My newsletter has everything an $AMD investor needs to understand the company, the thesis, and the potential
And I'm writing a new update after this latest deal too

Lisa Su in $AMD last conference call:
“Today, 7 out of the top 10 model builders and AI companies are using Instinct, including large-scale deployments with $MSFT, $META, $ORCL, $TSLA, xAI, and others.”

Jefferies upgrades $AMD stock to Buy on OpenAI partnership, raises price target to $300

All the reasons why the $AMD deal with OpenAI is bullish
— ~$100B in potential revenue over 5 years
— Shareholder-aligned warrants designed to drive the share price higher
— Validation of AMD’s technology by the most advanced AI lab in the world
— Opportunity to prove their first rack-scale systems at GW scale
— Incentivizes OpenAI to help improve AMD’s software stack
— Increases visibility to hyperscalers and neoclouds if the chips perform well at scale

BofA raises $AMD price target to $250 from $200 with a buy rating
“We estimate that the OpenAI deal could be worth $100 billion+, based on every 1 GW of data center capacity requiring roughly 400,000–500,000 AMD MI450X GPUs (1.6–2 kW per GPU) with $40,000+ content across GPU, CPU, and networking.
ASPs could be higher under AMD’s Helios rack-scale implementation, depending on networking content, which initially is likely to include Broadcom’s Ethernet switches (Infinity Fabric over Ethernet).
We believe this OpenAI deal is incremental to other Middle East sovereign deals AMD signed earlier this

This guy loves attention, so he’ll give his opinion on anything

Barclays raises $AMD price target to $300 from $200

Some people are hating this $AMD deal so much
You love to see it
They’ll buy once $AMD hits $300 and the whole market is convinced it’s a trillion-dollar company

Advanced Money Destroyer
or
Advanced Money Doubler
Your pick

I want everybody to apologize to Lisa Su for ever doubting her
Not me
You

I told you companies don’t want to depend on $NVDA
I told you $NVDA giving OpenAI money liberated financing for other chips
I told you MI450 was good.

$AMD Finally breaks $200

🚨 OPENAI TO TAKE A STAKE IN $AMD AS IT PLANS TO PURCHASE 6 GW OF $AMD CHIPS

Isn't human nature beautiful?
Humans always seek to grow, there's never enough
Thanks to that, you can invest in other humans’ endeavors and earn a return without doing anything yourself
If humans were conformists, the stock market wouldn’t even exist

Value investors when you buy an AI stock instead of a Lithuanian forklift-parts manufacturer trading at 0.3× book