$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Unless AMD raises AI guidance by 100%, there will be no place to hide. Lisa raised her projection this week stating "industrial Revolution" in AI now $500B TAM. So...IF NO double in AI forecast this is dead money at best. Their AI execution as #2 in GPU fails to impress anyone. NVDA $NVIDIA Corp(NVDA)$ has demonstrated unprecedented revenue growth never before witnessed in tech, while AMD stumbles along. Unfortunately for shareholders, the market/street have lost patients in 'stories' when the revenue doesn't back it up. Su needs to stop talking & start delivering revenue. She can no longer hide behind road map show & tell events. The SP loss last week was numbing.

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