《What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now》
AMD凭借CPU顺风和市场份额提升具备高增长潜力，但47倍估值带来高波动性，适合采用定投策略。
好，第二家公司是你们想聊的那一家，就是 AMD。你看 AMD，它在这里是直接竞争对手，而它的过去 12 个月营收只有 410 亿美元。所以，它从 Nvidia 手中夺走的任何市场份额，都会对这项业务的增长产生巨大影响。
All right, the second company is one that you wanted to talk about. That is AMD. You look at AMD, it is a direct competitor here, and it only has 41 billion in trailing 12-month revenue.
So, any market share that it could take from Nvidia would be hugely consequential to the growth of this business.