Abag

| Risk enthusiast | Gems only | DYOR | Not financial advice.

[Abag @RealAbag]

My girlfriend is currently studying to become an animator, her and I are invested in $Maneki and she decided to make a model from scratch of the cat!!
@UnrevealedXYZ #memecoin #crypto #Maneki #Altcoins #hiddengem
Follow her on Instagram juanisstudios

[Investing visuals @InvestingVisual]

$AMD net income is now estimated to grow from $5B in 2025 to $30B in 2028:

• 2025: $4.3B
• 2026: $12.1B
• 2027: $21.5B
• 2028: $30.7B

[Ryan Shrout @ryanshrout]

AMD acquired MEXT today, to target is one of the hardest problems in AI infrastructure right now. Memory, not compute, is a constraint that keeps showing up in large deployments, and DRAM has become the scarcest and most expensive part of the server.

MEXT built a software approach called Predictive Memory. An AI engine learns how a workload touches memory, offloads cold pages to flash that costs a fraction of DRAM, then predicts and restores those pages before the application needs them. The company has reported roughly 50% lower infrastructure cost and 2 to 4x more usable memory capacity.

@AMD is buying this software tool to extend the value of the compute it already sells, not another silicon play. If those efficiency numbers hold across real production workloads, it sharpens the performance per dollar story AMD is pushing in the data center, and that is exactly what deserves independent testing. (@Signal_65)

[Jeremy Lefebvre @HolySmokas]

Everyone talking about Space X meanwhile I’m over here having an AMD party

[Wall St Engine @wallstengine]

$AMD backed TensorWave raised $350M at a $1.55B valuation, nearly 4x its valuation from about a year ago, per WSJ.

The AI cloud startup refuses to use $NVDA chips and runs exclusively on AMD hardware/software.

TensorWave says it has signed 500MW of capacity and hopes to reach 2GW next year.

[Jeremy Lefebvre @HolySmokas]

Look at how much I'm down today

[Jeremy Lefebvre @HolySmokas]

AMD another all time high. The whole market can be crashing and amd can just be in a field of flowers twirling around having the time of its life 😂

[Christian Darnton @CMDarnton0]

WOW. Great strength on $AMD. I ain't selling a SINGLE share!

[Jeremy Lefebvre @HolySmokas]

This Stock will make more Millionaires than any stock ever‼️

"Making MONEY on EASY mode"

$NVDA $AMD $WDC $SOFI $MU

[Jeremy Lefebvre @HolySmokas]

AMD stock could hit $1000+ this year or next. Few understand this

[Daniel Romero @HyperTechInvest]

The top 10 best-selling CPUs on Amazon are all $AMD

[1000xSTOCKS @1000xStocks]

$AMD CEO Lisa Su just said something that changes everything…

"The overall CPU market has seen significantly higher demand than any of us predicted a year ago."

She said this in Beijing. $AMD is up 39% in 30 days and trading at an all-time high.

Here's why it matters…

Everyone assumed AI = GPUs.

$NVDA wins everything. Game over.

But every AI agent working in the background needs a CPU, not a GPU. And that market just exploded.

$AMD now captures 46% of x86 server revenue with only 33% of units shipped.

Translation?

They're selling the premium chips and charging more for them.

For the first time ever, $AMD just beat $INTC in data center revenue. $5.8B vs $5.1B.

Market cap $762B. Up 109% YTD. Targeting $1 trillion.

The CPU market is expected to grow from $30B to $170B by 2030.

$AMD wants 50%+ of it.

[Jeremy Lefebvre @HolySmokas]

$900,000+ in profit just crossed on AMD in public account. You having fun or what?!

[1000xSTOCKS @1000xStocks]

$AMD just invested $10 billion into $TSM's ecosystem… and started production of the world's first 2nm AI chip.

This is AMD locking in supply before competitors even get close.

Here's what the $10B actually does:

• Secures TSMC 2nm capacity before others get there
• Funds alternative packaging so AMD avoids AI bottlenecks
• Powers Helios AI systems launching in H2 2026
• Brings the 256-core Venice CPU into production

$META already signed multi-gigawatt commitments. OpenAI is onboard.

$NVDA dominates GPUs.

$AMD is making a serious push into the next AI battleground: CPUs.

Stock is almost up 100% YTD.

Lisa Su just placed a $10B bet on what comes next.

[Shay Boloor @StockSavvyShay]

$AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing as China pushed for deeper cooperation with AMD.

[Jeremy Lefebvre @HolySmokas]

https://t.co/XyD0Gjam77

[CMS Invests @cmsinvests]

$AMD might be the most underrated AI stock on the market.

Everyone focuses on GPUs.

But CEO Lisa Su says the CPU market alone could hit $120B by 2030 because of AI agents.

$AMD gives you BOTH:

• AI GPUs
• AI CPUs

The AI boom won’t run on GPUs alone.

Don’t miss out again…

[Abag @RealAbag]

@HolySmokas $650 🤪

[Jeremy Lefebvre @HolySmokas]

Predictions on when $AMD hits $500?
⬇️

[1000xSTOCKS @1000xStocks]

Watching Wall Streeters complain that AMD doesn't deserve its 20% move today is fascinating...

These are people who've been in markets for decades.

Still don't get it.

AMD beat by $700M.

Stock added $100B+ in market cap.

"That makes no sense."

Read this if you want to understand how this 20% jump can happen 👇

(warning - MATH included)

On the earnings call, Lisa Su revealed the CPU opportunity is now double what they previously thought. Growth going from ~18% to 35%+.

That's not a quarterly beat.

That's a complete repricing of the next decade.

$1B extra in net income × 30 PE = $30B in market cap.

AMD could realistically generate $3-4B more in net income than expected.

Possibly more.

Do the math.

The market isn't dumb.

It's pricing in years of earnings that just got radically upgraded in one night.

This is why understanding business fundamentals matters more than reading price charts.

[Jeremy Lefebvre @HolySmokas]

AMD carried public account to $4,123,651.80
Predictions for $AMD next week?! Pullback to $400 or so we run to $500+?