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In this episode of the investing podcast, Antonio Linares discusses a significant $100 billion deal between Meta and AMD, highlighting the strategic importance of AMD's MI450 chip and its Instinct Accelerators. The deal exemplifies AMD's ability to tailor its technology to meet specific client needs, positioning it as a strong contender in the market. Antonio emphasizes the transformative potential of AMD's chiplet architecture and FPGA technology, which allows for personalized computing solutions at a marginal cost. He reflects on AMD's journey from being underestimated to becoming a major player, drawing parallels to Intel's past challenges. Antonio's long-term investment in AMD has yielded substantial returns, and he remains optimistic about the company's future, driven by its architectural advantages and leadership under Lisa Su. He concludes by encouraging viewers to share the video and support the channel.