《NVIDIA Made Me Rich. I'm Buying This Stock Next.》
AMD 基本面强劲且具备长期潜力，但因增长预期已被计入及摊薄风险，当前估值相对同业偏高；与 Micron 相比，并非当下最佳买入选择。
如果你在仅仅一年前把1万美元投入AMD股票，今天你就会拥有超过3.5万美元。这两家公司的股价都一飞冲天，因为它们都生产人工智能数据中心无法承受其成本的芯片。
If you had invested $10,000 in AMD stock just one year ago, you would have over $35,000 today. The stock of both companies has skyrocketed because they both manufacture chips that artificial intelligence data centers cannot afford to produce .
那么，让我解释一下过去几年我为什么选择Micron而不是AMD，以及我今天对这两只股票的看法。为什么人工智能及其相关标的会让这两家公司的股价上涨，又是什么让我在多年前选择Micron而不是AMD，并一直坚持到今天？
So, let me explain why I chose Micron over AMD over the past few years , and what I think of both stocks today. Why did artificial intelligence and proxies cause the stocks of both companies to rise, and what made me choose Micron over AMD years ago and stick with it to this day?