Antonio Linares
Something VERY Big Is Coming For AMD #stockmarket #stocks #amd
10/9/2025, 1:30:13 PM
Economic Summary
- AMD's chiplet architecture allows production of personalized chips with low marginal cost, enabling cost-efficient customization for specific AI workloads (AMD).
- A new class of AI compute workloads is likely to emerge over the next five years as agentic systems and inter-agent communication create specialized hardware needs.
- AI at the edge and physical AI are expected to become major end markets, and AMD is predicted to be a primary player in these markets regardless of whether OpenAI can fund deployments.
Bullish
- AMD's chiplet platform enables low-cost, personalized chips at marginal cost.
- AMD is well positioned to capture new AI compute workloads, particularly at the edge.
Bearish
No bearish cases captured.
Bullish tickers
AMD
AMD
Bullish
Chiplet platform lets AMD produce customized, low-marginal-cost chips and position it to dominate new AI edge and specialized compute workloads.
OPENAI
Bearish
May lack the funds to pay for large-scale edge AI hardware deployments.