I favour AMD and NVIDIA both w-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I favour AMD and NVIDIA both winning, rather than AMD completely displacing NVIDIA.

AMD's impressive data centre revenue growth suggests that demand for alternative AI accelerators is strengthening. Its EPYC processors and Instinct GPUs provide significant growth opportunities.

However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages.

My main concern is AMD's valuation following its sharp rebound. Strong fundamentals do not necessarily justify buying at elevated prices, particularly when expectations are already high.

I would prioritise hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow over short-term share-price momentum.

Ultimately, the AI market could expand sufficiently for both companies to prosper. AMD does not need to dethrone NVIDIA to deliver substantial earnings growth. The real question is whether future profits can justify today's valuation.

Jensen Huang Resigns: Can Nvidia Hold After a 4.34% Drop?

Nvidia (NVDA) fell 4.34% Thursday (Nov 12) after saying CEO Jensen Huang resigned immediately as president, CEO and director; the stock was down as much as 14.35% intraday. CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I favour AMD and NVIDIA both winning, rather than AMD completely displacing NVIDIA.\n<p></p>\n<p>AMD's impressive data centre revenue growth suggests that demand for alternative AI accelerators is strengthening. Its EPYC processors and Instinct GPUs provide significant growth opportunities.</p>\n<p>However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages.</p>\n<p>My main concern is AMD's valuation following its sharp rebound. Strong fundamentals do not necessarily justify buying at elevated prices, particularly when expectations are already high.</p>\n<p>I would prioritise hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow over short-term share-price momentum.</p>\n<p>Ultimately, the AI market could expand sufficiently for both companies to prosper. AMD does not need to dethrone NVIDIA to deliver substantial earnings growth. The real question is whether future profits can justify today's valuation.<br></p></body></html>","htmlText":"<html><head></head><body>I favour AMD and NVIDIA both winning, rather than AMD completely displacing NVIDIA.\n<p></p>\n<p>AMD's impressive data centre revenue growth suggests that demand for alternative AI accelerators is strengthening. Its EPYC processors and Instinct GPUs provide significant growth opportunities.</p>\n<p>However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages.</p>\n<p>My main concern is AMD's valuation following its sharp rebound. Strong fundamentals do not necessarily justify buying at elevated prices, particularly when expectations are already high.</p>\n<p>I would prioritise hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow over short-term share-price momentum.</p>\n<p>Ultimately, the AI market could expand sufficiently for both companies to prosper. AMD does not need to dethrone NVIDIA to deliver substantial earnings growth. The real question is whether future profits can justify today's valuation.<br></p></body></html>","text":"I favour AMD and NVIDIA both winning, rather than AMD completely displacing NVIDIA. AMD's impressive data centre revenue growth suggests that demand for alternative AI accelerators is strengthening. Its EPYC processors and Instinct GPUs provide significant growth opportunities. However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages. My main concern is AMD's valuation following its sharp rebound. Strong fundamentals do not necessarily justify buying at elevated prices, particularly when expectations are already high. I would prioritise hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow over short-term share-price momentum. Ultimately, the AI market could expand sufficiently for both companies to prosper. AMD does not need to dethrone NVIDIA to deliver substantial earnings growth. 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