$1,000 follows their calls into $946
Ally@treasureh8nterYup! 👍 Agreed 100% 👇👇👇
Ben Bajarin@BenBajarinI don't know who needs to hear this but $AMD will be fine and is tracking to outgrow the market. Both their CPUs and GPUs are in a growth cycle.
Ally@treasureh8nterA gentle reminder that @Midnight_Captl is the expert who said $AMD is a “loser” company despite the stock up +9,000% over the last 10 years.🤔 This is without doubt one of the worst, terrible takes and analysis I have seen so far 🤭🤭🤭 Lisa is building something great with AMD
Nick Dorsey@Midnight_CaptlI’ve been saying for awhile now that it’s not a certainty that AMD gets to continue their accelerator program long term Many AMD proponents will say that AMD will sell all the silicon they can produce, but that’s a false qualification All useable silicon will be bought ≠ AMD
Ally@treasureh8nterGenerative AI was the first 10x step-up in Infra demand in ‘22/‘23 ☝️ Reasoning models was the second 10x step-up in Infra demand in ‘24/‘25 ☝️ Agentic AI is the NEXT 10x step-up in Infra demand in ‘26/‘27 🔥🔥🔥 Guess who makes the best x86 CPUs for Agentic AI? $AMD 💪💪💪
Nicholas Mugalli@RealNickMugalliBofA: Agentic AI...could be the next 10x+ driver as every trusted ecommerce, shopping, and social platform leverages proprietary data... $NVDA’s recent $100bn+ in announced buybacks add another level of attractiveness to the stock which at a 70-100% YoY for CY27 is likely the
Ally@treasureh8nter“CPU workloads should be/will be far greater than GPU workloads” according to Notion AI lead @sarahmsachs 🔥🔥🔥 Extremely bullish for $AMD who makes the worlds greatest x86 CPUs 💪💪💪 #AMD #AI
MTS@MTSliveNotion AI lead @sarahmsachs argues that a lot of what runs on GPUs today should actually run on CPUs: "We have a strong perspective at Notion that a lot of things should be served on CPU that are served on GPU. There’s a lot of benefit and determinism in executed code." "Agents
1:39Ally@treasureh8nterOh dear Lisa…….. your father has messed you and AMDs ambitions up by supporting the clown known as Puma Shen in the Taipei mayoral elections….……. 😩 All that $AMD business in China, all those talks with He Lifeng, expanding AMDs presence into mainland China…… Your father
Carrie 台灣 Tea@ChenCarrie6今晚的民生社區（深藍地盤），如今已翻盤支持沈伯洋。🥳 全世界最大半導體公司之一AMD CEO 蘇姿丰的爸爸特地回台灣支持沈伯洋的造勢晚會喔！🎉🎉🎉 他在現場流下感動的眼淚⋯😭😭 https
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