---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/32942451.md"
description: "$AMD(AMD.US)Reviewed yesterday's surge, mainly due to a report from Wall Street analysts stating that AMD has successfully expanded its chiplet technology, which was previously not very successful, to the computing card sector, where Nvidia is also strong. It is said that MI450 will make significant progress because of this, and Nvidia has already learned about it and had to redesign the next-generation Rubin computing card to ensure continued absolute leadership.Logically, there is no major issue, but is it too optimistic? Let's see if more sources come out. Overall, the sentiment and market atmosphere provide a good upward space. $Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)"
datetime: "2025-08-14T01:43:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/32942451.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/32942451.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/32942451.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $AMD(AMD.US)Reviewed yesterday's surge, mainly due…


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- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
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## Comments (18)

- **engineer · 2025-08-14T14:11:19.000Z**: nvidia 已经辟谣了。
- **新用户_LBqmaL · 2025-08-14T13:40:55.000Z**: Okay, StockPro
- **傻萌娃 · 2025-08-14T06:23:28.000Z**: influencer is awesome
- **股圈和珅 · 2025-08-14T03:35:07.000Z**: Just increase your position. AMD has already surpassed NVIDIA, and Jensen Huang will definitely take action.
  - **john weaK** (2025-08-14T07:37:03.000Z): NVDA's market cap is more than ten times that of AMD, and NVDA has undergone a stock split.
  - **股圈和珅** (2025-08-14T13:48:59.000Z): I know, I'm talking about the present
- **佳昊研究 · 2025-08-14T03:08:49.000Z**: Did you recently increase your position in day trading?
  - **晓风 morning_wind** (2025-08-14T03:29:46.000Z): What does shovel mean?
  - **赚了就跑的牛牛** (2025-08-14T04:43:54.000Z): What is a shovel
  - **佳昊研究** (2025-08-14T05:31:36.000Z): It's Dazi.
- **Mirko的交易思考 · 2025-08-14T02:50:58.000Z · 👍 1**: I see, so that's why these two diverged. Yesterday, NVIDIA fell while AMD rose.