Selling my $AMD position and getting more concentrated in the companies I have the highest conviction in. My thesis on $NVDA is pretty simple: I believe AI infrastructure still has a ton of room to grow, and NVIDIA is in the best position to benefit. They have the GPUs, CUDA ecosystem, networking, and relationships with the biggest AI companies and cloud providers. $AMD is a great company, but I’d rather put that money behind the AI chip company I have the most conviction in. For me, that’s NVDA.
