$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ Looks like it's finally the time for AMD. Interesting recent developments: they just broke ground for a large new R&D center in Taiwan right next to TSM and the new NVDA center in the Taiwan silicon valley. AMD has been around for a while, but the new CEO Lisa Su is a cousin of NVDA Jensen Huang. She arrived Taiwan a week after him. There's plenty of near to mid term growth in AI. The Taiwan model is full steam pursuit of leading edge excellence. Because each company is focused sharply, other companies focus on other things. This means every one can charge a premium price. It breeds an upward virtual market spiral. In Chicom mainland China, they try to do everything and compete with low price and high quantity. This leads to low quality and a downward descending vicious spiral, doesn't matter electronics to cars.
Back to our original subject, current positioning in the AI companies are such that companies with competitive products can do well. And those with roots in suitable incubation centers of the both US and Taiwan will be exceptional. NVDA and AMD are examples. Jmho 💯💪
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