Business Model

Deep dive into NVIDIA (NVDA), comparing NVIDIA CUDA ecosystem vs AMD ROCm for enterprise AI. We analyse its business model, moat, drivers, risks, and valuation using DCF and comparable analysis.

Analyze AMD's stock with a structured framework, assessing its business, competitive advantages, and valuation. This deep dive into its pivotal data center GPU ramp, a key driver for future growth, helps you find its intrinsic value.