David Carbutt(@DavidCarbutt_):I loaded the boat on AMD last year, at an average price of $137 per share. Just sold some to buy some SpaceX. SpaceX president, Gwynne Shotwell, was just asked about demand. 'We see no drop in demand at all' Elon predicts $100B of ARR by the end of 2026, perhaps $300B by the end of 2027. $AMD

David Carbutt

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David Carbutt@DavidCarbutt_

2026.09.15 18:13

I loaded the boat on AMD last year, at an average price of $137 per share. Just sold some to buy some SpaceX. SpaceX president, Gwynne Shotwell, was just asked about demand. 'We see no drop in demand at all' Elon predicts $100B of ARR by the end of 2026, perhaps $300B by the end of 2027. $AMD