

LMT ⚡️
14K posts

@Limitless_LT
Ai | Robotics | Tech Investor | Animal Welfare | Truth Seeker | 🇨🇦



















$AMD is ~30% of my long-term swing account, and I'll explain why. The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart... Both produce hardware that accelerates computing, $NVDA has established a massive lead in software-driven AI ecosystems. $AMD focuses on offering superior price-to-performance value, open-source alternatives, and a combination of CPU/GPU capabilities. > $AMD just crushed Q1. $10.25B revenue (+38% YoY), $1.37 EPS, datacenter +57% YoY. > MI350 is shipping. MI400 Helios rack ships H2 2026 with 20 PFLOPS FP8, 432GB HBM4 per GPU. Direct competition with $NVDA's Vera Rubin. > $AMZN AWS just signed as an MI350 customer - the first major hyperscaler win that $AMD has been waiting on. AWS doesn't pick second sources for fun. > OpenAI (6GW commitment), $META (6GW), $ORCL, $MSFT. Customer concentration is expanding and diversifying. Being the "second source" is the only reason this valuation gap exists. As MI400 ships and AWS volumes ramp, that gap starts to fill.


