$Palantir Technologies Inc.(PLTR)$ 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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