AMD's bull market
I used to $Advanced Micro Devices(AMD.US$ Since they have a solid server business, they were bullish when they won with AI, but demand for AI rapidly shifted to graphics chips, and AMD is right behind. NVDA is only solidifying its lead due to software superiority, so even if AMD catches up, it will be countering NVDA's inertia.
That said, I think AMD is underrated. AMD doesn't have to be number 1 for huge revenue potential. The hardware is excellent, and we have secured supply from TSM in a scarce market. It will also benefit from future consumer cycles. The advantage over Intel will generate additional revenue here as well.
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