Jose Najarro Stocks 对 $AMD 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
每个 GPU 需要多少 CPU？ARM、英特尔和 AMD 在过去几个月里都跳空高开。
How many more CPUs you need per GPU which ARM Intel AMD have all gapped up over the past couple months.
可能是 SpaceX。是的，绝对可能是英伟达的独家供应商。这是关键部分。有一些非常大的名字，但他们从 AMD 采购。他们要么有自己的定制 TPU。
It could be SpaceX. Yeah, definitely could be an like exclusive to Nvidia as well. That's the important part. There's there's very big names but they buy from AMD. they buy from in like they either have their own custom TPUs.
这次财报电话会议让你对 AMD 有何感受？我仍然看好。我的意思是，算力受限，对吧？算力受限。所以，你将会买到所有能买到的芯片——虽然情况并非总是如此，但我们目前正处于这样一个市场环境中：你会买下所有能获得的芯片。
How does this call make you feel about AMD? Um, I'm still good. I mean, compute constraint, right? Compute constraint. So, you're going to be able to we're it's not always like this, but we're currently in the market where um you're going to buy all the chips you can get.
对我来说，我看多 AMD 的逻辑从来都不是它会摧毁 Nvidia。正因如此，我依然认为这对 AMD 来说是利好。
Um now, for me, my bullish thesis has never been AMD was going to destroy Nvidia. And for that reason, I still believe this is strong for for AMD.
不，不。无论发生什么，AMD 的增长都会到来，因为市场本身在增长。随着 Helios 机架的推出，增长是存在的。
No. No. AMD's growth is coming no matter what because the market is is growing. AMD with the Helios rack is is coming out. So the growth is there.
就像对待 Nvidia 一样，他们看到了未来几年对 AMD MI400 系列的需求。已经讨论过的 MI500 系列，在今日财报和电话会议后并未改变，因此我不预期增长方面会有任何变化。
Just like with an Nvidia they see a couple of years out the demand for AMD's MI400 series. There is MI500 series that already talked about that didn't change after today's report and call and so I don't expect anything to change with regards to the growth.