Those who follow AMD carefully
Yeah $200++
$1b in MI300x from Q4 is a good sign. Need Su bae’s strong guidance on DC
Why only 1B, why so little compared to nvidia.
Mi300x sales that is
It’s a completely new product for them. $1b in a Q is significant ramp up but market expects more than $4b guidance for ‘24.
https://x.com/saileshtalks/status/1785544518982685014 ^^ See how undervalued and under appreciated Intel really is and how insane is AMD
Hopefully back to $200