Uploaded April 2025 | Updated September 2026, 2 weeks ago
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AMD is one of the largest chip companies in the world, and the only other major player within the GPU space aside from Nvidia. As such, you would think that AMD has been crushing it, given all of the demand and hype for GPUs to run massive data centers and train AI models, but this is not how things have played out. In fact, AMD has been in a full-on bear market, falling 66% within the last year, which translates to a market cap loss of $243 billion. Normally, such underperformance can be blamed on poor leadership and stagnation, as with Intel, but AMD is the exact opposite. Under Lisa Su’s leadership, AMD has quite literally risen from the dead, become a strong competitor in the desktop CPU space, and become a viable GPU maker. Yet, none of this has given them the hype or returns that Nvidia has enjoyed. This video analyses the various reasons why AMD hasn’t been able to capitalize on the AI boom despite making GPUs and being extremely agile and tactical.
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silomarkets.com/logic
Free Weekly Newsletter With Insiders:
logicallyanswered.co
Socials:
instagram.com/hariharan.jayakumar
Discord Community:
discord.gg/SJUNWNt
Timestamps:
0:00 - The State Of AMD
0:44 - The Unbelievable Comeback
10:13 - Nvidia Bets Elsewhere
15:33 - Playing Catch Up
Resources:
pastebin.com/HFJdWBVJ
Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
silomarkets.com/disclosures
Disclosure: This video is sponsored by Incogni. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Take your personal data back with Incogni! Use code LOGICALLYANSWERED at the link below and get 60% off an annual plan: incogni.com/logicallyanswered
AMD is one of the largest chip companies in the world, and the only other major player within the GPU space aside from Nvidia. As such, you would think that AMD has been crushing it, given all of the demand and hype for GPUs to run massive data centers and train AI models, but this is not how things have played out. In fact, AMD has been in a full-on bear market, falling 66% within the last year, which translates to a market cap loss of $243 billion. Normally, such underperformance can be blamed on poor leadership and stagnation, as with Intel, but AMD is the exact opposite. Under Lisa Su’s leadership, AMD has quite literally risen from the dead, become a strong competitor in the desktop CPU space, and become a viable GPU maker. Yet, none of this has given them the hype or returns that Nvidia has enjoyed. This video analyses the various reasons why AMD hasn’t been able to capitalize on the AI boom despite making GPUs and being extremely agile and tactical.
Earn Cash Back On Stocks: Up To $5,000 Per Year
silomarkets.com/logic
Free Weekly Newsletter With Insiders:
logicallyanswered.co
Socials:
instagram.com/hariharan.jayakumar
Discord Community:
discord.gg/SJUNWNt
Timestamps:
0:00 - The State Of AMD
0:44 - The Unbelievable Comeback
10:13 - Nvidia Bets Elsewhere
15:33 - Playing Catch Up
Resources:
pastebin.com/HFJdWBVJ
Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
silomarkets.com/disclosures
Disclosure: This video is sponsored by Incogni. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
