The AM Brief, Thursday August 20, 2026 Part 1
Good Morning, It’s 11am in Miami and here is a recap of events that caught my eye. Part 1 Market Recap: Dow 53,463 +0.22%, S&P 500 7,707 +0.21%, Nasdaq 26,331 +0.16%, 10 Year 4.65% The U.S. gross national debt crossed $40
$AMD is winning the Agentic AI / CPUs Race 🧵
AI Labs, Hyperscalers and Private Cloud will buy AMD EPYC for years to come! Not Financial Adivce! DYOR! AMD is winning the unexpected race of 2026, and it is not the GPU race everyone spent two years staring at. Dr. Lisa Su is
THE MAN WALL STREET CALLS “THE DEAN OF VALUATION” valued NVIDIA at $87 A SHARE while it traded at $123
Then he PUBLISHED THE SPREADSHEET showing exactly why he was wrong. Every sell side note hides the model behind the number. He posts his with the miss still attached. His
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