📌 X Insight Update[x_fin] (2026/07/06 03:18)
- $AMD has a credible path toward $100B in annual revenue by 2028. The re-rating started with GPU commitments from $META, $ORCL, and OpenAI, but the second leg is the CPU bottleneck: every AI cluster still needs CPUs, not just GPUs.
📌 X Insight Update[x_fin] (2026/06/07 23:56)
- $SPX: A real correction, almost bear-market-style drawdown, still looks more likely later in Q3. Friday’s selloff was ugly, but not the starting gun yet. 1