No — AMD isn'tt “the next Nvidia”… but it is becoming the strongest #2 in the AI race, and that can still be very lucrative.
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AMD does not need to be “the next Nvidia” to still be a strong long-term story. If it keeps executing well, being a credible number two in a massive AI and semiconductor market can still matter a lot.
For me, the bigger question is whether the market has already priced in too much perfection in the short term.