To The Moon

Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to absorb spillover demand outside of NVIDIA. Companies with a single-line narrative can only capture one opportunity. AMD is capturing both: CPU resurgence + GPU overflow demand. Google has introduced TPU 8t (training) and TPU 8i (inference): splitting training and inference for the first time TPU 8t: 2.8x performance at the same cost, +124% performance per watt; Supports up to 9,600 chips in a supercomputing cluster TPU 8i: +80% performance; 384MB on-chip SRAM (3x previous generation); Optimized for low-latency multi-agent inference Google split the architecture because training needs throughput and inference needs low latency Direct challenge to NVIDIA’s core narrative Just last week, UBS argued that GPU architecture flexibility is NVIDIA’s moat. Today, Google is effectively saying: Specialized chips are more efficient than general-purpose GPUs If specialized chips begin to systematically outperform GPUs, how long can NVIDIA’s moat still hold? But anyway, AI hype is still there. In addition to the three giants, we can also look at these companies. Key Questions Do you think NVIDIA can still break to new highs? Tesla’s latest earnings show capex up 25% — can AI infrastructure spending continue to support the AI rally? After AMD breaks $300, is this the start of a new bull market? Which AI beneficiary company do you favor? Leave your comments to win at least 5 tiger coins!