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Tiger V
06-03
I opened 0.00868 share(s) $Advanced Micro Devices(AMD)$  ,I made an additional investment in AMD, recognizing its long-term potential despite some uncertainty. While AMD could be a 40x investment over decades, it still needs to prove its AI chips can challenge Nvidia’s dominance. The company’s improving growth trend is encouraging and could fuel a significant rally if sustained. This investment reflects my belief in AMD’s ability to innovate and capture market share in the competitive chip design space, making it a promising, patient play for long-term gains.
Nvidia AI Factory: Did Jensen Nail the Next Big Thing Again? 🔮
At the GTC conference, Nvidia unveiled key strategies across AI factories, quantum computing, and agentic AI. CEO Jensen Huang announced plans to build 20 AI factories in Europe, aiming to transform traditional data centers into intelligent, production-oriented AI infrastructure. He also highlighted quantum computing's pivotal moment and predicted the rise of agentic AI—where AI evolves beyond recognition and generation to reasoning, planning, and executing complex tasks, ultimately embodied in robots.
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