看好AMD的战略以及Lisa Su以82亿美元收购World Labs、与Nvidia展开竞争的决定。

Because AMD has dropped a lot today. It was a drop of $60,000. So, when these two shares go down in the public account, it hurts the account significantly.

I am sure that I will reduce the weight of these shares in the next year or two. If AMD and Meta go down a lot, the entire public account will go down a lot.

A new deal from AMD has just come to light. The $8 billion deal came to light about an hour ago.

Moreover, obviously, AMD is now entering a big competitive market, basically starting now and especially in '27 and '28, right?

Now, AMD is taking a slightly different approach, right? AMD has taken a big step in this last hour. I am very pleased to welcome World Labs to the AMD family. I have always been a big fan of this company's CEO and his pioneering research in the field of AI.

Together, we will combine World Labs' deep expertise in AI and world models with AMD's compute leadership to drive the future of AI and strengthen the open AI ecosystem.

AMD, which makes the brains or chips of computers, has signed an $8.2 billion deal to buy a superpowered AI company called World Labs. Why did AMD buy them? AMD wants to beat its biggest rival Nvidia in the race to create the ultimate AI superpower.

By owning World Labs, AMD engineers will be able to know exactly what kind of physical brains or computer chips will be needed for future 3D robots and advanced AI.

AMD as a company spent $8.2 billion on this acquisition, but instead of cash, they are paying for it with their company shares. What happens next? The godmother of AI and her team of extremely talented scientists are going to work directly for AMD.

This will be helpful for the next generation of massive AI systems, right?

Now, listen. I would have no doubt about Lisa Su building this business and taking the right steps. When he took over this company, they were on the verge of bankruptcy, right?

Shortly after he took over, it became a stock worth just two dollars. It was only $2 per share, right? When the share price drops to $2, people basically assume you're going bankrupt.

And now it's one of the most important companies in the world,

and so if AMD were to do a large-scale share buyback like Nvidia now, I would think twice about it. But Lisa Su is building the business, right? So I definitely trust those decisions, and if Lisa Su thinks it's the right move, then I think it's the right decision.

Because I can tell you, Lisa Su knows much better than I do how to build this kind of business to survive in the next 5, 10, or 15 years, right?

And so when Lisa took this step, I completely trusted her that she made the right decision. He wants to do this by spending $8 billion on stock, which is the right move.

And so it's also important to make sure that he stays ahead of Nvidia in the next wave, because there's no room for doubt about that. He was a little behind on this wave, wasn't he?

He was pretty much cornered in the last wave. He wants to make sure he does n't get cornered again in the next wave, right? And so this is a very exciting step, right?

The situation was similar with AMD. Take AMD, these companies are cyclical. A few years ago, no one wanted semiconductor companies, right? When AMD was under $100, it was a great time to buy.

And now people are happy to pay over $600, and soon they'll pay $700 for AMD, right?

I'm talking about Micron, SanDisk, Nvidia, and even the great AMD. AMD will be the last to join this trend because they are the last to improve. But I bet you, it will be a matter of luck to find people buying semiconductor stocks in two or three years.