I didn't even look at the original posts; you just said, "If you look back to February of last year in this thread, you will se me predicting AMD will come close to catching nVidia". All I am saying is that since February 2024, Nvidia's stock has nearly tripled while AMD's has mostly stagnated/gone down. Maybe you meant that in terms of revenue, or purchases, or reputation, or technical superiority, AMD would be close to NVDA...but in terms of stock price, that clearly hasn't happened. Fundamentally, that's what this forum should be about: making good investments, no? Don't be such a snowflake, poisoning the well... What do you mean by this? As far as I've read, 80+% of the share of the GPU space belongs to nVidia. I can't tell if you are trolling, because here is what we do know: 18 months ago, you said that AMD would be close to NVDA. Looking at the stock price, I don't see how you could consider that prediction validated. You'd have been much better buying NVDA than AMD over that timespan. Yet here we are, and you are the one pretending that you "called it exactly correct".
I have never talked about short term price fluctuations. Well, that's not entirely accurate. I've talked about my view on how short term fluctuations are gambling and not knowable by anyone. I've never used the term "fool's errand" but I' using it right now. Every post I make is about the future and 2 to 10 year technology horizons. I'm on top of AMD, the processes they use, the processes they plan to use, how TSMC is coming along with current and future process nodes, and details of business performance including product supply and manufacturing inputs. I'm an investor. I have many times acknowledged that 98% of people who buy stocks see randomly fluctuating numbers and an opportunity to gamble on them. I look past the numbers and toward the companies themselves. That is the topic of every one of my posts. If you think the market is always right then it is absolutely vital to understand the business. Since you trust the market to understand the business, a business that is prospering will be reflected in the market price. If you believe the market makes mistakes, it is absolutely vital to understand the business. In this scenario, the goal is to find price anomalies where the company is under priced and purchase them below market. Some investors also try to capitalize on over priced equities. I do not. For the rest of the traders (98% of people), enjoy the randomly changing numbers. Please accept my best wishes for good luck and prosperity.
I'll just leave this here and people can judge my content for themselves. This post is not from April 2025. It's from April 2024. Before Zen 5. People were still talking about the new AM5 socket for Zen4 forcing motherboard upgrades and the high cost of DDR5. Intel was the top dog. nVidia absolutely dominated the GPU market with their 4000 series parts. nVidia was hitting their stride in AI with no one else even close. It shows how much can be understood about a company and the market it operates in, by following closely and rejecting noise.
I think your guys argument was simply a misunderstanding. @TomB16 mentioned AMD catching up to NVDA and said he called it, and Rolexian understood that to mean that Tom meant that should be reflected in the stock price, which he pointed out is obviously not true. I don't see any bad faith here, just a misunderstanding about what is being talked about by each person. Anyways, I'm personally invested in both, so I'm hedged for either's success and enjoying while they're both succeeding.
I think this might be what happened, but even then I'm not sure where he gets his numbers that AMD has caught up to NVDA in GPU sales.
