$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ You should keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors, $NVIDIA Corp(NVDA)$ seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to $Intel(INTC)$ , and it was AMD + TSMC that did the job. Nvidia has TSMC to work with, but AMD is in a significantly stronger position than it was when Intel was taken down. Nvidia only has CUDA going for it, AMD has already caught up on the HW side. CUDA had better be a very powerful MOAT.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":342515373957496,"tweetId":"342515373957496","gmtCreate":1724643396629,"gmtModify":1724643401864,"author":{"id":9000000000000695,"idStr":"9000000000000695","authorId":9000000000000695,"authorIdStr":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":316,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>You should keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors,  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to  <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , and it was AMD + TSMC that did the job. Nvidia has TSMC to work with, but AMD is in a significantly stronger position than it was when Intel was taken down. Nvidia only has CUDA going for it, AMD has already caught up on the HW side. CUDA had better be a very powerful MOAT.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>You should keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors,  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to  <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , and it was AMD + TSMC that did the job. Nvidia has TSMC to work with, but AMD is in a significantly stronger position than it was when Intel was taken down. Nvidia only has CUDA going for it, AMD has already caught up on the HW side. CUDA had better be a very powerful MOAT.</p></body></html>","text":"$Advanced Micro Devices(AMD)$ You should keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors, $NVIDIA Corp(NVDA)$ seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to $Intel(INTC)$ , and it was AMD + TSMC that did the job. Nvidia has TSMC to work with, but AMD is in a significantly stronger position than it was when Intel was taken down. Nvidia only has CUDA going for it, AMD has already caught up on the HW side. CUDA had better be a very powerful MOAT.","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/342515373957496","repostId":0,"isVote":1,"tweetType":1,"viewCount":341,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","INTC","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":466,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/342515373957496"}