$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t... you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.show more

@AMD needs to stay away from OpenAI. Only way they get smashed. Called META. Called Oracle. Didn’t know $AVGO had a massive deal with OpenAI… The patterns are all there. AI is not a bubble. But OpenAI is. •

@AMD Yeah, OpenAI is risky, but I think it will still manage to meet its commitments with $AMD, $ORCL, $AVGO, and the others. I don’t think Gemini or other models will be able to beat it, plus I think Sama will find a way to monetize nearly a billion weekly users

@AMD Have you looked into the #keep4o movement? Or anything about Yann? I hold leap year puts on META I called Oracle. And $AVGO bet on the wrong horse. I can’t give financial advice, but I sold out of anything touching OpenAi. •

She is Jensen Huang’s cousin, isn’t she?

Yep, after 45 yrs of making zero $-zero, after all the losing years bit now no one can or ever will compete w amd 8 months from now when the new S— comes out- 8 months for open AI -lol

$AMD has the ability to compete with $NVIDIA, But not for now maybe!

Would the last person to leave the room please turn of the lights.

All BS

Everyone laughed at $AMD chasing $NVDA in 2020… now it’s holding its own. If MI400 hits on schedule, this aged well.

AMD’s growth isn’t just about numbers—it’s about controlling AI’s infrastructure. While big tech builds their own chips, AMD and Nvidia will dominate, holding the keys to the future of computation.

ok

Computing = intelligence, but intelligence!= profitability = AMD's challenge, not certainty.

@anupmarwadi

Incest doesnt translate into global economics well. In reality what will happen is your economy will be so speculative and toxic to actual economics it will be quarantined from global trade.

Lisa Su is an incredible CEO, knows perfectly what she is doing at the right timing!

The shift toward intelligence driven computing continues to favor GPU leaders like AMD. Instead of waiting years, traders are acting on this trend through MEXC US stock futures, where $AMD can be traded efficiently using USDT, flexible leverage up to 5x, and very low fees.

Hard to disagree with the long-term thesis. The key question isn’t if AI compute grows, but who captures pricing power over time — and AMD is clearly positioning itself as the credible #2. Execution will matter more than narratives.