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Jack Sun
@e177777
Followers
75
Following
2K
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893
Joined April 2009
@Ponkeeeeee Let’s look at it again in half a year! AMD will definitely be lying down in a few months lol
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@Ponkeeeeee Biggest risk is that AMD has indeed not expanded its share of the AI market... With the base being much smaller than NVDA, the growth rate is still relatively low, and the forward-looking quarter-on-quarter forecast for 25H1 is even flat. BTW, AMD’s AI products include CPU...
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@yianisz @pdicarlotrader Open source and helping with reasoning are probably where AMD is most likely to talk about it, but it is difficult to judge the market's interpretation direction. After all, DS has almost been characterized as a "fraud".
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@Phyrex_Ni 不知道該說啥,拳頭大就是可以隨心所欲,經典的霸權式主義。關稅武器化的結果就是市場不確定性大增,後面宏觀的混亂應該是可以預見的,反正懂王到時再甩鍋即可,倒楣的依然是百姓,只是這次是各國隨機且輪著倒楣 lol🤡
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@Ponkeeeeee I am Taiwanese. Don’t worry, Taiwan will never dare to fight back...🤣 Also, regarding rare earths, why do you think Trump is targeting Greenland?🤪
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@Ponkeeeeee If it can reach $160 by the end of this year, I will be very, very satisfied.🥳 In addition, I think the ban has multiple and interactive effects. It doesn’t mean that it has no impact just because it is banned. Usually this has a blow to the entire industry.🧐
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