Why @​firstadopter thinks the AI boom still has room to run: 1. AMD’s stated TAM has expanded dramatically in the last three months 2. AI researchers believe R

Why @​firstadopter thinks the AI boom still has room to run: 1. AMD’s stated TAM has expanded dramatically in the last three months 2. AI researchers believe RSI is coming soon 3. Companies are still in the early innings of adopting agentic AI 4. AI CEOs are scrambling for HBM [▻](https://video.t…