Comment by Ologn

I am saying several different things. For your question, the farther out in the future, the more uncertain it is. The stock analyses from the middle of last year which talked about the threat of AMD in a more immediate tone were obviously wrong. Some of the analysis now that talks about the short-term threat of AMD does not jibe with what programmers here working with AMD have said in threads this week. Or what George Hotz or others are saying about buggy AMD chips.

One point is we here know certain things here that stock analysts looking at the last quarterly report do not. The short-term threat of AMD was certainly overstated by Wall Street last year, and in my opinion still is.

If we stop talking in terms of months and start talking in terms of years, it is harder to tell. Maybe AMD will get its act together and give Nvidia a run for its money. Maybe not. For 2025, I don't think AMD will have much effect on Nvidia though.