‘ROCKSTAR CEO': Why veteran trader says AMD's Lisa Su is ‘special'

Core Viewpoint - The discussion centers around the performance of Nvidia and AMD in the AI sector, highlighting Nvidia's significant year-to-date growth and SoftBank's recent stock sale, which is perceived as having minimal impact on Nvidia's market position [1][2]. Company Performance - Nvidia has seen a year-to-date increase of over 44%, with a market capitalization of approximately $4.7 trillion [1]. - AMD's CEO, Lisa Su, announced expectations of tens of billions in AI data center revenue and aims for a double-digit market share in sophisticated AI chips by 2027 [3][4]. Market Dynamics - The AI trade remains robust, with AMD's recent performance positively influencing the NASDAQ [3]. - There is a belief that the AI sector may need to consolidate after a parabolic rise in the last six weeks, but the overall trend in AI and quantum computing remains favorable [6][7]. Investment Sentiment - The speaker expresses a stronger investment belief in AMD compared to Nvidia, citing confidence in Lisa Su's leadership since 2014 [4][5]. - The broader market has shown resilience, with a reference to historical investment strategies akin to Warren Buffett's approach of buying during market downturns [7][8].