AMD has to impress a lot

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AMD has to impress a lot

$Advanced Micro Devices(AMD)$ Remember a long time ago I said the AI craze may only last for this year, possibly through 2025, but this year would be relatively safe. Maybe I was wrong, I hope not. What would really help, is another new impressive development with AI besides what are now seen as "ordinary" LLM's of debatable value.

Looking at $NVIDIA Corp(NVDA)$ , it's dropped but not nearly as much of a % as AMD (down about 15% from past peak to current low, AMD is down 30%) and Nvidia remains extremely highly valued beyond reason. It's as if the market has made a decision that Nvidia is invincible and will dominate the entire AI market from now on, which means It's possible a big boost in MI300 sales can still make a significant valuation difference.

AMD has to impress a lot.

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