koolgal
09-16 18:28
🌟Against all odds, $Advanced Micro Devices(AMD)$ finished the overnight session up 2.19%, flashing green in a sea of  red.  Is this defiance a sign that AMD is officially locked in as AI's undisputed "2nd Position" next to Nvidia, OR are we overdrawing on the hype of its projected revenue doubling by 2027?

Camp A: The AI 2nd Position Believers - Chasing the trend

Buying AMD now is like backing the ultra talented underdog fighter in a heavy weight championship.

NVIDIA holds the crown but Big Tech is desperate for an alternative.  Cloud giants don't want to be held hostage by a single supplier's pricing.

The Logic: AMD's next gen AI chips are stepping up to meet the challenges.  If you believe CEO Lisa Su can successfully capture a slice of the booming AI data centre market, the promise of doubling revenue by 2027 is inevitable.

However Camp B is cautious.  Take your profits now & wait for pullback.

I am in Camp B, waiting to bargainhunt.

@Tiger_comments @TigerStars

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion πŸ‘‡ πŸ”₯ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
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Comments

  • joozy
    09-16 19:12
    joozy
    MI300X efficiency on inference is the part people keep glossing over. If that keeps landing with cloud buyers, the 2nd spot debate gets a lot less theoretical
    • koolgal:Β 
      Both Lisa Su and Jensen Huang are cousins.
    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Appreciate your valuable insights πŸ₯°πŸ₯°πŸ₯°
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