Hotz: Either Nvidia is overvalued or AMD is significantly undervalued
George Hotz · Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely · Jun 21, 2025 · at 1:56:29
George Hotz compares the market valuations and data center GPU competitive dynamics between Nvidia and AMD.
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“Either Nvidia's really overvalued or AMD's really undervalued. It has to be one or the other.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
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