Calls
1
u/blank_space_cat
Reddit r/AMD_Stock
Win Rate
0.0%
return
-2.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 13
$515.78
-2.2%
The author claims AMD just acquired Taalas, bringing a 100x improvement in token generation speed, and that inference rather than training is where AI money will be generated. With token generation accelerated, CPUs become the bottleneck, driving unprecedented CPU growth over the next 5-10 years, and AMD's server CPUs have best-in-world interconnect, cache, and multiprocessing versus ARM. The author sees AMD stock reaching 600 by end of year, with Intel catching up via US government help as the main headwind.
AI Compute
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u/blank_space_cat has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: AMD.
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
