$AMD

Does he own it?

Across the full history he never makes a first-person statement of buying, holding, adding, or sizing AMD. His explicit ownership disclosures and "high-conviction long" claims are all attached to other names (SIVE, AAOI, AEHR, Nitto Boseki, etc.). AMD appears as a mega-cap demand driver and supply-chain reference, not a personal position. One viral AMD windfall story is explicitly someone else's trade.

His thesis

AMD is framed as a structural winner in the AI capex cycle: a key accelerator (MI300/MI400/MI500) and CPU player benefiting from enterprise CPU shortages, N2 volume, and its move into co-packaged optics via the GlobalFoundries partnership. He treats AMD mainly as a demand engine that pulls through his actual upstream picks (lasers, photonics, test/packaging), especially Sivers as a likely CW-laser supplier to AMD's CPO program. AMD also flagged as exposed to OpenAI-contagion and export-control headline risk.

How his view evolved

Early on AMD shows up in macro/headline-risk discussion (OpenAI contagion, export controls). Over time it shifts to a CPO/optics demand driver for his Sivers and AAOI theses, plus CPU-shortage and Taiwan-capacity tailwinds. Consistently bullish but always as context.

Key points

• AMD positioned as an AI accelerator and CPU beneficiary, not disclosed as a personal holding
• Mainly used as a demand driver for his real picks (Sivers lasers, AAOI photonics, AEHR test)
• AMD's GlobalFoundries CPO push cited as a structural tailwind for upstream laser suppliers

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AMD on X ↗