Calls
1
u/AMD_711
Reddit r/AMD_Stock
Win Rate
0.0%
return
-0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$346.06
-0.5%
The author argues that Google is the one company that has already slowed frontier model deployment for a year, yet remains severely compute constrained and is spending aggressively on capex. The causal mechanism is that compute scarcity forces continued capex growth regardless of deployment pace, so investors who equate slower model releases with slower capex are wrong. No explicit price target or timeframe is given beyond the current dynamic.
Hyperscalers
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u/AMD_711 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: GOOGL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
