Rate Of ReturnThe demand for CPUs can only be said to have been overlooked before. Now that agents are exploding in popularity, it's definitely a good time to ride the hype and speculate. However, the current bottleneck for agents is not the speed of the CPU at all. This means this wave of demand is unlikely to sustain iterative updates, unlike GPUs which require continuous updates with new architectures like Blackwell run-in. In the long run, we are still optimistic about GPUs and TPUs.
Watching $AMD(AMD.US) surge, first of all, congratulations to friends holding it for making money. Although I feel a bit sour holding $NVIDIA(NVDA.US), I still can't quite figure it out. AMD doesn't have NVIDIA's monopoly advantage, and its growth rate this year isn't as high as NVIDIA's. Currently, all computing power is in short supply, so there's demand for AMD. But once the supply and demand for computing power balance out, logically, AMD should be the most vulnerable one, right? So, from a business logic perspective, I really don't understand. I'd also like to ask the experts who think they understand the business logic to enlighten me.
Also, don't just say it's because AMD has a smaller market cap, so money flowing in makes it surge, while NVIDIA has a large market cap, so it can't rise.
If that's the reason, I can think of that too.
I want to know if there's any business logic behind it 🤣
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