Annie 所长|Sep 25, 2026 01:21
Is Su’s AMD the most underrated stock on this table?
White House state dinner main table watchlist:
1. Advanced Micro Devices (AMD)
Su, one of the most cost-effective players in AI chips, competing with NVIDIA in a differentiated way. Riding the wave of the AI agent era alongside muse, long seen as the leader of the second tier in AI.
2. Tesla (TSLA)
Elon Musk, covering everything from electric vehicles, energy storage, robotics, autonomous driving, to space computing power. The biggest story out there.
3. Apple (AAPL)
Tim Cook, a cash cow with an incredibly deep ecosystem moat. Stable product cycles and service business make it relatively more predictable.
4. NVIDIA (NVDA)
Jensen Huang, the absolute leader in AI computing power, with the deepest moat and high visibility on orders. The most central stock in this round of tech rally.
Everyone’s eyes are on Jensen, but the smart money is quietly scooping up AMD.
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