LunarCrush LLM | creator/twitter::1916883776115802112/posts

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[@InvestNorthwise](/creator/twitter/InvestNorthwise)
"Our new $AMD 2040 forecast is now live after the OpenAI deal. The numbers are pretty shocking. Our bear case at just a XX PE is a 3.66T Market Cap. Our base case at 32x has AMD at a 12.01T Market Cap. Our bull (Goldilocks scenario) at 38x is a 30T MC"  
[X Link](https://x.com/InvestNorthwise/status/1976427061008015500) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-09T23:18Z XXX followers, XXX engagements


"According to Lisa Su from $AMD We are still in the very early innings of AI adoption and inference will ultimately out scale training by orders of magnitude. Direct supply constraint comments from $TSMC supports the theory that every chip that is manufactured will be sold"  
[X Link](https://x.com/InvestNorthwise/status/1979911211027165221) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements


"Why do analysts underestimate AI demand and $AMD X. They anchor to adoption curves not manufacturing. X. They underestimate scarcity. X. They flatten inference growth. X. They benchmark to old cycles. (smartphones) X. They ignore pricing power X. Exponential growth neglect"  
[X Link](https://x.com/InvestNorthwise/status/1979911216475648354) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements


"By 2030 the AI accelerator market has effectively become a duopoly anchored by $NVDA and $AMD with both firms accounting for nearly nine out of every ten dollars spent on compute. The distinction between GPUs and ASICs fades as $GOOG $META $AMZN move toward co-development"  
[X Link](https://x.com/InvestNorthwise/status/1979911214911119471) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements


"We have released our view of a XXX Trillion Dollar total addressable market for AI by the end of 2030. We approach from a supply constrained perspective with $TSMC $SSNLF & $INTL and working our way to GPUs ( $AMD $NVDA ) and ASICs $GOOG $META $AVGO"  
[X Link](https://x.com/InvestNorthwise/status/1979911209030656359) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements


"Our weighted average selling prices across $NVIDIA $AMD and ASIC systems yields a composite ASP of $26800 in 2025 rising to $32400 by 2030. This growth is driven not by speculative pricing but by the compounding value of compute itself"  
[X Link](https://x.com/InvestNorthwise/status/1979911213027864777) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements


"$AMD $NVDA $TSMC Combining all layers gives a more realistic picture of AI infrastructure economics. The accelerator layer remains roughly half of total spend with memory and networking close behind. Each depends on the same bottlenecks: advanced packaging energy and capital"  
[X Link](https://x.com/InvestNorthwise/status/1979911218002297124) [@InvestNorthwise](/creator/x/InvestNorthwise) 2025-10-19T14:03Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@InvestNorthwise "Our new $AMD 2040 forecast is now live after the OpenAI deal. The numbers are pretty shocking. Our bear case at just a XX PE is a 3.66T Market Cap. Our base case at 32x has AMD at a 12.01T Market Cap. Our bull (Goldilocks scenario) at 38x is a 30T MC"
X Link @InvestNorthwise 2025-10-09T23:18Z XXX followers, XXX engagements

"According to Lisa Su from $AMD We are still in the very early innings of AI adoption and inference will ultimately out scale training by orders of magnitude. Direct supply constraint comments from $TSMC supports the theory that every chip that is manufactured will be sold"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements

"Why do analysts underestimate AI demand and $AMD X. They anchor to adoption curves not manufacturing. X. They underestimate scarcity. X. They flatten inference growth. X. They benchmark to old cycles. (smartphones) X. They ignore pricing power X. Exponential growth neglect"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements

"By 2030 the AI accelerator market has effectively become a duopoly anchored by $NVDA and $AMD with both firms accounting for nearly nine out of every ten dollars spent on compute. The distinction between GPUs and ASICs fades as $GOOG $META $AMZN move toward co-development"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements

"We have released our view of a XXX Trillion Dollar total addressable market for AI by the end of 2030. We approach from a supply constrained perspective with $TSMC $SSNLF & $INTL and working our way to GPUs ( $AMD $NVDA ) and ASICs $GOOG $META $AVGO"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements

"Our weighted average selling prices across $NVIDIA $AMD and ASIC systems yields a composite ASP of $26800 in 2025 rising to $32400 by 2030. This growth is driven not by speculative pricing but by the compounding value of compute itself"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements

"$AMD $NVDA $TSMC Combining all layers gives a more realistic picture of AI infrastructure economics. The accelerator layer remains roughly half of total spend with memory and networking close behind. Each depends on the same bottlenecks: advanced packaging energy and capital"
X Link @InvestNorthwise 2025-10-19T14:03Z XXX followers, XX engagements