AMD凭借其在机器人和物理AI芯片领域的主导地位，到2027/2028年将拥有万亿美元市值公司中最高的增长率，并可能跑赢Nvidia。

So, it was a good day for AMD , rising over $10,000.

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

And then there's AMD.

And remember, when we're talking about Micron, they sell a lot of memory to companies like Nvidia and AMD for their various chipsets.

Meanwhile, AMD shares have risen 138% this year. Or not this year, but rather since the last batch of Nvidia shares were sold. So, AMD shares are essentially performing more than 10 times better than Nvidia , right?

And since the last batch was sold, the Q- s have also been outperforming Nvidia.

AMD investors , get ready. An incredible move is beginning in a few hours. my understanding from that video is that AMD is probably going to establish itself as the number one successful player in robotics chips.

my impression from AMD's latest moves in that interview with Lisa Su yesterday was that AMD has established itself as the number one player in the long term in terms of selling chips for physical AI and how it relates to software and all that, right?

but AMD has some structurally unique assets that could help it outperform Nvidia in certain real-world applications like robotics. AMD's unique position rests on two main strategic pillars.

So, AMD bought Xilinx a few years ago , right ? As far as I remember, this was an acquisition in 2020-2021, 2022 or 2022. I think, when they bought Xilinx, it was a 2022 acquisition, right?

And so, they have now integrated Xilinx very well into the company at this point.

And so, AI believes that Xilinx is going to be a huge key to AMD's success in the coming years. They also believe that this latest move by AMD puts AMD in a better position than Nvidia, right?

And they talk about dominance in extreme environments. Real- world computing includes applications in aerospace and industrial automation. AMD has a long-established history of building radiation- tolerant modular chips. Modular chip used by NASA.

The point is, the AI believes that AMD will probably surpass Nvidia, right? the question of AMD potentially being ahead of Nvidia and being in the number one best position for robotics is actually quite interesting.

It's quite interesting to get an answer to this question when LLMs are probably running on Nvidia chips , isn't it ? And so, the gist of this story is, AMD is the best stock, right?

They will have the best growth rate of anyone else in the trillion-dollar club. And there is no question about it. It's not like , " Hmm, I do n't know." No, no. Their growth rate will be the best among trillion-dollar companies in 2027 or 2028.

And in my opinion, there's no debate about that, right?

And that's the main reason I invested in AMD , right? I was watching this huge wave of AMD growth coming , and it's amazing, isn't it ? And we've started to see the beginnings of this over the last few quarters , but we'll see the real shape of this in the next year or two , right?

But now I'm looking at it and thinking, "I don't know. I'm not sure if I want to do this or not. " I'm thinking, "When the stock goes through its next big bull run , where I believe it's going to go above 1,000, right ?

Then, I might take some profit on AMD , but I might take a lot less profit than I originally wanted. Because now I'm looking at AMD and thinking, hey, this long-term opportunity could be a lot bigger than I initially thought , right?

And so, it's something that I'm considering right now, but I really think it's a big game- changer.

And so, the bottom line for the semiconductor trade is, listen, I'm building a huge bar next to my house right now , right? And please excuse the dirty windows in my house. They're all dirty because the guys are just messing around , right?

But there's going to be a lot of fun parties at that bar. And I can tell you that the semiconductor trade is still going to be a party." Hey, the party is on, and the biggest party in town is about AMD.

This is AMD. And so, they're the ones who are going to have the most fun. This is the party you should be at.

And then there's AMD, which is actually a real competitor to Nvidia, where a large portion of the new money coming from these big tech companies will go to AMD instead of Nvidia, which will put Nvidia in a more difficult growth environment after 2027.

AMD has the longest growth streak. Therefore, their growth rate will also be the longest and really very high. Growth rate. And so, everyone will feel this downturn in their income long before AMD takes effect.

And AMD will feel the impact too. But, in the case of AMD, it may drag on until 2029 or even 2030.

But, when we talk about the post-2030s , the opportunities for robots will start to open up. Right now, you know, that industry is very exciting. There is a lot of great work happening in robotics and real-world physical AI.

But, right now it's not such a big deal that everyone is buying robots for their homes or anything like that. These will be popular in the future, but that's not the case today, right?

This is the opportunity after 2030. And AMD seems to be in the best position for this.

Listen to AI. Listen to what they are saying. The Nvidia chips are telling you. Nvidia chips are telling you that AMD may actually be in a better position than Nvidia for this opportunity.

So, this is an interesting piece of information from Nvidia chips, right?

So, AMD is up 446% and 29% is waiting.