AMD “Hot Bae Nvidia的漂亮丑继妹”：Redditor预计到年底股票将达到450美元

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AMD 'The Nice Ugly Stepsister Of Hot Bae Nvidia': Redditor Sees Stock Reaching $450 By Year EndAMD “Hot Bae Nvidia的漂亮丑继妹”：Redditor预计到年底股票将达到450美元


[color=var(--time-bar-color, #c3c3c3)]Benzinga· 04:12




NICE (7139.MY)

0.130

-3.70%

美国超微公司 (AMD.US)

179.730183.000

-0.93%[color=var(--text-gray48, #7A7A7A)]+1.82%

Meta Platforms (META.US)

505.520507.750

+1.87%[color=var(--text-gray48, #7A7A7A)]+0.44%

英伟达 (NVDA.US)

903.720910.670

+1.09%[color=var(--text-gray48, #7A7A7A)]+0.77%

In a post echoing their triumphant Nvidia Corp. (NASDAQ:NVDA) prediction, Reddit user 1ncehost turns to Advanced Micro Devices Inc (NASDAQ:AMD), calling it "the nice ugly step sister of hot bae Nvidia."

在一篇回应英伟达公司（纳斯达克股票代码：NVDA）胜利预测的帖子中，Reddit用户1ncehost求助于先进微设备公司（纳斯达克股票代码：AMD），称其为 “辣妹英伟达漂亮的丑陋继妹”。

Expect the stock to soar to $450, 1ncehost wrote.

1ncehost写道，预计该股将飙升至450美元。

DD: I DD'd the nvidia run up last year ($250->$700) and was right. Now I have a new prediction
byu/1ncehost inwallstreetbets

DD：我去年 nvidia 上涨了（250 美元->700 美元），说得对。现在我有了一个新的预测
byu/1ncehost inwallstreetbets

Backed by their track record and due diligence, 1ncehost challenges skepticism surrounding AMD's valuation and Nvidia's dominance.

在业绩记录和尽职调查的支持下，1ncehost挑战了围绕AMD估值和Nvidia主导地位的怀疑。

Also Read: What's Going On With AMD Stock?

另请阅读：AMD 股票怎么了？

AI To Fuel 50% Surge In AMD Revenue

人工智能将推动 AMD 收入激增 50%

The Redditor's thesis hinges on AMD's potential for exponential revenue growth, narrowing the income gap with Nvidia. They anticipate a remarkable 50% surge in revenue, fueled by the burgeoning demand for AI accelerators.

Redditor的论点取决于AMD收入指数增长的潜力，从而缩小了与Nvidia的收入差距。他们预计，在对人工智能加速器的需求不断增长的推动下，收入将显著增长50％。

1ncehost highlights the imminent release of MI300X reviews as a potential game-changer. "AMD is capable of being as fast or faster than Nvidia," they asserted.

1ncehost 强调即将发布的 MI300X 评论可能改变游戏规则。他们断言：“AMD能够与Nvidia一样快或更快。”

Capitalizing On Surging Demand For AI Accelerators

利用对 AI 加速器的激增需求

Furthermore, they view Nvidia's supply constraints as an opening for AMD to seize market share. With Meta Platforms Inc (NASDAQ:META) poised as a major customer, AMD stands to capitalize on the surging demand for AI accelerators.

此外，他们将Nvidia的供应限制视为AMD夺取市场份额的机会。随着Meta Platforms Inc（纳斯达克股票代码：META）有望成为主要客户，AMD将利用对人工智能加速器激增的需求。

The Redditor underscores AMD's scalability and competitiveness as catalysts for significant market penetration.

Redditor强调了AMD作为显著市场渗透率的催化剂的可扩展性和竞争力。

15-20% Market Share To Lead AMD Stock To $450

15-20％的市场份额将使AMD股价升至450美元

Central to 1ncehost's forecast is AMD's potential to capture a substantial portion of the AI accelerator market. They posit that securing 15-20% market share could propel AMD's stock to $450 by year-end. Anticipation mounts for the post-MI300X reviews, with Q2 anticipated as a pivotal period for AMD's earnings growth.

1ncehost预测的核心是AMD有可能占领人工智能加速器市场的很大一部分。他们认为，确保15-20％的市场份额可能会推动AMD的股票在年底前升至450美元。对MI300x之后的审查的预期越来越高，预计第二季度是AMD收益增长的关键时期。

The Redditor is invested in two call option contracts: one with a strike price of $190 and an expiration date of June 21 and the other with a strike price of $200 and an expiration date of Oct. 18.

Redditor投资了两份看涨期权合约：一份的行使价为190美元，到期日为6月21日，另一份的行使价为200美元，到期日为10月18日。

It remains to be seen whether AMD will deliver on the bullish ascent that the user anticipates.

AMD 是否会实现用户预期的看涨势头还有待观察。