Emergency Amd Update Livescore [jgjQtQcRfK6]

amd is not a chip company. it's a compute platform and the new ryzen ai max+ 395 just proved it on stage.

lisa su held a box the size of a paperback and ran a 235B-class model locally. no cloud. no data center. no $4,000 nvidia box. just unified memory doing the one thing discrete gpus can't: fit the whole model.

i went long $amd at $4.2 because i understood compute was the infrastructure layer for cubs vs braves everything coming next. i'm up 120x and still not selling. alphonso davies target: $2,000.

this is the thesis playing out in real time. the platform absorbed a workload it was never designed for local ai walked straight into an architecture that started life in game consoles at a cost no one else can match. cpus vs intel. then ai gpus. then inference cpus. now this. each one the same chiplet platform, recombined for a market that didn't exist the year trey yesavage before.

the real upside has always lived in the unknown. this video shows why.