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Investors are excited about the prospects for AI inference, and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market? There are actually other candidates, like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And of course, a big data center AI inference winner is none other than Arista Networks (ANET). Chip Stock Investors Nick and Kasey break it down in this important video update.

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Previous Arista videos referenced:https://youtu.be/gyfRB8E0p6o https://youtu.be/OuMuLBVcb84

Astera Labs Video:https://youtu.be/jZyHWqBXDo8

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:(00:00) AMD's Recent Performance and Market Position(01:58) AMD's Financials and Future Prospects(07:17) Astera Labs: Networking Innovations(15:12) Credo: A Strategic Investment(17:12) Arista Networks: A Growth Story(26:36) Conclusion

Nick and Kasey own shares of AMD, ANET

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

Chip Stock Investor Podcast