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Intel's mistake, AMD doesn't want to repeat it.
Analyst Doug O'Laughlin believes that Intel has missed out on both the mobile platform and DCAI, making it a 'walking dead' at the moment, while AMD's acquisition of ZT Systems is necessary and wise, allowing AMD to stay competitive in the AI era.
Vanguard Group warns: US technology stocks are seriously overvalued, people are too optimistic about the prospects of AI.
① Chief Economist of Pioneer Group wrote in the report that the market's expectations for artificial intelligence technology seem to be somewhat excessive. ② He warned that Wall Street's optimism about the economic growth and corporate profit increase brought by artificial intelligence technology has led to overvaluation of US technology stocks.
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