Nov. 13 at 9:33 AM
$AMD @SJWTWITS thanks and good luck mate, yeah @monoblock is an insane person that does not know the difference between revenue and NI. I am an early NVDA investor (I used to like this stock mostly because of gaming and the fact they had great gpus for mining ETH, plus their logo lol and decided to buy some shares when I turned 18 in 2019) I sold all my shares a while back (TP orders, range from $ 2T to $ 3T MC) some of them way below its current price, f**k that, but I am still happy about this. AI bubble is close to its peak, perhaps 1-2 years more (it's extremely difficult to monetize AI services and the only AI play I am keeping is Bittensor), if you think buying this company that's valued at
$400B market cap while they make roughly
$3B in NI a year is a good idea and you believe their growth is sustainable (there will not be that many shovels to sell to justify this imo) go for it, but you're not early here, you're way too late. That said I like AMD, their CEO is pretty smart too
