$Advanced Micro Devices(AMD)$ For the first time in history, governments possess operational AI capabilities. The strategic blueprint outlined in the recent executive order's "Genesis Initiative" provides compelling evidence for those questioning the AI investment thesis.
The computing cluster with 50MW capacity will house 24,000 units of $Advanced Micro Devices(AMD)$ 's MI355X accelerators interconnected via Ethernet fabric, targeting high-throughput AI workloads.
CEO of $Advanced Micro Devices(AMD)$ describes compute demand hitting stratospheric levels, comparing AI's current consumption to mythical creature's endless appetite
Observing this foundry leader for years, its valuation remains around historical average (forward PE low 20s) while financials hit record highs. Despite geopolitical factors and overseas policy impacts, $Taiwan Semiconductor Manufacturing(TSM)$ maintains an irreplaceable position in global semiconductor ecosystem. What's crucial is their steady expansion following internal roadmap. For such companies with core competencies, maintaining long-term patience while tracking operational metrics from management proves to be the rational approach.
$NVIDIA(NVDA)$ Those bearish parrots have been squawking sell signals for years. Did I ever unload my holdings? Real diamond hands know patience beats panic every time.
Loaded up when this pariah was sulking below 130, now this dark horse gallops toward 300! $Advanced Micro Devices(AMD)$ 's EPYC chips reign supreme, gaming processors dominate the arena. Even a sliver of AI market share could deliver ROI that leaves $NVIDIA(NVDA)$ in the dust. With MI450 chips flying off shelves, still prime time for bargain hunters.
BofA forecasts $Advanced Micro Devices(AMD)$ 's EPS could skyrocket to $18 by 2030, up from ~$3.50 in 2025, with AI and data center expansion serving as the key growth drivers.
$NVIDIA(NVDA)$ Net worth nine figures, married into wealth, globally recognized supermodel here. Logging 20h daily engagement just for fun - feel free to join the conversation!