1. Nvda nvidia can appreciate

1. Nvda nvidia can appreciate further by partnering with google
2. Tesla’s future earnings are driven by innovation which can continue. Ai spend at Tesla is less
3. Amd price appreciation is driven by higher costs for technology

AMD Bets $10B on AI: Is the 'Next Nvidia' Trade Real?

AMD rallied 3.99% after officially announcing over $10 billion in investment into Taiwan's AI market, a move analysts are calling a pivotal shift from AMD being a compute follower to a proactive strategic player. The 'Next Nvidia' narrative is gaining momentum, with analysts naming AMD alongside Arm Holdings and Marvell Technology as lead candidates for the next AI cycle. Is AMD truly entering 'Next Nvidia' territory, or has the valuation already outrun the fundamentals?

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