$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ According to this model, every gigabyte of deployed compute capacity translates to $10 billion in revenue with a 30% gross margin. The Meta and OpenAI deals alone account for a combined 12 GB, albeit over several years. The vestable warrants tied to these deals don't become dilutive until AMD's share price reaches the $400-$600 range, at which point the impact would likely be immaterial. There might even be a stock split similar to NVDA. In my view, $400 will be a minimal trading level by 2026. I appreciate what AMD and Lisa Su are executing.

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