r/wallstreetbets Apr 24, 04:06 PM
AMD Market Cap surpasses Micron, ASML and Oracle!🚀 It’s ridiculous to me that people judge me for being all in on AMD and not diversified. I know what’s going on with AMD 1000x better then any of the diversified portfolio people understand any stock in their portfolio.
Here’s what people don’t understand about the rising CPU:GPU ratio.
The credit goes to Agentic AI, but most of you don’t even know what it is. Agentic AI refers to systems that don’t just respond to a single prompt, but instead act towards a goal in multiple steps by planning, using tools, taking steps, and iterating based on the results.
Instead of doing neural network math, ai is going down a route of full orchestration. It’s no longer about thinking on its own to just respond to your prompt. It’s about an autonomous relay of information across various steps. Agentic AI will be able to plan your whole vacation or research something end to end. Agentic involves a process with decisions, tools, and iteration.
Like I said before this is no longer plain neural network math and thinking on its own how best to respond to you. These workloads will involve searching, reading documents, filter credible ones, compare perspectives, and then produce a report.
Everything before that final report back to you is capable from CPUs.
What’s best about this? Agentic AI isn’t just a new wave in the ai bull run. It’s directly the new future ai will head down. You really thought all AI was good for was answering your single question? Nope, this is part of the roadmap to physical ai and now it’s figured out how to become entangled in your life in a more complex comprehensive way in order to make your life easier. This is knowledge work automation.
Best of all, AMD doesn’t just make the best GPUs on the market with the mi455x, they are the CPU monopoly with there Venice series. Not only does this mean that their CPUs are favored, but when you can offer the entire package for a rack scale system, theirs no need to look elsewhere.
We will take market share from NVIDIA because they can’t offer the whole thing. We started our road to winning when we went heavy on inference when they were still obsessed with training and now because of our diversification in segments. Our CPU segment will come boost our sales all around.
Of course, none of this is financial advice and I am not a financial advisor.
To all the NVDA investors that continue to hate on AMD and don’t even know a single bench mark on Rubin
Welcome to 2026, this is AMD’s year
submitted by /u/Primary-Nebula-8907
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