Mike(@MikeLongTerm):BREAKING $AMD | Northland see $4T AI-as-a-Service🚨 Northland think “The firm’s analysis of data points from @nvidia ( $NVDA ), @AMD ( $AMD ) and @amazon ( $AMZN ) leads it to raise its long-term AI-as-a-Service market sizing to about $4T, or about five times larger than capacity it estimates will be in place by end of calendar year 2027.”

2026.09.18 19:09

BREAKING $AMD | Northland see $4T AI-as-a-Service🚨 Northland think “The firm’s analysis of data points from @nvidia ( $NVDA ), @AMD ( $AMD ) and @amazon ( $AMZN ) leads it to raise its long-term AI-as-a-Service market sizing to about $4T, or about five times larger than capacity it estimates will be in place by end of calendar year 2027.”

Mike@MikeLongTerm

2026.08.12 16:18

BREAKING $AMD | Massive $347M Purchase 🚀🚀🚀 See, I told you more "Smart money" gonna add big and analysts will continue to upgrade as they adjust their forecasts/models(it was way too low in the $30-$35B revenue and $6-$7 EPS for FY2026) 13F Filing- Capital World Investors($733B AUM) increased @AMD position sharply by 121.40% or 713,467 shares or ~$347M. Total Ownership: 1,301,143 shares Source: