《The Next Massive Phase of AI Has Begun (NVDA, AMD, and PLTR Holders Get Ready)》
对当前买入AMD持看空/中性态度，理由是资本回报率不佳且估值过高依赖未来增长，并表示除非营收预期有误，否则可能不会买入。
如果你持有Nvidia、AMD或Palantir的股票，你会被告知要持有，逢低买入，并加强你的仓位，因为一波数十亿美元的浪潮即将到来。
If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.
嗯，后者是AMD，这个频道的追随者也称之为“AMD坚果”。这很有趣，因为AMD似乎是 weakest link 或例外。它不是像Palantir那样被媒体炒作的股票，也不是像Nvidia那样的王者。
它是替代品。所以，让我们看看这是否真的使它成为一个更好的购买选择。
Well, the latter is AMD, also known to this channel's followers as " AMD Nuts". This is interesting because AMD seems to be the weakest link or the exception. It is not a media-hyped stock like Palantir, nor is it a king like Nvidia.
It's the alternative. So, let's see if that actually makes it a better buy.