Linked trade ideas span 6 sources.
Bullish: AMD's MI450 chip represents a significant competitive threat to Nvidia that will dramatically reduce AI inference costs, improving AMD's position in the AI chip market. Bearish: AMD is mediocre in the AI accelerator race despite being a respected company, unable to effectively compete with NVIDIA's dominance
“The dramatic reduction in per token cost enabled by the GB 300 and probably more the MI $4.50 than the MI $3.55 will lead to these models being allowed to think for much longer”
Invest Like the Best with Patrick O'Shaughnessy — Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
BG2Pod with Brad Gerstner and Bill Gurley
3 recent episodes
Invest Like the Best with Patrick O'Shaughnessy
3 recent episodes
All-In with Chamath, Jason, Sacks & Friedberg
1 recent episodes
Goldman Sachs Exchanges
1 recent episodes
24 mentions
18 mentions
Help improve Advanced Micro Devices Inc.
Full market snapshot is a Pro feature
Free users can see the consensus and source breadth. Upgrade to unlock the linked trade-idea thesis, quote, and source-by-source directional breakdown.
12 mentions
11 mentions
10 mentions
7 mentions
6 mentions
5 mentions
4 mentions
Create a free account to see full context
Get full mention context, save a watchlist, and receive weekly alerts.