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“there are others that are dying for something else, but they can't get it from another supplier”
@jukan05
Neo-clouds desperate for a non-Nvidia GPU alternative create structural demand tailwind for AMD's AI chip lineup.
AMDLONG@ $526.06
$482.77-8.23%
since call Jun 19
peak +5.7%
“Jensen Huang is effectively threatening neo-clouds implying that Nvidia could cut their chip allocations if they don't buy Nvidia's full stack.”
@jukan05
Jensen jail confirms NVDA's moat is coercive — 90%+ share and CUDA lock-in make its pricing power structurally durable.
NVDALONG@ $212.98
$199.71-6.23%
since call Jun 19
peak +2.3%
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