According to @StockMarketNerd, AMD CEO Lisa Su spoke today on the GPUs vs ASICs topic, with the post published on X on December 3, 2025, source: @StockMarketNerd on X. In Bitcoin (BTC), mining is performed with application-specific integrated circuits optimized for SHA-256, and GPUs are generally not competitive for BTC mining, source: Bitcoin.org documentation. For AI workloads, GPUs and GPU-class accelerators are widely deployed in data centers, and AMD positions its Instinct MI300 series for training and inference, making GPU strategy a key driver for AMD’s data center outlook, source: AMD product documentation. The post did not include a transcript or direct quotes, so traders should note only that AMD leadership publicly addressed the GPU versus ASIC trade-off today and await fuller remarks before drawing trading conclusions, source: @StockMarketNerd on X.

According to @StockMKTNewz, AMD CEO Lisa Su told a UBS conference that commodities like memory have become tighter, highlighting constrained availability of memory components. Source: @StockMKTNewz. This is material for AI accelerators such as AMD Instinct MI300, which rely on HBM3 memory, making memory availability a gating factor for shipments and data center deployments. Sources: AMD Instinct MI300 product brief; AMD. AMD has disclosed reliance on third-party component suppliers, including memory, underscoring supply-chain sensitivity for fulfillment and margins when components tighten. Source: AMD 2023 Form 10-K. Industry context supports the comment, as DRAM leaders previously indicated HBM demand exceeded supply in 2024, pointing to persistent tightness into major AI buildouts. Sources: Micron 2024 earnings commentary; SK hynix 2024 earnings. For crypto-exposed AI compute ecosystems, the update is relevant because networks like Render (RNDR), Akash (AKT), and Bittensor (TAO) are built around GPU and compute availability that depend on memory supply. Sources: Render Foundation documentation; Akash Network documentation; Bittensor documentation.

According to @StockMarketNerd, a post on X reports that Yazdan, a Research Scientist at Google DeepMind, indicated GPU bulls should not be worried, a stance the author frames as supportive for Nvidia (NVDA) and AMD (AMD) equities (source: @StockMarketNerd on X, Nov 25, 2025). The post delivers a positive sentiment signal for AI compute demand but provides no additional data or guidance, limiting the takeaway to near-term risk-on bias rather than fundamentals (source: @StockMarketNerd on X, Nov 25, 2025). The post does not reference cryptocurrencies or tokens, so there is no direct crypto-market impact cited (source: @StockMarketNerd on X, Nov 25, 2025).

According to @KobeissiLetter, the White House is urging Congress to oppose a measure that would limit Nvidia’s (NVDA) ability to sell AI chips to China, source: @KobeissiLetter. The same measure would also affect other major chipmakers such as AMD, source: @KobeissiLetter. The White House’s stance is being described as a major victory for Nvidia, source: @KobeissiLetter. The post does not provide details on immediate crypto market impacts or pricing, source: @KobeissiLetter.

According to Satya Nadella, Microsoft and OpenAI co-designed what he called the world’s first AI superfactory, informed by three generations of Microsoft AI supercomputers built for frontier model training and inference (source: Satya Nadella, X, Nov 15, 2025). According to Satya Nadella, Microsoft worked closely with Nvidia to optimize the full stack from model architecture to chip micro-architecture, and brought AMD into the fleet for GPT model inference to help accelerate AMD’s AI software stack readiness (source: Satya Nadella, X, Nov 15, 2025). According to Satya Nadella, the resulting infrastructure will scale to support every startup to enterprise for both training and inference, implying broader AI workload support across the ecosystem (source: Satya Nadella, X, Nov 15, 2025). According to Satya Nadella, the AI coding category has expanded, with GitHub Copilot and Agent HQ cited as products where Microsoft both competes and provides a platform as the category may become one of the largest in software (source: Satya Nadella, X, Nov 15, 2025). According to Satya Nadella, companies explicitly referenced include Microsoft (MSFT), OpenAI, Nvidia (NVDA), and AMD (AMD), anchoring equity narratives around AI infrastructure, chips, and inference workloads (source: Satya Nadella, X, Nov 15, 2025). According to Satya Nadella, no cryptocurrencies were mentioned and there is no reference to BTC or ETH, indicating no direct token-specific catalyst from this announcement for the crypto market (source: Satya Nadella, X, Nov 15, 2025).

According to @StockMKTNewz, AMD’s market capitalization is approximately $420 billion, ranking it 24th among the largest public companies worldwide and placing it within the global top 25 by size. Source: https://twitter.com/StockMKTNewz/status/1988618018297979270 The post provides no additional details on price action, catalysts, or crypto-market implications, so this is a size milestone update that traders can use for benchmarking mega-cap tech leadership. Source: https://twitter.com/StockMKTNewz/status/1988618018297979270

According to @StockMKTNewz, Mizuho today raised its AMD price target to $285 from $275 while maintaining an Outperform rating (source: @StockMKTNewz). The same source reports Evercore raised its AMD price target to $283 from $270 and also maintained an Outperform rating (source: @StockMKTNewz). The source does not mention any crypto market impact (source: @StockMKTNewz).

According to @StockMKTNewz, AMD said it sees gross margin ranging between 55% and 58%. Source: @StockMKTNewz on X, Nov 11, 2025. The midpoint of that range equals 56.5%. Source: calculation based on the range reported by @StockMKTNewz. At this guidance, AMD would generate $550 million to $580 million in gross profit per $1 billion of revenue. Source: calculation derived from the margin range reported by @StockMKTNewz. The source does not mention cryptocurrencies or tokens, so no direct crypto market impact is indicated. Source: @StockMKTNewz on X, Nov 11, 2025.

According to @StockMKTNewz, AMD told investors at its Analyst Day that it expects annual data center revenue to reach $100 billion within the next five years, a headline that can drive positioning in AMD and AI semiconductor peers on AI compute demand expectations. Source: @StockMKTNewz on X, Nov 11, 2025, https://twitter.com/StockMKTNewz/status/1988343341407412612 Traders can monitor whether the headline shifts AI-linked sentiment in equities and AI-themed digital assets during U.S. hours, focusing on liquidity and momentum around AI infrastructure narratives. Source: @StockMKTNewz on X, Nov 11, 2025, https://twitter.com/StockMKTNewz/status/1988343341407412612

According to @StockMKTNewz, Advanced Micro Devices (AMD) posted a new video today ahead of its investor day. Source: @StockMKTNewz on X, Nov 11, 2025. The post provides timing but no details on the video's content, guidance, financial updates, or product disclosures. Source: @StockMKTNewz on X, Nov 11, 2025. The source does not reference any cryptocurrency market implications or linkages. Source: @StockMKTNewz on X, Nov 11, 2025.

According to @StockMKTNewz, AMD CEO Lisa Su said the company expects its Data Center Business to grow at more than a 60% compound annual growth rate over the next 3 to 5 years. Based on @StockMKTNewz, a 60% CAGR implies roughly 4.1x growth over 3 years and about 10.5x over 5 years, which traders can use to recalibrate AMD data center revenue models and valuation scenarios. Based on @StockMKTNewz, equity and crypto market participants focused on AI infrastructure may monitor price action in AMD and AI narratives around GPU compute as this guidance is reflected in positioning and upcoming earnings updates.

According to @StockMKTNewz, AMD CEO Lisa Su said AMD sees the total data center market growing to $1 trillion by 2030, providing a quantified long-term AI infrastructure demand signal that traders can use for positioning in AI-exposed equities and related narratives (source: @StockMKTNewz on X, Nov 11, 2025). The source post does not include segment breakdowns or methodology, making the $1 trillion TAM by 2030 the primary datapoint available to inform near-term trading decisions and headline-driven risk management today (source: @StockMKTNewz on X, Nov 11, 2025).

According to @StockMKTNewz, Nvidia (NVDA) and Advanced Micro Devices (AMD) are each up more than 5% intraday today, indicating broad strength across AI chip equities (source: @StockMKTNewz on X, Nov 10, 2025). For crypto traders, the source provides no information on digital-asset moves or cross-market correlations tied to this equity rally (source: @StockMKTNewz on X, Nov 10, 2025).

According to @StockMKTNewz, AMD's Data Center revenue reached $4.3 billion in the latest quarter, up from $610 million in Q1 2021 (source: @StockMKTNewz). That implies a $3.69 billion absolute increase and roughly a 7.0x expansion since 2021, with an annualized run-rate near $17.2 billion if the quarterly pace persists (source: @StockMKTNewz). The post does not include segment margin, guidance, or crypto-market read-throughs, so trading takeaways should be anchored strictly to the revenue figure cited (source: @StockMKTNewz).

According to @StockMarketNerd, AMD CEO Lisa Su indicated in this week’s earnings call Q&A that GPU useful lives are unlikely to be shortened and could even be longer, countering concerns that a 5-6 year life is too long for current AI accelerators. Source: @StockMarketNerd on X referencing AMD earnings call Q&A. If hyperscalers lengthen asset lives, annual depreciation expense declines and GAAP operating income rises for the same capital base under straight-line methods, which can accelerate net income growth in reported results. Source: FASB ASC 360 Property, Plant, and Equipment. Major cloud providers have already extended useful lives in 2023, framing the 5-6 year debate: Alphabet moved servers and certain network equipment to 6 years, Microsoft extended servers and network gear to 6 years, Amazon increased to 5 years, and Meta extended servers to 5 years, all reducing depreciation expense. Source: Alphabet Inc. 2023 Form 10-K; Microsoft Corporation Form 10-K FY2023; Amazon.com, Inc. 2023 Form 10-K; Meta Platforms, Inc. 2023 Form 10-K. For crypto markets, GPU useful life changes have limited direct impact on BTC mining economics because Bitcoin relies on ASIC miners, and Ethereum eliminated GPU mining after the September 2022 Merge, keeping the effect mostly second-order via AI infrastructure sentiment. Source: Cambridge Centre for Alternative Finance CBECI documentation; Ethereum Foundation Merge update.

According to @StockMarketNerd, reviews of HOOD and AMD are scheduled to be published tomorrow morning, as stated in a Nov 8, 2025 post (source: @StockMarketNerd on X, Nov 8, 2025). The post does not include additional details, catalysts, or crypto-market commentary tied to the upcoming reviews (source: @StockMarketNerd on X, Nov 8, 2025).

According to @DeepLearningAI, DeepLearning.AI announced a five-module course on fine-tuning and reinforcement learning for LLM post-training built in partnership with AMD and taught by Sharon Zhou, covering where post-training sits in the LLM lifecycle, RLHF, reward modeling, PPO, GRPO, LoRA, eval design, reward-hacking detection, red teaming, dataset preparation and synthetic data, and production pipelines for deployment with go or no-go decisions and feedback loops (source: @DeepLearningAI, Oct 28, 2025). According to @DeepLearningAI, the course aims to transform pretrained LLMs into reliable systems behind developer copilots, support agents, and AI assistants (source: @DeepLearningAI, Oct 28, 2025). According to @DeepLearningAI, AMD is named as the official partner for this course, providing a confirmed corporate tie-in relevant to AI infrastructure tracking by traders (source: @DeepLearningAI, Oct 28, 2025).

According to @StockMKTNewz, a wide mix of large-cap tech, semiconductor, software, financial, renewable, and consumer names printed new 52-week highs intraday today, including AAPL, GOOGL, PLTR, AMD, QCOM, SHOP, ARM, MU, ASML, SNOW, NEE, BAC, LRCX, IBM, AXP, PANW, PDD, FSLR, NOK, BCS, VRT, LITE, AMAT, M, LVS, TSEM, STT, CLS, HCA, COHR, AMKR, WELL, JCI, PSTG, ERJ, STLD, CRS, FIVE, and ROK, with each ticker enumerated by the source. Source: @StockMKTNewz on X, Oct 27, 2025. According to @StockMKTNewz, this update highlights stocks that reached new one-year price extremes today; the post did not mention any cryptocurrencies or specify impacts on digital-asset markets. Source: @StockMKTNewz on X, Oct 27, 2025.

According to @PelosiTracker_, Rep. Dan Newhouse made his first reported purchase of AMD shares on August 17. Source: @PelosiTracker_ on X, Oct 27, 2025. @PelosiTracker_ states that Newhouse serves on the House Appropriations Subcommittee on Energy. Source: @PelosiTracker_ on X, Oct 27, 2025. @PelosiTracker_ further reports that the U.S. Department of Energy announced a 1 billion dollar partnership with AMD to build two supercomputers. Source: @PelosiTracker_ on X, Oct 27, 2025. @PelosiTracker_ adds that this AMD position is now up approximately 45 percent since the August 17 buy, highlighting a notable price move tied to the timing cited in the post. Source: @PelosiTracker_ on X, Oct 27, 2025. The post does not reference any cryptocurrencies or crypto-market impacts. Source: @PelosiTracker_ on X, Oct 27, 2025.

According to @KobeissiLetter, the U.S. Department of Energy has formed a $1 billion partnership with AMD to build two supercomputers, highlighting intensified federal investment in AI compute capacity that could be relevant for semiconductor traders (Source: @KobeissiLetter on X, Oct 27, 2025). The post characterizes the development as the U.S. joining the AI arms race, underscoring policy-driven demand for high-performance computing that market participants often monitor for revenue visibility and order-book implications at the named vendor, AMD (Source: @KobeissiLetter on X, Oct 27, 2025). No official DOE or AMD confirmation was included in the post; traders should seek primary releases for contract scope, hardware mix, delivery timelines, and counterparties before positioning, as these details materially influence valuation models and sentiment across AI-exposed equities and related crypto narratives (Source: @KobeissiLetter on X, Oct 27, 2025).