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Jim Cramer Says “Lisa Su at AMD is Challenging Nvidia at Its Own Game”
Yahoo Finance· 2025-11-03 16:06
Group 1 - Advanced Micro Devices, Inc. (AMD) is recognized for its competition with NVIDIA, with CEO Lisa Su leading the charge in the GPU market [1][2] - AMD's stock experienced a 7.6% increase, reaching a new high, attributed to supply constraints and advancements in quantum computing in collaboration with IBM [2] - The company maintains a focus on traditional PCs while also expanding into AI and GPU markets, showcasing strategic thinking by the CEO [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to AMD, despite AMD's strong performance [2] - AMD designs and manufactures a range of products including processors, graphics cards, and AI accelerators for computing and data center applications [2]
Quantum Corporation: Quantum Only In The Name (NASDAQ:QMCO)
Seeking Alpha· 2025-10-24 11:43
Yesterday’s trading session brought another reminder of how detached markets can become from reality, especially when discussing “quantum” concepts. Investors seem to love the word. Quantum Corporation (NASDAQ: QMCO ), a company that has nothingI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced ...