AMD Ain't No Cinderella Story (Yet)
So, AMD's making waves, huh? Shares up, partnerships with OpenAI, Lisa Su building a microchip empire... yawn. Wake me up when they actually dethrone Nvidia.
The Hype Train is Overcrowded
Everyone's creaming their jeans over AMD's "impressive moves" in the AI space. Impressive compared to who, exactly? Sure, they're selling GPUs for less than Nvidia, but that's like saying a Yugo is a better deal than a Ferrari. You get what you pay for. And let's be real, Nvidia's CUDA is still the king of the hill. Developers aren't exactly rushing to rewrite their code for AMD's stuff, are they?
And this prediction that AMD will be worth more than Broadcom by 2030? Give me a break. That's like saying my grandma's gonna win the lottery. Possible, sure, but highly unlikely. It requires everything to go right for AMD and everything to go wrong for Broadcom. And in the tech world, things always go wrong.
This whole Lisa Su narrative is getting old, too. "She's built one of the world's most valuable companies!" Okay, great. But she owns a measly 0.3% stake. That ain't exactly a rags-to-riches tale, is it? It's more like a "doing pretty well for herself" story. Which, fine, good for her. But let's not pretend she's some kind of revolutionary, leading a socialist uprising against the billionaire class. Lisa Su has built AMD into a $378 billion microchip titan. So why isn't she richer?
Speaking of billionaires, why is everyone so obsessed with CEO net worth anyway? It's just a distraction from the real issues. Like, say, the fact that these companies are collecting all our data and selling it to the highest bidder. But offcourse, no one wants to talk about that.
The AI Bubble is Ready to Pop
Michael Burry's betting against Palantir and NVDA. That should tell you something. The guy's not always right, but he's usually early. And when he sees an AI-fueled bubble, you better believe there's at least some smoke. AMD's "underwhelming earnings reveal" – yeah, that's a polite way of saying they didn't knock it out of the park. The stock price slide after the announcement says it all. People are starting to realize that AI is not a magic money tree. It requires actual work, actual investment, and actual results. And those results? Still largely theoretical.
The news about Trump's tariffs and the Supreme Court... what was I even talking about? Oh yeah, AMD. See, this is the problem with these "tech" articles. They try to cram everything in, when all I care about is the bottom line. Is AMD a good investment? Maybe. Am I convinced it's gonna be bigger than Broadcom? Hell no.
Cookie Monster's Revenge
And what's with all this cookie policy garbage? Seriously, who reads this stuff? "Strictly Necessary Cookies," "Personalization Cookies," "Ad Selection and Delivery Cookies"... it's like they're deliberately trying to confuse us. The whole thing is designed to make you click "Accept All" so they can track your every move. It's creepy, it's invasive, and it's probably illegal. But hey, at least AMD is making money off it, right?
So, What's the Real Story?
AMD is a solid company, doing solid work. But the hype is way overblown. The stock price is probably inflated. And Lisa Su ain't exactly hurting, but she's no Jensen Huang. Let's just chill out, take a breath, and see what happens in the next few years. Because honestly, I'm tired of all this breathless optimism.
