Which One is Better? AMD vs NVDA

OguzO Capitalist

$Tesla Motors(TSLA)$ is a great company, no question here.

What permabulls don’t understand is that valuation and being a great company are two different things.

They don’t understand this so they come up with fantasies to justify every valuation.

Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…

The global ride-hailing market now supports around $300-$500 billion EV.

Robo-taxi needs to grow the total volume 100x to add $34 trillion.

It’s not a capability problem, there is no such demand.

Image

2.

AI spending is not an option for hyperscalers, it’s a necessity…

None of them could afford to stop spending until all of them achieve AGI.

We don’t even know what else will be needed after that.

And we still have $Advanced Micro Devices(AMD)$ trading at 26 times forward earnings.

Image

Data center GPU market shares won’t stay like this forever.

$NVIDIA(NVDA)$ has nowhere to go while $Advanced Micro Devices(AMD)$ has a huge market before it to contest.

- UALink will erode NVLink’s edge.

- ROCm is slowly cathing up with CUDA.

- MI300X is better in inference than H200.

AMD is so cheap.

Image

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：
Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
💰CBA Mini Course 1: What is Cash Boost Account(CBA)?

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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.

Comments

We need your insight to fill this gap

Leave a comment

58

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":439114273424056,"tweetId":"439114273424056","gmtCreate":1748229955634,"gmtModify":1748233493934,"author":{"id":10000000000011060,"idStr":"10000000000011059","authorId":10000000000011060,"authorIdStr":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":176,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/d30df4d7c9df09deb3a80fd9d0527ac4","width":"680","height":"378"},{"img":"https://community-static.tradeup.com/news/618f2371e8afdf8f01c4d359017db1f7","width":"1200","height":"672"},{"img":"https://community-static.tradeup.com/news/f32a94bce663505a64cd017ae1f5b734","width":"1496","height":"923"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d30df4d7c9df09deb3a80fd9d0527ac4","width":"680","height":"378"},{"img":"https://community-static.tradeup.com/news/618f2371e8afdf8f01c4d359017db1f7","width":"1200","height":"672"},{"img":"https://community-static.tradeup.com/news/f32a94bce663505a64cd017ae1f5b734","width":"1496","height":"923"}],"title":"Which One is Better? AMD vs NVDA","html":"<html><head></head><body><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>  is a great company, no question here.</p><p>What permabulls don’t understand is that valuation and being a great company are two different things.</p><p>They don’t understand this so they come up with fantasies to justify every valuation.</p><p>Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…</p><p>The global ride-hailing market now supports around $300-$500 billion EV.</p><p>Robo-taxi needs to grow the total volume 100x to add $34 trillion.</p><p>It’s not a capability problem, there is no such demand.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/d30df4d7c9df09deb3a80fd9d0527ac4\" tg-width=\"680\" tg-height=\"378\"><span>Image</span></p><p>2.</p><p>AI spending is not an option for hyperscalers, it’s a necessity…</p><p>None of them could afford to stop spending until all of them achieve AGI.</p><p>We don’t even know what else will be needed after that. </p><p>And we still have  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  trading at 26 times forward earnings.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/618f2371e8afdf8f01c4d359017db1f7\" tg-width=\"1200\" tg-height=\"672\"><span>Image</span></p><p>Data center GPU market shares won’t stay like this forever.</p><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>  has nowhere to go while  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  has a huge market before it to contest.</p><p>- UALink will erode NVLink’s edge.</p><p>- ROCm is slowly cathing up with CUDA.</p><p>- MI300X is better in inference than H200.</p><p>AMD is so cheap.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/f32a94bce663505a64cd017ae1f5b734\" tg-width=\"1496\" tg-height=\"923\"><span>Image</span></p><p></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>  is a great company, no question here.</p><p>What permabulls don’t understand is that valuation and being a great company are two different things.</p><p>They don’t understand this so they come up with fantasies to justify every valuation.</p><p>Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…</p><p>The global ride-hailing market now supports around $300-$500 billion EV.</p><p>Robo-taxi needs to grow the total volume 100x to add $34 trillion.</p><p>It’s not a capability problem, there is no such demand.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/d30df4d7c9df09deb3a80fd9d0527ac4\" tg-width=\"680\" tg-height=\"378\"><span>Image</span></p><p>2.</p><p>AI spending is not an option for hyperscalers, it’s a necessity…</p><p>None of them could afford to stop spending until all of them achieve AGI.</p><p>We don’t even know what else will be needed after that. </p><p>And we still have  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  trading at 26 times forward earnings.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/618f2371e8afdf8f01c4d359017db1f7\" tg-width=\"1200\" tg-height=\"672\"><span>Image</span></p><p>Data center GPU market shares won’t stay like this forever.</p><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>  has nowhere to go while  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  has a huge market before it to contest.</p><p>- UALink will erode NVLink’s edge.</p><p>- ROCm is slowly cathing up with CUDA.</p><p>- MI300X is better in inference than H200.</p><p>AMD is so cheap.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/f32a94bce663505a64cd017ae1f5b734\" tg-width=\"1496\" tg-height=\"923\"><span>Image</span></p><p></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","text":"$Tesla Motors(TSLA)$ is a great company, no question here. What permabulls don’t understand is that valuation and being a great company are two different things. They don’t understand this so they come up with fantasies to justify every valuation. Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy… The global ride-hailing market now supports around $300-$500 billion EV. Robo-taxi needs to grow the total volume 100x to add $34 trillion. It’s not a capability problem, there is no such demand. Image 2. AI spending is not an option for hyperscalers, it’s a necessity… None of them could afford to stop spending until all of them achieve AGI. We don’t even know what else will be needed after that. And we still have $Advanced Micro Devices(AMD)$ trading at 26 times forward earnings. Image Data center GPU market shares won’t stay like this forever. $NVIDIA(NVDA)$ has nowhere to go while $Advanced Micro Devices(AMD)$ has a huge market before it to contest. - UALink will erode NVLink’s edge. - ROCm is slowly cathing up with CUDA. - MI300X is better in inference than H200. AMD is so cheap. Image For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":58,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/439114273424056","repostId":0,"isVote":1,"tweetType":1,"viewCount":1462,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TSLA","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1273,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/439114273424056"}