Predicted AMD will see massive increases in revenue, margins, and profitability in 2026 and 2027 due to customers shifting capital expenditure budgets to AMD.
"you're going to see massive revenue increases for AMD in 26 and 27 between the chip cycle and the fact that I think a lot of these big dog companies are going to start to focus more on capex and be like we can't increase budgets that much so we're going to flip part of our budget over to AMD which is going to be crazy for AMD's revenue margins and profitability."