AI & Chips | Not Investment Advice | DYOD
No AMD calls in our data yet.
Relative view by default — fewer than 30 AMD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @zephyr_z9 to submit corrections.
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"MI550** is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packaging expertise enables a 4-die/12 HBM4e design, vs Rubin Ultra 2-die package (and MCM for 2 sets of 2-die)." Need to watch out for the yield (if AMD goes for a 4 die design) https://t.co/xKRruT9W3R
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