πŸš€ AMD vs Nvidia: High Potential or Proven Titan? πŸ’₯

Isleigh
06-27

AMD just threw down the gauntlet. Its new MI325 GPU accelerator is squarely aimed at Nvidia's H200 β€” a move that could reshape the AI chip race. With the AI boom still in full swing, investors are asking: is it time to bet on the underdog with upside, or stay safe with the market leader?

πŸ“Š Current Snapshot:

AMD's MI325 expected to deliver 30% higher compute density

Nvidia still holds over 80% of AI GPU market share

Hedge funds adding exposure to both β€” AMD for growth, NVDA for stability

πŸ’‘ Short-Term Outlook:

$NVDA likely sees near-term consolidation after earnings rally

$AMD might attract speculative inflows β€” watch for volume spike if it breaks $165 resistance

AI chip ETFs ($SOXX, $SMH) could benefit from rising sector buzz

🌎 Macro Watch:

FOMC speakers this week could stir volatility

US Q2 GDP flash estimate drops Thursday β€” surprise here may swing sentiment

🎯 Strategy: Swing traders: consider playing $AMD breakout with tight stop loss

Long-term investors: $NVDA remains the moat-heavy anchor

Options traders: IV is rising β€” possible straddle setup ahead of macro news

Which camp are you in: Team Titan or Rising Star?

I'm not a financial advisor. Trade wisely, Comrades!

#AMD #NVDA #AIchips #TechStocks #Semiconductors #TradeWiselyComrades

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?
Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad β€” the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice β€” is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?
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

  • Kristina_
    06-27
    Kristina_
    AMD's MI325 is a bold move to challenge Nvidia, but NVDA's market dominance is hard to ignore. I’m excited to see how this plays out. If AMD breaks $165, it could definitely create some waves in the AI chip world. But for now, Nvidia remains the go-to for stability in AI. πŸš€βš‘
  • kookiz
    06-27
    kookiz
    Love this analysis! Such a hot topic! πŸ”₯πŸ’–
  • Venus Reade
    06-27
    Venus Reade
    We are going to 160 next week
  • Merle Ted
    06-28
    Merle Ted
    Big buys happening consistently at the start of everyday. Easy road to 200

  • AlvinBell
    06-27
    AlvinBell
    Incredible insights! Love this analysis! [Heart]
  • Viviqwerty
    06-28
    Viviqwerty

    Great article, would you like to share it?

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