If $NVIDIA Corp(NVDA)$ can sell 2 mil H100 units in 2024, Amd should be able to sell 1/4 or 1/2 of it, or say 0.5 to 1.0 mil MI300!
At $25k per unit, $Advanced Micro Devices(AMD)$
EPS from AI alone will be $3.8 to 7.1
Total EPS should be between $7 and 10, which likely will have
PT: $250-350
It will take more time but still bullish on $Advanced Micro Devices(AMD)$ [Miser][Miser][Miser]
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