$AMD is heading to $3,000 much sooner 🧵 Current CPU shortage is completely misunderstood! Not Financial Advice! DYOR! Research Purpose only! TLDR: Running more agents or RL workloads in real-world deployment could send demand for $AMD EPYC Venice to 100-120m units equivalent to rebalance in just 2023-2026. $3,000/share should hit when AMD gets to $70-$80B Revenue per quarter(15--18x P/S). EPYC Venice Flagship is estimated to sell in the $13,000-$20,000 depending on vol discount. EPYC Turn is ~$77 per core (192 core vs Venice 256 core) In real-world deployments, both running more agents and training them smarter via Reinforcement Learning (RL) drive significantly higher demand for CPU capacity often leading to dedicated CPU racks like @AMD Agentic AI EPYC Venice Rack or much higher CP
View on X ↗