AMD CEO Lisa Su says market is short-sighted on AI demand as discount rate awaits clarity
BenBajarin · x · 2026-11-06
Analyst Ben Bajarin quotes AMD CEO Lisa Su — "the market can be short-sighted, but it is what it is" — adding his own take: the discount rate only comes down as uncertainty resolves.
He argues AI demand is not in question, but the broader market doesn't yet truly understand why: long term, computing and intelligence will touch every aspect of daily life.
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