To The Moon

$AMD has hit an all time high of $188.5 today.

Here´s how I think the stock can 20X from here over the next decade:

The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology.

This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances.

$Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its products with AI capabilities. This strategic approach transcends mere competition with $NVIDIA Corp(NVDA)$ in GPU sales.

By introducing chiplet-based GPUs to the market with a distinctive price-performance ratio and refining its ROCm software, $AMD stands a strong chance of gaining GPU market share from $NVIDIA Corp(NVDA)$ .

Simultaneously repurposing this technology across its business segments enhances $Advanced Micro Devices(AMD)$ 's overall chances of success.

The potential gains from seizing market share from $NVIDIA Corp(NVDA)$ are substantial, as is the prospect of $Advanced Micro Devices(AMD)$ becoming a leading provider of AI-enabled PCs.

Moreover, $Advanced Micro Devices(AMD)$ can pursue both endeavors at minimal cost, leveraging the competitive advantage of its chiplet platform across various product lines.

With an established distribution channel in the PC (CPU) sector, $Advanced Micro Devices(AMD)$ stands to reap significant returns on AI investment even if it doesn't outpace $NVIDIA Corp(NVDA)$ in GPU sales.

This underscores the asymmetrical nature of $Advanced Micro Devices(AMD)$ 's foray into AI.

Looking ahead, personalized computing is the future of the industry. Companies will increasingly demand tailored compute solutions, and $AMD is uniquely positioned to meet these needs.

Competitors like $Intel(INTC)$ and $NVIDIA Corp(NVDA)$ will inevitably shift towards chiplet technology to remain competitive in the AI space and offer customized computation solutions.

However, this transition will take time, providing $Advanced Micro Devices(AMD)$ with a considerable head start and a distinct roadmap that sets it apart from the competition.

Source: Antonio Linares