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AI is shifting from mostly GPUs to GPUs plus CPUs. AI agents run their own virtual computer, so they need AMD CPUs on top of Nvidia GPUs. Meanwhile, governments around the world are pouring money into AI. Today we break down the AMD supply chain stocks that could benefit. — 🔥1 Day 20 hours Until Masterclass: link— https://seat.live/pathway-to-freedom/kenan 🔥The Supply Chain AI Prompt I Promised: (copy and paste this into Google or an Ai): "AMD supply chain product list. List major parts and stock name with ticker of companies. Just list, don't explain. Include current p.e for each." — Description: What we cover In this video: AMD Supply Chain Stocks Explained! AI Agents Need CPUs, Governments Pour Trillions Into AI and a LEAP Up 2,216%! AI is shifting from mostly GPUs to GPUs plus CPUs. AI agents run their own virtual computer, so they need AMD CPUs on top of Nvidia GPUs. Meanwhile, governments around the world are pouring money into AI. Today we break down the AMD supply chain stocks that could benefit. WHY AI AGENTS NEED CPUS: Chatbots like ChatGPT and Claude mostly run on Nvidia GPUs. AI agents like dots, Grok Bot, and Muse use Nvidia GPUs plus AMD CPUs, because each agent runs its own computer. GOVERNMENTS ARE PUMPING MONEY INTO AI: Federal and sovereign government spending on AI has jumped sharply in 2026. Gartner projects the global AI economy will reach $2.59 trillion. AMD SUPPLY CHAIN STOCKS (forward p.e): - Taiwan Semi (TSM): chip manufacturing. $453.31, forward p.e 23.24, Barclays target $665 - Micron (MU): high-bandwidth memory. $1,029, forward p.e 5.92, UBS target $1,625 - Amkor (AMKR): packaging and testing. $49.12, forward p.e 18.29, average target $75 - Applied Materials (AMAT): chipmaking equipment. $507.03, forward p.e 29.02, Morningstar fair value $520 - GlobalFoundries (GFS), Samsung, SK hynix, ASML THE GOOGLE AI PROMPT I USED (copy and paste): "AMD supply chain product list. List major parts and stock name with ticker of companies. Just list, don't explain. Include current p.e for each." WHAT A LEAP OPTION CAN DO: An AMD LEAP someone shared went from a $2,000 cost to $46,325, up 2,000%. ALSO: Anthropic is cracking down on cruel behavior toward Claude, and Elon Musk says there will be 1 billion humanoid robots in 10 years. THE RETURN, LIVE SUNDAY: Chris Sain, Larry Jones, and I go live on Zoom on Sunday, October 11, at 7:00 PM ET. https://seat.live/pathway-to-freedom/kenan Which AMD supply chain stock are you watching? Drop it in the comments and share this with a friend who trades AI stocks. Education only. Not financial advice. #AMDstock #AIstocks #ChipStocks #SupplyChain #LEAPS tags: amd stock,amd supply chain,amd supply chain stocks,amd cpu,ai agents,ai agents cpu,gpu vs cpu,nvidia gpu,government ai spending,ai economy,tsm stock,taiwan semiconductor stock,micron stock,mu stock,amkor stock,amkr stock,applied materials stock,amat stock,globalfoundries stock,asml stock,sk hynix,ai chip stocks,ai stocks to buy now,chip stocks,semiconductor stocks,google ai prompt stocks,leaps options,how to trade leaps options,stocks to buy now,best stocks to buy now,what stocks to buy,kenan grace,chris sain,stock up with larry jones — Best Investing App I Use: https://j.moomoo.com/00zA6m -- Instagram: https://www.instagram.com/kenangrace1... — 📜 Legal Disclaimer: This video is for educational and entertainment purposes only. Nothing in this video constitutes financial, investment, or legal advice. I am not a licensed financial advisor. All investing involves risk including the potential loss of principal. Past results shown are not indicative of future performance. Individual results will vary. Always do your own research and consult a licensed financial professional before making any investment decisions.

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