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Scrooge McDuck @ScroogeCap on x 2158 followers
Created: 2025-07-07 11:25:53 UTC
Jefferies Asian arm Fubon has super interesting slide they sent out this morning.
$AMD had a 200k MI308 rush order? haven't seen this elsewhere.
This would mean a casual +$3b when street models 2025 GPU revenue at 7-8B.
I am long some.
XXXXX engagements
Related Topics gpu $3b $amd advanced micro devices stocks technology