let’s talk about amd [UOP7PDfWAWF]

I bought amd at $4.2 when everyone thought the company was dying. 10 years later it's my first 100-bagger. most people would sell. I'm not. in this video I break down why the thesis for 1000x is stronger today than the day I bought, and what the next decade of ai infrastructure means for the only company that can actually challenge nvidia.