Antonio is setting himself up to one-day be a world famous investor, if his logic plays out with his other investments and write ups. Very well explained, thanks.
Excellent write up !
Awesome wisdom. You are one of the few who can see the strategic big picture beyond childishly shallow metrics, minor market skirmishes & perspectives.
The way you blend DPU (Pensando),GPU, edge, FGPA, Fabric,AI, .... ("its about moving electrons dude")... is the best synthesis i have encountered.
very well done.
Thank you so much for great insight. It’s interesting that there are companies like $AMRS that have not had their inflection point, but then there are companies like $AMD and $TSLA who already had their inflection points, but they are setting themselves with second (multiple) inflection points that the market has not priced in. When you have multiple companies (TSLA, AMD, GPRO, BB, SPOT, AMRS, PLTR), how do you choose to allocate your bet size? I figure it’s based on conviction, but that’s hard to quantify and on some level, a lot of your companies’ thesis center on same vision of future with increased utility of information/ electrons. I’m curious because I’m facing this same issue. Some days, I’m tempted to put most in TSLA only in a sense that aside from valuation, their intangibles are almost bulletproof.
do you have any indicators on how well FPGA is being adopted for AI inference purposes? i've heard the knock on FPGA has always been programmability is a pain, even for the better software programmers. i thought it'd be neat if AMD would take a crack at solving this user difficulty problem. it seems right now given how eager ppl are at ramping up AI capability, useability seems to be a primary concern which would seem to give nvidia an edge b/c works easier out of the box
Thank you for this excellent article about AMD.
Since my understanding of this company and of semiconductors in general is not even close to yours, I have a few questions regarding the Moat. If I choose a CPU from AMD, does it make sense in terms of synergy to also use their GPU or similar products? In other words, is there a product ecosystem where different products from AMD complement each other positively?
Additionally, I was wondering if there are any switching costs - imagine I'm an AMD customer but now want to switch to Intel's new CPU and GPU? Is this possible without any problems?
Thank you very much and please keep posting about this company :)
Antonio, I am @foreigninvesto3 on Twitter. I have been reviewing your AMD and NVIDIA deep dives. Also follow your BB and TSLA thesis. I would like to discuss with you two companies that are related to these companies (and also affect PLTR and UIPATH). Let me know if you are interested and how we could discuss. I cannot post all information publicly. Best, Enrique.
on one hand, free energy and infinite processing power is the eventual future, and the exponential cost curve/ exponential nature od tech is almost too good to miss, almost keeping investors hostage. On the other hand, day to day, quarter to quarter does eventually end up adding up to year to year, and those data is not looking exponential yet.