İcra Başkan Yardımcısı ve Genel Müdürü Norrod'ın yaptığı açıklamalar: AMD, yeni MI450 AI GPU’sunun rakibi NVIDIA’nın tüm çözümlerinden — hatta Rubin Ultra’dan bile — daha hızlı olacağını iddia…
🔋 Bugün $AMD bilanço günü. Hisse için 2 yüksek potansiyel senaryo öngörüyorum. Çin'e çip satış kısıtlamalarının gevşemesinden dolayı iyi bir forward guidance bekliyorum. Ayrıca, MI350 fiyatını $10k'dan $25k'ya çekmesi hem revenue forecast hem de net marjlar (karlılık) için…
👏 Ve $170 geldi. #AMD Tüm yükseliş sürecini ve formasyonu her seviyeden adım adım birlikte takip ettik. ✅ Bunu da başarılı işlemler klasörüne taşıyoruz. $AMD pozisyonlarımı satmadan tutmaya devam ediyorum.
$AMD perfect setup alert! If it can close above $158 it has a good chance to go to $162+
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