Hardware and AI Performance - AMD integrates the 30 billion parameter Meta Muse Glimmer model for local and on-device agentic AI execution on personal computers [1] - Advanced Micro Devices enables local agentic AI processing on PCs without incurring cloud token costs [1] Industry Trends and Ecosystem - AMD deploys the Meta Muse Glimmer model on AMD Ryzen AI Max and Radeon graphics processing units [1] - Advanced Micro Devices expands its gaming and AI ecosystem through community platforms including Discord, Twitch, and LinkedIn [1]

So the way Bank of America is coming at this is through a sum of parts free cash flow and they're comparing Nvidia to some of their peers like Marll or AMD. AMD Marll for 2027 they got those 46 49 times multiple. And then Nvidia has all these circular financing deals.Even if you impair 50% of its cash flow, they still end up with some pretty big numbers. And so based on that, you're saying Nvidia should be trading a lot higher or should be a lot more expensive. It's cheap right now.>> I thought it's been ch ...