The AI chip market is fiercely competitive, with Nvidia, AMD and others competing - To The Moon

NewsNews
PostsPosts
SelectionSelection

- BarcodeBarcode
  ·09-28
  $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
  1.85K 21
  21
  Share
  Report
- BarcodeBarcode
  ·09-28
  $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
  1.85K 21
  21
  Share
  Report

{"themeInfo":{"themeId":"8832c11f01e616c21302cc205187e6b0","name":"The AI chip market is fiercely competitive, with Nvidia, AMD and others competing","description":"The AI chip market is fiercely competitive, Nvidia's market share is expected to decline, and AMD is gradually rising. Nvidia invests in OpenAI and cooperates with Oracle Bone Inscriptions, making frequent moves. The competition for AI computing power is fierce, and many technology giants have joined the competition.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1758953745859,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":8832c11f01e616c21302cc205187e6b0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["ORCL","NVDA"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"The AI chip market is fiercely competitive, with Nvidia, AMD and others competing","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":365871,"article_id":"2571387841","title":"全球AI竞赛正迈入新阶段 从“模型竞争”转向“算力竞争”","subtitle":"","subtitle_show":0,"pub_time":1759102686000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929073806a44adc43&s=b","is_publish_highlight":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929073806a44adc43&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":365809,"article_id":"2570898618","title":"NVIDIA仍占67% 5年后AMD能抢4%的AI显卡市场","subtitle":"","subtitle_show":0,"pub_time":1758983873000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092722395397ad86aa&s=b","is_publish_highlight":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":0.9,"AVGO":0.9,"GFS":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092722395397ad86aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":365802,"article_id":"2570746885","title":"关于投资OpenAI、AI泡沫、ASIC的竞争...黄仁勋回答了这一切","subtitle":"","subtitle_show":0,"pub_time":1758951010200,"source_id":"wallstreetcn_hot_news","language":"zh","url":"https://wallstreetcn.com/articles/3756345","is_publish_highlight":1,"symbols_score_info":{"NVDA":1.1},"rights":null},{"id":365801,"article_id":"1153567739","title":"黄仁勋最新访谈：英伟达投资OpenAI不是签署大额订单的前提","subtitle":"","subtitle_show":0,"pub_time":1758943533647,"source_id":"lsy1744688875888","language":"zh","url":"https://mp.weixin.qq.com/s?__biz=MzI1Njk1MDgyMQ==&mid=2247509397&idx=1&sn=9943339323208c88fd206531f4eb5c79&chksm=eb9eec1a270d1c0c4fcb80cf2553ec5cf87cd250034772d25911df5df2735f87e5eb4f2a91aa&scene=0&xtrack=1#rd","is_publish_highlight":1,"symbols_score_info":{"NVDA":1.1},"rights":null}],"isFinancial":true,"allList":[{"id":483193748292128,"gmtCreate":1758997543598,"gmtModify":1759131002287,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","text":"$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","images":[{"img":"https://community-static.tradeup.com/news/daebc3c423469182064db8e4af00d0c8","width":"1641","height":"905"},{"img":"https://community-static.tradeup.com/news/efd8765b97e93164fcca38a84617cd49","width":"2752","height":"1746"},{"img":"https://community-static.tradeup.com/news/13a9905f811b61b1fcfc961df3dc6a54","width":"1473","height":"1842"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":21,"repostSize":18,"link":"https://ttm.financial/post/483193748292128","isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","text":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","html":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","text":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","html":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹"}],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":483193748292128,"gmtCreate":1758997543598,"gmtModify":1759131002287,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","text":"$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","images":[{"img":"https://community-static.tradeup.com/news/daebc3c423469182064db8e4af00d0c8","width":"1641","height":"905"},{"img":"https://community-static.tradeup.com/news/efd8765b97e93164fcca38a84617cd49","width":"2752","height":"1746"},{"img":"https://community-static.tradeup.com/news/13a9905f811b61b1fcfc961df3dc6a54","width":"1473","height":"1842"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":21,"repostSize":18,"link":"https://ttm.financial/post/483193748292128","isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","text":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","html":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","text":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","html":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹"}],"imageCount":3,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}