There will be a lot of pressure on Lisa Su in the next coming earnings. My prediction is that she will be extremely dovish.
This may be AMDs most important guidance since inception. Everyone is watching.
My personal belief is that investors have simply been too bearish on AI. The infra buildout is just starting.
I think $AMD will rally. NFA
Replying to @raratoman
I knew this would be a MASSIVE issue before the game released. It’s either they turn it off and allow cheaters to come back in or they keep it on and we will be dealing with these issues for eternity.
They won’t pay for faster servers unless they have no other choice (meaning player base drops significantly)
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