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$AMD Catalyst Posts

November 29, 2025

Single-day social intelligence recap and verified catalyst posts · ← Back to $AMD Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

2 source posts analyzed
Shay Boloor @StockSavvyShay · 2025-11-29T13:19:11+00:00

The fact that $NVDA is on pace to generate ~$400B of cash in two years (more than $AMD entire market cap) is wild. It's happening because Nvidia owns the most profitable part of the AI stack and physical AI in autonomy & robotics hasn’t even begun to contribute yet. Bullish.

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Mike @MikeLongTerm · 2025-11-29T18:16:20+00:00

$AMD| $META is using $GOOGL to negotiate The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly

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