AMD
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 22, 2025 by Garry Tan · said 6 times in 2 episodes since 2025 · across every show →
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brought up most by Garry Tan (1), Diana Hu (1)
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2026 4 mentions in 1 episode
2025 2 mentions in 1 episode
Everything said about AMD, oldest first
Dec 22, 2025 bullish
Tan: Still a long-term investor in Nvidia despite increasing competition
“You know, I think I'm still a long-term buy and hold, honestly, but for the moment, people are like, oh, well, Gemini's so good, and all the, you know, nobody seems to be NVIDIA only now, and everyone's buying AMD, and everyone's, you know, and TPUs are workin…”