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Victoria's Secret สำหรับงานแฟชั่นโชว์ประจำปี2024ครองตำแหน่งสูงสุดในสื่อทั่วโลกโดยสร้างรายได้MIV304.8ล้านเหรียญสหรัฐซึ่งเกือบจะเท่าของงานNew York Fashionคอลเลคชั่น2025"สื่อวิเคราะห์กันว่าเจ้าของVSฉลาดเลือก #LISA โชว์เปิดงาน! หลับแบบใดถึงได้เป็นที่พูดถึงความเริ่ดของโชว์ไปทั่วโลก

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$AMD $NVDA & the AMD Bear SemiAnalysis 🧵 Here are some facts: $META allocated 42% AI GPUs to $AMD OpenAI allocated 6GW(38%) to $AMD 1. Model-Specific Bias: Llama 3.3 70B graph favored NVIDIA due to TRT-LLM optimizations, highlighting throughput and latency where Blackwell excels. In contrast, the GPT-OSS 120B chart shifts focus to cost and interactivity, where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narratives—NVIDIA’s dominance in speed (Llama 3.3) and AMD’s niche in cost (GPT-OSS). GPT-OSS 120B, with its sparse attention mechanisms (similar to DeepSeek-V3.2-Exp), shows AMD’s CDNA 4 architecture, while Llama 3.3’s dense attention favors NVIDIA’s Tensor Cores. SemiAnalysis’ decision to emphasize Llama 3.3 initially could reflect its AMD bear stance. 2. The way Data is presented The Llama 3.3 graph focused on raw performance metrics (throughput vs. latency), downplaying cost, where AMD holds an edge. This new chart, buried in follow-up posts, reveals AMD’s strength but receives less prominence, suggesting a curated narrative. Labeling variability (e.g., B200 with/without TRT) and the lack of uniform scaling across graphs indicate potential cherry-picking of configurations to favor NVIDIA’s optimized setups. 3. Historical Context: SemiAnalysis’ past critiques of AMD’s R&D and ROCm (web results from May 2025) align with a bearish outlook. Their own hype/brand around NVIDIA’s 15x ROI contrasts with muted coverage of AMD’s cost advantages, reinforcing bias. Despite AMD’s participation in InferenceMAX, the benchmark’s framing (e.g., prioritizing Blackwell’s ROI) reflect SemiAnalysis’ market predictions rather than balanced analysis. Lastly, AMD’s Instinct MI355X proves superior in inference and cost per million tokens for the GPT-OSS 120B model, offering a 25% cost advantage over NVIDIA’s H200 at moderate-to-high interactivity levels. This efficiency, driven by AMD’s memory bandwidth and FP4 support, makes it a better choice for cost-sensitive, multi-user deployments over a three-year horizon. However, SemiAnalysis’ sole focus(presentation graph) on Llama 3.3—where NVIDIA excels demonstrates a pattern of cherry-picking models and data to favor NVIDIA , consistent with its historical AMD bearish stance. This selective presentation risks misleading stakeholders by overshadowing AMD economic strengths. My personal take: I would trust Dr. Lisa Su, and Greg Brockman Sam Altman take on AMD and how they viewed and allocated 6GW for AMD over SemiAnalysis . At the end of the day, Large customers pay when it works. $Meta allocated 42% AI GPUs to $AMD for a reason. And the "secret weapon" will improve energy consumption by 20-50%, meaning at 6GW, OpenAI would be able to deploy 25-50% more MI450 at a much better cost advantage, higher memory bandwidth, and the queen of Inference! Oh and ROCm 8 is expected to be on par with CUDA in 2026.
2:46

$AMD $NVDA & the AMD Bear SemiAnalysis 🧵 Here are some facts: $META allocated 42% AI GPUs to $AMD OpenAI allocated 6GW(38%) to $AMD 1. Model-Specific Bias: Llama 3.3 70B graph favored NVIDIA due to TRT-LLM optimizations, highlighting throughput and latency where Blackwell excels. In contrast, the GPT-OSS 120B chart shifts focus to cost and interactivity, where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narratives—NVIDIA’s dominance in speed (Llama 3.3) and AMD’s niche in cost (GPT-OSS). GPT-OSS 120B, with its sparse attention mechanisms (similar to DeepSeek-V3.2-Exp), shows AMD’s CDNA 4 architecture, while Llama 3.3’s dense attention favors NVIDIA’s Tensor Cores. SemiAnalysis’ decision to emphasize Llama 3.3 initially could reflect its AMD bear stance. 2. The way Data is presented The Llama 3.3 graph focused on raw performance metrics (throughput vs. latency), downplaying cost, where AMD holds an edge. This new chart, buried in follow-up posts, reveals AMD’s strength but receives less prominence, suggesting a curated narrative. Labeling variability (e.g., B200 with/without TRT) and the lack of uniform scaling across graphs indicate potential cherry-picking of configurations to favor NVIDIA’s optimized setups. 3. Historical Context: SemiAnalysis’ past critiques of AMD’s R&D and ROCm (web results from May 2025) align with a bearish outlook. Their own hype/brand around NVIDIA’s 15x ROI contrasts with muted coverage of AMD’s cost advantages, reinforcing bias. Despite AMD’s participation in InferenceMAX, the benchmark’s framing (e.g., prioritizing Blackwell’s ROI) reflect SemiAnalysis’ market predictions rather than balanced analysis. Lastly, AMD’s Instinct MI355X proves superior in inference and cost per million tokens for the GPT-OSS 120B model, offering a 25% cost advantage over NVIDIA’s H200 at moderate-to-high interactivity levels. This efficiency, driven by AMD’s memory bandwidth and FP4 support, makes it a better choice for cost-sensitive, multi-user deployments over a three-year horizon. However, SemiAnalysis’ sole focus(presentation graph) on Llama 3.3—where NVIDIA excels demonstrates a pattern of cherry-picking models and data to favor NVIDIA , consistent with its historical AMD bearish stance. This selective presentation risks misleading stakeholders by overshadowing AMD economic strengths. My personal take: I would trust Dr. Lisa Su, and Greg Brockman Sam Altman take on AMD and how they viewed and allocated 6GW for AMD over SemiAnalysis . At the end of the day, Large customers pay when it works. $Meta allocated 42% AI GPUs to $AMD for a reason. And the "secret weapon" will improve energy consumption by 20-50%, meaning at 6GW, OpenAI would be able to deploy 25-50% more MI450 at a much better cost advantage, higher memory bandwidth, and the queen of Inference! Oh and ROCm 8 is expected to be on par with CUDA in 2026.

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Think your Project 2025 will work? It failed miserably for 1940s world, Germany and it will fail you now. We need to make America grateful again. The American people deserve far better than this convicted felon. If Trump is re-elected, expect a regression not to 1776 but to the 1760s, complete with taxation without representation. Save your money, sharpen your manual labor skills, and prepare to lose healthcare and social security, as society splits by class and with robots, you'll find yourselves competing with AI. Canada and Mexico, consider revising your asylum laws, as many Americans might seek your sanctuary. Under King Trump, expect state sell-offs to Putin. Start learning Russian and get accustomed to cheap vodka. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝟐𝟎𝟐𝟓: Project 2025, backed by The Heritage Foundation and endorsed by Donald Trump, is a central Republican strategy for 2024. This comprehensive plan aims to reshape the federal government according to conservative principles, dangerously centralizing executive power and sidelining Congress. Historical parallels, such as Nazi Germany, warn of its authoritarian potential.⁣⁣⁣ ⁣⁣⁣ 𝐂𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐧𝐠 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐏𝐨𝐰𝐞𝐫: Vought's plan emphasizes executive power while bypassing Congress, mirroring Hitler's use of the Enabling Act of 1933, which allowed his government to enact laws without the Reichstag's consent. This erodes the constitutional separation of powers and checks and balances.⁣⁣⁣ •𝐑𝐞𝐩𝐥𝐚𝐜𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐢𝐚𝐥𝐬 𝐰𝐢𝐭𝐡 𝐋𝐨𝐲𝐚𝐥𝐢𝐬𝐭𝐬: Vought aims to staff the government with Trump loyalists, akin to how Nazis replaced civil servants and judges with party members, compromising the impartiality and independence of the civil service and judiciary.⁣⁣⁣ •𝐃𝐢𝐬𝐦𝐚𝐧𝐭𝐥𝐢𝐧𝐠 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐨𝐝𝐢𝐞𝐬: Vought's intention to dismantle the "administrative state" targets essential regulatory agencies, much like the Nazi process of Gleichschaltung, which brought all aspects of German society under their control.⁣⁣⁣ •𝐏𝐫𝐨𝐯𝐢𝐝𝐢𝐧𝐠 𝐋𝐞𝐠𝐚𝐥 𝐉𝐮𝐬𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: Vought's team is preparing legal justifications to expand executive power, similar to Nazi legal theorists who advocated for the Nazification of German law, violating constitutional norms.⁣⁣⁣ •𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐨𝐟 𝐈𝐝𝐞𝐨𝐥𝐨𝐠𝐢𝐜𝐚𝐥 𝐓𝐡𝐢𝐧𝐤 𝐓𝐚𝐧𝐤𝐬: Vought's plan is influenced by conservative think tanks, just as Nazi policies were shaped by racist and authoritarian ideologies.⁣⁣⁣ ⁣⁣ Russ Vought’s plan fundamentally betrays the principle of putting America first. By seeking to concentrate executive power, bypass Congress, and dismantle essential regulatory agencies, Vought places personal and partisan interests above the nation’s welfare. His agenda undermines the integrity of the federal workforce, politicizes governance, and destroys public trust in democratic institutions. This strategy paves the way for autocratic rule, sacrificing the very foundations of American democracy for authoritarian control. Vought’s vision jeopardizes the nation's stability and prosperity, putting America last and prioritizing power over the people.⁣⁣⁣ ⁣⁣ For anyone who believes his lies about not supporting Project 2025: There are several areas where Donald Trump's policies and campaign speeches align with aspects of Project 2025, despite Trump publicly lying and trying to distance himself from the project. Here are the key alignments: Expanding Executive Power: Trump campaigns on vastly expanding executive authority over the federal government, aligning with Project 2025's goal of consolidating executive power. Restructuring Federal Workforce: Trump proposes implementing the "Jacksonian spoils system" to replace government employees. Similarly, Project 2025 suggests reclassifying tens of thousands of federal civil service workers as political appointees to replace them with loyalists. Immigration Policies: Trump advocates for anti-immigrant policies and a massive deportation operation. This aligns with Project 2025's focus on defending national borders and sovereignty. "America First" Foreign Policy: Trump promotes an isolationist "America First" agenda, in line with Project 2025's emphasis on national sovereignty. Anti-Regulatory Stance: Trump intends to institute anti-regulatory policies, aligning with Project 2025's goal of dismantling the "administrative state." Social and Cultural Issues: Trump leans into nativist and anti-LGBT rhetoric, corresponding with Project 2025's aim to infuse government and society with conservative Christian values. Education Reforms: Trump proposes terminating the Department of Education, while Project 2025 suggests decentralizing its authority. Energy and Environmental Policies: Trump pursues a climate change denial and anti-clean energy platform, aligning with Project 2025's likely stance on energy deregulation. If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck. American people deserve better than TFG Trump stiffed hardworking contractors, knowing they couldn't afford prolonged legal battles. Republicans did nothing about it. His Trump University misled veterans and everyday people, resulting in millions in fines. Republicans did nothing about it. He used $250 million from your donations as his "defense" fund to cover personal expenses. Republicans did nothing about it. He manipulated elderly supporters by quietly setting up recurring donations, draining their bank accounts. Republicans did nothing about it. I mean who steals money from a children's cancer charity? Republicans did nothing about it. At last, he's facing consequences for trying to undermine U.S. democracy by pulling all stops to snatch an election he knew was lost. He even went to the extent of calling for the dismantling of the U.S. Constitution, which he vowed to defend. Republicans did nothing about it. If you still believe he's innocent, the problem isn't with him; it's you. You are in a cult. Republicans did nothing about this cult-like following. Several of Donald Trump's former Cabinet members and close allies have openly declared they won't support him in future elections, each providing their own reasons for this stance. Here's a quick rundown of their views: Mike Pence: The ex-Vice President isn't endorsing Trump for the 2024 race, pointing to "profound differences" that go beyond their January 6 disagreement, including Trump's views on TikTok, abortion, and national debt management. John Bolton: The former National Security Adviser won't vote for Trump or Biden, planning to choose a conservative Republican instead. He's voiced concerns over Trump's suitability for office and his foreign policy moves. James Mattis: The former Defense Secretary has critiqued Trump for dividing Americans and questioned his leadership and its impact on national unity. Mark Esper: Trump's second Defense Secretary considers him unfit for office, citing Trump's self-interest and lack of integrity. Rex Tillerson: The ex-Secretary of State has been critical of Trump's grasp on global events and history, suggesting he's unprepared and uninformed. John Kelly: Trump's longest-serving Chief of Staff has criticized Trump's personality and leadership style. Mick Mulvaney: The former Chief of Staff prefers someone else as the GOP nominee, doubting Trump's chances against Biden in a general election. Dan Coats: The former Director of National Intelligence is backing Mike Pence in the GOP primary over Trump. Jeff Sessions: Despite supporting Trump's agenda, the former Attorney General has had conflicts with Trump, especially over the Russia investigation and his recusal from it. Olivia Troye: A former Pence advisor, Troye has slammed Trump's COVID-19 response, accusing him of putting reelection before public health. Miles Taylor: Describing his time in the Trump administration as "terrifying," the former DHS chief of staff has endorsed Biden, citing Trump's threat to the country. Elizabeth Neumann: The ex-Assistant Secretary for Counterterrorism at DHS has accused Trump of worsening the domestic terrorism threat and declared her vote for Biden. Anthony Scaramucci: The short-lived White House Communications Director supports Biden, critiquing Trump's leadership and policies. These individuals cite various concerns about Trump's leadership, policy decisions, integrity, and the negative effects on the country's unity and security as reasons for withdrawing their support for his future political endeavor! If these individuals, all handpicked by you, refuse to vote for you, then why should anyone believe anything you say? Trump's other 'achievements': -Gave over $1.7 TRILLION (5 times student relief) in tax breaks to the ultrarich. Republicans did nothing about the inequality it exacerbated. $7.8 TRILLION added to the deficit. Nothing but 8 miles of new wall Mexico was supposed to pay. Republicans did nothing about this fiscal irresponsibility. -$150 Million for golf. Republicans did nothing about this misuse of funds. -Had to be praised every 5 minutes. Republicans did nothing about this egoism. -Lied over 30,000 times in 4 years. Republicans did nothing about these falsehoods. -Kissed Putin's behind in Helsinki in front of the world. Republicans did nothing about this display of subservience. -Got impeached twice in one term :). Republicans did nothing to hold him accountable. -Asked for dirt on his opponent, twice. Republicans did nothing about these unethical requests. -Tried everything to steal our election. Republicans did nothing to safeguard our democratic processes. -Taxpayers overpaid for his secret service $1200 per night staying at his properties. Republicans did nothing about this profiteering. -Gave Taliban their leader & 5K soldiers, with no exit plan for May 2021. Republicans did nothing about this strategic blunder. -His campaign chair, NSA chief & others were indicted/pardoned. Republicans did nothing about this corruption. -Called himself THE CHOSEN1! :)). Republicans did nothing about this messianic complex. -Pleaded the 5th 440 times. Republicans did nothing about this evasion of accountability. -Took over $250 million from his supporters when he left office for "Defense Fund" to pay his own personal bills. Republicans did nothing about this exploitation. -Stole our national secrets for who knows why. Many top secret empty folders. Republicans did nothing about this breach of national security. -Met with Putin with no recordings. Republicans did nothing about this lack of transparency. Trump's Taxing Concerns in China: The New York Times unveiled Trump paying over $188,000 in taxes to China between 2013-2015, while maintaining an undisclosed bank account there. He paid more taxes to China than in the U.S. Spot the issue? Republicans did nothing about this financial conflict of interest. Shady Transactions Post White House: His son-in-law, despite failing a White House security clearance, received $3.1 billion from a foreign government right after leaving office. Questions, anyone? Republicans did nothing about these dubious dealings. Allegations of Trump's Criminal Acts: Republicans did nothing about these numerous allegations of criminal misconduct. Trump's Ties to Russia: Republicans did nothing about these troubling connections and implications for national security. 4th Indictment Against Trump: Republicans did nothing about these accusations of election tampering and abuse of power. Third Indictment: Conspiracy to Defraud the US: Accused of unlawfully disrupting the 2020 election by making fraudulent claims and pressuring officials. Republicans did nothing about this blatant disregard for electoral integrity. -Obstructing an Official Proceeding: Accused of hindering Congress's January 6 certification of election results. Republicans did nothing about this direct threat to our democratic process. -Obstruction of Official Proceeding: Alleged to have impeded certification by pressuring Pence and inciting the Capitol riot. Republicans did nothing about this dangerous escalation of political tension. -Conspiracy Against Rights: Accused of intimidating election officials and disenfranchising voters. Republicans did nothing about these serious threats to voter rights. Second Indictment Highlights: -Knowledge and Intent: Accused of withholding subpoenaed documents, suggesting possible illegal intent. Republicans did nothing about this obstruction of justice. -Obstruction of Justice: Allegedly kept unauthorized documents hidden from the National Archives. Republicans did nothing about this breach of protocol. -Evidence Depth: Varied evidence indicates illegal document acquisition and concealment attempts. Republicans did nothing about these potentially criminal actions. Additional Notes: -Document Selection: The 31 indictment documents were likely chosen for relevance. Republicans did nothing to address the significance of these selections. We can and do deserve better than these DO-NOTHING Republicans with their America First slogan. Our diversity is our STRENGTH, not a flaw. Republicans did nothing to embrace or celebrate this diversity, instead often standing in opposition to it.
0:30

Think your Project 2025 will work? It failed miserably for 1940s world, Germany and it will fail you now. We need to make America grateful again. The American people deserve far better than this convicted felon. If Trump is re-elected, expect a regression not to 1776 but to the 1760s, complete with taxation without representation. Save your money, sharpen your manual labor skills, and prepare to lose healthcare and social security, as society splits by class and with robots, you'll find yourselves competing with AI. Canada and Mexico, consider revising your asylum laws, as many Americans might seek your sanctuary. Under King Trump, expect state sell-offs to Putin. Start learning Russian and get accustomed to cheap vodka. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝟐𝟎𝟐𝟓: Project 2025, backed by The Heritage Foundation and endorsed by Donald Trump, is a central Republican strategy for 2024. This comprehensive plan aims to reshape the federal government according to conservative principles, dangerously centralizing executive power and sidelining Congress. Historical parallels, such as Nazi Germany, warn of its authoritarian potential.⁣⁣⁣ ⁣⁣⁣ 𝐂𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐧𝐠 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐏𝐨𝐰𝐞𝐫: Vought's plan emphasizes executive power while bypassing Congress, mirroring Hitler's use of the Enabling Act of 1933, which allowed his government to enact laws without the Reichstag's consent. This erodes the constitutional separation of powers and checks and balances.⁣⁣⁣ •𝐑𝐞𝐩𝐥𝐚𝐜𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐢𝐚𝐥𝐬 𝐰𝐢𝐭𝐡 𝐋𝐨𝐲𝐚𝐥𝐢𝐬𝐭𝐬: Vought aims to staff the government with Trump loyalists, akin to how Nazis replaced civil servants and judges with party members, compromising the impartiality and independence of the civil service and judiciary.⁣⁣⁣ •𝐃𝐢𝐬𝐦𝐚𝐧𝐭𝐥𝐢𝐧𝐠 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐨𝐝𝐢𝐞𝐬: Vought's intention to dismantle the "administrative state" targets essential regulatory agencies, much like the Nazi process of Gleichschaltung, which brought all aspects of German society under their control.⁣⁣⁣ •𝐏𝐫𝐨𝐯𝐢𝐝𝐢𝐧𝐠 𝐋𝐞𝐠𝐚𝐥 𝐉𝐮𝐬𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: Vought's team is preparing legal justifications to expand executive power, similar to Nazi legal theorists who advocated for the Nazification of German law, violating constitutional norms.⁣⁣⁣ •𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐨𝐟 𝐈𝐝𝐞𝐨𝐥𝐨𝐠𝐢𝐜𝐚𝐥 𝐓𝐡𝐢𝐧𝐤 𝐓𝐚𝐧𝐤𝐬: Vought's plan is influenced by conservative think tanks, just as Nazi policies were shaped by racist and authoritarian ideologies.⁣⁣⁣ ⁣⁣ Russ Vought’s plan fundamentally betrays the principle of putting America first. By seeking to concentrate executive power, bypass Congress, and dismantle essential regulatory agencies, Vought places personal and partisan interests above the nation’s welfare. His agenda undermines the integrity of the federal workforce, politicizes governance, and destroys public trust in democratic institutions. This strategy paves the way for autocratic rule, sacrificing the very foundations of American democracy for authoritarian control. Vought’s vision jeopardizes the nation's stability and prosperity, putting America last and prioritizing power over the people.⁣⁣⁣ ⁣⁣ For anyone who believes his lies about not supporting Project 2025: There are several areas where Donald Trump's policies and campaign speeches align with aspects of Project 2025, despite Trump publicly lying and trying to distance himself from the project. Here are the key alignments: Expanding Executive Power: Trump campaigns on vastly expanding executive authority over the federal government, aligning with Project 2025's goal of consolidating executive power. Restructuring Federal Workforce: Trump proposes implementing the "Jacksonian spoils system" to replace government employees. Similarly, Project 2025 suggests reclassifying tens of thousands of federal civil service workers as political appointees to replace them with loyalists. Immigration Policies: Trump advocates for anti-immigrant policies and a massive deportation operation. This aligns with Project 2025's focus on defending national borders and sovereignty. "America First" Foreign Policy: Trump promotes an isolationist "America First" agenda, in line with Project 2025's emphasis on national sovereignty. Anti-Regulatory Stance: Trump intends to institute anti-regulatory policies, aligning with Project 2025's goal of dismantling the "administrative state." Social and Cultural Issues: Trump leans into nativist and anti-LGBT rhetoric, corresponding with Project 2025's aim to infuse government and society with conservative Christian values. Education Reforms: Trump proposes terminating the Department of Education, while Project 2025 suggests decentralizing its authority. Energy and Environmental Policies: Trump pursues a climate change denial and anti-clean energy platform, aligning with Project 2025's likely stance on energy deregulation. If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck. American people deserve better than TFG Trump stiffed hardworking contractors, knowing they couldn't afford prolonged legal battles. Republicans did nothing about it. His Trump University misled veterans and everyday people, resulting in millions in fines. Republicans did nothing about it. He used $250 million from your donations as his "defense" fund to cover personal expenses. Republicans did nothing about it. He manipulated elderly supporters by quietly setting up recurring donations, draining their bank accounts. Republicans did nothing about it. I mean who steals money from a children's cancer charity? Republicans did nothing about it. At last, he's facing consequences for trying to undermine U.S. democracy by pulling all stops to snatch an election he knew was lost. He even went to the extent of calling for the dismantling of the U.S. Constitution, which he vowed to defend. Republicans did nothing about it. If you still believe he's innocent, the problem isn't with him; it's you. You are in a cult. Republicans did nothing about this cult-like following. Several of Donald Trump's former Cabinet members and close allies have openly declared they won't support him in future elections, each providing their own reasons for this stance. Here's a quick rundown of their views: Mike Pence: The ex-Vice President isn't endorsing Trump for the 2024 race, pointing to "profound differences" that go beyond their January 6 disagreement, including Trump's views on TikTok, abortion, and national debt management. John Bolton: The former National Security Adviser won't vote for Trump or Biden, planning to choose a conservative Republican instead. He's voiced concerns over Trump's suitability for office and his foreign policy moves. James Mattis: The former Defense Secretary has critiqued Trump for dividing Americans and questioned his leadership and its impact on national unity. Mark Esper: Trump's second Defense Secretary considers him unfit for office, citing Trump's self-interest and lack of integrity. Rex Tillerson: The ex-Secretary of State has been critical of Trump's grasp on global events and history, suggesting he's unprepared and uninformed. John Kelly: Trump's longest-serving Chief of Staff has criticized Trump's personality and leadership style. Mick Mulvaney: The former Chief of Staff prefers someone else as the GOP nominee, doubting Trump's chances against Biden in a general election. Dan Coats: The former Director of National Intelligence is backing Mike Pence in the GOP primary over Trump. Jeff Sessions: Despite supporting Trump's agenda, the former Attorney General has had conflicts with Trump, especially over the Russia investigation and his recusal from it. Olivia Troye: A former Pence advisor, Troye has slammed Trump's COVID-19 response, accusing him of putting reelection before public health. Miles Taylor: Describing his time in the Trump administration as "terrifying," the former DHS chief of staff has endorsed Biden, citing Trump's threat to the country. Elizabeth Neumann: The ex-Assistant Secretary for Counterterrorism at DHS has accused Trump of worsening the domestic terrorism threat and declared her vote for Biden. Anthony Scaramucci: The short-lived White House Communications Director supports Biden, critiquing Trump's leadership and policies. These individuals cite various concerns about Trump's leadership, policy decisions, integrity, and the negative effects on the country's unity and security as reasons for withdrawing their support for his future political endeavor! If these individuals, all handpicked by you, refuse to vote for you, then why should anyone believe anything you say? Trump's other 'achievements': -Gave over $1.7 TRILLION (5 times student relief) in tax breaks to the ultrarich. Republicans did nothing about the inequality it exacerbated. $7.8 TRILLION added to the deficit. Nothing but 8 miles of new wall Mexico was supposed to pay. Republicans did nothing about this fiscal irresponsibility. -$150 Million for golf. Republicans did nothing about this misuse of funds. -Had to be praised every 5 minutes. Republicans did nothing about this egoism. -Lied over 30,000 times in 4 years. Republicans did nothing about these falsehoods. -Kissed Putin's behind in Helsinki in front of the world. Republicans did nothing about this display of subservience. -Got impeached twice in one term :). Republicans did nothing to hold him accountable. -Asked for dirt on his opponent, twice. Republicans did nothing about these unethical requests. -Tried everything to steal our election. Republicans did nothing to safeguard our democratic processes. -Taxpayers overpaid for his secret service $1200 per night staying at his properties. Republicans did nothing about this profiteering. -Gave Taliban their leader & 5K soldiers, with no exit plan for May 2021. Republicans did nothing about this strategic blunder. -His campaign chair, NSA chief & others were indicted/pardoned. Republicans did nothing about this corruption. -Called himself THE CHOSEN1! :)). Republicans did nothing about this messianic complex. -Pleaded the 5th 440 times. Republicans did nothing about this evasion of accountability. -Took over $250 million from his supporters when he left office for "Defense Fund" to pay his own personal bills. Republicans did nothing about this exploitation. -Stole our national secrets for who knows why. Many top secret empty folders. Republicans did nothing about this breach of national security. -Met with Putin with no recordings. Republicans did nothing about this lack of transparency. Trump's Taxing Concerns in China: The New York Times unveiled Trump paying over $188,000 in taxes to China between 2013-2015, while maintaining an undisclosed bank account there. He paid more taxes to China than in the U.S. Spot the issue? Republicans did nothing about this financial conflict of interest. Shady Transactions Post White House: His son-in-law, despite failing a White House security clearance, received $3.1 billion from a foreign government right after leaving office. Questions, anyone? Republicans did nothing about these dubious dealings. Allegations of Trump's Criminal Acts: Republicans did nothing about these numerous allegations of criminal misconduct. Trump's Ties to Russia: Republicans did nothing about these troubling connections and implications for national security. 4th Indictment Against Trump: Republicans did nothing about these accusations of election tampering and abuse of power. Third Indictment: Conspiracy to Defraud the US: Accused of unlawfully disrupting the 2020 election by making fraudulent claims and pressuring officials. Republicans did nothing about this blatant disregard for electoral integrity. -Obstructing an Official Proceeding: Accused of hindering Congress's January 6 certification of election results. Republicans did nothing about this direct threat to our democratic process. -Obstruction of Official Proceeding: Alleged to have impeded certification by pressuring Pence and inciting the Capitol riot. Republicans did nothing about this dangerous escalation of political tension. -Conspiracy Against Rights: Accused of intimidating election officials and disenfranchising voters. Republicans did nothing about these serious threats to voter rights. Second Indictment Highlights: -Knowledge and Intent: Accused of withholding subpoenaed documents, suggesting possible illegal intent. Republicans did nothing about this obstruction of justice. -Obstruction of Justice: Allegedly kept unauthorized documents hidden from the National Archives. Republicans did nothing about this breach of protocol. -Evidence Depth: Varied evidence indicates illegal document acquisition and concealment attempts. Republicans did nothing about these potentially criminal actions. Additional Notes: -Document Selection: The 31 indictment documents were likely chosen for relevance. Republicans did nothing to address the significance of these selections. We can and do deserve better than these DO-NOTHING Republicans with their America First slogan. Our diversity is our STRENGTH, not a flaw. Republicans did nothing to embrace or celebrate this diversity, instead often standing in opposition to it.

Human☮🇺🇸🇺🇦🇺🇸🌊

42,944 Aufrufe • vor 2 Jahren

$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated 42% GPUs to $AMD and 58% to $NVDA OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , xAI , Oracle , and others are poised to become voracious buyers of the MI450. AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing NVIDIA 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation. These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, Elon Musk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share. For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it. Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs). My below thread projected Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Below is why $AMD is revenue is going to be much higher after OpenAI deal. 1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI. That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026 2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips. Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025. Or ~$20B from just Meta in H2 alone, excluded H1. 3. xAI : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy Elon Musk yet, but most likely not going to be spending less than OpenAI or Sam Altman 4. Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms. $ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog. 5. Others ( Microsoft , Amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand. These potentially would add $15B-$30B in 2026 alone. We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC. So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo. So what does that mean for valuation? I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily. Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. Lisa Su Not Financial Advice!
1:06

$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated 42% GPUs to $AMD and 58% to $NVDA OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , xAI , Oracle , and others are poised to become voracious buyers of the MI450. AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing NVIDIA 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation. These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, Elon Musk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share. For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it. Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs). My below thread projected Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Below is why $AMD is revenue is going to be much higher after OpenAI deal. 1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI. That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026 2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips. Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025. Or ~$20B from just Meta in H2 alone, excluded H1. 3. xAI : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy Elon Musk yet, but most likely not going to be spending less than OpenAI or Sam Altman 4. Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms. $ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog. 5. Others ( Microsoft , Amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand. These potentially would add $15B-$30B in 2026 alone. We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC. So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo. So what does that mean for valuation? I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily. Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. Lisa Su Not Financial Advice!

Mike

711,006 Aufrufe • vor 9 Monaten