RJ Hamster
1 Billion Users. Zero Public Shares. Until Now.
Dear Reader,
In the coming weeks, OpenAI is expected to cross 1 billion users.
For context: it acquired its first 100 million users just two months after launch.
It took Apple three and a half years for its iPhone to hit that number.
Even Instagram – one of the fastest-growing apps ever – took 28 months.
OpenAI did it in 60 days.
And now, I believe it’s about to make the biggest move in its short history: going public.
I predict OpenAI will go public THIS YEAR.
When that announcement comes, I’m convinced it will shatter ALL previous Silicon Valley records and create thousands of new millionaires.
Google’s IPO instantly created 900. Nvidia’s minted 27,000 – just among employees.
But here’s what matters most for you right now…
I’ve found a little-known way for you to get in BEFORE the IPO – with as little as $10.
And I’d like to give you the ticker symbol, for FREE – zero strings attached – so you can make your move today, before the big announcement comes.
Go here now to claim your free ticker.
Sincerely,
Luke Lango
Senior Investment Analyst, InvestorPlace
Featured Article
AMD’s surge is telling a bigger story
Advanced Micro Devices (AMD) didn’t just move higher this week—it forced a recalibration. The stock climbed roughly 13%+ in a matter of days, pushing its market value into the $500B+ range, and it’s now up more than 60% year-to-date. Moves like that don’t happen without a shift in expectations.
What’s changing starts with demand, and it’s broader than most people think. AI workloads are no longer confined to GPUs. They’re expanding across the entire data center stack, including CPUs, networking, and memory. That matters because AMD has quietly built strength in server CPUs through its EPYC lineup. What used to be a cyclical enterprise upgrade cycle is now being driven by AI infrastructure, and that creates a much more durable growth profile.
The numbers back it up. AMD is expected to generate roughly $9.8–10 billion in quarterly revenue, translating to about 30% year-over-year growth, with earnings accelerating as data center mix improves. Looking ahead, some projections call for 50–60% earnings growth into 2026, driven largely by AI-related demand. That’s not a marginal improvement—it’s a step-change in profitability if it materializes.
Supply is the second piece, and it’s just as important. AMD depends heavily on Taiwan Semiconductor Manufacturing Company (TSMC) for advanced manufacturing. TSMC is currently running at elevated capacity utilization, with 40%+ revenue growth tied to AI demand, which suggests the supply chain is being pulled forward. AMD has also been locking in access to high-bandwidth memory (HBM), a key component for AI accelerators. Without that, even strong demand wouldn’t translate into revenue.
This is where the perception shift comes in. AMD is no longer being treated as a secondary player behind Nvidia. Instead, it’s increasingly viewed as a complementary supplier with meaningful share potential. In a market where hyperscalers are expected to spend $200–300 billion annually on AI infrastructure, even incremental share gains can translate into billions in additional revenue. That’s what investors are starting to model.
From a valuation perspective, though, the bar is rising. AMD is trading around 60–80x forward earnings, depending on assumptions. That implies continued execution, steady demand growth, and limited disruption across the supply chain. At those levels, the story needs to keep delivering.
What’s notable is how concentrated the buying has become. Capital isn’t spreading evenly across semiconductors—it’s flowing into names directly tied to AI infrastructure. AMD now sits firmly in that group alongside the largest players in the space. That concentration can support strong trends, but it also increases sensitivity to any change in expectations.
The key risk isn’t whether AI demand exists—it clearly does. The question is how much of that demand AMD can capture, and how smoothly it can scale production to meet it. Any friction there tends to show up quickly in the stock when expectations are this high.
Still, the broader takeaway is straightforward. This move isn’t just about momentum or short-term enthusiasm. It reflects a reassessment of AMD’s role in the next phase of computing. And when that kind of reassessment happens, it tends to influence pricing for longer than most people initially expect.
For informational purposes only. Not investment advice.
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