Interesting that AMD dropped, despite decent results being announced. I guessed it gets compared to nvda, whether it wants to or not, and the most valuable company in the world puts anyone to shame.
I do not believe that amd really looks at themselves to be an equal competitor to nvda though. They lack the first mover advantage, and are focusing on slightly different fields.
I think amd could also look to consolidate the market for consumer facing products, specifically the pc parts where nvda looked dreadful as the days passed, before heavily pivoting towards AI. Amd could really anchor itself now and in the future as the brand that kept its focus and eke out a means of being a legitimate brand, even if the AI bubble pops.
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