Watsons Media

[Watsons Media @watsonsmedia]

God bless blizzcon @Blizzard_Ent

[Watsons Media @watsonsmedia]

@Mr_Salio If I asked you to make a sandwich right now and then asked you again 2 weeks later the sandwich is going to be different still a sandwich though. Now if I installed guidelines and what a good sandwich looked like for you to follow then I can see you making the Sam sandwich

[Watsons Media @watsonsmedia]

Any update today @NBA2K? can you just tell us we won’t be receiving the app until Monday.

[Watsons Media @watsonsmedia]

Were*

[Watsons Media @watsonsmedia]

You think @2K @NBA2K @Ronnie2K would get approval for their 2k HQ App before it was set for launch? Kinda dropping the ball here, why where you guys not better prepared for this lol

[Watsons Media @watsonsmedia]

@pesca_dihno @HolySmokas You can see his -40% Nike holdings

[Watsons Media @watsonsmedia]

AI writes more content than humans now.

52% of marketers say that made content less effective, not more.

The flood didn't raise the bar. It buried it.

Volume was never the moat. Voice was.

[Watsons Media @watsonsmedia]

@PolymarketMoney This is just not true

[Watsons Media @watsonsmedia]

What's one piece of your stack you'd be in trouble over if it got acquired tomorrow?

[Watsons Media @watsonsmedia]

SpaceX just bought Cursor for $60B.

A 2022 startup became a $60B acquisition in under 4 years. The tool thousands of founders code with daily now belongs to a rocket company folding it into xAI. Roadmap, pricing, priorities, all on someone else's clock.

[Watsons Media @watsonsmedia]

The lesson isn't to avoid these tools. It's to stay portable. Own your distribution. Own your systems and the logic inside them. Rent capability, own leverage.

The operators who survive consolidation built that way on purpose.

[Watsons Media @watsonsmedia]

@Vivek4real_ Relax bro zoom out just a hair

[Watsons Media @watsonsmedia]

@LongGameEquity Analysts need to up their ratings we are higher than some of the most bullish ones

[Watsons Media @watsonsmedia]

Follow for more contrarian market analysis.

Full breakdown + carousel on LinkedIn: https://t.co/dPTcoKouma

[Watsons Media @watsonsmedia]

Wall Street is wrong about $AMD.

Consensus PT: $285

Current price: ~$330

“Implied downside”: -5.82%

The biggest commitments in AMD’s

history are for chips that aren’t shipping yet.

Thread 🧵

[Watsons Media @watsonsmedia]

$AMD earnings: May 5.

If MI450/Helios ramp is confirmed and gigawatt-scale customer color expands, the $285 consensus gets revised hard.

The contrarian take isn’t “AMD goes higher.”

It’s that the consensus itself is the lagging indicator.

[Watsons Media @watsonsmedia]

Even the bullish analysts are behind the tape:

→ Stifel: $320 (raised Apr 20) — stock cleared it in 72hrs

→ BofA: $310 (Apr 18)

→ DA Davidson: $375 (today)

Wall Street is catching up, not leading.

[Watsons Media @watsonsmedia]

This is the tell:

$AMD isn’t a chip cyclical anymore. It’s pacing

$NVDA on node cadence for the first time in history.

You can’t DCF that with trailing GPU margins.

You can’t price Helios rack-scale as a chip sale — it’s infrastructure.

[Watsons Media @watsonsmedia]

Oracle: first publicly available AI supercluster, built on AMD’s Helios rack.

Launching Q3 2026.

Three Tier-1 hyperscalers forward-booking infrastructure on chips $AMD can’t ship today.

[Watsons Media @watsonsmedia]

OpenAI: 6GW of next-gen AI capacity with $AMD as preferred partner.

Same unshipped MI450.

Same forward bet.

Hyperscalers don’t sign 5-year deals on vaporware. They’re voting on roadmap credibility.

[Watsons Media @watsonsmedia]

$META: $60B / 6GW contract for MI450 GPUs.

The chip ships 2H 2026 on TSMC 2nm.

Meta just committed $60B to silicon that doesn’t exist yet.

That’s not a chip order — it’s a bet on execution.