Postaus

Everyone is trying to connect AMD's momentum with $CHIP I think they're looking at the wrong metric. USD.AI doesn't lend against GPUs. It lends against the cash flow those GPU clusters can generate. That's a huge difference. As long as utilization stays high and AI infrastructure keeps producing predictable revenue, expanding AMD's presence is actually supportive for compute lending. The real question comes later. If more vendors flood the market and GPU pricing compresses over the next few years, collateral quality changes. That's why I'm watching MI300X utilization and server GPU pricing—not AMD's stock reaction. $AMD