@gs_capsf · Long AMD · The Analysts

Classic example of hyperbole and sentiment off of a headline creating opportunity in markets. Neither lab will slow down because doing so will open the door to your competitor moving ahead. But the bull case on AI rests on inference demand, not training demand. Inference will

Brian Sozzi@BrianSozzi

AI stock pre-market vibes off Anthropic CEO Dario Amodei's gloomy 3,800 essay: 🔻Marvell: -7% 🔻SK HYnix: -7% 🔻CoreWeave: -6% 🔻Sandisk: -6% 🔻Intel: -6% 🔻AMD: -6% 🔻Micron: -5% 🔻Super Micro: -5% 🔻Dell: -3% 🔻Broadcom: -3% 🔻Nvidia: -3%

Read asLong AMD+6 more

Since the call—

unrankedThe analyst's rank today

Medium · 0.86Confidence

Mon, Sep 14Tweeted

Tue, Sep 15 closeCounted from

30% of the basket · day 35fades out by Oct 26

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