SimpleTaxTalk

Net income buys your lifestyle, investing buys your freedom. | I am not a financial advisor and nothing I say is financial advice.

[SimpleTaxTalk @SimpleTaxxTalk]

@SamBruebaker Thank you! I really appreciate it. I feel like I can’t tell anyone in real life, but on this anonymous account it feels like a safe space.

[SimpleTaxTalk @SimpleTaxxTalk]

80k at 21. Thanks $AMD

[SimpleTaxTalk @SimpleTaxxTalk]

@HyperTechInvest Agreed. I wonder if we’ll be able to achieve better CoWoS supply. Also I do think that since theirs so much demand for CoWoS supply that I’m sure companies will try to greaten the supply to engage with more profit. Right?

[WaTo @watoulsky]

La vida de cualquier inversor de $AMD

[SimpleTaxTalk @SimpleTaxxTalk]

@MikeLongTerm @AMD Soon when he says the chips that they bought they’ll same AMDs name before they say NVIDIAs and that’s when we go kaboom

[SimpleTaxTalk @SimpleTaxxTalk]

@HolySmokas Google Mcdoogle

[SimpleTaxTalk @SimpleTaxxTalk]

@Carlsson_Alie @HolySmokas So little in front of Nvidia?? AMD has best CPUs, GPUs, FPGA, their on 2nm w tsmc compared to nvda’s stuck on 3nm. Only thing not caught up is software and for optimized workloads the software is the same. Do your research😂

[SimpleTaxTalk @SimpleTaxxTalk]

@MikeLongTerm I don’t think my portfolio would think that would be funny😂

[SimpleTaxTalk @SimpleTaxxTalk]

$AMD $INTC AMD IS A 2 TRILLION DOLLAR COMPANY TODAY!

It’s ridiculous to me that people judge me for being all in on AMD and not diversified. I know what’s going on with AMD 1000x better then any of the diversified portfolio people understand any stock in their portfolio.

Here’s what people don’t understand about the rising CPU:GPU ratio.

The credit goes to Agentic AI, but most of you don’t even know what it is. Agentic AI refers to systems that don’t just respond to a single prompt, but instead act towards a goal in multiple steps by planning, using tools, taking steps, and iterating based on the results.

Instead of doing neural network math, ai is going down a route of full orchestration. It’s no longer about thinking on its own to just respond to your prompt. It’s about an autonomous relay of information across various steps. Agentic AI will be able to plan your whole vacation or research something end to end. Agentic involves a process with decisions, tools, and iteration.

Like I said before this is no longer plain neural network math and thinking on its own how best to respond to you. These workloads will involve searching, reading documents, filter credible ones, compare perspectives, and then produce a report.

Everything before that final report back to you is capable from CPUs.

What’s best about this? Agentic AI isn’t just a new wave in the ai bull run. It’s directly the new future ai will head down. You really thought all AI was good for was answering your single question? Nope, this is part of the roadmap to physical ai and now it’s figured out how to become entangled in your life in a more complex comprehensive way in order to make your life easier. This is knowledge work automation.

Best of all, AMD doesn’t just make the best GPUs on the market with the mi455x, they are the CPU monopoly with there Venice series. Not only does this mean that their CPUs are favored, but when you can offer the entire package for a rack scale system, theirs no need to look elsewhere.

We will take market share from NVIDIA because they can’t offer the whole thing. We started our road to winning when we went heavy on inference when they were still obsessed with training and now because of our diversification in segments. Our CPU segment will come boost our sales all around.

Of course, none of this is financial advice and I am not a financial advisor.

To all the NVDA investors that continue to hate on AMD and don’t even know a single bench mark on Rubin⬇️

Welcome to 2026, this is AMD’s year🤝

[SimpleTaxTalk @SimpleTaxxTalk]

@teslcyber @MikeLongTerm @jukan05 Agentic AI needs larger cpu compute then the market expected. $AMD selling the best CPUs and GPUs will be insane

[SimpleTaxTalk @SimpleTaxxTalk]

$AMD @jukan05 @MikeLongTerm

We were right all along. CPU demand is outrageous. Agentic AI calls for an insane amount of CPU demand.

[SimpleTaxTalk @SimpleTaxxTalk]

@MikeLongTerm @jukan05 Yes you’re absolutely right but did you hear him say in that video that the ratio could go to flip. That’s exactly what we’ve been talking about 3-5:1 ratio. MIKE WERE ON!!!

[SimpleTaxTalk @SimpleTaxxTalk]

How $AMD shareholders feel tonight watching the stock almost hit $300 🍿

We did it, tears of joy

[SimpleTaxTalk @SimpleTaxxTalk]

Yeah I hope you’re right. I guess I’m just worried to see Nvidia wake up and see how important CPUs are going to be. It’s been a while since I watched the mlid video on it, but I don’t think he was dissing it much either which worried me. It’s definitely something I haven’t done much research on though.

[SimpleTaxTalk @SimpleTaxxTalk]

Yup! I am a little nervous about intel and nvidias future cpu they’ve collaborated on, but it seems that so far amd has been making progress by correctly predicting what the future of ai would need and then acting on that early. For instance we were early on inference and now cpu demand for agentic ai

[SimpleTaxTalk @SimpleTaxxTalk]

Yea you’re right, and even w tsmc doing their own potential price hike, we are still looking at an actual insane amount of cpu demand. This really was a bottleneck I was not expecting to be this severe. I figured a few months ago that the cpu demand would strengthen if we moved closer to agentic workloads, but even the demand of going all the way down to 1:2 from the 1:12 it was before was not in my range of outcomes. Cheers man this would be awesome.

[SimpleTaxTalk @SimpleTaxxTalk]

$AMD I called this rapid move days before it took flight. Man it feels good…

Anyone that has any questions at all about AMD, feel free to ask. I am a very active member of the subreddit the past 9 months and I will do my best to answer any questions!

[SimpleTaxTalk @SimpleTaxxTalk]

$AMD BEFORE LIFT OFF🚀

I just want to say that I have never been more excited to be an AMD shareholder.

In all the time I’ve held this stock through the open ai highs and even 2025 lows, I have never been this excited about its fundamentals and future.

I wasn’t even going to tweet tonight because I don’t want to just tweet to tweet, but no, I can’t go to bed without logging this feeling of excitement I have for AMD.

Lisa Su as CEO has done an amazing job at guiding AMD through winter storms of competitors such as Intel and Nvidia. She sandbags earnings helping the stock stay humble and not detach from fundamentals, while also not missing earnings the next quarter. She was early on inference and an absolute genius with chiplets.

Boy am I glad to be a shareholder of this stock. I also want to thank the many og AMD members of the subreddit who were always nice enough to reply to me and help me learn more about the different specs that each amd product showed.

Learning about this stock everyday for the last year or so has been my favorite hobby and something I genuinely look forward to while at my job. The amd newsroom is like my video game, reading new deals brings me joy and excitement.

It sounds corny, but I genuinely love this stock and its story. I’m proud to be a shareholder, they deserve my every dollar. AMD is advancing the future as we know it and I’m proud to say I was here to help them even in the smallest way by contributing my cash.

- SimpleTaxxTalk signing off