《Ca$htag$: NVDA "Perfectly Positioned" in AI Trade, AMD, AVGO & INTC Gain Speed》
AMD正在迎头赶上，有望在市场中确立第二的位置，从而创造潜在盈利能力。
具体来说，我非常看好AMD。我认为他们正在做令人惊叹的事情来追赶并确立第二的位置，这可能非常有利可图。
Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.
是的，安迪，如你所知，我们看到英伟达基于期货估值，即使在此刻，与你提到的许多竞争对手（如AMD和英特尔）相比，看起来也便宜。
Yes, Andy, as you know , we've seen Nvidia, based on futures valuation, look cheap compared to many of the competitors you mentioned, such as AMD and Intel, even at this point.
那么，让我问你这个问题，安迪。我认为人们不应高估那张显示AMD在需求方面略高于英伟达的图表。
So, let me ask you this, Andy. So, I think one shouldn't overestimate that graph where AMD appears slightly higher than Nvidia in terms of demand.