Mads Primgaard

[Mads Primgaard @MPrimgaard]

@Na1chaca @ChefBoy57001083 Lol are you serious? We’re in the giro and he’s .18 off sea level adjusted Pogacar isola numbers 😂 I don’t think Jonas will win this summer but the numbers are insane if he improves to the tour.

[Mads Primgaard @MPrimgaard]

@ariaradnia Stop it 😂

[Mads Primgaard @MPrimgaard]

@DrTomsLens Thank you

[Mads Primgaard @MPrimgaard]

@iammarkmonroe It’s a 1000 usd stock within the next 18 months! Did you hold Leaps yourself?

[Mads Primgaard @MPrimgaard]

@FinanceJack44 I own shares.. it’s because of ai spend they were able to grow BUT you don’t need 140mio spend to run the ad platform. Zuck needs to explain better how he envisions the ROI. I believe in them but when they can’t show an order backlog like the others they’ll be punished.

[Mads Primgaard @MPrimgaard]

@antibearthesis @EarningsBrief @antibearthesis now is the perfect time to short AMD? A 200$ company trading at 467$?

[Mads Primgaard @MPrimgaard]

@mou55981652 I honestly didn’t think you lived in your mothers basement, however, you blocking me for that comment definitely confirms it 😂

[Mads Primgaard @MPrimgaard]

@mou55981652 Go back to your mothers basement 😂

[Mads Primgaard @MPrimgaard]

@faustocoppi60 Jonas nose breathing

[Mads Primgaard @MPrimgaard]

@mou55981652 While breathing through his nose even

[Mads Primgaard @MPrimgaard]

@stevenmarkryan Lol they could easily solve that problem completely if they wanted 😂

[Mads Primgaard @MPrimgaard]

@ariaradnia Look deep into Armis acquisition. It really tells the potential story of $NOW. They’ll not only survive they thrive as a totally different company than today.

[Mads Primgaard @MPrimgaard]

They’re the only capex spender that can’t provide an order backlog to support it. Their 30% revenue growth from ads doesn’t need 140 bio in spend to happen.
I’m not saying they won’t succeed (I even hold shares) but you’re over simplifying the situation as usual. It can trade at 15 forward.. why not? Could also double if they show something more for the spend..

[Mads Primgaard @MPrimgaard]

@mou55981652 Jonas Will destroy Pellizzari and he will destroy Seixas in the tour. Not pogacar though

[Mads Primgaard @MPrimgaard]

Professionals will not be opening the Adobe apps and manually do their work the same way in 20 years. In 20 years, pros won’t be sitting there pushing pixels like they do today. Adobe’s moving from just a creative tool to the smart layer that actually controls the brand. Plus it’s hard to imagine the giant amount of control needed when content creation explodes and can be distributed through more channels. Firefly generating stuff while Brand Intelligence and guardrails keep everything on point and compliant at scale.
Raw creation is becoming easy. The hard (and valuable) part is governing the brand when AI is everywhere. I’d say NVIDIA partnership is speeding it up.

[Mads Primgaard @MPrimgaard]

@ashonzay_7 Congrats man thats beautiful!

[Mads Primgaard @MPrimgaard]

@antibearthesis @EarningsBrief You have no idea what’s coming 😂

[Mike @MikeLongTerm]

$AMD| Gus Richard never understood AMD 🧵
Not as Perm Bear as Stacy Rasgon.

I didnt want to do this, but this is hurting AMD shareholders and stock price on false downgrade, so I have to pull more receipts.

1. Early 2024

Gus downgraded $AMD to market perform citing "irrational exuberance" in AI expectations. He modeled only $2B AMD AI Revenue and significantly slowing, but AMD secured $12.6B AI data center segment in 2024 and grew it to $16.6B in 2025 with severe shortage due to $NVDA took most of allocation. This was when I talked extensively about big deals coming from @OpenAI , $META, $MSFT, $ORCL and many more because I actually listened to Dr. Su and Advancing AI event unlike these sexist analysts

AMD came out with massive AI Deals then Gus upgraded back to Outperform.

2. Late 2024

Gus many times lowered and issued bearish or conservative price target cutting nonstop, emphasizing risks like Intel catching up, high R&D spend limiting margins, and AMD shares running ahead of fundamentals. Downgrades nonstop while AMD was rallying.

During this time, $META was allocating 42% GPUs to $AMD because of much lower inference cost(MI300X). I said this in 2024 that this was implying a massive deal later, And I was right. Of course $META deserves that 10% warrant, because they contributed massively along with OpenAI on hardware and software. Plus this is a long term relationship. I was called delusional most of 2023-2024-2025, but not that many are calling me that today.

Helios Rack has 18 trays with 72x MI455X and 18 EPYC Venice. So there will be so much demand for EPYC Venice and Turin for OpenAI, META, other AI Natives and Hyperscalers due to severe CPUs shortage on Agentic AI demand. And of course $AMD bears are now saying I'm just pumping CPU:GPU Ratio even though all Hyperscalers came out to confirm my call along with all the largest AI natives and Equity Research banks. Of course, It is always gonna be me delusional right?

3. Over the 2023-2025, Gus has been the biggest concern or voice on AMD valuation or potential

Gus often lowered or held conservative price targets (cuts in 2022–2023 periods, $132 target in mid-2025 before raising), emphasizing risks like Intel catching up, high R&D spend limiting margins, and AMD shares running ahead of fundamentals. He downgraded or stayed neutral during rallies, citing "irrational expectations" (a theme from earlier calls too).

Reality: AMD delivered strong revenue/EPS beats, gained data center share (especially EPYC CPUs), and benefited from AI tailwinds. The stock's multi-year performance outpaced many cautious targets, with consensus and actual results showing much faster growth and pricing power than his risk-focused notes suggested. He has raised targets at times ( to $198 in Aug 2025) when momentum was clear.

If you want a fair debate I got the receipts.

If you want to Bullshit, I'm also here to call you out.

I know what I own. I do not need to have everyone to agree with me. But I made all the correct calls on $AMD since 2023-2024-2025. Subscribers already know. And I make sure I let people know I don't offer financial advice. I just share my well-researched threads.

Alright, that is it.

Not Financial Advice!

Video source: Conference with Morgan Stanley in March 2026

[Mads Primgaard @MPrimgaard]

@waclawjakrzabek @treasureh8nter It’s client segment lol. Server CPU is where it’s at and it’s not even close. Also panther lake is an improvement from intel but it’s not better across the board