here, well illustrated in this graphics from
$AMD's latest financial analyst day:
big game changer widening the product portfolio and growth trajectory for
$AMD instantly! at this point, there's a large overlap between
$AMD and
$QCOM in terms of why I initially bought Qualcomm in my portfolio (mostly 5G and IoT thesis) and so I plan to sell my
$QCOM for
$AMD as I'm much more bullish on
$AMD and Lisa! large things coming for
$AMD and
$NVDA in terms of edge computing, FPGAs and OpenRANs. here, some snippets from both suggesting how big of a deal O-RANs are:
for reference, a recent report suggests O-RAN market should be worth $32B in 2030, representing a 42% CAGR between now and then.