The creator acknowledges Nvidia as a superior company but prefers AMD due to its more attractive valuation.
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The creator discusses his long-term bullish thesis on AMD, highlighting its past undervaluation and future...
Jun 19, 2026
The creator discusses his long-term bullish thesis on AMD, highlighting its past undervaluation and future growth potential in the AI semiconductor industry. He maintains a hold stance, noting he is not currently buying more but expects significant long-term upside.
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The creator remains bullish on AMD for the long term, citing strong AI demand and future upside despite not currently adding to his position.
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