$Advanced Micro Devices(AMD)$ -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Advanced Micro Devices(AMD)$

The big ones (MSFT, GOOG, META, Amazon)... earn roughly $200B in profits combined annually. Apple earns another $100B. AI revenue for AMD in 2024 was just $5B ish.. As soon as these hyperscalers realize that Blackwell is in deep trouble, except the inferior single die B200A, they're going to want an AMD insurance policy. NVIDIA has a run rate fast approaching $120B annual AI revenues, so $12B for AMD is very very reasonable. And yes, Blackwell is in deep trouble. Their whole selling point was gluing 2-3 chips together. The interposer bridge is the bridgehead of that whole strategy. It's where you're supposed to start, not something you do as the finishing touches... Maybe, AMD, who has been in the chiplet business for way longer, knew what it was doing when they stuck it out with silicon bridges. If team red has $12B AI revenue next year, and over $6B of that is profit... They could very easily go to $250 as soon as that number is seen as realistic. They're already running on ~$4B annual profit without AI.

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