AMD on the Move: Still a Buy for Those Who Missed Nvidia?

AMD stock jumps 6% as it will restart M1308 sales to China after US review. Broadcom stock records new high as it takes on Nvidia with its new Tomahawk Ultra chip; Chip stocks is enjoying a good rally, leading by Nvidia boom. If you missed Nvidia, which stocks would you pick? Among AI, auto, and chips in China, which companies are you most bullish on?

Definitely a buy and full of potential as compared with NVIDIA 
avatarChopraz
07-22
What your opinion guys? 
avatarChopraz
07-22
What's your opinion guys
avatarAqa
07-21
As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal
Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.
avatarAN88
07-18
Yes still a good buy
avatarkoolgal
07-18
🌟🌟🌟With Nvidia $NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ are forever in its shadow.  But the reality is more nuanced and more exciting. Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down. AMD is gaining traction in AI inference where performance per watt may matter more than volume.  It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.  It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad
avatarxc__
07-17

AMD’s China Surge: Your Second Chance at the AI Chip Boom?

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br
AMD’s China Surge: Your Second Chance at the AI Chip Boom?
Yes, I believe AMD and Broadcom will slowly match up Nvidia gains
avatarToNi
07-17
Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com
avatarAN88
07-17
Yes it's a good company 
avatarAN88
07-17
nah doubt they can catch up
avatarECLC
07-17
Probably still a buy with surge in AI demand.
wow
avatarShyon
07-16
I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and
avatar1PC
07-16
Replying to @highhand:Big Bro NVDA said follow me šŸš€šŸš€šŸš€. 2nd Bro & 3rd Bro. AVGO & AMD sure has to follow up [Chuckle] [Chuckle] [Chuckle].... overtake Big Bro. [Evil] not now [LOL]... @JC888 @Barcode @Shernice軒嬣 2000 @yourcelesttyy @koolgal @Shyon //
Yes is definitely still a BUY 
I believe big companies will have 1-2 alternative sources so other chip companies like amd and broadcom still have some rooms. Those mid and lower tier companies with smaller budget may also opt for non Nvidia solutions so the market is still profitable for other chip providers.
avatarMyrttle
07-16
$NVIDIA(NVDA)$ has such a large advantage over$Advanced Micro Devices(AMD)$ in chip power that I don’t think AMD will be able to overcome it any time soon
 @nomadic_m @rL @Universe宇宙 @HelenJanet @LMSunshine @GoodLife99 @Shyon @Aqa @SPACE ROCKET @koolgal Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid oc