Joel

38 posts

Joel

Joel

@Joel_smith555

New Orleans, LA Katılım Temmuz 2022
294 Takip Edilen54 Takipçiler
Joel retweetledi
Ricardo
Ricardo@Ric_RTP·
Sam Altman just revealed he put his ENTIRE liquid net worth into one company to reverse aging. The company is called Retro Biosciences. He put $180 million of his own money as the seed round. Then he came back for a $1 billion Series A. The company is now valued at $5 billion. Here's what they're building: Retro is working on something called partial cellular reprogramming. The basic idea is that your cells can be rewound to a younger state without turning them all the way back into stem cells. You stay you, but your biology gets younger. Most diseases are diseases of age. 20yo rarely get sick the way 80yo do. So instead of fighting cancer, Alzheimer's, and heart disease one by one, what if you just made the cells younger so those diseases never develop in the first place? That's the bet. One solution that cuts through EVERYTHING. And here's where AI enters the picture: OpenAI built a specialized model called GPT-4b micro specifically for Retro's research. They used it to redesign the proteins responsible for turning adult cells back into stem cells, a technique that won the Nobel Prize when it was first discovered. The original method was painfully slow. Worked on fewer than 1 in 1,000 cells. OpenAI's AI-designed proteins made the process 50 TIMES more efficient. Cells that used to take 3 weeks to reprogram were doing it in 7 days. And the AI came up with protein modifications so radical that human scientists would never have tried them, some differing by over 100 amino acids from the originals. Altman said AI compressed years of biological research into a fraction of the time. Retro's CEO said the model delivered results faster and better than any human-led effort they'd attempted. They've already started human trials for a drug targeting Alzheimer's. But here's the part that should make everyone stop and think... Altman also revealed that GPT-5 was specifically upgraded to handle healthcare queries. People are already uploading their medical records, asking about symptoms, and getting real answers. He told a story about taking a picture of a skin issue and ChatGPT correctly diagnosing it and offering to prescribe medication on the spot. Doctors at hospitals across the country are secretly using it at home because their workplaces don't have HIPAA-compliant versions yet. Every clinic he visits tells him the same thing: Every doctor here uses ChatGPT, they just can't admit it publicly. His prediction is that within 10 years, every person on Earth will have access to BETTER healthcare than the best healthcare anyone can get today. Think about this for a second... The CEO of the world's most powerful AI company put every dollar he had into an anti-aging startup. Then he built a custom AI model exclusively for that startup's research. That model produced results 50x better than anything humans achieved. And simultaneously his main product is being quietly adopted by the entire medical profession without official approval. OpenAI is becoming the backbone of a healthcare revolution that most people haven't even noticed is underway. The billionaire longevity race used to be an irrelevant sidequest. Bezos put some into Altos Labs. Zuckerberg and Thiel backed similar ventures. Nothing serious. But Altman's approach is different because he has something none of them had: An AI capable of doing the actual science faster than human researchers ever could. If Retro's cellular reprogramming works at scale, the first generation of people who get to live significantly healthier and longer lives might already be alive today. And Altman is barely talking about it, I wonder why.
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Mike
Mike@MikeLongTerm·
$AMD shareholders when both $INTC and $ARM are facing severe CPU supply constraints and Dr. Su secured at least 30-40% 2nm capacity & memory through 2028.
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
You will never get a chance like this ‼️ "The NEXT big one is HERE" Congratulations to $AMD shareholders! let's celebrate together today
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MU Micron Ships 𝐖𝐨𝐫𝐥𝐝’𝐬 𝐅𝐢𝐫𝐬𝐭 𝟐𝟒𝟓𝐓𝐁 Data Center SSD 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Micron begins shipping 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲-𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝟐𝟒𝟓𝐓𝐁 𝐒𝐒𝐃 for data centers. ➤ Drive enables 𝟖𝟐% fewer racks versus HDD-based storage systems. ➤ Built on advanced 𝐆𝟗 𝐐𝐋𝐂 𝐍𝐀𝐍𝐃 technology. ➤ Targets 𝐀𝐈, cloud, hyperscale, and enterprise workloads. ➤ Delivers up to 𝟖𝟒× better 𝐞𝐧𝐞𝐫𝐠𝐲 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 vs HDDs. ➤ Consumes ~𝟑𝟎𝐖, roughly half the power of comparable HDD setups. ➤ Improves storage density, lowering 𝐜𝐨𝐬𝐭 and 𝐜𝐚𝐫𝐛𝐨𝐧 𝐟𝐨𝐨𝐭𝐩𝐫𝐢𝐧𝐭 for AI data centers.
Hardik Shah tweet media
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Ashton Invests
Ashton Invests@Ashton_1nvests·
$NOW ULTRA DEEP DIVE: AI is not replacing $NOW. It may actually make ServiceNow even harder to leave. That is the part I think most investors are missing. Everyone keeps asking: “Will AI replace SaaS?” But with ServiceNow, I think the better question is: “What happens when AI needs workflows to actually get work done?” $NOW is not just another software company. It is deeply embedded inside enterprise operations: IT workflows HR workflows Customer service workflows Security workflows Finance workflows Procurement workflows Developer workflows AI can answer questions. But ServiceNow helps route, automate, approve, escalate, resolve, and connect work across the enterprise. That is a much deeper moat than just “software.” In Q1 2026, ServiceNow reported a 97% renewal rate, including Moveworks. That tells me customers are not exactly rushing to leave the platform because of AI. If AI was already hurting ServiceNow’s value, I would expect retention to weaken. So far, that is not showing up. The backlog is still strong too. ServiceNow ended Q1 with $12.64B in cRPO, up 21% YoY in constant currency. Total RPO reached roughly $27.7B, up 23.5% YoY in constant currency. That matters because RPO is basically future contracted revenue. If customers were pulling back because AI was replacing the need for ServiceNow, I would not expect to see that kind of growth in future commitments. Large customers are also spending more. ServiceNow now has 630 customers doing over $5M in ACV. The company also had 16 deals over $5M in net new ACV, including 5 deals over $10M. That is one of the most important pieces of the thesis. The biggest enterprises are not just using ServiceNow. They are expanding with it. And once a company has ServiceNow embedded across multiple workflows, ripping it out becomes extremely difficult. This is where the AI argument gets interesting. AI may actually increase the need for ServiceNow. Why? Because enterprises do not just need AI answers. They need AI to take action inside real business processes. Create a ticket. Route an approval. Escalate an issue. Trigger a workflow. Resolve an IT request. Connect data across departments. Follow compliance rules. That is where ServiceNow becomes valuable. It is not just the AI layer. It is the system that connects AI to actual enterprise work. Now Assist is already showing traction too. Customers spending over $1M in ACV on Now Assist grew over 130% YoY in Q1. That is the opposite of the “AI is killing ServiceNow” argument. At least right now, AI is becoming an upsell opportunity. Not a replacement. Multi-product adoption is another piece most people miss. In Q1, 17 of ServiceNow’s top 20 deals included 7 or more products. That tells me customers are not buying one small tool and calling it a day. They are going deeper into the platform. And the deeper they go, the more valuable ServiceNow becomes. This is the key point: The more workflows ServiceNow owns, the more valuable its AI becomes. And the more AI gets embedded into those workflows, the harder the platform becomes to replace. That is why I think the “AI will replace SaaS” argument is too simplistic. AI might replace some basic software tools. But platforms sitting at the center of enterprise operations could become even more important. That is why I’m bullish on $NOW long term. The moat is not just software. The moat is workflow depth. The moat is enterprise adoption. The moat is switching costs. The moat is being embedded inside the daily operations of massive companies. AI is not replacing that overnight. In my opinion, AI may actually make $NOW more important over time.
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Cole Grinde
Cole Grinde@GrindeOptions·
My intuition is telling me: 👇 $SOFI will be back in the $30 range. $TSLA Robotaxi will expand in a big way. $IREN will get a deal soon. $AMZN will cross $300 this year. $BMNR and $MSTR will acquire more crypto. $NVDA will reach $250. $AMD could keep running to $485 near to medium term. Bitcoin is going higher. Ethereum will get back into the $4,000 range. Oil price will drop significantly. SpaceX will reach $2.5 trillion when they IPO. Iran will come to terms with U.S. conditions. AI and robotics will expand dramatically from here on out. Home prices will stay flat or be lowered. More manufacturing in America will come online over next 2+ years. S&P 500 will be 7,500+. Dow Jones will reach 51,000. Tom Lee will likely be right.
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Oguz Erkan
Oguz Erkan@oguzerkan·
$AMD CEO: “We are powering AI at every level of cloud.” All major cloud providers use $AMD EPYC CPUs and 8 out of top 10 AI companies use $AMD GPUs to power their most advanced models. Compute required to train the cutting edge models quadruples every year and inference token consumption increased 100x over the last two years and this is just the beginning. We are only in the early innings of agentic AI that uses multiples of inference tokens that simple queries use. As a result, compute demand will skyrocket at every level of cloud. $AMD is currently the best positioned company to offer a complete solution that includes both cutting edge CPUs and GPUs. The market is still not bullish enough on $AMD.
Oguz Erkan@oguzerkan

Here we are, $AMD at $300. You don’t need to chase the hottest themes to make great returns. Market frequently misprices even the largest and most well-known companies. I bought $AMD around $100 in early 2025. It’s now a 3x position for me. Still has room to run. Long $AMD.

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Joel
Joel@Joel_smith555·
@HolySmokas @grok which 5 dividend stocks is he talking about
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
Top 5 Dividend Stocks to Buy in 2026‼️ "This one pays you $7,500/mo" What's your favorite dividend stock? lmk 👇
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
Rumour: Anthropic is planning to incorporate $AMD GPUs into their hardware stack for the first time starting from MI450.
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
This 1 stock has the potential to change early investors life‼️ "This will never happen again" If you had to put 50% of your portfolio into 1 stock for 5 years - which one would you choose? lmk 👇
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Ally
Ally@treasureh8nter·
$AMD will increase their annual revenue by +314% in the next 5 years!!! 🔥🔥🔥 2025 Revenue : $34B 2030 Revenue : $140B 😱😱😱 Just think about that for a second….. That’s more than a 4x…….. You don’t have enough AMD stock in your portfolio 😉 #AMD #AI
Bilaal- BD investing@bdinvestingg

Stocks expected to more than 3X their revenue in the next 5 years: Nvidia $NVDA: +252% Broadcom $AVGO: +257% Oracle $ORCL: +294% Rocketlab $RKLB: +300% AMD $AMD: +314% Palantir $PLTR: +458% Iren $IREN: +1547% Ondas $ONDS: +3188% ASTS Spacemobile $ASTS +5471% Nebius $NBIS +6400%

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Ian Miles Cheong
Ian Miles Cheong@ianmiles·
Lisa Su just dropped a massive reality check on the state of the AI hardware scramble, and the sheer scale of what is coming is wild. If you asked her six months ago, demand was just "strong." But now? The entire landscape has shifted into absolute overdrive. She specifically noted that in the last 60 to 90 days, there has been a massive acceleration, especially when looking at the forecasts and demand patterns for 2026. The most insane takeaway is her blunt assessment that "there's not enough compute out there for everything that wants to be done." It is a complete bottleneck of global ambition versus available silicon. What is really flying under the radar here is that this isn't exclusively a GPU story anymore. The desire to ramp compute quickly for heavy AI enterprise workloads is actively pulling massive CPU content right along with it. The demand is practically insatiable across the entire board. The heavyweights are scrambling, the trenches are fighting for allocation, and the hardware supercycle is officially accelerating to a whole new level.
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Mike
Mike@MikeLongTerm·
$AMD fair price today is at least $1,000 🧵 On a Foward Looking for its Growth Potential. Or ~20x Forward P/S(very reasonable for this growth) Fun fact: you don't use P/E when Growth is this massive, it is a better indicator when growth slows down to 5-10%, which is the complete opposite for AMD, growing 3 digits FY 2026 and in the 30% Cagr after. Dr. Su said Data center to grow 80%+ or higher cagr in the next 3-5 years. AMD will have 60%+ Agentic AI market Share long term. I'm in the camp of 25-35% market share on data center GPUs. By May 2026 and year end, sources suggested Intel to raise CPUs price by 30-50% in 2026 alone, cummulatively speaking. @AMD or Dr. @LisaSu is likely to raise price a bit less for more market share. But this is a MASSIVE tailwind for AMD EPYC Turin and Venice. Venice is sold out already and now AMD has to catch up from supply side from Morgan standley's conference. Will link below. Now, I talked about traditional compute or explosive Agentic AI in 2024-2025, and it got very little attention at the time, as GPUs was the hype. Jensen even came out and declared the world will move to all GPUs from all hyperscalers. Clearly, he was wrong. OpenAI recently finished $122B funding round and the prior funding round was $40B. This means, OpenAI now has roughly $170-$190B in Cash, and potential IPO that could raise another $50-$70B later this year. Yet, analysts still said OpenAI does not have the capital to pay for $AMD 6GW contract and refused to change forecast. Now they criticized $META to overspending on $AMD, but not on $NVDA. Clearly, Analysts are sexist here as I been saying this for the last 12 years. Which is fine, they were are wrong, and they will continue to be wrong. At minimum of 2.6GW for Helios Rack from just OpenAI, Meta, and LumaAI by H2 2026, which will be $50-$60B in revenue. This is already excluding $ORCL, $MSFT, @xai , $AMZN, $GOOGL, G42, and many many more. Analysts conclude $AMD would only generate $40-$55B by FY2026, that is only Helios Rack revenue. 2.6GW for $NVDA chips would be $78-$90B, so $AMD is MASSIVELY cheaper than $NVDA here with much better TCO, TDP, and $ per million tokens. Especially Agentic AI will be significantly cheaper than $NVDA Arm-based CPU false claim. Enterprises and Hyperscalers will buy as much as CPUs because it is much easier to monetize from businesses that need Agentic AI compute than regular consumers like us for $10-$20 a month. Now we have this massive tailwind from EPYC, Local Agentic AI Chip, AMD Space Chips, and others. EPYC demand alone is projected to be 15-20m units in 2026 and growing 35-40% Cagr in the next 5 years due to explosive Agentic AI demand. We just don't know how fast AMD could ramp up supply to service this. I will monitor and update. Subscribers will get the latest updates first. I'm still not sure why Analysts are still hardhead on the wrong forecast. I guess they will still have their jobs after AMD proved them wrong. It is perfectly to be sexist as long as they are Wall Street Analysts. In 2025, all analysts projected AMD to grow only 12-15%, and AMD grew 34.34%, stock didnt move much, as institutions cited analysts' projections. 2026, analysts projected AMD to grow 15%-58%, which will likely be wrong as AMD Has the supply, the demand, and the pricing power. This is the best year and coming years since AMD inception. I'm a big and firm believer that Price action will follow Fundamental eventually, and right now $AMD is significantly undervalued for its potential in the next 5-10 years. It made 0 sense to trade at ~4x forward P/S growing at 3 digits revenue and eps at $AMD size/MC. Please explain to me like how. In 2024 they concluded AMD is dead, I was defending it and called out deals/contracts gonna come in 2025-2026, and I was right. Most of these analysts didnt even spend the time to watch Advancing AI events or CES or any Earning Calls, yet they claimed to be some of the best Wall Street analysts. This is why most retail investors should do their own DD. You don't have to pay 1-4% fee so they buy $QQQ or $SPY for you. Alright, that is it. I know u been frustating for most AMD shareholders, but we will be fine long term. The most beautiful thing about long term investing is, I don't have to worry abt short-term stupidity or price action. Not Financial Advice!
Mike@MikeLongTerm

$AMD 10x FWD P/S 🚀$770-$940/Share🚨 Consensus vs Actual Revenue🧵 Context:I'm not even asking much, just 10x FWD P/S lol The lowest end of FY2026 projection: AI GPUs: $40-50B (I'm very conservative already) EPYC Data center: $15-$20B(EPYC may contribute as large of revenue in 2027 due to explosive agentic AI demand) Client Segment: $12-$13B Gaming: $6B Embedded: $4-$5B Total Revenue: $77-$94B Non-GAAP net income $19.3B-$23.5B Non-GAAP EPS $12-$14.7 Consensus: $40-$55B(AMD Bears are sticking with outdated numbers) or $37-$39B off the actual revenue. I waited for weeks & months, no analysts came out to correct old forecast. If this continues, this would mean they deleted $40-$50B revenue Helios Rack from $META, @OpenAI, $ORCL, $MSFT, Softbank, @LumaLabsAI, G42, Dell, HPE and many more. $50B Is a very conservative figures already, as I didnt even include MI355X, which is selling very well right now. Don't forget the new estimated EPYC demand for Turin and Venice are 15-20m chips, which demand is 3-5x more than supply, and really need TSMC to ramp up production. The good new, $AMD booked through 2028 with TSMC. Would be helpful if Samsung gets to 70-80% yield sooner, currently they are at ~60%. Yet, $AMD is outperforming everyone while all stocks sold off like crazy in the last 3-4 weeks. All the dips got bought so quick like "they" know it is going to $1,000 in 12-18 months. Alright, that is it. Not Financial Advice!

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Mike
Mike@MikeLongTerm·
$AMD @Samsung Official PR is out 🚨🚨🚨 SEOUL, March 18 (Yonhap) -- Samsung Electronics Co. Chairman Lee Jae-yong met with Lisa Su, chief executive officer (CEO) of Advanced Micro Devices Inc. (AMD) in Seoul on Wednesday, the company said, in what was seen as part of their push for cooperation on artificial intelligence (AI) chips. The dinner between Lee and Su took place at Seungjiwon, a venue the South Korean tech giant has used for business meetings with key guests, including Meta CEO Mark Zuckerberg, Saudi Crown Prince Mohammed bin Salman and Ola Kallenius, chairman of Mercedes-Benz Group AG. Their meeting came after Samsung Electronics announced earlier in the day it has signed an agreement with AMD to supply its latest high bandwidth memory (HBM) chips for the U.S. firm's next-generation AI accelerators. Under a memorandum of understanding (MOU), Samsung Electronics has been designated as a preferred supplier of HBM4 for AMD's Instinct MI455X, its latest graphics processing unit (GPU) for AI data centers, according to the company. The deal marks Samsung Electronics' first official HBM4 agreement since it began shipping the chips in February. Su was visiting South Korea as part of the partnership deal arrangement. Samsung Electronics' sixth-generation HBM4 uses a 4-nanometer logic process on the base die to improve data control efficiency, enabling data transfer speeds of up to 13 gigabits per second (Gbps) and bandwidth of up to 3.3 terabits per second (Tbps). The two companies will also collaborate on high-performance double data rate 5 (DDR5) memory solutions to support AMD's Helios, a next-generation rack-scale AI platform, as well as AI data center GPUs. Samsung Electronics said they plan to expand cooperation beyond next-generation memory, including HBM4, to advanced foundry and packaging services to drive further innovation in the AI computing ecosystem. Samsung Electronics and AMD have partnered since 2007, with Samsung having supplied graphics double data rate (GDDR) dynamic random-access memory (DRAM) for AMD's graphics cards. "Samsung and AMD share a common goal of advancing AI computing, and this agreement will expand the scope of our collaboration," Vice Chairman Jun Young-hyun said during an MOU signing ceremony held in Pyeongtaek, south of Seoul. "From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and packaging technologies, Samsung offers comprehensive capabilities to support AMD's AI road map."
Mike tweet media
Mike@MikeLongTerm

BREAKING $AMD @Samsung Inked MoU🚀 Advanced Micro Devices ( @AMD ) has signed a memorandum of understanding with Samsung Electronics to expand their collaboration on AI memory and computing technologies, Samsung said Wednesday. The partnership will focus on supplying HBM4 memory for the AMD Instinct MI455X GPU, as well as advance DRAM for 6th Gen AMD EPYC CPUs. The companies will also work together on optimized DDR5 memory and explore potential manufacturing partnerships for future products, Samsung said.

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Oguz Erkan
Oguz Erkan@oguzerkan·
$NBIS just announced a deal with $META. According to the deal, $NBIS will supply $META with $12 billion of dedicated capacity beginning in early 2027. $META can purchase up to $15 billion extra capacity. Note that $NBIS committed to deploying at least 5GW of $NVDA systems by the end of 2030. $META deal shows that they are executing. If they can deliver on this target, in 2030, we’ll be looking at something around $50 billion annual revenue at the current GPU/hour rates. This is just the beginning for $NBIS.
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
Bitcoin is chilling right now but supposedly will start dumping hard again in next few days… No $BTC bottom until Q4 under $30k…
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Will knowledge
Will knowledge@willknowledge77·
$NVDA $AMD $MSFT $PLTR $CRM $SLV $META more! Watch video asap
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Joel
Joel@Joel_smith555·
@HolySmokas I don’t understand the thought process behind the need for warrants when everyone is screaming and fighting for thier chips…. Why give a company equity as an incentive to buy from you when ypu already can’t keep up with demand?
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Jeremy Lefebvre@HolySmokas·
Multi month insane hype cycle in $AMD has started This will be wild
Jeremy Lefebvre tweet media
Lisa Su@LisaSu

Big day for @AMD and @Meta as we expand our strategic partnership to deploy 6GW of Instinct GPUs. Excited to partner across silicon, systems and software to help Meta push the boundaries of AI at massive scale!

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Joel@Joel_smith555·
@MikeLongTerm The big question, as it relates to stock price, will be how much market share will AMD command moving forward..
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Mike@MikeLongTerm·
$AMD| $860 is too conservative w/ 6GW $META 🧵 Context: I been screaming this deal since early 2024. It felt lonely at the time, but I stick to my conviction on Dr. Su leadership. Most should expect another large deal coming soon. Will write on this for subscribers. And this is a massive slap to custom ASIC, and much more optimized for both $META and @OpenAI long term. The Meta 6GW AI infrastructure deal, announced on February 24, 2026, dramatically shifts the outlook for AMD, rendering my prior conservative projections such as a $860 price target based on $70-100B in 2026 revenue outdated and overly cautious. This multi-year, multi-generation agreement for up to 6 gigawatts of AMD Instinct GPUs (starting with 1GW deployments in H2 2026 using custom MI450-based accelerators, Helios rack-scale architecture, and next-gen EPYC "Venice" CPUs) builds directly on the similar October 2025 OpenAI partnership. Together, these two landmark hyperscaler commitments validate AMD's positioning as a core supplier in the AI compute race, diversifying beyond Nvidia dominance while securing massive, de-risked revenue visibility. My original projection after OpenAI 6GW Deal: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 My new projection after Meta 6GW Deal: AI GPUs: $45-90B EPYC Data center: $20-$30B Client Segment: $12-$13B Gaming: $6B Embedded: $4-$5B Total Revenue: $87-$144B Non-GAAP net income $22.3B-$36B Non-GAAP EPS $14-$22.5 This massive GAP is entirely due to TSMC supply chain bottleneck. This should be better in 2027-2028 as more fabs come online. What kind of multiple would u give AMD at 3 digits growth? Would 20x P/S fair? SOme would say 30-40-50x 20x P/S $87B-$144B= $1.74-$2.88 Trillion Market Cap or $1,087- $1,800 a share. Yes it is entirely possible that AMD multiple would be compressed at ~15 P/S or $815-$1,350. Gross margins in data-center AI remain strong (60%+ potential on custom racks), with operating leverage pushing non-GAAP EPS toward $14-22.5 in 2026 (factoring 50%+ op margins on incremental revenue, share count adjustments for warrants, and tax efficiencies). AMD current forward P/S is 2.4-4x. Is this fair for this kind of growth at this size? How long analysts continue to be this sexist? Young investors are out there paying 20-30-40-50-80x P/S with no growth, massive dilution; ignoring the cheapest stock on earth, AMD! With shipments ramping in H2 2026 via custom MI450-based Instinct GPUs, next-gen EPYC "Venice" CPUs, and Helios rack-scale systems, the deal delivers "double-digit billions" per gigawatt in data-center AI revenue (per AMD CFO Jean Hu and CEO Dr. Lisa Su guidance). Independent estimates align this at roughly $25B-$30B per GW over the multi-year rollout, implying $150B+ cumulative potential from Meta alone with meaningful acceleration already baked into late-2026 figures as the initial 1GW tranche deploys. Layer on the structurally identical OpenAI 6GW agreement (October 2025), which mirrors the same timeline, architecture, and economics, and AMD now enjoys parallel, de-risked hyperscaler ramps from two of the most aggressively funded AI entities (Meta's $115–135B 2026 CapEx guidance + OpenAI's massive war chest). Even conservatively weighting only partial 2026 recognition factoring early shipments, EPYC attach rates, software/ROCm contributions, and baseline growth in existing data-center, client, and embedded segments positions FY2026 total revenue squarely in the $87–144B range. At current Forward 2.4-4x P/S, AMD is being treated like a bankrupting business with no product roadmap and future. Dr. Su proven track record in the last decade should be a solid bet for the near-medium and long term. The Path is $5 Trillion market cap long term is much clearer today than yesterday! If you like this kind of thread, slap the like,repost to please the X Algo. If you want to support my work further, and only if you can afford it, consider subscribe for more in-depth analysis and bold call like this! Not Financial Advice! Video source: CNBC
Mike@MikeLongTerm

$AMD is a $860 stock| At Just 20x Forward P/S 🧵 Disclaimer: I do own a large $AMD position, and I do believe it is heading to $5 Trillion MC long term as one of my highest conviction I cover for years. And I don't offer Financial Advice The rapid ascent of @AMD in the artificial intelligence sector, particularly through its strategic partnership with OpenAI, $META, $MSFT, $AMZN, $ORCL and others position the company for transformative growth that mainstream Wall Street analysts appear to be underestimating. At the heart of this mispricing lies a critical oversight: many analyst models and revenue forecasts for AMD in 2026 and beyond deliberately exclude or heavily discount the potential contributions from the OpenAI deal, treating it as speculative or contingent rather than a high-probability catalyst. This conservative approach fails to account for OpenAI's extraordinary access to capital($150-$163B Cash), which removes a major barrier to execution and accelerates the timeline for massive compute deployments. FY 2025, AMD grew revenue 34.34% YoY or to $34.64B far higher than most analysts projection, at 12-18%, hence AMD is stuck at 9x P/S. At this kind of size and growing faster than 97% of all US public companies should at least get 20-30x P/S. So I will stick to a conservative approach at Forward 20x P/S. In October 2025, AMD and OpenAI announced a landmark multi-year, multi-generation agreement under which OpenAI committed to deploying up to 6 gigawatts of AMD Instinct GPUs, beginning with an initial 1 gigawatt rollout of MI450-series chips in the second half of 2026. This partnership, structured with performance-based warrants allowing OpenAI to potentially acquire up to a 10% stake in AMD, represents one of the largest single-customer commitments in semiconductor history. This should push AMD FY2026 revenue to be in the $70–100 billion or more in cumulative revenue for AMD over the ramp period, depending on pricing, mix, and scaling. Even conservatively, the initial phases alone could add tens of billions annually to AMD's data center segment as deployments accelerate. My 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Even at 20x Forward P/S, that is $1.4-$2 Trillion market cap, where many other $AMD bulls would argue 30-40x forward P/S. The chart below will show you AMD is on an explosive rocket on revenue, net income, FCF, and FCF margin growth. By year end, AMD at current valuation would mean trading at 15-17x P/E at this kind of growth, while mature value companies with 3-5% or declining growth trade at 35-55x P/E. Is it fair for Analysts to be this sexist? Is it fair that AMD is facing nonstop fake new from the like SemiAnal? Yet, current analyst consensus for AMD's 2026 revenue hovers in the $40–45 billion range overall, with AI/data center contributions often projected more modestly ($14–15 billion in some AI-specific forecasts from late 2025/early 2026 updates). Price targets cluster around $260–$310, implying forward multiples that remain compressed relative to peers experiencing similar hyper-growth. These figures largely strip out meaningful OpenAI-related upside, viewing the deal's realization as uncertain due to factors like funding availability, execution risks, or competition. This exclusion is misguided, as it overlooks OpenAI's robust and rapidly expanding financial firepower along with other massive hyperscalers' demand. As of February 2026, OpenAI is on the verge of closing one of the largest private funding rounds in corporate history, expected to exceed $100 billion in new capital. This mega-round, involving major commitments from Amazon (potentially up to $50 billion), SoftBank (up to $30 billion), Nvidia (around $20–30 billion), Microsoft, and additional sovereign wealth funds and venture players, would value the company at a pre-money $730 billion and push post-money figures above $850 billion. This follows prior massive raises and reflects sustained investor confidence in OpenAI's trajectory, even amid high cash burn rates projected for 2026 (including losses in the billions as infrastructure ramps). OpenAI's ability to secure such enormous sums far beyond typical startup constraints directly funds the compute purchases required for Stargate and related projects, including the AMD GPU deployments. The capital influx effectively de-risks the partnership's execution, ensuring OpenAI can meet its gigawatt-scale commitments without liquidity hurdles. This dynamic mirrors "startup-type" explosive growth in a mature semiconductor giant. AMD's data center business is already targeting 60%+ CAGR in AI segments, with company-wide revenue growth aspirations exceeding 35% annually over the coming years. When layered with OpenAI's contributions, the trajectory becomes even steeper: potential for $70–100 billion in incremental revenue run-rate from this single partner (and broader diversification) would propel AMD toward a higher premium than this compressed state. In Q3 Q4 2026, valuation multiples should rerate dramatically upward to reflect sustained hyper-growth, margin expansion (as high-margin AI GPUs dominate the mix), and scarcity value in the AI accelerator market. High-growth AI leaders like Nvidia have historically commanded 25–40x+ price-to-sales during peak expansion phases, even at large absolute revenue scales, because investors pay premiums for compounding revenue ramps, technological moats, and market share gains in trillion-dollar addressable opportunities. AMD, as the best AI inference chips with proven execution and now validated by a marquee customer like OpenAI, $META, $MSFT, $AMZN, $ORCL, @HUMAIN @LumaLabsAI and 42 other countries deserve similar at least A 20–25x P/S multiple or even 30x forward P/S on accelerating figures would be entirely reasonable and arguably conservative if the OpenAI revenue materializes as the partnership's structure and OpenAI's funding suggest it will. Today's ~9x trailing and ~7–8x forward P/S embed far too much skepticism and discrimination from wall street, failing to price in the funding-secured reality of OpenAI's commitments. Ultimately, the market's lag in pricing this reality stems from outdated models that discount what OpenAI's funding avalanche has made inevitable: AMD's metamorphosis into an indispensable AI powerhouse. As MI450 deployments commence in late 2026, incremental wins materialize (from $META, $MSFT, $AMZN, $ORCL, LumaAI, Tata collaborations in India, and beyond), and revenue inflection points arrive, the disconnect will narrow dramatically. Investors who recognize this capital-fueled acceleration stand to capture the re-rating toward multiples befitting a company achieving enterprise-scale growth at startup velocity potentially unlocking multi-trillion-dollar market cap potential and positioning AMD among the defining winners of the AI era. If you enjoy this kind of thread, slap the like and repost to please the X algo as I write only Long thread. If you want to support my work further, only if you can afford it, consider subscribe for more in-depth analyses! Not Financial Advice!

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