$AMD has 10x potential from here

They have 10 years of hypergrowth ahead

GPUs, CPUs, FPGAs, APUs, NPUs, DPUs, model deployment, photonics, gaming, VR...

This company will be at the core of the AI era

Let’s dive deep into it 🧵 1. Introduction

“10-bagger” is a term often used carelessly. Any stock with momentum gets hyped as the next one, but $AMD is different. Despite strong results and cheap fundamentals, especially given its expanding TAM, the stock remains 47% below its all-time high.

$NVDA is stealing the spotlight, and the market is missing how $AMD is quietly taking over the CPU market once led by $INTC.

While it may seem like the underdog in AI, $AMD is clearly laying the foundation to become a major player in both hardware and software, in a world where compute power is the most valuable resource.

The way a $180 billion company becomes a 10-bagger is by targeting a multi-trillion dollar market. $AMD is in the middle of a transformation that could take it to a $2 trillion valuation and beyond.

$MSFT is collaborating with $AMD to bring best-in-class DeepSeek inference performance.

Their benchmarks showed that $AMD's MI300X can vastly outperform $NVDA's H200.

_________________________________________

Why did they collaborate to improve $AMD's hardware performance?

They don’t like $NVDA's high prices and low supply.

That’s exactly what I’ve been saying.

Squeeze your customers too much, and they’ll pour money into the second-best option, even if it’s worse.

And I have no problem admitting $AMD has been worse, primarily because of their software.
But now that $AMD is investing hard in that department.

And that other companies and developers are contributing to improving the performance of these chips.

The result is that catching up with $NVDA isn’t all that impossible.

And investors need to remember, this is just the beginning.

- ROCm is improving extremely fast.

- Silo AI and Nod.AI were acquired precisely to improve the software, and they’re working on it.

And in a couple of months, $AMD will launch its new rack system featuring the MI355X, a next-gen AI accelerator with a brand new architecture.

$ORCL has already bought 30,000 units.

Investors tend to assume $NVDA will remain the leader forever

The reality is that $AMD is coming for the first place

If you are an investor in these stocks, you can't be taken by surprise

You need to understand what's happening under the surface

Let's explain it

1/

$NVDA dominated AI for years

• 90% share in data center GPUs

• CUDA as the de facto AI software stack

• NVLink and NVSwitch for scaling infrastructure

But 90% market share doesn’t last forever

Just ask Intel. 2/

NVIDIA’s dominance hasn't been good for the industry

• Companies hate overreliance

• Prices remain prohibitively high

• Lock-in has frustrated customers

And when a company squeezes its customers too hard for too long, they eventually start looking for alternatives.

That’s where $AMD came in

$META just presented their opening statement in their trial for monopoly against the Federal Trade Commission.

These are the main arguments:

1.Competitors offer similar products 2. $META doesn’t charge anything for their apps

$NBIS is one of the most exciting companies in the stock market

It has a high chance of becoming a 10x stock within the next 10 years

Or even just 5 years

Let's me explain why: 🧵👇 1.

Nebius Group comprises the core business, Nebius, and three additional primary business units: Toloka, Avride, and TripleTen.

Nebius, the core business, operates a proprietary data center in Finland and utilizes colocation arrangements in Paris, Iceland, and Missouri. Nebius owns only the Finland facility outright; the other locations are colocations, meaning Nebius rents external companies’ data centers.

Let's first explore the technology and business model of Nebius, followed by its financials.

IS $AEHR THE NEXT 10x AI MICRO-CAP OPPORTUNITY AFTER A 75% FALL?

$AEHR tests chips for Tesla $TSLA and is positioning itself to become a potential 10x stock by expanding into AI chips.

Let’s see 🧵 $AEHR has dropped 75%, which could make it a decent bottom-fishing opportunity, especially given its connections to the fast-growing AI sector. But before jumping in, there are a few things to keep in mind.