ilmscore | Warning: If You Hold AMD or Nvidia Stock… GET READY

Warning: If You Hold AMD or Nvidia Stock… GET READY

Published: 2025-12-10
Status: Analyzed

Predictions from this Video

Total: 7
Correct: 0
Incorrect: 0
Pending: 7
Prediction
Topic
Status
Microsoft is predicted to stop competing in the AI chip wars.
"I don't think Microsoft is going to compete much longer in this chip wars kind of theme."
MSFT
Pending
If the AI bubble pops or AI chip demand falls below expectations in the next couple of years, Nvidia's stock will be significantly negatively impacted.
"If the AI bubble does pop or if the demand for some of those chips does uh does come under what we expect over the next couple of years, Nvidia will be the stock to get hit."
NVDA
Pending
AMD's annual revenue growth is predicted to increase to 35%.
"I think it goes higher. I think it goes to 35% which is what CEO Lisa Sue said we could get."
AMD
Pending
AMD's operating margin is predicted to increase due to competitive advantages from its 450 series GPUs and new products, surprising Wall Street and driving its stock price higher.
"I think AMD with its 450 series I think it starts having that competitive advantage in those GPUs as well as some of the other products it's launching. I think it's able to raise its prices. I think it gets that operating margin up and I think that shocks Wall Street. I think that keeps these these shares keep on going up."
AMD
Pending
AI will shift to local device usage (edge AI/NPUs) in phones, laptops, cars, and wearables, leading to instant responses, lower power use, and less reliance on data center GPUs.
"because AI is going to be used locally on your devices rather than some faraway data centers, edge AI and NPUs are being developed for phones, laptop, cars, wearables, bringing AI directly to your device. That means instant responses, lower power use, and less reliance on those expensive data center GPUs."
Edge AI / NPUs
Pending
The AI chip market will segment into multi-billion dollar growth areas: training GPUs (Nvidia, AMD), inference ASICs (Alphabet, Amazon, Meta, Broadcom), adaptive FPGAs (AMD, Intel), and edge NPUs (Qualcomm, AMD, Intel, Nvidia).
"Training GPUs from Nvidia and AMD are going to run into inference AS6 made by Alphabet, Amazon, Meta and Broadcom, or adaptive FPGAAS from AMD and Intel. And then edge NPUs from Qualcomm, AMD, Intel, and Nvidia. Each type with the potential for multi-billion dollar growth."
AI Chip Market Segmentation
Pending
The AI stock bubble is predicted not to pop for at least another 12 to 18 months from the video publication date (2025-12-10).
"I don't think that happens for at least 12 to 18 months."
AI Bubble
Pending