Daniel Romero@HyperTechInvestThey also increased their financial targets by 2x in like six months The market isn’t looking just at what $AMD says, but at where things are going with agents Meta and OpenAI are key customers, and they’re entering an arms race in agents Agents need lots of CPUs. $AMD has the
Mindset for Money@Mindset4Money_XI love $AMD, but can we all agree it’s overvalued here? Lisa Su guided for 35% annual revenue growth over the next 5 years. Let’s say they do grow at 35% over the next 5yrs, that would take revenue from $41B today to roughly $185B in 2031. She also guided for 25% FCF margins,
