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Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

48.3K views3 months ago

Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

186.6K views5 months ago

Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

17.7K views6 months ago

Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

18.6K views6 months ago

$AMD 2026 BofA Global Tech Conference Full

$AMD 2026 BofA Global Tech Conference Full

1.3K views5 months ago

Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

51.7K views4 months ago

Mike (@MikeLongTerm) on X

Mike (@MikeLongTerm) on X

29.9K views4 months ago

Mike (@MikeLongTerm) on X

36.4K views3 months ago

Mike (@MikeLongTerm) on X

66.8K views4 months ago

Mike (@MikeLongTerm) on X

30.1K views4 months ago

Mike (@MikeLongTerm) on X

259 views3 months ago

Mike (@MikeLongTerm) on X

8.9K views5 months ago

Mike (@MikeLongTerm) on X

28.2K views2 months ago

Mike (@MikeLongTerm) on X

431.2K views4 months ago

Mike (@MikeLongTerm) on X

146.2K views5 months ago

Mike (@MikeLongTerm) on X

29.4K views3 months ago

Mike (@MikeLongTerm) on X

24.6K views4 weeks ago

Mike (@MikeLongTerm) on X

40.3K views3 months ago

Mike (@MikeLongTerm) on X

47.2K views3 months ago

$AMD| It is interesting when @AMD could swing violently $30-$40 in a day with some crazy fake new or analyst claim in the last 4-5 years. Last week was delay to late 2027. This week $ARM based CPUs are superior. That is why it is important to know what you own. Otherwise, it is going to test your stomach. The CPUs data is public data, but "they" can lie just like that. Not Financial Advice! DYOR!

5.2K views4 months ago

$AMD is Queen of CPUs in $200B Agentic AI TAM In just 2026! From $INTC and others!Not Financial Advice! DYOR! This is something people misunderstood on this data point. The Revenue market share is measured by the % of total dollar from server CPU sales that @AMD captured vs https://t.co/Ay3ePCSrNS https://t.co/3uXIvDuH1v

185.8K views6 months ago

$AMD CPU:GPU 1:1 Ratio Debate is Outdated🧵CPU:GPU Ratio is already more than 1:1 to 3-5:1 leaning toward 10-20:1 on models with more than 50 agents. Not Financial Advice! DYOR! I dont think Semi-analysts and experts in Semi read any of my threads. They are still behind of what TSMC is planning for @AMD. The Queen of Inference is about to execute this massive J-curve from Q3 2026, and especially much more CPUs supply in late 2026 toward the next 3-5 years to service this massive Agentic AI. I wr

11.1K views5 months ago

Mike (@MikeLongTerm) on X

186.6K views5 months ago

$AMD| It is cute that Analysts/Experts actually believe that there are multiple winners on CPUs for Agentic AI where All current CPUs are 1/2-1/4 Core/Thread & Memory Bandwidth/Capcity of EPYC Turin that is 2 yr old. And they think these companies can actually compete with EPYC Venice.@AMD is the biggest winner in Agentic AI. Period! When Dr. Su said she wants more than 50% market share, she will get it done! Even Wall Street AMD Bears get this. That Math ain't Mathing here.

439 views5 months ago

Mike (@MikeLongTerm) on X

713.1K viewsOct 8, 2025

BREAKING $AMD 2026 Global Tech Conference Full🚀~Very bullish Conference as far as supply, capacity and visibility on customers long term. ~4GW+ from just OpenAI and Meta in 2027, and more from others.~More unit expansion but will enjoy higher ASP for customers that buy high core/thread CPUs, AKA higher margin due to massive Agentic demand. ~ x86 is superior on TCO and software advantage over $ARM, customer prefer~Significant more supply from TSMC for @AMD than what investors appreciate~CPU TAM

144.5K views5 months ago

Mike (@MikeLongTerm) on X

651.1K views3 months ago

Mike (@MikeLongTerm) on X

48.3K views3 months ago

$AMD| Inference Queen is misunderstood 🧵TLDR: AMD will trade at much higher SP in 2027 and 2028 by making intelligence cheaper and more scalable. IMO, analysts will have a hard time to understand the J-curve level growth by Q4 2026 and Q1 2027. We won't have the "tokenmaxxing" discussion in 2027, what we will have is "how can we buy more AMD chips" in the next 3-5 years. @AMD stands at the forefront of a transformative shift in AI infrastructure, powered by the superior economics of its next-ge

23.8K views3 months ago

Mike (@MikeLongTerm) on X

76.3K views3 months ago

Mike (@MikeLongTerm) on X

115.4K views6 months ago

Mike (@MikeLongTerm) on X

75.4K views3 months ago

Mike (@MikeLongTerm) on X

37.3K views8 months ago

Mike (@MikeLongTerm) on X

128.7K views6 months ago

Mike (@MikeLongTerm) on X

10.5K views3 months ago

Mike (@MikeLongTerm) on X

24.5K views3 weeks ago

Mike (@MikeLongTerm) on X

64.2K views8 months ago

$AMD shareholders just realized if @AMD were to trade at $MRVL foward P/E(55-65x), AMD would be $840/share right now

39K views5 months ago

Mike (@MikeLongTerm) on X

43.3K views3 months ago

$AMD False Narrative vs Facts 🧵1. Before I go in to the full thread, I want to post some facts first:Q4 2025 ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 2026 Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑Q4 2025 was guided at $9.5B in Q3 2025, but hit $10.27B. Dr. Su been giving conservative guidance since 2014, hence Q1 2026 should be in the $10.5B-$11B or higher due to CPU pricing power & MI355X rising price and potential some chip sale to China. The false narrative: Right abo

30.9K views9 months ago

Mike (@MikeLongTerm) on X

32.7K views2 months ago

$AMD shareholders when stock didnt move on 5GW or $87B, but when $NVDA stated they re-invented the AI laptop/pc where @AMD did it 18 months ago(Strix Halo), analysts went all in being bearish and how @nvidia gonna take 150% of the PC/Laptop market share when there is only 100% market share.

5.5K views5 months ago

$AMD Dr. Su full press in Taiwan 🆕🚨🚨🚨I dont think @AMD analysts or bears are ready for H2 2026 and 2027. The level of growth will be so massive that everyone would be shocked. Well mostly because they didnt read @MikeLongTerm threads.CPU:GPU Ratio is much higher than 1:1, most likely in the 3-5:1 moving to 5-10:1 . Enterprises are demanding more and more agents running tasks longer and more intensive. Dr. Su is too nice to say it out loud. But that does not mean training gonna go away. Just

6K views5 months ago

Mike (@MikeLongTerm) on X

66.8K views4 months ago

Mike (@MikeLongTerm) on X

4.5K views4 months ago

$AMD 🤝 $META to x3 from here 🧵Not Financial Advice!The 10 analysts downgraded $META today are as clueless as those that downgraded @AMD in 2023.They have no idea what they downgraded. AMD's partnership with Meta directly supports accelerated AI infrastructure scaling, cost efficiency, and faster model deployment key drivers for Meta's long-term growth. Especially Helios Rack will bring down Inference cost to $0.0003-$0.0005/M Tokens. Read linked threads below to understand more.1. Why Analysts

5.2K views6 months ago

Mike (@MikeLongTerm) on X

39.3K views3 months ago

Mike (@MikeLongTerm) on X

47.1K views6 months ago

BREAKING $AMD 🤝 @NASA ✅@AMD is helping NASA shift from short missions to sustained lunar presence and deep-space explorationAMD provides radiation-hardened or space-grade processors, adaptive SoCs (System-on-Chips), FPGAs (Field-Programmable Gate Arrays), CPUs, and GPUs that enable high-performance, resilient computing directly on spacecraft, landers, rovers, and lunar surface hardwareThese integrate programmable logic, AI engines, and Arm cores. They are radiation-tolerant and designed for edg

3.2K views7 months ago

Mike (@MikeLongTerm) on X

121.1K views7 months ago

$AMD| Why @AnthropicAI chose to own AMD Chips before $NVDA ? Not Financial Advice! DYOR! After reading this, you will understand why I raised my personal Price Target for AMD from $620 to $800 (22-25x FY2027 P/E) by end of 2026, because market is forward looking. The J-curve https://t.co/JJ3sdLmmUY https://t.co/Jj6UKAK55k

1.3K views3 months ago

The Future of Work: Why IT Leaders are Turning to AI PCs

867 viewsOct 17, 2025

Mike (@MikeLongTerm) on X

38K views4 months ago

Here's Exactly When To Sell AMD Stock (Price Target)

3K views3 months ago

YouTubeThe Geeky Investor

Mike (@MikeLongTerm) on X

104 views3 months ago

Mike (@MikeLongTerm) on X

80K views3 months ago

Mike (@MikeLongTerm) on X

199.7K views6 months ago

Mike (@MikeLongTerm) on X

89K views6 months ago

Mike (@MikeLongTerm) on X

104.4K views7 months ago

Mike (@MikeLongTerm) on X

105.1K views5 months ago

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