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u/Miamiownz

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AMDr/ValueInvestingDiscussionbullish
u/Miamiownz · 5d ago1 prior · awaiting results

NVDA vs AMD for a 3–5 year buy and hold?

AMD can capture significant percentage upside by gaining 10–15% of the data center GPU market through competitive pricing and memory advantages without needing to displace Nvidia, though ROCm tooling maturity remains a key execution risk.

At post $528.75Now $459.04-13.2% since postedas of Aug 24, 1:28 PM ET
original post →
$NVDAr/ValueInvestingDiscussionneutral
u/Miamiownz · 5d ago1 prior · awaiting results

NVDA vs AMD for a 3–5 year buy and hold?

Nvidia is the undisputed AI leader with a durable CUDA moat, superior networking, and strong cash flow, but its massive market cap limits upside potential before growth plateaus, especially as major tech firms develop proprietary ASICs.

At post $214.13Now $209.31-2.3% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.