Advanced Micro Devices, Inc. AMD

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$AMD Dr Su “ insatiable demand for our chips for years to come”. ??????

151.30 give me ??

$AMD ? Bear trap….

$AMD ? $AMD
Lisa Su at the Goldman Sach Tech Conference

Literally but seriously - the crazy part is, I think it will work

☑️ Microsoft Meta and Oracle have all adopted the Mi300x chip

☑️They continue to build and innovate the Rockham software stack to compete against Nvidia’s CUDA, while they’re chips have been relatively similar in terms of performance

☑️This will increase the speed to market for their customers once they purchase and to further accelerate the GPU’s

☑️AMD GPUs actually have larger memory bandwidth and memory capacity, which is good for LLM’s

☑️ Silo.AI acquisition was all about having a team to migrate to the AMD ecosystem as fast as possible

☑️ The ZT acquisition will help them design racks faster to house the GPU’s and run on so they can continue to come to market faster with new innovations

☑️ Power usage is essentially the same for Nvidia and AMD chips, which is Jensen's big pitch

Not to mention AMD chips are much cheaper, Nvidia will just have to keep out innovating AMD. If Nvidia stumbles at all it will mean more market share for AMD. AMD can also get market share purely from price alone. An Nvidia chip is $30K, an AMD chip is $15K. ?

#StocksToWatch

Pending explosion? On who’s chart $AMD

$AMD looks like a cup and handle pattern to me! If this breaks above $152.00 it should go straight up for a while

$AMD Is anyone else starting to see a cup and handle pattern forming here?

i want it to go to 25times PE

$AMD ? MM’s keeping it here. Undervalued!!