Lisa Su: “We will need to add 100x more compute in the next 4-5 years.”

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Lisa Su: “We will need to add 100x more compute in the next 4-5 years.”

This is the demand environment we are heading toward and $AMD is trading at just 17x 2027 earnings.

Majority of that demand will be inference where $AMD has an edge.

The management expects 35% revenue CAGR for the next 3-5 years and this is probably a conservative estimate as we know that Lisa generally sandbags.

$AMD is, by far, one of the best opportunities in the market.
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Source:
https://x.com/oguzerkan/status/2032948993026830450?s=20