Aug. 6 at 5:45 PM
$NVDA is fairly price. CUDA moat, best hardwear per capex and watt.
$AMD is over priced over hyped Meme stock. Doesn't really make money just Dilutes to fund accusitions that lose money long term. 20% more dilution if
$META and OpenAI buy 6gw of chips each.
Short
$AMD by buyinb
$DAMD in your cash accounts.
Venice will not pay off CAPEX and R&D costs.
$INTC and
$NVDA will have better chips soon. Memory prices will delay upgrading servers. Focus is on AI systems that have ROI.
$AMD inferencing for models people want is horrible.
Most of the money for AI hardware is HBM
$AMD moving to HBM4 which is 2x the cost per GB as HBM3E.
$AMD net profit margins will crash to near 0.
$AMD locked in high prices to avoid higher prices.
Its easy to design chips.
$NVDA designed systems and software that make their Hardware Valuable.
Short
$AMD by buying
$DAMD current price
$1.56
will be
$2+ next week.