Shyon
04-23 23:03

From my perspective, $NVIDIA(NVDA)$ can still reach new highs, but the path is less one-sided. The market is questioning its “one architecture fits all” GPU model, especially with Alphabet pushing specialized TPUs. Still, NVIDIA’s real moat is its full-stack ecosystem (CUDA, developer lock-in), so I see competition as gradual margin pressure, not a leadership break.

On $Advanced Micro Devices(AMD)$ breaking $300, the re-rating feels justified but partly narrative-driven. AMD now captures both CPU resurgence and GPU spillover demand, which is powerful—but expectations are rising quickly. I see this as early-stage AI infrastructure upside, though I wouldn’t chase after now.

For AI rally, capex trends like from $Tesla Motors(TSLA)$ are the key signal. As long as hyperscalers keep investing, demand stays intact. I’m more focused on second-derivative beneficiaries in networking, memory & opticals, where the next layer of alpha may emerge.

@Tiger_comments @TigerClub @TigerStars

# AMD Breaks $300: Is AMD the Next Nvidia?

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