AMD Vs. Nvidia: Bet On AMD The Underdog (NASDAQ:NVDA)

Nvidia ( NVDA ) is probably the best company in AI today. Its growth, margins, and scale are extraordinary, and its CUDA ecosystem has created a level of network effect and the resultant customer lock-in that few companies haveI run my own boutique law firm, focusing on investment transactions and disputes. Trained at top U.S. law schools and leading Wall Street law firms, I write here primarily to sharpen my own thinking and to engage with my followers. I endeavor to respond to any substantive comments on ...