My vote goes to AMD. The heavy lifting in machine learning and LLM etc is more or less over and done with and the crown for the winner goes to none other than Nvidia. Now we are moving towards the monetisation phase. This is where inference comes in and why I prefer companies which benefit from this. Hardware wise, I believe AMD will come in strong. This is the time for it to shine and show the world where it stands out from Nvidia similar to how it showed the world how it differs from Intel. Inference and AI monetisation is the next phase and if AMD can impress with its forward guidance, IMO it will gap above its ATH and fly. The 12 12 setup is there and looking sweet to a third wave breakout. Will AMD do it? We will have to wait and find out. That’s why AMD takes my vote!