AMD faces risks due to overrated proxy AI momentum, a valuation double that of peers, and profit dependence on high-end CPUs; speaker believes they are on the wrong path in the agentic race.

I mean, look at AMD, man. It went back to 621. It expanded a little too much on the processor (CPU) side. I am not trying to criticize AMD. I love AMD. I am currently streaming using an AMD device.

The best thing for an eye I could get. The processor. It actually consumes a surprising amount of processing power. And I am a huge fan of hers . But I think they are going down the wrong path in the agentic race.

I'm not really trying to attack AMD. I am a huge fan of AMD. We predicted they would break into the market at 456. We were very optimistic about AMD. We were getting our hands on AMD's pulse in our alpha reports at 250 even in the breakout that occurred there.

I can't remember exactly where that line is. However, AMD's performance was excellent.

However, this recent momentum around proxy AI is a bit overrated, as AMD's valuation is probably double that of many other chip companies that will be crucial in the field of proxy AI.

There is a lot of excitement about CPUs , but remember that AMD's big profits currently come from high-end CPUs, not the regular ones you need for tasks like Meta Muse or basic functions.

Therefore , there are some risks. Therefore, there are some risks.