AMD近期的上涨与CPU需求热潮被过度夸大；尽管公司质地良好，但股价在技术面上已处于超买状态。
逐段跳播
AMD 今天收跌 3.6。这不算糟，但它确实开始有点往下走了。
AMD close 3.6 on the downside today. That's not bad, but it's uh it's definitely started coming down a little bit.
比如说，我们看到了 AMD 的这波爆发。公平地说，我们确实在这里的中段 40 多美元附近预测过一次突破。它发生了，但已经涨得离谱。AMD 一路涨到了 645。日线上超买。周线上也超买。
For example, we have seen this explosion in AMD. In fairness, we did call for a breakout around the mid4s over here. It happened, but it has gone cookie dookie. We went all the way up to 645 on AMD.
It is overbought on the daily. It is overbought on the weekly.
我只是觉得其中一些有点超前了，因为我不认为我们需要那么多 CPU。AMD 上涨了 183%，今年也差不多是 3 倍，我是说非常令人印象深刻。太惊人了。
Uh I just think some of this got a little ahead of itself because I don't think we need that many CPUs. AMD is up 183% which is also almost a 3x this year which is I mean very impressive. It's phenomenal.
但围绕 Metamuse 的最新 CPU 热情，其中一些可能有点被夸大了。
Uh but some of this might be a little bit overblown on the latest uh CPU enthusiasm regarding Metamuse.
在 Substack 上发文的 Vicram，我觉得他在这里有一篇不错的文章，Vicram，Seeker，他最后写道，AMD 的 Venice 芯片本身，是一颗 256 核的 CPU，可能可以支持大约 896 个代理，也就是代理式虚拟机。
Vicram who posts on Substack I think he had a good piece over here of Vicram uh Seeker he ended up writing that an AMD Venice chip itself which is a 256 core CPU could potentially support about 896 agents uh agentic virtual machines.
Anthropic 和 OpenAI 继续存活，因为它们上市，它们不断获得融资，它们不断吸金，Elon Musk 也不断吸金，然后它们不断把钱投进 Nvidia 和 AMD 买前沿芯片。
这是一笔好交易，因为公平地说，你知道，它们有自己的使命，但它们在 Nvidia 和 AMD 的前沿芯片上花的钱多得有点荒唐，Jensen 和 Lisa Su 对根本不用自己制造这些破东西这件事垂涎三尺。
他们只管设计，然后 Elon 就一头扎进来，说你们是最棒的，把所有的钱和整个世界都拿去给 Jensen。
anthropic and open AI continuing to survive because they go public and they keep getting funding and they keep sucking money and and Elon Musk keeps sucking money and they keep throwing it in Nvidia and AMD for Frontier chips.
That is a good trade because in fairness, you know, they have their missions, but it is a little loony how much money they are spending on Frontier chips and Nvidia and AMD Jensen and Lisa Sue are salivating over the fact that they don't even have to manufacture this crap.
They just design it and then Elon comes in hookline and sinker and goes you guys are the best vivores all the money and the world and give it to Jensen.
所以，这些迷你 PC，就像，你知道，它由 AMD R seven 驱动，16 GB 内存，512 GB 固态硬盘。好，你花 417 美元买这个。
So, these mini PCs, which is like a, you know, it's driven by an AMD R seven, 16 GB of RAM, 512 GB of SSD. Okay, you buy this for $417.
可能不如 AMD 的那些好，而且我认为 AMD 是一家很棒的公司。话虽如此，这可能有点被夸大了。
Probably not as good as as the AMD ones, and I think AMD is a great company. Uh, that said, it might be a little overblown.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 9 条判断，这里只列相邻的几条。