The Math Doesnt Lie - AMD Stock To $1000? / AMD Stock Analysis / AMD Stock Prediction Gianni Infantino [tEcxbSoGYX8]
Tag: #Gianni Infantino, #cathie wood shopify stock purchase, #stephen miller, #yorkshire
00:00 - 2:02 * The Maths for AMD reaching $1000/share
2:03 - 2:57 quiz 1) Cracking Nvidia's Moat (CUDA)
2:58 - 3:42 2) Win over the hyperscalers
3:43 - 4:09 3) AMD needs perfect execution ( No Mistakes )
4:10 - 4:44 4) AMD's EPYC cpu must steal share from Intel
4:45 - 5:05 5) AMD's margin growth must exceed Revenue growth
5:06 - 5:32 6) AMD can increase GPU prices to increase margins
5:33 - 5:58 7) No more geopolitical problems
5:59 - 6:49 8) AMD's rieti premium valuation multiple must hold
6:50 - 9:10 guyana * The Bottom line
9:11 - 10:08 * The game changer