How about 256 logical chips and fast?
That’s $AMD

$TEM is the $PLTR of Healthcare
Few understand

One thing investors forget:
$NVDA Rubin will connect 72 logical chips, the same as $AMD MI450
Rubin Ultra will connect 144, below the 256 of $AMD's MI500
$AMD is aiming to surpass $NVDA's scale, not just match it
Their roadmap is as bold as it is exciting for shareholders

All I need in 2026 are two things:
1.$AMD launching MI450 before $NVDA Rubin
2.$NBIS being recognized by Wall Street as the best AI cloud company

$AMD's Lisa Su:
"We see a clear path to scaling our AI business to tens of billions of dollars in annual revenue.
When we reach that level, it will involve significant gigawatt-scale deployments"

🚨 German tech firm sues $NVDA for patent infringement
Seeking to block Nvidia across 18 European countries
ParTec’s lawsuit alleges theft of the DGX AI supercomputer design
Imagine what this could do for $AMD

BofA adds $AMD to the US 1 List, a collection of BofA’s best investment ideas
As always, price drives the narrative
Some analysts can’t see the facts until they’re right in front of their faces

X had $HIMS
Then $OSCR
Then $ZETA
Now it is the turn of $DLO
@mvcinvesting has done a tremendous job covering this one

My 4 favorite companies that I don’t own:
$RKLB
$PLTR
$HOOD
$TSLA

🚨 Daniel Romero (me) upgrades $AMD to a Strong Buy rating and raises the price target to $500

🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450
Things are changing
Source: Fubon

Tiny Corp has officially started collaborating with $AMD
$AMD is taking software seriously
The goal is to make ROCm as usable as CUDA and make it easier for clients to transition between systems