Wayne Liang(@wliang):Imo people are going to make a ton of money from $AMD 's next-gen roadmap... > EPYC Venice has a ~70% performance jump. $AMD claims it beats $NVDA Vera by 3.3x > Instinct MI400 has a 10x uplift over MI350, with 432GB of next-gen HBM4 memory > In 2027, Verano CPUs + MI500, which Lisa Su calls the "largest generational leap in history of Instinct" With $AMD is executing at Nvidia's pace now, I personally see higher upside with AMD (some would not agree), but either way, it's pretty hard to lose betting on either of them.

Wayne Liang

@wliang

Asymmetric research. Access my trade alerts, indicators, and community: May trade/hold companies discussed.

Joined April 2022

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Wayne Liang@wliang

2026.08.14 19:21

Imo people are going to make a ton of money from $AMD 's next-gen roadmap... > EPYC Venice has a ~70% performance jump. $AMD claims it beats $NVDA Vera by 3.3x > Instinct MI400 has a 10x uplift over MI350, with 432GB of next-gen HBM4 memory > In 2027, Verano CPUs + MI500, which Lisa Su calls the "largest generational leap in history of Instinct" With $AMD is executing at Nvidia's pace now, I personally see higher upside with AMD (some would not agree), but either way, it's pretty hard to lose betting on either of them.