AMD vs TSM· which do the legends prefer?
TSM scores slightly higher (16 vs 0), but the gap is modest — each deserves its own research within its layer.
No score (not held by tracked investors)
▲ MI-series accelerators offer a credible second source.
▼ Software ecosystem lags; share still small.
- David Tepper · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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