---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40447356.md"
description: "Watching $AMD(AMD.US) surge, first of all, congratulations to friends holding it for making money. Although I feel a bit sour holding $NVIDIA(NVDA.US), I still can't quite figure it out. AMD doesn't have NVIDIA's monopoly advantage, and its growth rate this year isn't as high as NVIDIA's. Currently, all computing power is in short supply, so there's demand for AMD. But once the supply and demand for computing power balance out, logically, AMD should be the most vulnerable one, right? So, from a business logic perspective, I really don't understand. I'd also like to ask the experts who think they understand the business logic to enlighten me.Also, don't just say it's because AMD has a smaller market cap, so money flowing in makes it surge, while NVIDIA has a large market cap, so it can't rise.If that's the reason, I can think of that too.I want to know if there's any business logic behind it 🤣"
datetime: "2026-05-06T00:45:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40447356.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40447356.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40447356.md)
author: "[英伟达de躺平交易员](https://longbridge.com/en/profiles/14754317.md)"
---

# Watching $AMD(AMD.US) surge, first of all, congrat…


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## Comments (32)

- **Tommy_Yang · 2026-05-06T11:06:44.000Z**: I'm here for you😂
- **新用戶_RALB7 · 2026-05-06T05:48:07.000Z**: AMD is rising because its CPUs are very strong, allowing for the deployment of a large number of CPU cores at a relatively low cost, which is useful for agents and other applications.
- **Akira-K · 2026-05-06T02:49:45.000Z**: Do you mean that if NVDA can meet all the market's computing power needs, the market won't need AMD as a backup supply chain alternative?
  - **英伟达de躺平交易员** (2026-05-06T02:51:22.000Z): Just saying, if it were you, which one would you buy first?
  - **Akira-K** (2026-05-06T03:39:57.000Z): If you understand the market economy better, you won't have this kind of question.
  - **HQQH** (2026-05-06T10:27:08.000Z): The premise you mentioned is that the products of the two companies are at the same level.
- **四顾 · 2026-05-06T02:29:56.000Z · 👍 1**: What's even more outrageous is that storage is rising so much, clearly sucking the funds over. Dazi, Lazi, and the like are really not up to the task.
  - **英伟达de躺平交易员** (2026-05-06T02:59:22.000Z): Sigh, watching others enjoy the good life😂
- **深海农夫 · 2026-05-06T02:12:03.000Z**: I personally think there are two reasons: 1. Dual tracks of CPU and GPU; 2. Strong earnings guidance.
  - **英伟达de躺平交易员** (2026-05-06T02:59:34.000Z): It should be about your logic
- **烤奶有毒 · 2026-05-06T01:38:20.000Z**: This time's earnings report follows the logic of Intel's rise, focusing on the CPU, not the GPU.
  - **英伟达de躺平交易员** (2026-05-06T01:39:44.000Z): That makes sense.
- **新用户_rBMHCH · 2026-05-06T01:33:31.000Z · 👍 2**: The demand for CPUs can only be said to have been overlooked before. Now that agents are exploding in popularity, it's definitely a good time to ride the hype and make a move. However, the current bottleneck for agents is not at all the speed of the CPU. This means this wave of demand is unlikely to
  - **英伟达de躺平交易员** (2026-05-06T01:40:07.000Z): Indeed
  - **新用戶_RALB7** (2026-05-06T05:50:39.000Z): You'll know the bottlenecks appear in many places once you actually try itCPU also has bottlenecks, and this bottleneck is hard to fully resolve through parallelizationMoreover, the key to a CPU boom 
- **乐急孝典麻 · 2026-05-06T01:26:30.000Z**: Precisely, as the idea matures, the resonance effect of AMD's GCPU will be stronger than a single-point advantage. The real danger lies with INTC and NVDA.
  - **炒股大师** (2026-05-06T09:09:30.000Z): No, Intel foundry is gone.
  - **乐急孝典麻** (2026-05-06T09:15:41.000Z): If production capacity is insufficient, by the time the ramp-up is complete, the market will have already been divided up.
- **oqbsvx · 2026-05-06T01:00:44.000Z · 👍 4**: Because the demand for CPUs has been repriced, AMD is stronger than NVDA in terms of CPUs.
  - **双双2026** (2026-05-06T01:09:48.000Z): Correct
- **Ling- · 2026-05-06T00:53:46.000Z**: All the stocks I bought are avoiding the bull market, I'm so awesome! 😁
  - **英伟达de躺平交易员** (2026-05-06T00:57:48.000Z): What are you holding?
  - **佳昊研究** (2026-05-06T01:02:01.000Z): Are you laughing at me? I hold Meta, TSLA, TSMC, Microsoft, NVIDIA.
  - **泼天的富贵** (2026-05-06T01:02:17.000Z): I'm the best