Can AMD Actually Catch Nvidia? | AMD Stock Analysis | AMD Stock Prediction Golden Knights Vs Ducks [P6fOap6ghVr]

00:00 - 1:01 coreweave 1) Tale of the tape

1:02 - 1:42 2) Bear Case for AMD in 2036

1:43 - 2:39 mother's day gift 3) Base Case for AMD in 2036

2:40 - 3:40 4) Bull Case for AMD in 2036

3:41 - 4:20 5) Examples of Titans failing and underdogs winning

4:21 - 5:09 6) Possibility of each scenario occuring

5:10 - 5:55 7) Capex Slow down

5:56 - 7:05 8) CAGR / Market Cap

7:06 - 8:04 9) Year Cross over Calculation

8:05 - 8:50 10) How AMD can surpass Nvidia in 2036

8:51 - 9:23 11) Biggest threat to AMD & NVIDIA

9:24 - 10:11 12) How AI unfolds?

10:12 - 10:49 thucydides trap 13) Risk to my Commodity Thesis

10:50 - 11:27 14) Main Question for AMD investors