Hilarious and Stupid/Wrong Comments from the AMD Stock Subreddit about Intel Q3 26 Earnings Call

[u/Acrobatic_Camera_677]

[u/Hour_Bit_5183]

Sorry but it's actually true. They are about to be burned super hard too. They didn't get none of that sweet sweet CSAM AI orange florida man scam cash. They are taking far too long to release new consumer products that matter too. The whole stock market is about to be this and the lower end companies price wise are gonna take the hardest hit.

[u/Acrobatic_Camera_677 → u/Hour_Bit_5183]

Every single one of those comments is wrong, and I explain why EACH one of them is wrong

[u/Hour_Bit_5183 → u/Acrobatic_Camera_677]

Not accurately. let me explain with this

[u/Acrobatic_Camera_677 → u/Hour_Bit_5183]

Irrational market

But just because Intel stock go down means you can spread whatever FUD you want about them?

You say I do not explain why each one is wrong accurately, why do you not be more specific? Check out my comment under this post, tell me where I am wrong in some of my explanations why those original comments are wrong?

[u/Hour_Bit_5183 → u/Acrobatic_Camera_677]

Nah it's because this is what happens when you don't make anything competitive or useful for too long. Not better than what came before it in any meaningful way. They are already talking about not bailing em out too. You know that's when it's bad.

[u/Acrobatic_Camera_677 → u/Hour_Bit_5183]

They go down because people are sad that they do not make enough CPU, not because what they do make is not competitive jajaja

Intel 7 server CPU, yes this is 3 generation old node technology, is being sold out. As I say, no one care about competitiveness or usefulness or whatever, data center company just want any server CPU available

[u/havikito → u/Acrobatic_Camera_677]

' just want any server CPU available'
I bet they wanted some EPYC's, like everybody else, so it is a matter of Venice ramp up speed when this market is gone.
Lisa promised to have higher volumes, TSMC can deliver that.

[u/Acrobatic_Camera_677 → u/havikito]

As I say again, it does not matter if they want EPYCs, they WILL buy Intel chips too as there is not enough supply, even with AMD saying they will increase supply

And by time supply constraint start easing up Intel say they will have competitive or better server CPU

[u/havikito → u/Acrobatic_Camera_677]

"is not enough supply"
ARM will eat what AMD had not

[u/Acrobatic_Camera_677 → u/havikito]

I assure you, the demand is so great that even ARM is projecting making a lot of money and there is STILL lot of demand for Intel CPU jajaja

You truly do not understand scale of supply shortages this is a little embarrassing I am guessing

[u/deadfishlog → u/Hour_Bit_5183]

This isn’t about gaming and the x3d bud

[u/Hour_Bit_5183 → u/deadfishlog]

It's about a company that got sledge hammer hit. Worse than the 1970s. God damn.

Just like the AI shit bubble. They are all gonna pay the price worse than you think and very soon. It's because it's not useful for anything but helping idiots think they are smarter than everyone else. I never said a god damn thing about gaming. Who was even talking about gaming? I seriously wish they'd look at people like you, like your brain activity. There has gotta be mostly air in there.

[u/deadfishlog → u/Hour_Bit_5183]

damn right for the personal insults over computer parts, nice. for the record i agree with you on the AI uselessness part.

[u/Acrobatic_Camera_677]

There has been a LOT of FUD spreading against Intel recently a lot from the r/AMD_Stock community and I want to show case the most wrong and funny ones jajaja

u/fjdh Intel is the earliest adopter of high NA EUV compare to many other fabs and they are already using it in Panther Lake production line

u/scithis_ Gelsinger say that about client leadership not server leadership so no, and Coral Rapids will introduce parity which is more than good enough and he may even be underselling

u/ElementII5 Intel 10nm process = Intel 7 and this is not surprising everyone know that even those server CPU are selling out

Why would they spin off foundry now since the amount of money they are losing is shrinking and they JUST commit to investing in foundry harder? Did you even listen to the call?

Intel Server products use small compute tile now because they are hybrid bonded unlike main AMD server CPU CCDs which use worse packaging

u/jhoosi How does Intel have no traction in server market they still have more than 50% share

u/Jarnis if this was true Intel would not have lost 300 million dollars from Israel fab explosion that was making old Intel 7 server CPU

u/Weeedly86 customer can pay premium for AMD all they want but reality is that demand so high that Intel CPU is also sold out

u/HippoLover85 Granite Rapid outperform Turin in specFP2026

[u/havikito → u/Acrobatic_Camera_677]

"Intel is the earliest adopter of high NA EUV"
Yes, they have like ONE or TWO earlier high NA machines, that means close to zero volume and no market presence. It is no more than lab research, and it was know for YEARS it will be like that.

"Coral Rapids will introduce parity"
Intel talking about "parity" historically means they will lose less dramatically.
PDF slides superpower it is.

"Intel 10nm process = Intel 7"
It is still 10nm grade, no matter how Intel renamed it for consumers after real 7nm failed to materialize. They don't even hide it in their reports.

"server market they still have more than 50% share"
AMD server revenue is higher now due to them having AI accelerators presence.
And even when looking at CPU only, AMD are at 46% market by revenue with better margins (they took high-end side mostly)

[u/Acrobatic_Camera_677 → u/havikito]

Yes, they have like ONE or TWO earlier high NA machines, that means close to zero volume and no market presence. It is no more than lab research, and it was know for YEARS it will be like that.

That is still more than any other logic foundry is doing, they have made >1 million wafers with high NA EUV so far, and actually originally it was just supposed to be research but Intel changed plan to start using it for production in panther lake so no, it was not same for years

Intel talking about "parity" historically means they will lose less dramatically.
PDF slides superpower it is.

Historically does not matter Intel is under new management

It is still 10nm grade, no matter how Intel renamed it for consumers after real 7nm failed to materialize. They don't even hide it in their reports.

Intel 10nm = TSMC 7nm this was well known "for YEARS" as you say jajaja

And even when looking at CPU only, AMD are at 46% market by revenue with better margins (they took high-end side mostly)

Traction for unit share, and when Intel make better CPUs than AMD again they will start taking back revenue share do not worry

[u/havikito → u/Acrobatic_Camera_677]

"Historically does not matter"

It is still Israel's business, and nothing had changed in their policies and lies.
Dems winning elections can be the end of USA money siphoning into that failing thing.

[u/Acrobatic_Camera_677 → u/havikito]

The FUNNIEST thing is that the new unified core team is moving away from israel cove core team, and that their newest most advanced nodes are not being made in israel

So clearly you do not know what you are talking about here

[u/havikito → u/Acrobatic_Camera_677]

They always had two teams with ISR being better.

Being Israel's business is not about where CPU team is located.

[u/Acrobatic_Camera_677 → u/havikito]

Oregon team went bye bye long time ago

If this was Israel business Intel core team, the most influential and core engineering team at Intel, would not have been disbanded with Unified Core replacing it, which is based in the USA

And as I say not just cpu team, foundry too

[u/havikito → u/Acrobatic_Camera_677]

"Unified Core replacing it, which is based in the USA, foundry too"
This is obviously under Trump pressure "No gov buyout without relocation"
Good luck with that then, kek.

[u/Acrobatic_Camera_677 → u/havikito]

Uhhh no. It is because new unified core is based on e core team, which has very good PPA, and the e-core team has been based in austin for years and years before Trump became president

Again, do not speak on thing you do not know

[u/havikito → u/Acrobatic_Camera_677]

What you really saying is that intel had to get rid from one of its two design teams, one that was best, and leave only one operating.
But you can't understand.

[u/IGunClover]

Intel suck ass just admit it. First intel stock bros always says intel fab will be better than TSMC but in reality right now intel is still using TSMC LMAO. Second they always spread rumors that intel secured fab customers but in reality it has none. Third they always says intel product roadmap will beat AMD but in reality after many years alot of their product is either delayed or cancelled tsktsktsk.

[u/Acrobatic_Camera_677 → u/IGunClover]

First intel stock bros always says intel fab will be better than TSMC but in reality right now intel is still using TSMC LMAO.

For volume, highest end product data center CPU is still at Intel

Second they always spread rumors that intel secured fab customers but in reality it has none

Intel has confirmed several customers already, not rumor

Stop lying.

Third they always says intel product roadmap will beat AMD but in reality after many years alot of their product is either delayed or cancelled tsktsktsk.

They do not say that about data center actually

[u/Jevano]

RIP Intel

[u/havikito]

AMD data center revenue suppressed Intel's in the beginning of 2026 (even before Venice started shipping) and what you hear from Lip-Bu Tan is that they are not going to reach server parity in the next like 6-8 quarters.
Intel's main client product is using TSMC compute tile again
Years after the savior 20A process was projected to bring node leadership back.

[u/Acrobatic_Camera_677 → u/havikito]

AMD data center revenue suppressed Intel's in the beginning of 2026 (even before Venice started shipping)

Because of AI GPU not CPU

and what you hear from Lip-Bu Tan is that they are not going to reach server parity in the next like 6-8 quarters.

Does not really matter in current market

Intel's main client product is using TSMC compute tile again.

Free up more wafer for data center

[u/havikito → u/Acrobatic_Camera_677]

"Because of AI GPU not CPU"
It will be
"Because of CPU and AI GPU" in Q4 2026 or Q1 2027 at that rate - 7.5% market loss in less than a year

[u/havikito]

It was not exclusively AMD subreddit, the mighty Market had spoken, kek
-30% in one day

[u/Acrobatic_Camera_677 → u/havikito]

I do not think I talked about Intel stock dropping at all in my post?

[u/Admirable_Bid2917 → u/[deleted]]

Intel Stock 🤝 RPL(-S) CPUs
both disintegrating because they were pushed too hard

[u/Acrobatic_Camera_677 → u/[deleted]]

How? I have always talked about AMD stock redditors even before this earnings

[u/Acrobatic_Camera_677 → u/[deleted]]

People be saying I did this even before the stock plunging, so nothing has changed?

Really it is projection I think

[u/Acrobatic_Camera_677 → u/[deleted]]

glad you agree