Today, $Tesla(TSLA.US) is just stagnant, while $NVIDIA(NVDA.US) has stabilized at 55. Seems like it's over. Bros, is there any hope left for $Tesla(TSLA.US)?

🚨 Lisa Su meets with US Commerce Secretary: $AMD(AMD.US) is not just about chips, it has entered the 'national-level AI infrastructure table'.

When Lisa Su and Howard Lutnick appear in the same meeting room on the same day, the significance of this event goes far beyond a simple corporate communication.

It sends a clearer signal:

AI is no longer just a competition within the tech industry, but a game of infrastructure at the national level.

$AMD(AMD.US)

In the past few years, the market's perception of Advanced Micro Devices has mostly remained that of a 'chaser'.

Chasing NVIDIA, competing for data center market share, battling over computing power performance.

But now, this narrative is being rewritten.

When a company starts directly engaging in policy-level dialogues, its position has already changed—

from being a 'supplier' to becoming 'part of strategic resources'.

Why is this step crucial?

Because the core of AI infrastructure has never been just the chips themselves, but rather:

Computing Power + Energy + Supply Chain + Policy Coordination

Any single link in this chain is insufficient on its own.

And government involvement means the last variable is starting to be addressed.

This is also why the phrase 'AI leadership buildout' deserves repeated attention.

It's not about product upgrades; it's about capacity building at the national level.

Similar to the semiconductor manufacturing reshoring, energy security, and even cloud infrastructure efforts of the past.

Now, AI is being placed at the same priority level.

What does this mean for $AMD(AMD.US)?

First, the nature of demand is changing.

Shifting from 'corporate procurement cycles' to 'long-term national investment cycles'.

The characteristic of this type of demand is not volatility, but sustainability.

Second, the competitive dimensions are rising.

The competitors are no longer just chip companies, but entire ecosystems:

Whoever can provide a more complete solution gets closer to the orders.

Third, the valuation logic may be reconstructed.

Once the market starts treating AI infrastructure as 'national-level expenditure',

the valuation methods for related companies may gradually shift towards 'infrastructure assets', rather than pure tech growth stocks.

More importantly, this is not an isolated incident.

Over the past period, from computing power restrictions to export controls, to the advancement of domestic manufacturing,

all point in the same direction:

AI has entered the 'policy-driven phase'.

This also explains why such meetings are becoming more frequent.

Because future competition is not just about technological leadership,

but about who can embed themselves more deeply into national strategy.

The question becomes more direct:

On the AI track,

do you value 'technological leadership' more, or 'being selected by national strategy'?