$Advanced Micro Devices(AMD)$ I have never been this bullish on AMD. AI companies are doing 150 bln in ARR from consumer and enterprise, and we're looking at around 450 bln in ARR closing 2027. All of this capex will be justified.
$Advanced Micro Devices(AMD)$ I have never been this bullish on AMD. AI companies are doing 150 bln in ARR from consumer and enterprise, and we're looking at around 450 bln in ARR closing 2027. All of this capex will be justified.
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