CandlePilot
263 posts

CandlePilot
@CandlePilot
19/Stocks and shares ISA/Documenting the Journey. £300 invested weekly, Join my journey as I upload everything. Will also upload news
United Kingdom Inscrit le Eylül 2025
1.1K Abonnements794 Abonnés
Tweet épinglé

@TheBallZoneX If Ronaldo said this about Argentina, the media would call him obsessed and bitter.
But when a manager says it because it's completely true, suddenly everyone goes quiet.
English


Y’all never get it. 😂 We don’t clown people for flying commercial, we clown people who clown us for flying commercial then turn around and fly commercial. 😂
DatPiff@DatPiff
Some rappers are just smart with their money. Flying commercial doesn’t mean you’re broke. We gotta stop that narrative…
English

@pinetree1981 It’s wild how certain anime songs became the official, permanent soundtrack for Japanese summers.
English

$NVDA may have won the first round of AI.
But I don't think the story ends there.
Everyone asks the same question:
“Can $AMD beat $NVDA?”
I think that might be the wrong way to look at it.
The AI market is moving so fast that the bigger question is whether $NVDA can realistically capture the entire opportunity.
Right now, $NVDA is the undisputed leader. Its GPUs power much of the AI revolution, and its CUDA software ecosystem gives it one of the strongest advantages in technology.
But history shows that huge markets rarely belong to one company forever.
$AMD doesn’t need to take $NVDA crown to be successful. It only needs to become a major supplier in a market that could be worth hundreds of billions over the coming years.
That is what makes $AMD interesting.
The company already knows how to compete against dominant players. It spent years taking CPU market share from Intel, proving it can close large gaps through better products and execution.
Now it is trying to do something similar in AI accelerators.
The challenge is that NVIDIA is not standing still. Its advantage goes beyond chips — it has software, networking and a huge developer ecosystem that took years to build.
At the same time, the AI market is changing. Companies like $MSFT , $AMZN and $GOOGL are investing heavily in their own chips, while $AVGO is becoming a major player in custom AI silicon.
This could mean the future of AI is not one company winning everything.
It could be a world where $NVDA owns the premium market, $AMD captures a meaningful share, and other players win in specialised areas.
That is the debate I find interesting.
$AMD does not need to become the next $NVDA to create a great investment return. It just needs to prove it can become one of the essential companies powering the next generation of computing.
The biggest mistake investors make is assuming the first winner owns the entire market.
Sometimes the biggest opportunities come from the companies that challenge the leader.

English

@NoContextHumans Has to be one of the most useful things created in recent times!
English

@symplyDAPO Can't escalate that fast over that, must have some been something else!
English


@odagiri7yxv She probably wasn't even told what to do, can't blame her for that.
English

Guess nobody ever told him, “Don’t run with scissors.
RF@Eldaayn17
Drawing rice fields and landscapes, like my activities when I was in elementary school.
English






















