Is AMD less promising than Intel?
With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think.
More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race.
2nd place symptoms:
- In search, Only Google. There is no 2nd company.
- In consumer phone, Only Apple in US. There is no 2nd place within US.
- In E-commerce marketplace, only Amazon in US. There is no 2nd place within US.
- In EV, only Tesla, There is no 2nd place within US. Rivian and Lucid revenues aren't fit for 2nd place.
Investors need to realistically know that AMD is already doing great as a 2nd place in this industry when there aren't any 2nd place companies in most US industries. You can't be setting the same target for AMD by using NVDA as a targetboard.
AMD really isn’t that bad if you really think about it.
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