AMD's "Catch Up" to NVDA: Full Stack AI Offers "Second Place" Value
Schwab Network · Schwab Network
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Show Notes
There's nothing wrong with second place, says LikeFolio's Landon Swan. His firm's data shows year-over-year web visits for AMD Inc. (AMD) coming toe-to-toe with Nvidia (NVDA). While Nvidia's dominance is set to continue in the new year, Landon likes AMD's potential to catch up as the company moves to full stack AI integration.
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