AMD 'The Nice Ugly Stepsister Of Hot Bae Nvidia': Redditor Sees Stock Reaching $450 By Year End
AMD 'The Nice Ugly Stepsister Of Hot Bae Nvidia': Redditor Sees Stock Reaching $450 By Year End
In a post echoing their triumphant Nvidia Corp. (NASDAQ:NVDA) prediction, Reddit user 1ncehost turns to Advanced Micro Devices Inc (NASDAQ:AMD), calling it "the nice ugly step sister of hot bae Nvidia."
在一篇回應英偉達公司（納斯達克股票代碼：NVDA）勝利預測的帖子中，Reddit用戶1ncehost求助於先進微設備公司（納斯達克股票代碼：AMD），稱其爲 “辣妹英偉達漂亮的醜陋繼妹”。
Expect the stock to soar to $450, 1ncehost wrote.
1ncehost寫道，預計該股將飆升至450美元。
DD: I DD'd the nvidia run up last year ($250->$700) and was right. Now I have a new prediction
byu/1ncehost inwallstreetbets
DD：我去年 nvidia 上漲了（250 美元->700 美元），說得對。現在我有了一個新的預測
byu/1ncehost inwallstreetbets
Backed by their track record and due diligence, 1ncehost challenges skepticism surrounding AMD's valuation and Nvidia's dominance.
在業績記錄和盡職調查的支持下，1ncehost挑戰了圍繞AMD估值和Nvidia主導地位的懷疑。
Also Read: What's Going On With AMD Stock?
另請閱讀：AMD 股票怎麼了？
AI To Fuel 50% Surge In AMD Revenue
人工智能將推動 AMD 收入激增 50%
The Redditor's thesis hinges on AMD's potential for exponential revenue growth, narrowing the income gap with Nvidia. They anticipate a remarkable 50% surge in revenue, fueled by the burgeoning demand for AI accelerators.
Redditor的論點取決於AMD收入指數增長的潛力，從而縮小了與Nvidia的收入差距。他們預計，在對人工智能加速器的需求不斷增長的推動下，收入將顯著增長50％。
1ncehost highlights the imminent release of MI300X reviews as a potential game-changer. "AMD is capable of being as fast or faster than Nvidia," they asserted.
1ncehost 強調即將發佈的 MI300X 評論可能改變遊戲規則。他們斷言：“AMD能夠與Nvidia一樣快或更快。”
Capitalizing On Surging Demand For AI Accelerators
利用對 AI 加速器的激增需求
Furthermore, they view Nvidia's supply constraints as an opening for AMD to seize market share. With Meta Platforms Inc (NASDAQ:META) poised as a major customer, AMD stands to capitalize on the surging demand for AI accelerators.
此外，他們將Nvidia的供應限制視爲AMD奪取市場份額的機會。隨着Meta Platforms Inc（納斯達克股票代碼：META）有望成爲主要客戶，AMD將利用對人工智能加速器激增的需求。
The Redditor underscores AMD's scalability and competitiveness as catalysts for significant market penetration.
Redditor強調了AMD作爲顯著市場滲透率的催化劑的可擴展性和競爭力。
15-20% Market Share To Lead AMD Stock To $450
15-20％的市場份額將使AMD股價升至450美元
Central to 1ncehost's forecast is AMD's potential to capture a substantial portion of the AI accelerator market. They posit that securing 15-20% market share could propel AMD's stock to $450 by year-end. Anticipation mounts for the post-MI300X reviews, with Q2 anticipated as a pivotal period for AMD's earnings growth.
1ncehost預測的核心是AMD有可能佔領人工智能加速器市場的很大一部分。他們認爲，確保15-20％的市場份額可能會推動AMD的股票在年底前升至450美元。對MI300x之後的審查的預期越來越高，預計第二季度是AMD收益增長的關鍵時期。
The Redditor is invested in two call option contracts: one with a strike price of $190 and an expiration date of June 21 and the other with a strike price of $200 and an expiration date of Oct. 18.
Redditor投資了兩份看漲期權合約：一份的行使價爲190美元，到期日爲6月21日，另一份的行使價爲200美元，到期日爲10月18日。
It remains to be seen whether AMD will deliver on the bullish ascent that the user anticipates.
AMD 是否會實現用戶預期的看漲勢頭還有待觀察。
Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。