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。