Does AMD have what it takes to overtake Nvidia on stock performance in the next few years? Most investors assume Nvidia will continue to dominate — and AMD will remain a distant second. In this piece, I’ll walk you through why AMD’s positioning in the AI cycle could lead to an outcome few are prepared for. This article was originally published on I/O Fund on June 20, 2025
Loved this breakdown—while NVIDIA dominates the headlines, AMD is quietly building serious AI momentum.