Jose, I love your videos. I watch every day. What do you think about Dell. I saw that Jensen and Micheal Dell are working closely on something? Should we invest in Dell?
There was an article posted after the market closed tonight that Amazon was struggling to make AI chips. That will be huge for NVIDIA and might help AMD. So funny that these other large companies thought they could build real AI chips just by putting out a press release. Welcome to the real world. AI chips and software are nearly impossible to build and that is why NVIDIA has a 'moat' that will never be breached.
I was an AMD bull and went hard on AMD stock, but after losing console sales... I am worried that ARM based CPU will be eating away Amd's market share in this segment too. It will come down to just Mi300 and it's successor to push AMD stock prices which is a lot less diversified than I first got in. Even Nvidia is rumored to be making their own arm based CPU next year... Which is why I sold it all and went all in nvidia.
I think you misinterpreted one portion of what the CFO said at 8:53. "And if you look at the customer adoptions of bergamo, which is probably more competitive with ARM....". I think what she meant was that that is the product that is in competition with ARM. Not that AMD's other products are not competitive.
Sorry I think I might e twisted my words. Yes I agree that Bergamo is the best competive for ARM CPUs as it has the best TCO… but I still believe the competition is too heavy in the cpu space
That was a very helpful video, with AI being such a hot topic right now, hearing your perspective on two key players gives us all something to think about, and where to invest- or not more money.
Amd shouldn't even be compared to Nvidia at this point! Companies will buy what they need from Amd when they need to. However amd will always be a Greatvalue competitor compared to Nvidia products and shouldn't be invested in like nvidia because they are in 2 different league's.
Can you cover a bit about Triton ? And how it solves problems in the current AI segment with gpu programming. I think its unfair AmD is integrated to Triton v3. It will kill CUDA dominance 😢
Easily explained.The CPU's and GPU's are cheaper.That makes it more attractive to buy then the overpriced Nvidia.The only reason Nvidia was hyped 10 years ago was for the Crunching of Number for Bitcoin Mining.But that is OVER NOW.
@@SuperReyand I 'm not talking about stocks.The product is what I'm concerned about.CPU are outdated every year !GPU every 3 years.Customers will decide at the end of the day what to buy.
Nah, their GPU's arent as fast as Nvidias top ones not even close. People don't even buy AMD's similar price/performance GPU's over Nvidias. Just look it up at Gamersnexus video. After 3 years Nvidia will have better GPU than AMD. So you have zero points.
i wouldn't say AMD is cheaper, but it definitely has more room (potential) to grow. NVDA's growth is phenomenal but the law of large numbers is it's biggest enemy. I own both!
Jose, I love your videos. I watch every day. What do you think about Dell. I saw that Jensen and Micheal Dell are working closely on something? Should we invest in Dell?
There was an article posted after the market closed tonight that Amazon was struggling to make AI chips. That will be huge for NVIDIA and might help AMD. So funny that these other large companies thought they could build real AI chips just by putting out a press release. Welcome to the real world. AI chips and software are nearly impossible to build and that is why NVIDIA has a 'moat' that will never be breached.
FYI, it’s “wild card” not “wild car”. Lol
Jose, how is TeslLa going to build the 35,000 h100 supercomputer in China to power its new autonomous Cab if those chips are not allowed in China.
Donald Trump.
I was an AMD bull and went hard on AMD stock, but after losing console sales... I am worried that ARM based CPU will be eating away Amd's market share in this segment too. It will come down to just Mi300 and it's successor to push AMD stock prices which is a lot less diversified than I first got in. Even Nvidia is rumored to be making their own arm based CPU next year... Which is why I sold it all and went all in nvidia.
Youre a wise guy.
NVDA or nothing
🚨 Special Offer www.fool.com/jose 🚨
Substack josenajarro.substack.com
🚨 Semiconductor News: semiconductorwatch.com/
Thoughts on AMD Updates??
AMD > NVIDIA. Big things going to happen with AMD over the next 12 months.
why
AI chips will soon be the most precious commondity, next to gold.
My favourite pick is AMD.
I think you misinterpreted one portion of what the CFO said at 8:53. "And if you look at the customer adoptions of bergamo, which is probably more competitive with ARM....". I think what she meant was that that is the product that is in competition with ARM. Not that AMD's other products are not competitive.
Sorry I think I might e twisted my words. Yes I agree that Bergamo is the best competive for ARM CPUs as it has the best TCO… but I still believe the competition is too heavy in the cpu space
Basically, AMD is stuck in mud...
not a chance, I got them both. one is clearly better
CUDA!
No, it’s unfortunate IMO, but NVDA is cheaper, higher quality, better achievement team than AMD, and lower forward ratio lol 😂
Tesla buying more gpu from Navida...?
Naviduhhh
Yea
Good company like what they are doing
AMD isnt NVDA she must show us the money in the earnigs. AMD as you said Forward P/E 31.00 is too expensive. 20 or 25 is better.
That was a very helpful video, with AI being such a hot topic right now, hearing your perspective on two key players gives us all something to think about, and where to invest- or not more money.
lol no
NO IT IS NOT
no, no amd , it make sad three time at earning report to me, need beat nvidia , beat the cuda 1st , and china huawei
Nice Video, Jose. You gonna get in on Nuclear with me?
I prefer after split it’s better to switch to AMD.
Hey Jose, thanks so much for all the in-depth analysis and insight hermano!!! Really inspired by your work and research.
I appreciate the kind words
@@JoseNajarroStocks thank you
should be "wild carD"
AMD is actually cheaper if you look at 2025 numbers which is when all of their supply will be unlocked
NVDA has CUDA the great!
Look at numbers from the future?
Spot on ! AMD !
Amd shouldn't even be compared to Nvidia at this point!
Companies will buy what they need from Amd when they need to. However amd will always be a Greatvalue competitor compared to Nvidia products and shouldn't be invested in like nvidia because they are in 2 different league's.
No! It is not
Nah, sell out NVDA and AMD to buy the best - Intel.
Haha
😂
People are still arguing about this. Almost the entire year this stock is not going anywhere.
Can you cover a bit about Triton ? And how it solves problems in the current AI segment with gpu programming. I think its unfair AmD is integrated to Triton v3. It will kill CUDA dominance 😢
"management is very very bullish in the Mi300 space yet theyre not giving us a proper guidance!" this says it all.
Easily explained.The CPU's and GPU's are cheaper.That makes it more attractive to buy then the overpriced Nvidia.The only reason Nvidia was hyped 10 years ago was for the Crunching of Number for Bitcoin Mining.But that is OVER NOW.
Exactly most regular people going to use AMD products. NVDIA market are for bigger companies like google, amazon, meta etc
AMD will be $200 in July . Nvdia can drop but will be $1400 by end of the year. Both are great to hold
AMD is cheaper.Buying expensive Nvidia is not cost efdective.After 3 years the AMD GPU are just as fast and you save a lot of money.
How’s is AMD cheaper? P/E ratios say otherwise
With your logic, NVDA will be even cheaper after the stock split...
But you have to understand that a stock is cheaper when its PE ratio is lower.
@@SuperReyand I 'm not talking about stocks.The product is what I'm concerned about.CPU are outdated every year !GPU every 3 years.Customers will decide at the end of the day what to buy.
Nah, their GPU's arent as fast as Nvidias top ones not even close. People don't even buy AMD's similar price/performance GPU's over Nvidias. Just look it up at Gamersnexus video. After 3 years Nvidia will have better GPU than AMD. So you have zero points.
i wouldn't say AMD is cheaper, but it definitely has more room (potential) to grow. NVDA's growth is phenomenal but the law of large numbers is it's biggest enemy. I own both!