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AMD has likely entered a supercycle and we have entered Agentic AI world where inferencing is the main area of investment.
- Model Training is still important but we have entered a stage where lot of open source models and many proprietary vendors are close to each other when it comes to performance.
- Companies are trying to monetize their investments and one critical thing is model inference i.e making predictions.
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AMD is poised for the agentic ai boom and therefore next 2 years are golden years for $AMD.
- Model Training is still important but we have entered a stage where lot of open source models and many proprietary vendors are close to each other when it comes to performance.
- Companies are trying to monetize their investments and one critical thing is model inference i.e making predictions.
-
Note
- - Trend is now bearish to bullish. Buy the dips!
Note
- - Wait for it to retest to enter a new position
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Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.