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

2025-07-18

🌟🌟🌟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

Aqa

2025-07-21

As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal

SPACE ROCKET

2025-07-19

Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.

NewbieCK

2025-07-22

Definitely a buy and full of potential as compared with NVIDIA

Chopraz

2025-07-22

What's your opinion guys

Chopraz

2025-07-22

What your opinion guys?

AN88

2025-07-18

Yes still a good buy

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Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","listText":"As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","text":"As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459062798946712","isVote":1,"tweetType":1,"viewCount":3123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458209441440136,"gmtCreate":1752871242801,"gmtModify":1752875103759,"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/5f9c495dd9f776573648d60f1476fdab","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093561479903300","idStr":"4093561479903300"},"themes":[],"title":"","htmlText":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","listText":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","text":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/458209441440136","isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458026501148904,"gmtCreate":1752828611505,"gmtModify":1752828615172,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Yes still a good buy","listText":"Yes still a good buy","text":"Yes still a good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458026501148904","isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457840190406872,"gmtCreate":1752795461608,"gmtModify":1752830952130,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟With Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>and <a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a>are forever in its shadow.&nbsp; 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.&nbsp; It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.&nbsp; It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad","listText":"🌟🌟🌟With Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>and <a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a>are forever in its shadow.&nbsp; 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.&nbsp; It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.&nbsp; It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad","text":"🌟🌟🌟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","images":[{"img":"https://community-static.tradeup.com/news/5a03770ee63a04e2b6dc8fc7960c87d3"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":12,"repostSize":14,"link":"https://ttm.financial/post/457840190406872","isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146132726508482","authorId":"4146132726508482","name":"ky0123","avatar":"https://community-static.tradeup.com/news/989df05f6d5dbe72a26750333d8cb049","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4146132726508482","idStr":"4146132726508482"},"content":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?","text":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?","html":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457708154544600,"gmtCreate":1752753846213,"gmtModify":1752831228239,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"AMD’s China Surge: Your Second Chance at the AI Chip Boom?","htmlText":"Advanced Micro Devices ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) 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-$3 billion in revenue. Meanwhile, Broadcom ( <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ) 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 $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br","listText":"Advanced Micro Devices ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) 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-$3 billion in revenue. Meanwhile, Broadcom ( <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ) 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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/930e8c13d9ee994a3e09fcb14c89c85b","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/0eb625532dadf770a2be279c99fe4661","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/b74407ddfd4acc5ef248cf652a54461c","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457708154544600","isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":457524067701200,"gmtCreate":1752709520564,"gmtModify":1752709523681,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145577437639082","idStr":"4145577437639082"},"themes":[],"title":"","htmlText":"Yes, I believe AMD and Broadcom will slowly match up Nvidia gains","listText":"Yes, I believe AMD and Broadcom will slowly match up Nvidia gains","text":"Yes, I believe AMD and Broadcom will slowly match up Nvidia gains","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457524067701200","isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457470016274960,"gmtCreate":1752706718633,"gmtModify":1752743359481,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"themes":[],"title":"","htmlText":"Perspective on AMD’s Rise and Chip Stock Investment Opportunities <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com","listText":"Perspective on AMD’s Rise and Chip Stock Investment Opportunities <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> 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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/dd1d4254f94b82f2cf904a7e6c8a2f47","width":"512","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457470016274960","isVote":1,"tweetType":1,"viewCount":3531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":457442559480120,"gmtCreate":1752702960159,"gmtModify":1752702963126,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Yes it's a good company&nbsp;","listText":"Yes it's a good company&nbsp;","text":"Yes it's a good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457442559480120","isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457517862010984,"gmtCreate":1752701821370,"gmtModify":1752701824514,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"nah doubt they can catch up","listText":"nah doubt they can catch up","text":"nah doubt they can catch up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457517862010984","isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457382427017472,"gmtCreate":1752691235773,"gmtModify":1752691239462,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"title":"","htmlText":"Probably still a buy with surge in AI demand.","listText":"Probably still a buy with surge in AI demand.","text":"Probably still a buy with surge in AI demand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457382427017472","isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457286704373824,"gmtCreate":1752679059375,"gmtModify":1752682211929,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"TheStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561713422683896","idStr":"3561713422683896"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457286704373824","isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457396686369240,"gmtCreate":1752677804178,"gmtModify":1752743407345,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/eb81683283861f2e3ad723c18cb95722"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/457396686369240","isVote":1,"tweetType":1,"viewCount":3140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457469394580120,"gmtCreate":1752677466309,"gmtModify":1752677470970,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/4096093486770560\">@highhand</a>:Big Bro NVDA said follow me 🚀🚀🚀. 2nd Bro &amp; 3rd Bro. AVGO &amp; AMD sure has to follow up [Chuckle] [Chuckle] [Chuckle].... overtake Big Bro. [Evil] not now [LOL]... <a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @</a><a href=\"https://ttm.financial/U/4145797693007212\">yourcelesttyy</a><a href=\"https://ttm.financial/U/4145797693007212\"> </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>//","listText":"Replying to <a href=\"https://ttm.financial/U/4096093486770560\">@highhand</a>:Big Bro NVDA said follow me 🚀🚀🚀. 2nd Bro &amp; 3rd Bro. AVGO &amp; AMD sure has to follow up [Chuckle] [Chuckle] [Chuckle].... overtake Big Bro. [Evil] not now [LOL]... <a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @</a><a href=\"https://ttm.financial/U/4145797693007212\">yourcelesttyy</a><a href=\"https://ttm.financial/U/4145797693007212\"> </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>//","text":"Replying to @highhand:Big Bro NVDA said follow me 🚀🚀🚀. 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 //","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457469394580120","isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457354568220944,"gmtCreate":1752676818133,"gmtModify":1752676821262,"author":{"id":"4101110554248890","authorId":"4101110554248890","name":"Guava123","avatar":"https://community-static.tradeup.com/news/11f2528fd0b13db65c9c32e215b34f7b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101110554248890","idStr":"4101110554248890"},"themes":[],"title":"","htmlText":"Yes is definitely still a BUY&nbsp;","listText":"Yes is definitely still a BUY&nbsp;","text":"Yes is definitely still a BUY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457354568220944","isVote":1,"tweetType":1,"viewCount":2811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457270690738376,"gmtCreate":1752675232943,"gmtModify":1752745944362,"author":{"id":"3581544848503089","authorId":"3581544848503089","name":"Jackosen","avatar":"https://static.tigerbbs.com/89f363319ae263a7271cb94a537d8d68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581544848503089","idStr":"3581544848503089"},"themes":[],"title":"","htmlText":"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.","listText":"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.","text":"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.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457270690738376","isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457373656612864,"gmtCreate":1752673816970,"gmtModify":1752673820169,"author":{"id":"4206369572749952","authorId":"4206369572749952","name":"Myrttle","avatar":"https://community-static.tradeup.com/news/7ffd74e9a9a54fdf527ac463412460bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206369572749952","idStr":"4206369572749952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has such a large advantage over<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> in chip power that I don’t think AMD will be able to overcome it any time soon","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has such a large advantage over<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> in chip power that I don’t think AMD will be able to overcome it any time soon","text":"$NVIDIA(NVDA)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/457373656612864","isVote":1,"tweetType":1,"viewCount":3756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457357899706544,"gmtCreate":1752672253217,"gmtModify":1752672257514,"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/U/4142551860919612\">&nbsp;@nomadic_m </a><a href=\"https://ttm.financial/U/4100927749199030\"> @rL </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a> 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","listText":"<a href=\"https://ttm.financial/U/4142551860919612\">&nbsp;@nomadic_m </a><a href=\"https://ttm.financial/U/4100927749199030\"> @rL </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a> 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","text":"@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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457357899706544","isVote":1,"tweetType":1,"viewCount":3446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":457840190406872,"gmtCreate":1752795461608,"gmtModify":1752830952130,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟With Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>and <a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a>are forever in its shadow.&nbsp; 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.&nbsp; It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.&nbsp; It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad","listText":"🌟🌟🌟With Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a>and <a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a>are forever in its shadow.&nbsp; 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.&nbsp; It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.&nbsp; It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad","text":"🌟🌟🌟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","images":[{"img":"https://community-static.tradeup.com/news/5a03770ee63a04e2b6dc8fc7960c87d3"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":12,"repostSize":14,"link":"https://ttm.financial/post/457840190406872","isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146132726508482","authorId":"4146132726508482","name":"ky0123","avatar":"https://community-static.tradeup.com/news/989df05f6d5dbe72a26750333d8cb049","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4146132726508482","idStr":"4146132726508482"},"content":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?","text":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?","html":"Thank you for the article. How much in term of % would you allocate to AMD, Nvidia and Broadcom?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459062798946712,"gmtCreate":1753112581420,"gmtModify":1753112586171,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"","htmlText":"As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","listText":"As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","text":"As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459062798946712","isVote":1,"tweetType":1,"viewCount":3123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458209441440136,"gmtCreate":1752871242801,"gmtModify":1752875103759,"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/5f9c495dd9f776573648d60f1476fdab","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093561479903300","idStr":"4093561479903300"},"themes":[],"title":"","htmlText":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","listText":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","text":"Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/458209441440136","isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459386633511240,"gmtCreate":1753191920745,"gmtModify":1753191924631,"author":{"id":"3586432095771080","authorId":"3586432095771080","name":"NewbieCK","avatar":"https://community-static.tradeup.com/news/37b953fc843bdd7ce75ce4b9eec86319","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586432095771080","idStr":"3586432095771080"},"themes":[],"title":"","htmlText":"Definitely a buy and full of potential as compared with NVIDIA&nbsp;","listText":"Definitely a buy and full of potential as compared with NVIDIA&nbsp;","text":"Definitely a buy and full of potential as compared with NVIDIA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459386633511240","isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459250258764400,"gmtCreate":1753158630047,"gmtModify":1753162080485,"author":{"id":"4157588896488922","authorId":"4157588896488922","name":"Chopraz","avatar":"https://community-static.tradeup.com/news/5dde80365f534a5d13d0daa27a4fd85a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4157588896488922","idStr":"4157588896488922"},"themes":[],"title":"","htmlText":"What's your opinion guys","listText":"What's your opinion guys","text":"What's your opinion guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459250258764400","isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459535197700752,"gmtCreate":1753159485558,"gmtModify":1753162080333,"author":{"id":"4157588896488922","authorId":"4157588896488922","name":"Chopraz","avatar":"https://community-static.tradeup.com/news/5dde80365f534a5d13d0daa27a4fd85a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4157588896488922","idStr":"4157588896488922"},"themes":[],"title":"","htmlText":"What your opinion guys?&nbsp;","listText":"What your opinion guys?&nbsp;","text":"What your opinion guys?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459535197700752","isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458026501148904,"gmtCreate":1752828611505,"gmtModify":1752828615172,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Yes still a good buy","listText":"Yes still a good buy","text":"Yes still a good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458026501148904","isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}