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The market is once again completely wrong about $AMD. Free cash flow per share is growing exponentially. $AMD is now ready to take the entire inference market.

Antonio Linares

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45,893 просмотров • 6 месяцев назад •via X (Twitter)

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$AMD CEO Lisa Su says the MI355 chip is the best inference accelerator in the market, delivering 40% more tokens per $ than any other chip. I think $AMD is a 10X-20X pick from here.

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The MI355 produces 40% more tokens per $ than $NVDA Blackwell, according to $AMD CEO Lisa Su. Lisa NEVER overspeaks. I believe $AMD is positioned to take the whole market - just not the market that you expect.

The MI355 produces 40% more tokens per $ than $NVDA Blackwell, according to $AMD CEO Lisa Su. Lisa NEVER overspeaks. I believe $AMD is positioned to take the whole market - just not the market that you expect.

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$AMD is providing receipts right now winning inference workloads from one of the best implementers of AI on the planet in $META And don’t @ me about the warrants. No one will care when AMD market cap goes above a trillion. 👏🏻🔥🚀

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Daniel Newman

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1/ $AMD is a 10x opportunity everybody ignores. Lisa Su believes that inference will be a bigger market than training. Training is the cost center of AI workload while inference is where you make money. $AMD has an advantage here. Let me explain why: 🧵

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AMD is about to do the UNTHINKABLE‼️ This is ONCE in a LIFETIME How many $AMD shares do you own?

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