$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ My take on $NVIDIA Corp(NVDA)$ earning:

As long as NVDA doesn't spook the semis market, with demand is falling and it's going to look soft in 2025. Intel should be more than A-OK.

NVDA is overvalued currently, unless it shows a big increase in profits AH, I expect it to get slammed. Sould have very little impact on Intel, which is a growth story.

Let's hope for the best outcome, NVDA knocks it out of the park and says demand is so high they can't fulfill the orders (So Intel need to step up in 2025). Then easy $50 for Intel.[Miser][Miser][Miser]

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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