🌟🌟🌟 Can $Advanced Micro Dev

🌟🌟🌟 Can $Advanced Micro Devices(AMD)$ catch up with $NVIDIA(NVDA)$ leadership after buying World Labs, the spatial intelligence pioneered by Dr Fei Fei Li?

While this is a brilliant move by AMD, I believe it will not instantly break Nvidia's CUDA software moat nor bridge the immediate hardware gap.

Instead of fighting a losing battle trying to clone CUDA, AMD's CEO Dr Lisa Su is building a vertical end to end open AI ecosystem. This latest acquisition allows AMD to co design future silicon alongside the frontier software models that will run on them.

The Verdict: Buy the Dip or Wait & See?

It is good that AMD isn't burning through lots of money for this deal since it is an all stock transaction. However the commercial return cycle for physical AI and spatial computing may take years to fully materialise.

For long term investors : it is a compelling buy on dips scenario.

For short term investors: It is best to wait and see.

@TigerStars @Tiger_comments @Tiger_SG

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/de768538408c7afa13f30539f81a762a"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/de768538408c7afa13f30539f81a762a"}],"title":"","html":"<html><head></head><body>🌟🌟🌟 Can <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>catch up with <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>leadership after buying World Labs, the spatial intelligence pioneered by Dr Fei Fei Li?\n\nWhile this is a brilliant move by AMD, I believe it will not instantly break Nvidia's CUDA software moat nor bridge the immediate hardware gap.\nInstead of fighting a losing battle trying to clone CUDA, AMD's CEO Dr Lisa Su is building a vertical end to end open AI ecosystem.&nbsp; This latest acquisition allows AMD to co design future silicon alongside the frontier software models that will run on them.\nThe Verdict: Buy the Dip or Wait &amp; See?\nIt is good that AMD isn't burning through lots of money for this deal since it is an all stock transaction.&nbsp; However the commercial return cycle for physical AI and spatial computing may take years to fully materialise.\nFor long term investors : it is a compelling buy on dips scenario.\nFor short term investors: It is best to wait and see.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/de768538408c7afa13f30539f81a762a\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟 Can <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>catch up with <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>leadership after buying World Labs, the spatial intelligence pioneered by Dr Fei Fei Li?\n\nWhile this is a brilliant move by AMD, I believe it will not instantly break Nvidia's CUDA software moat nor bridge the immediate hardware gap.\nInstead of fighting a losing battle trying to clone CUDA, AMD's CEO Dr Lisa Su is building a vertical end to end open AI ecosystem.&nbsp; This latest acquisition allows AMD to co design future silicon alongside the frontier software models that will run on them.\nThe Verdict: Buy the Dip or Wait &amp; See?\nIt is good that AMD isn't burning through lots of money for this deal since it is an all stock transaction.&nbsp; However the commercial return cycle for physical AI and spatial computing may take years to fully materialise.\nFor long term investors : it is a compelling buy on dips scenario.\nFor short term investors: It is best to wait and see.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/de768538408c7afa13f30539f81a762a\"></t-t></body></html>","text":"🌟🌟🌟 Can $Advanced Micro Devices(AMD)$ catch up with $NVIDIA(NVDA)$ leadership after buying World Labs, the spatial intelligence pioneered by Dr Fei Fei Li? 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