BAIRD: BUY NIVDIA, AMD AMID DEEPSEEK SELLOFF
🔸 DeepSeek launch raises AI power, complexity concerns
🔸 Strong AI demand persists despite uncertainties
🔸 GPU evolution seen as hardware-driven; skeptical of workarounds
🔸 $NVDA less pricey than $AVGO; AMD offers best value
🔸 Recommends buying $NVDA, $AMD on dips
🔸 Top picks in chips include $NVDA, $MU, $SMTC, $HIMX
From X
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