AMD Surges Ahead

$Advanced Micro Devices(AMD)$

Amd has taken a lot of $Intel(INTC)$ Intel’s marketshare in a lot of different ways
In Datacenter/AI CPU space Amd currently blows Intel out of the water. Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board.
Yes Nvidia $NVIDIA Corp(NVDA)$ is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff.
Amd has continued to grow especially in high margin Datacenter and their margins are very healthy.
Amd leads in individual desktop chip cpu sales too. After the 13th and 14th gen debacle Intel had a lot more people are going with AMD. Amd also has essentially has the best offerings as well.
Amd only owns 25%ish of the Laptop market. They have room to grow quite a lot here if they get aggressive with it. **Easier said than done.

The final thing that people aren’t paying attention to is that these Datacenter/Server/AI contracts typically run for a couple years and when you gain a massive customer base unless you really fuck up they aren’t very likely to change.

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Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board.</p></li><li><p>Yes Nvidia <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>  is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff.</p></li><li><p>Amd has continued to grow especially in high margin Datacenter and their margins are very healthy.</p></li><li><p>Amd leads in individual desktop chip cpu sales too. After the 13th and 14th gen debacle Intel had a lot more people are going with AMD. Amd also has essentially has the best offerings as well.</p></li><li><p>Amd only owns 25%ish of the Laptop market. They have room to grow quite a lot here if they get aggressive with it. **Easier said than done.</p></li></ul><p>The final thing that people aren’t paying attention to is that these Datacenter/Server/AI contracts typically run for a couple years and when you gain a massive customer base unless you really fuck up they aren’t very likely to change.</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></p><ul style=\"\"><li><p>Amd has taken a lot of  <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Intel’s marketshare in a lot of different ways</p></li><li><p>In Datacenter/AI CPU space Amd currently blows Intel out of the water. Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board.</p></li><li><p>Yes Nvidia <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>  is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff.</p></li><li><p>Amd has continued to grow especially in high margin Datacenter and their margins are very healthy.</p></li><li><p>Amd leads in individual desktop chip cpu sales too. After the 13th and 14th gen debacle Intel had a lot more people are going with AMD. Amd also has essentially has the best offerings as well.</p></li><li><p>Amd only owns 25%ish of the Laptop market. They have room to grow quite a lot here if they get aggressive with it. **Easier said than done.</p></li></ul><p>The final thing that people aren’t paying attention to is that these Datacenter/Server/AI contracts typically run for a couple years and when you gain a massive customer base unless you really fuck up they aren’t very likely to change.</p></body></html>","text":"$Advanced Micro Devices(AMD)$ Amd has taken a lot of $Intel(INTC)$ Intel’s marketshare in a lot of different ways In Datacenter/AI CPU space Amd currently blows Intel out of the water. Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board. Yes Nvidia $NVIDIA Corp(NVDA)$ is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff. Amd has continued to grow especially in high margin Datacenter and their margins are very healthy. Amd leads in individual desktop chip cpu sales too. After the 13th and 14th gen debacle Intel had a lot more people are going with AMD. Amd also has essentially has the best offerings as well. Amd only owns 25%ish of the Laptop market. They have room to grow quite a lot here if they get aggressive with it. **Easier said than done. 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