BaronLyly
08-26

$Advanced Micro Devices(AMD)$ 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.

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