▲ 47 r/AMD_Stock
Meta’s Vistara Asic is hella bullish for AMD
Meta’s Vistara Asic which enables recycling of ddr4 server memory in new ddr5 only servers.
https://jovans2.github.io/files/vistara_camera_ready.pdf
See how Meta’s production server Memserver is built:
AMD EPYC Turin Zen 5
Once the memory shortage issues are resolved, cpu compute is the next bottleneck.
Amd needs to disconnect from cyclical memory stocks and we are set for the next leg.
Not financial advice, do your own DD.
Mama Su is way ahead of the market. Wall street will have to play catch up now. Good luck to all and happy 4th of July Americans.
Not a coincidence in the recent news releases of hbm shifting to ddr5, meta and pltr comments yesterday. It is all bullish for amd
u/snugglepush — 3 days ago