AMD’s AI business is just starting, with early signs of share gains from NVIDIA
AccBalanced · x · 2026-07-25
A repost of a market take argues that AMD’s AI success is still in the early stages and that the company is beginning to take share from NVIDIA.
The quoted thread also describes how Citrini’s team launched a limited-audience desk note product in late 2024, emphasizing that their call on AMD—written around OpenAI-related developments—was meant as a thoughtful, opinionated market view rather than a consensus trade.
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