xAI is also mentioned as a potential AI lab that could benefit from AMD's compute solutions due to the current market constraints.
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AMD STOCK JUST HIT NEW ALL-TIME HIGHS!! IS IT TOO LATE TO BUY?
Jose Najarro StocksApr 24, 2026
The creator discusses AMD's recent all-time highs, driven by excitement around AI, CPU shortages, and potential partnerships. While not personally buying at current levels, the creator remains a holder due to a strong long-term outlook, citing a trillion-dollar opportunity. The discussion touches on AMD's MI450, the ongoing CPU shortage, and potential collaborations with AI labs like Anthropic, highlighting AMD's role in a compute-constrained market.
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Amazon's mention of two large AWS customers inquiring about Graviton instances capacity highlights the real CPU shortage, indirectly supporting AMD's position.
Intel's upcoming earnings report is crucial for AMD investors to glean insights into the semiconductor ecosystem and potential competitive advantages.
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