Lee: We now see over $8B in AI revenue for AMD

Let's talk about your price target. Uh pretty big departure from the rest of your peers and the consensus. You're at 200 doubling your price target on AMD.What led to a call that bold. Sure. I I think the main thing is that you know compared to where we were at the beginning of the year where we got a lot more conservative um in terms of the outlook of AMD's AI revenue. Uh we see some changes in the last couple months that definitely much more constructive and I think at the beginning of the year uh there w ...