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AMD vs NVDA (Patreon)

Published:
2025-10-11 13:53:42
Imported:
2026-06
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Content

There is no second best as Saylor says

H.T Sanjay for the share

Files

Previews only

Comments

BitcoinSal

I bought amd 5 days before jump got lucky really it was my biggest buy ever but I was selling calls and it cut my profits in half

3324

Winner takes most

illset

AMD will win.. NVidia is a one trick pony.. It wont last.

DandyCoin

Is anyone questioning about round-tripping between NVidia and all other big AI who getting into these ‘illigal’ deals? 100billion investments here and there with the money they don’t have which are paid back with the same money?

Sol Hodlman

There is no second best MSTR either. All the companies are trying to be that, and just as IA has rotated out, the massive bear market will be driven by all those that tried to be MSTR at the top of the bull and failed.

Cryptoknife

Ton of ignoring facts and hopium in this thread. This is reminiscent of my space/faceboof; iPhone/blackberry, yahoo/google, and many more. As James always says be in the dominant assets, winners take most.

Hammer

The one thing that is constant is change. Those of us that spent our entire life in tech building the products that you use know it first hand. But dominant positions tend to remain dominant- until…. (See IBM, Compaq, Sun systems and Intel)

Dr.Pouf

These projection graphs going up exponentially are ALWAYS wrong. There isn't infinite money... So to have $300B invested in chips in 2027 alone is probably optimistic...

BeTheChange

All in Podcast this Friday with Brad G was worth a listen on this topic.

Sven

Nice. Nvdia went up well, that is the faster horse. But it’s a big and heavy horse. I don’t know who feeding it, and when this beast will run out of steam. I have a small position and it’s still up 37%. Nice. I am not alone to look to buy more. But it is getting very difficult in the bull market for me.

surfsats
>>190126812

Another good listen (a heavy lift and a bit like drinking from a fire hose) is the most recent Moon Shots Pod.