From my perspective,
$NVIDIA(NVDA)$ can still reach new highs, but the path is less one-sided. The market is questioning its “one architecture fits all” GPU model, especially with Alphabet pushing specialized TPUs. Still, NVIDIA’s real moat is its full-stack ecosystem (CUDA, developer lock-in), so I see competition as gradual margin pressure, not a leadership break.
On $Advanced Micro Devices(AMD)$ breaking $300, the re-rating feels justified but partly narrative-driven. AMD now captures both CPU resurgence and GPU spillover demand, which is powerful—but expectations are rising quickly. I see this as early-stage AI infrastructure upside, though I wouldn’t chase after now.
For AI rally, capex trends like from $Tesla Motors(TSLA)$ are the key signal. As long as hyperscalers keep investing, demand stays intact. I’m more focused on second-derivative beneficiaries in networking, memory & opticals, where the next layer of alpha may emerge.
@Tiger_comments @TigerClub @TigerStars
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