$AMD's ready for $1T MC w/ Samsung $648B CapEx🧵
Not Financial Advice! DYOR! Research Purpose only!

Samsung’s 1,000 trillion KRW (~$648 billion) decade-long investment, with a heavy emphasis on semiconductors (potentially 300+ trillion KRW for new chip fabs and related infrastructure), directly strengthens @AMD position in the memory-constrained AI ecosystem. This builds on the March 2026 strategic MOU between AMD CEO Dr. Lisa Su and Samsung Chairman Lee Jae-yong, which positions Samsung as the primary (and initially sole) supplier of HBM4 for AMD’s next-generation Instinct MI455X GPUs, alongside advanced DDR5 for 6th-gen EPYC “Venice” processors and the Helios platform.

@AMD needs TSMC and Samsung to get to $1T then $5T long term. Samsung will also be a large customer buying AMD Chips for years to come. Will link varioud subscribers threads from supply chain to different analyses if u are interested.
Otherwise slap the like/repost!

1. Agentic AI and AMD’s J-Curve CPU Growth Opportunity

Agentic AI represents a structural shift in data center architecture from 1 CPU 4-8 GPUs to 1 CPU 1 GPU and significicant higher 3-5 CPU and 1 GPU for Heavy Agentic workloads. Unlike traditional generative AI (heavily GPU-bound for training and inference), agentic systems require substantial CPU resources for orchestration, reasoning, memory management, tool use, planning, and coordination across multiple agents and models. This drives demand for high-core-count, high-bandwidth server CPUs alongside GPUs.

AMD has highlighted this trend explicitly, Agentic AI is accelerating server CPU demand beyond prior forecasts. The company now projects the overall server CPU total addressable market (TAM) growing at >35% annually, potentially reaching >$120B by 2030 (with some analysts view TAM at $233B+ by 2030, IMO it is $500B TAM by 2030). Agentic workloads are expected to become one of the fastest-growing (and potentially majority) segments of this CPU opportunity.

This creates a classic J-curve growth profile for AMD’s EPYC business: initial investments and ecosystem building lead to rapid revenue acceleration as agentic AI adoption scales in enterprise, cloud, and sovereign environments. The CPU-to-GPU ratio in AI infrastructure is evolving, with more CPU-heavy racks needed to power the “brains” of agentic systems.

2. Samsung’s Memory Expansion Directly Benefits EPYC Venice CPUs

The March 2026 strategic MOU between AMD CEO Dr. Lisa Su and Samsung Chairman Lee Jae-yong explicitly extends beyond HBM4 for Instinct GPUs. Samsung and AMD are collaborating on high-performance DDR5 memory solutions optimized specifically for 6th Gen AMD EPYC “Venice” CPUs and the AMD Helios rack-scale platform. I see Samsung as a more responsible memory maker, where this will benefit AMD on supplying the growth through 2030.

~Higher performance & bandwidth, Optimized DDR5 enables Venice’s advanced features (higher core counts, improved memory channels, larger caches) to deliver maximum throughput for agentic AI workloads that are memory-bandwidth sensitive.

~Supply security & scale, Samsung’s new/accelerated fabs and process investments (including advanced DRAM nodes) provide reliable, high-volume DDR5 supply as Venice ramps. This reduces risk for AMD’s customers deploying large agentic AI clusters.

~Platform-level optimization, Joint work on memory for Helios systems ensures tight integration of Venice CPUs with Instinct GPUs and high-speed interconnects, delivering superior TCO and performance for full-stack AI infrastructure.

~Cost & efficiency gains, increased Samsung output helps stabilize or moderate DDR5 pricing over time, improving economics for large-scale EPYC deployments in agentic environments.

EPYC Venice (TSMC most advanced 2nm with highest core) is positioned as a major leap for data center CPUs. Samsung’s memory partnership de-risks and accelerates its adoption curve.

3. Samsung as a Major, Multi-Year Buyer of EPYC Venice for Its Own Data Centers

Samsung’s investment explicitly includes significant AI data center development (via Samsung SDS and group initiatives), alongside “sovereign AI” strategies and hyperscale infrastructure. These facilities will require thousands of high-performance servers for:

~Training and running agentic AI models and workflows.
~Cloud services and enterprise AI offerings.
~Internal HPC, R&D, and manufacturing optimization ( AI-enhanced chip production).
~Broader sovereign and regional AI infrastructure.

Why EPYC Venice is a natural fit:

~The deep memory collaboration (DDR5 optimization) creates strong ecosystem alignment and co-development incentives.
~EPYC processors excel in core density, memory bandwidth, I/O, security features, and TCO with $0.0003-$0.0005/M Tokens(lowest token cost), ideal for the mixed CPU-heavy workloads in agentic AI and general-purpose data center expansion.
~Samsung has already demonstrated use of AMD EPYC in commercial solutions (Network in a Server platforms integrating EPYC CPUs with AI capabilities).
~As a major cloud/hyperscale player building its own infrastructure, Samsung represents substantial, recurring volume over the next 5–10+ years, exactly the timeframe of its investment plan.

This buyer relationship complements AMD’s GPU memory supply deal, creating a virtuous cycle: Samsung helps secure memory for AMD’s Instinct GPUs → AMD supplies optimized CPUs and platforms → Samsung deploys them at scale in its expanding data centers.

Conclusion:

Under Dr. Lisa Su’s visionary leadership, AMD has forged a transformative strategic partnership with Samsung that dramatically strengthens its supply chain resilience and cost structure precisely when it is needed most. The high-level March 2026 engagement between Dr. Su and Samsung Chairman Lee Jae-yong, combined with Samsung’s landmark 1,000 trillion KRW (~$648 billion) decade-long investment in semiconductors, AI data centers, and advanced memory capacity, creates a powerful dual advantage: secured and more predictable memory supply alongside a major aligned customer for AMD’s full-stack data center portfolio

This alliance directly addresses AMD’s core challenge in scaling the exploding Agentic AI market. Agentic AI autonomous, multi-step reasoning systems that orchestrate complex workflows is driving a structural shift toward more balanced, CPU-intensive infrastructure. Analysts will continue to increase Agentic AI CPUs TAM to my target at $500B by 2030. Morgan Stanley already picked AMD as biggest Agentic AI winner, fueled by higher 1-5 CPU : 1 GPU ratios in agentic workloads.

Samsung’s massive capacity expansion including accelerated HBM4 production for Instinct MI455X GPUs and optimized high-performance DDR5 tailored for 6th-gen EPYC “Venice” CPUs and the Helios platform will help moderate memory pricing volatility while ensuring prioritized allocation for AMD. This reduces bill of materials uncertainty, supports healthier gross margins, and de-risks large-scale production ramps critical for meeting surging demand.

Simultaneously, Samsung’s own hyperscale AI data center buildouts position it as a significant, multi-year buyer of EPYC Venice processors. The deep ecosystem alignment (memory co-optimization, joint platform development) makes AMD solutions a natural choice for Samsung’s sovereign AI, cloud, and internal HPC needs creating a virtuous cycle of supply security and demand pull.

Dr. Su’s proactive diplomacy and focus on open, collaborative ecosystems have turned a potential memory bottleneck into a strategic moat. By securing stable, high-volume access to advanced HBM and DDR5 while gaining a committed hyperscale partner, AMD is exceptionally well-positioned to capture a disproportionate share of the Agentic AI J-curve. This not only accelerates Instinct GPU and EPYC CPU momentum but also reinforces AMD’s competitive edge in delivering superior TCO and performance for the next decade of AI infrastructure growth.

Dr. Su and Chair Lee partnership combined with Samsung’s historic investment transforms memory from a constraint into a catalyst powering AMD’s ability to scale profitably in the multi-hundred-billion-dollar Revenue in Agentic AI era.

AMD is winning
Samsung is winning

Not Financial Advice! DYOR! Research Purpose only!

Clip is AI Generated by GROK.

$AMD $TSM on track to hit 140k WPM 🧵

https://x.com/MikeLongTerm/status/2065779273965662382

I've tested hundreds of supplements over 30 years to heal myself.

Most are worthless, but these 15 transformed my health.

At 50, my bloodwork is better than when I was 20.

The evidence-based supplement list that actually works: 🧵

1. MSM (Methylsulfonylmethane)

Hands-down my favourite supplement recommendation for ANYONE.

It boosts oxygen in your cells (disease HATES oxygen).

I take 6-9 grams TWICE daily, and my chronic pain vanished.

Even my scar tissue softens noticeably within days.

2. Vitamin C

Not just for colds, it's critical for tissue repair & lowering inflammation.

I take several grams of sodium ascorbate daily when fighting infection.

Combined with MSM, it's like giving your muscles an internal bath, washing away years of accumulated toxins.

High cortisol wrecks your body faster than junk food ever will.

It tanks testosterone, stores dangerous visceral belly fat, and literally shrinks your brain.

Here are 8 simple ways to lower cortisol according to science:

1. Sauna (5 nights/week)

Heat exposure shifts your nervous system into parasympathetic recovery and releases endorphins that quiet the stress response.

Long-term, regular sauna use is linked to lower baseline cortisol.

Start with 15 minutes at 170°F, ideally 1 to 2 hours before bed.

2. Eat real meals, not constant snacks.

Grazing all day keeps insulin elevated, which directly interferes with how your body regulates cortisol.

Aim for 2 to 3 solid meals built around protein, fat, and fiber.

I have some tremendous news to share: we've just won a decisive victory against Mark Zuckerberg and the Silicon Valley billionaires 🧵

Together with my colleague Emmanuel Saez, we’ve spent years working alongside California's civil society to make the 200 Silicon Valley billionaires—including Mark Zuckerberg and Peter Thiel—pay their fair share.

Today, they have just lost a crucial battle.

It all began in July 2025, when Donald Trump signed the One Big Beautiful Bill Act into law.

The legislation included sweeping budget cuts, slashing funding for Medicaid, the health insurance program that serves low-income Americans. nytimes.com/interactive/20…

High cortisol is the real reason you wake up at 3-4 AM.

It also shaves 5 years off your life — tanks testosterone, locks belly fat, literally shrinks your brain.

If I wanted to fix it without medication, here are 8 things I'd do every day:

1. No food 3 hours before bed.

Late eating spikes blood sugar. Insulin clears it overnight. Then glucose crashes at 2-3 AM.

Your body fires cortisol to rescue you.

That's not insomnia — that's a metabolic emergency you scheduled at 9 PM with your last bite.

2. The 9 PM open-loop dump on paper.

Most 3 AM wake-ups are an unresolved decision your nervous system keeps running.

Pen and paper. 90 seconds. List every unfinished thing.

Externalize the loop or it runs you at 2 AM.

Your farts are telling you something about your gut health.

Silent but deadly = bad sign.
Loud but odorless = good sign.

Here's why you should take it seriously:

When your gut bacteria have plenty of fiber to work with, they ferment it.

Fiber fermentation produces carbon dioxide, hydrogen, and methane.

These gases are completely odorless.

As a bonus, fiber fermentation also produces short-chain fatty acids, which are anti-inflammatory and great for your gut.

But when fiber is low and protein is high, something different happens.

Undigested protein reaches your colon, making your bacteria ferment it instead.

Protein fermentation produces hydrogen sulfide and compounds like skatole and indole.

That's the silent but deadly smell. And it's a sign your gut is not happy.

7 Pictures with Deep Meaning:

1.

2.

3.

I gather that in the eyes of some of the leader writers at the Economist the collapse of German exports to China (down a pp of German GDP led by autos) doesn't have anything to do with today's announced layoffs at VW ...

1/

It is quite clear in the data that Europe's auto exports to China tanked over the course of 2024 and 2025, and imports from China soared in 25 ...

2/

and that, combined with competition with China in third party markets across a range of manufactured goods, is an important reason why euro area export growth has stalled

3/

It took me 8 years of overthinking, burnout, and self-judgment to realize what I’m about to tell you in 2 minutes.

This is how neurodivergent minds - the anxious, the hyper-focused, the “too intense” ones - were never broken:

You were never distracted. You were just paying attention to everything. The way light hit the wall. The sound someone’s voice made when it cracked. The silence between their words. Your brain runs like an 8K camera with surround sound - overwhelming, yes, but also what makes you a world-class observer. You don’t miss details because your nervous system is the detail.

You don’t think linearly. You think cinematically. Flashbacks, parallel plots, emotional B-roll - your mind cuts, pans, and overlays constantly. It’s not chaos, it’s editing. You’re not “too much.” You’re just trying to direct a story that runs 12 frames faster than the rest of the world can see.

This is part 2 of the afternoon session in day 3 of Samantha Tempest vs DEFRA & RPA. Part 1 of the afternoon is

https://x.com/tribunaltweets/status/2070487359808823303

The court is taking a ten minute break and will resume around 3.25pm

[We resume]

AL: Qs re the application for special leave now. p1016 - this is before the sick leave but not long before, 4/7, you went on sick leave at the end of July. We can see that on 4/7 employer had already agreed you could work from home, and you were?

1/Time is brain! But what time is it?

If you don’t know the time of stroke onset, are you able to deduce it from imaging?

Here’s a thread to help you date a stroke on MRI!

2/Strokes evolve, or grow old, the same way people evolve or grow old

The appearance of stroke on imaging mirrors the life stages of a person—you just have to change days for a stroke into years for a person

So 15 day old stroke has features of a 15 year old person, etc.

3/Initially (less than 4-6 hrs), the only finding is restriction (brightness) on diffusion imaging (DWI)

You can remember this bc in the first few months, a baby does nothing but be swaddled or restricted

So early/newly born stroke is like a baby, only restricted

Imagine: You are Gloria Moncrief, you are on the gondola skiing in Aspen while entertaining family at your Gunnison ranch. You just celebrated Christmas and the New Year; your cell buzzes. It's Magnolia O&G's successor CEO. (He followed Stephen Chazen (ex ceo of OXY, he paid $52m for Highlander #1 Well)). He tells Gloria the well had a bottom hole intrusion event.

Magnolia is focused on Haynesville winners and wants no more involvement in the Highlander. They basically give it away and take a $15 million writeoff on the next quarter books. They never mention it in their earning call either.

Gloria has been sitting at her grandfather's feet for years; listening, learning, absorbing. Tex (died in 2021), even on his deathbed spoke about the Highlander Play and its improtance. He had taken a huge gamble with Jim Bob Moffett (mid 2000's) on the shallow ultra deep play (search Davy Jones Well) and one well did hit...the monster Highlander #1.