$1,000 follows their calls into $1,083
- Win rate
- 68%
- Streak
- 10closes
- Best call
- No call read in the last 30 days
- Active calls
- MSFT
Track record building
- Peak #39
- 10 ranked closes
- Longest streak 10
$1,000 follows their calls into $1,083
Patrick Moorhead@PatrickMoorheadTime to short $NVDA. 🤣 Seriously, this number is mind boggling. $2.4T per year. Accurate? Don’t know.
Gavin Baker@GavinSBakerInteresting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental
Patrick Moorhead@PatrickMoorheadAMD keeps the Advancing AI drumbeat going and announces jointly with Anthropic a formal Helios commitment. There were rumors out there, ROCm job listings and even a GitHub YAML file listing Anthropic as a customer, but it's official now. Here are the deets: •up to 2 gigawatts

Patrick Moorhead@PatrickMoorheadAMD gets ahead of Advancing AI and announces jointly with Microsoft a formal Helios commitment. There were rumors out there and even Microsoft decks with MI455X, but it’s official now. Here are the deets: •spans Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando

Patrick Moorhead@PatrickMoorheadThis is a very different AMD and shouldn’t be underestimated. The show felt different. More like a leader and less like a follower just happy to be in the big game
Patrick Moorhead@PatrickMoorheadAMD gets ahead of Advancing AI and announces jointly with Microsoft a formal Helios commitment. There were rumors out there and even Microsoft decks with MI455X, but it’s official now. Here are the deets: •spans Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando

Patrick Moorhead@PatrickMoorheadThere has been a lot of conjecture and debate on Helios shipments. I asked Lisa: “@LisaSu, can you talk a little bit about the complexity of what it takes to get it there, and also second half deployments? How do how does AMD define deployment, and talk about your confidence