買 amd 的反方意見

來源: CLM2020 於 2025-10-17 13:57:26 [檔案] [舊帖] [給我悄悄話] 閱讀數 : (3107 bytes)

本帖於 2025-10-17 13:58:30 時間, 由普通用戶 CLM2020 編輯

t is ridiculous that NVIDIA invested 100 billion in Open AI and the stock barely move, but Open AI said partner with AMD which will take years to become fruition and AMD pop until today. Listen if AMD goes up $1, NVIDIA should go up $10 because announcing partnership has proved nothing because it has accomplish nothing. It will take years and it does not guaranteed that it will accomplish anything what they said they want to do. Stop the stupidly to invest in AMD like this because they are years to decade behind NVIDIA. Look at the valuation and revenue, NVIDIA is more than 10 times AMD and it’s been like almost a decade.

評論 1：
真是太荒謬了，英偉達（NVIDIA）在 OpenAI 投資了一千億美元，股價幾乎沒有動；但 OpenAI 說要與 AMD 合作——一個要幾年才能見效的計劃——結果 AMD 股價一路飆升到今天。聽著，如果 AMD 漲 1 美元，英偉達就該漲 10 美元。因為“宣布合作”什麽都沒證明，也什麽都沒實現。這個合作要花上好幾年才能見成果，而且根本不能保證他們說的目標能實現。別再這麽愚蠢地投資 AMD 了，他們比英偉達至少落後好幾年，甚至十年。看看估值和收入——英偉達的規模是 AMD 的十倍以上，這種差距已經持續了快十年。

Nvidia is the xrp of the stock market. A lot of news and stock goes the opposite direction. Good or bad news. Look at the earnings call made records and stock dropped like a sack of bricks. Probably will hit $200 in 2027 and the minute it hits $195 and china says one thing it drops back down by $20. It’s a legit pump and dump. Meanwhile amd went from being $30 less than Nvidia to $70 more. In less than a couple months. What a joke.

評論 2：
英偉達就是股市裏的 XRP（瑞波幣）。消息一出，股價總是反著走——無論好消息壞消息。看看他們創紀錄的財報發布後，股價還是像石頭一樣直線下跌。照這樣下去，可能到 2027 年才會到 200 美元，一旦漲到 195 美元，中國那邊說一句話，又立刻跌回去 20 美元。這簡直是合法的“拉高出貨”。與此同時，AMD 從比英偉達便宜 30 美元，到現在貴出 70 美元，不到幾個月的時間。真是個笑話。