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La CEO de $AMD, Lisa Su, prácticamente dijo como hacerte RICO: invertir en los proveedores que representan los cuellos de botella de la cadena de suministro de AMD y la industria de IA. Estas son 5 acciones que pueden multiplicarse hasta 10 veces en los próximos años: 1. $TSM Primera zona de entrada: $385–$395.

Dylan Patel says Nvidia’s next CEO has to hold off OpenAI, Broadcom, Google, Anthropic, Meta, Amazon, and AMD chip teams, who are all 'fucking good' “It’s not like you’re fighting, no knocks against Palo Alto Networks, but their competitors are not that amazing, versus Nvidia’s fighting an OpenAI chip team, a Broadcom chip team, a Google chip team, an Anthropic chip team, a Meta chip team, Amazon chip team. These guys are fucking good. AMD. They’re all really good, and all these startups.” “They’re all good. It’s not like they’re incompetent. I think it’s very different. As great as Lisa Su is, she took down Intel, who’s incompetent.” “What is the person who defined a category and created it and kept all the invaders at bay? It’s very different than being second place or making smart tactical business decisions, innovating on something once there’s already a category established. It’s just very different.”