ATLiens Debt

UK buy-side equity analyst.

[ATLiens Debt @ATLiens_Capital]

I like that CAPEX number. Lisa is very confident. Something is coming $AMD

[ATLiens Debt @ATLiens_Capital]

Amazing to me that the big investing figures in AI are soo levered to $NVDA and take every oppty to call out the +ve’s when, to me, $AMD looks set to take real share over the next few years

[ATLiens Debt @ATLiens_Capital]

@internpierre Softening to my long $RACE stance?

[ATLiens Debt @ATLiens_Capital]

@dalibali2 $SNPS

[ATLiens Debt @ATLiens_Capital]

@PolemicTMM But council tax - not poll tax - at outset, was never a fiscal revenue raiser that was set at a common level, nationally. It always was based on property bandings that were based on property values. That is origin/ basis of the current argument.

[ATLiens Debt @ATLiens_Capital]

@AIatAMD I have been a shareholder since 2018. I live in the UK and unfortunately cannot attend Advancing AI. Would you be able to send me water bottle and t-shirt?

[ATLiens Debt @ATLiens_Capital]

@SouthernValue95 On softening memory pricing alone

[ATLiens Debt @ATLiens_Capital]

@Aaronwei3n $META shipping ~14GW in ‘27. Is it realistic to suggest $AMD can get 20-25% of that given the significant co-design they have with them???? If so, $33b in GPU revs for next years seem an order of magnitude too low, no???

[ATLiens Debt @ATLiens_Capital]

@TBU12345678 @SouthernValue95 Can they get enough CoWoS for that though? Do they not hit the TSMC limit too? Esp given $AMD allocation

[ATLiens Debt @ATLiens_Capital]

@TBU12345678 @SouthernValue95 😂

[ATLiens Debt @ATLiens_Capital]

@Kente_Clarke @coupesoleil Can you DM me. The China rev is too high and goes to zero?

[ATLiens Debt @ATLiens_Capital]

@PythiaR @lokoyacap AVGO uses CDNS full flow EDA + HW. A high probability they were fully involved here and jalapeño net +ve EDA complex. LLM/AI use is mainly for front end design

[ATLiens Debt @ATLiens_Capital]

@retro_shiftt That’s neither an SP3 nor LaFerrari

[ATLiens Debt @ATLiens_Capital]

Sorry, I can’t DM you otherwise I would have taken that route

[ATLiens Debt @ATLiens_Capital]

@IanCutress have you any experience with EnSilica and their ASIC transition?

[ATLiens Debt @ATLiens_Capital]

@jukan05 Thoughts on EnSilica?

[ATLiens Debt @ATLiens_Capital]

@noyesclt Will they use an aggregator for this or will it be a proprietary service?

[ATLiens Debt @ATLiens_Capital]

@BenBajarin What’s your read wrt $SNPS on this?

[ATLiens Debt @ATLiens_Capital]

@noyesclt Thanks for that

[ATLiens Debt @ATLiens_Capital]

@BenBajarin I’ll give it a read. Tks