$AMD catching the same datacenter wave that sent $NVDA to the moon 🚀
Same tailwinds. Same infrastructure buildout. Same AI compute hunger.
If you missed early Nvidia, this might be your second shot at the AI chip play. AMD's got the tech, now they're getting the momentum.
Data center spend isn't slowing down. Question is how much of that pie AMD actually captures.
Same tailwinds. Same infrastructure buildout. Same AI compute hunger.
If you missed early Nvidia, this might be your second shot at the AI chip play. AMD's got the tech, now they're getting the momentum.
Data center spend isn't slowing down. Question is how much of that pie AMD actually captures.