$Palantir Technologies Inc.(PLTR)$ As $PLTR shareholders know, pessimists sound smart, optimists make money.

$美国超微公司(AMD)$  $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons: 1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers. 2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum. In

$美国超微公司(AMD)$  Here's why I think $AMD is quite cheap at $158. $NVDA's price to sales ratio is 31.24 and $AMD's is 7.51. For income statements that are not in a phase of maturity, the price to sales ratio is a measure of enthusiam. The above spread is bound to close going forward and I believe the P/S ratios of the companies will eventually come to parity. In absolute terms, I believe both companies have a long way to go as the world demands exponentially more computation over the coming decade/s. But in terms of valuation, the market is currently valuing Nvidia as the sole provider of AI chips when in fact: 1. $AMD is a strong contender to a number 2 position, as a provider of AI chips. 2. It is very likely that $AMD's hardware can actually

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$美国超微公司(AMD)$  Everything you need to know about $AMD, in 8 bullet points. 1. $AMD's rise over the last decade has been the result of the company betting on chiplets. Chiplets consist in making a chip out of many small chips, instead of making a big one (monolithic) directly like $NVDA does. This is how it has disrupted $INTC and how it is now poised to disrupt $NVDA. 2. We are nearing the "end" of Moore's Law. Making monolithic chips is getting exponentially harder and therefore, chiplets are the way around the end of Moore's Law. They enable much higher yields at similar if not higher levels of performance. $AMD has been working on chiplets for about a decade now, while the rest of the industry is only just catching up. 3. $AMD is just a bun

$英伟达(NVDA)$  It won’t be so easy for $AMD to disrupt $NVDA, because $NVDA’s GPUs have massive network effects. Just as $TSLA vehicles share a unified architecture, $NVDA's GPUs are interconnected by CUDA, a cohesive software framework that fosters a self-sustaining ecosystem fueling the company's growth. CUDA acts as the bridge that seamlessly integrates $NVDA's diverse GPU lineup, enabling developers to harness the power of these computational workhorses. With each software iteration, the network of compatible GPUs expands, attracting a growing pool of expertise and talent. The broader the adoption of $NVDA's GPUs, the more valuable they become, solidifying the company's position as a dominant force in the GPU market. $NVDA's commitment to s

$Palantir Technologies Inc.(PLTR)$  AI is forecast to quickly transform the healthcare industry, aiding in analytics, diagnosis, data management, communication, and drug discovery. The AI in healthcare market is expected to reach $208 billion by 2030, expanding at a 36.4% CAGR from $32B in 2024.

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$Grab Holdings(GRAB)$ 大盘不好，先离场观望

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$Hims & Hers Health Inc.(HIMS)$ Much of $HIMS 100X potential comes from its unique approach to AI in the healthcare space. In Q3 2023, $HIMS launched Medmatch, a “proprietary service that deploys artificial intelligence and machine learning against the expansive dataset at the core of the Hims & Hers platform.” When comparing $HIMS architecture to $TDOC, $HIMS can deploy this service for each of its verticals and translate the insights it yields into productive modifications of the healthcare process–without having to deal with the inflationary, slow, and costly traditional healthcare system. With nearly 1.5M subscribers–and assuming $HIMS has been storing the anonymized data–MedMatch will see in one day more patients than a physician can

$Tesla Motors(TSLA)$ 哈哈哈，老虎奖励的，谢谢啦

$Grab Holdings(GRAB)$ 以前挂的限价单不小心成交了[流泪]