Holding
AMDAMD
Primary AI GPU competitor to NVDA with 37.8% revenue growth. MI300 series chips are increasingly adopted for AI inference, relevant to SpaceX's AI data center ambitions.
weight · 6.00%
SPY+0.60%QQQ+0.66%NVDA+0.67%MSFT−0.83%AAPL−1.25%GOOGL+1.94%META+0.29%AMZN−1.80%TSLA−0.21%AVGO−1.09%SPY+0.60%QQQ+0.66%NVDA+0.67%MSFT−0.83%AAPL−1.25%GOOGL+1.94%META+0.29%AMZN−1.80%TSLA−0.21%AVGO−1.09%
