Daniel Romero

$AMD is the easiest 10x among the large caps Few understand this

What’s your largest holding right now? Mine is $AMD

The 3 clearest themes to invest in over the next 10 years: — AI | $NBIS $AMD $TEM $MU — Crypto | $BTC $ETH — Automation | $TSLA $NBIS $NVDA Do you agree?

🚨 China's First High-End Gaming GPU Reportedly Outperforms $NVDA's GeForce RTX 4060 The Lisuan G100 consumer GPU scored 111,290 points in OpenCL, surpassing $NVDA's GeForce RTX 4060 These are results never seen before from a Chinese competitor 🇨🇳

$INTC is laying off 24,000 employees It says it will retreat from planned projects in Germany and Poland, and end its assembly and test operations in Costa Rica

🚨 $IONQ CEO just said: “The era of quantum supremacy is just around the corner,” “It’s coming in quarters and in very low single‑digit years. We are racing China almost single‑handedly. Everybody is going to need our quantum networking equipment to make sure that the world…

$NBIS ANNOUNCES ANNUAL SHAREHOLDER MEETING It will take place on August 21, beginning at 15:00 Amsterdam time (09:00 US Eastern Time)

$INTC CEO confirms: “Server market share is STILL at 55%.” The word “still” says it all $AMD and $ARM are coming for the rest

$INTC Reports Q2 Earnings Results — Revenue flat YoY in the midst of the greatest compute revolution — EPS came in at a negative 10 cents — Gross margin falls below 30%, down to 27.5% — Data center revenue up only 4%

In case anyone is wondering: No, it isn’t too late to buy $AMD This is just the beginning

$AMD in a Nutshell

You can now own 4 top companies in: AI Cloud: $NBIS AI applied to Healthcare: $TEM AI applied to Marketing: $ZETA AI Infrastructure: $AL2SI All for a combined value of less than $30B Easiest 10x long‑term small/mid‑cap group

This is concerning for $IREN Hyperscalers using gas energy generators undermine the moat of secured grid connections Meaning $IREN assets may not be as valuable as thought

$AMD Announced xAI as a new Customer last Quarter Now xAI is set to raise up to $12 billion in debt for AI expansion Will we see a large MI355X or MI400 order?

For the first time in history $AMD has reached a 50% market share in server CPUs It marks the end of an era for $INTC