$AMD shareholders just realized @AMD is going to bounce back stronger than before because 1. FY2027 P/E is going to collapse to under 20x at this price($465) next year with strongest J-curve quarter print form Q4 2026. Growing at 3 digits should trade at a premium, not less than FY2027 20x P/E. 2. AMD is the biggest Agentic AI winner with the best CPU and GPU. ROCm is now closing the Gap to the point plug and play or 0 day support out of the box 3. Dr. @LisaSu is the Queen of Sandbag, and when she said growing "well over 100%", The Queen of Inference will get it done! 4. TSMC 3rd largest customer and soon to be 2nd largest! 5. Best TCO, TDP and lowest $/M tokens on Inference and Training 6. @MikeLongTerm owns it and covered this name for years Wrote some Cash Secure Put on AMD toda
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