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Jim Cramer Says “Lisa Su at AMD is Challenging Nvidia at Its Own Game”
Yahoo Finance· 2025-11-04 00:06
公司表现与市场动态 - 公司股票在10月24日上涨7.6%至新高 [2] - 公司被Jim Cramer视为长期表现优异者并考虑持有 [1] - Jim Cramer本人同时持有该公司和Axon的股票 [1] 公司战略与产品优势 - 公司设计并制造处理器、显卡、AI加速器及嵌入式解决方案 [2] - 首席执行官Lisa Su在致力于GPU业务的同时未放弃传统PC领域 [2] - 公司与IBM在量子计算方面的合作讨论提振了股价 [2] - 公司正挑战NVIDIA在其核心领域的地位 [1] 行业竞争与机遇 - 公司被定位为可与NVIDIA竞争的挑战者 [1] - 公司部分产品线在大部分时间面临供应限制 [2]
Quantum Corporation: Quantum Only In The Name (NASDAQ:QMCO)
Seeking Alpha· 2025-10-24 19:43
Yesterday’s trading session brought another reminder of how detached markets can become from reality, especially when discussing “quantum” concepts. Investors seem to love the word. Quantum Corporation (NASDAQ: QMCO ), a company that has nothingI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced ...