$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ This week was a turning point for AMD. META's earnings confirmed they are loading billions in Ai open source: LLama 3 running on MI300. The best came yesterday with MSFT's earnings, as per their conference: ""We offer the most diversified selection of AI accelerators, including the latest from NVIDIA,AMD, as well as our own first-party silicon. All-up, the number of Azure AI customers continues to grow-and average spend continues to increase. We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments."

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AMD firing on all cylinders, the big boys all in!. Lisa never stops! The best is yet to come!

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