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, although AMD could experience a near-term pullback following its impressive rebound.

AMD's accelerating data centre revenue growth and expanding Instinct GPU portfolio suggest genuine opportunities beyond short-term market speculation. Hyperscalers increasingly value supplier diversification, which could benefit AMD without necessarily undermining NVIDIA's dominance.

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

My biggest concern is valuation. A strong business does not automatically make a good investment at any price.

I would prioritise confirmed hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow.

Ultimately, AMD does not need to dethrone NVIDIA to succeed. Both can prosper if AI computing demand continues expanding, provided their earnings justify market expectations.

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?

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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, although AMD could experience a near-term pullback following its impressive rebound.\n<p></p>\n<p>AMD's accelerating data centre revenue growth and expanding Instinct GPU portfolio suggest genuine opportunities beyond short-term market speculation. Hyperscalers increasingly value supplier diversification, which could benefit AMD without necessarily undermining NVIDIA's dominance.</p>\n<p>However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages.</p>\n<p>My biggest concern is valuation. A strong business does not automatically make a good investment at any price.</p>\n<p>I would prioritise confirmed hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow.</p>\n<p>Ultimately, AMD does not need to dethrone NVIDIA to succeed. Both can prosper if AI computing demand continues expanding, provided their earnings justify market expectations.</p></body></html>","htmlText":"<html><head></head><body>I favour AMD and NVIDIA both winning, although AMD could experience a near-term pullback following its impressive rebound.\n<p></p>\n<p>AMD's accelerating data centre revenue growth and expanding Instinct GPU portfolio suggest genuine opportunities beyond short-term market speculation. Hyperscalers increasingly value supplier diversification, which could benefit AMD without necessarily undermining NVIDIA's dominance.</p>\n<p>However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages.</p>\n<p>My biggest concern is valuation. A strong business does not automatically make a good investment at any price.</p>\n<p>I would prioritise confirmed hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow.</p>\n<p>Ultimately, AMD does not need to dethrone NVIDIA to succeed. Both can prosper if AI computing demand continues expanding, provided their earnings justify market expectations.</p></body></html>","text":"I favour AMD and NVIDIA both winning, although AMD could experience a near-term pullback following its impressive rebound. AMD's accelerating data centre revenue growth and expanding Instinct GPU portfolio suggest genuine opportunities beyond short-term market speculation. Hyperscalers increasingly value supplier diversification, which could benefit AMD without necessarily undermining NVIDIA's dominance. However, NVIDIA's CUDA ecosystem, established customer relationships and integrated AI infrastructure remain formidable competitive advantages. My biggest concern is valuation. A strong business does not automatically make a good investment at any price. I would prioritise confirmed hyperscaler deployments, AI accelerator shipments, profit margins and free cash flow. Ultimately, AMD does not need to dethrone NVIDIA to succeed. 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