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@treasureh8nter · Long AMD
Read asLong AMD
Since the call—
unrankedThe analyst's rank today
High · 0.98Confidence
Sun, Oct 18Tweeted
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—Oct 19
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
