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AMD already has a stock price that reflects their whole bag of products. TW stock price is effectively zero for a pre listed VC investment, TW is a cloud servic
by librasteve 3y ago
AMD already has a stock price that reflects their whole bag of products. TW stock price is effectively zero for a pre listed VC investment, TW is a cloud service bet not a chip bet (ie higher up stack = more value), TW is AI only.