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Christian Darnton

@CMDarnton • 12,280 subscribers

Catholic | Investor | Philosopher | Early & Long Term: $AMD, $PLTR, $HIMS, $META, $DUOL. Website: https://t.co/oM4hrCMZiv

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OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the “cheap $NVDA.” → They don’t understand compute → They don’t understand chiplets → They have no idea what is coming This isn’t a GPU story. It’s a compute story. And it’s about to define the next trillion-dollar era. 🧵
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OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the “cheap $NVDA.” → They don’t understand compute → They don’t understand chiplets → They have no idea what is coming This isn’t a GPU story. It’s a compute story. And it’s about to define the next trillion-dollar era. 🧵

Christian Darnton

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