$AMD| @MikeLongTerm was right again😏✅ I got lots of hates in the last 2-3 days. They are pointing out a false narrative that biggest quant traders are spreading on chinese models, so their clients bought @AMD cheaply as the biggest Agentic AI winner. What they didnt tell u, Inference demand just 10x in 1 day. More than half of AI CapEx will now have to allocate to more Inference and AMD has the best Inference Chips! Where were u when I wrote thousands of threads on $AMD in the $30-$50-$100? Was I wrong years ago? And before U make comment on how I got to FY2027 14-17x P/E, u can read my prior threads to connect the dots (BofA 2026 Tech conference is a good start). You can also subscribe if u want to as I detailed how I got there, as well as covering topic from supply chain to $0.0003-
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