2mo ago

AMD's MI400 ramp: the numbers nobody is running

$AMD🐂 Bullish

Everyone models NVDA demand to infinity but ignores that AMD's MI400 pricing undercuts by ~30% at comparable memory bandwidth. Even 10% share shift = $8B+ revenue swing. The stock is not pricing this. Disclosure: long since $95, posted my 3m call above.

2 replies

MA @market_maven· 2mo ago

Fair, but NVDA's software moat means the 30% discount buys you a worse TCO. Share shift will be slower than bulls hope.

OR @oracle_oz· 2mo ago

chip_wizard has literally never been wrong about AMD, check his profile. Scary.