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![PPLSOPTIMISMCEO Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1627977431033290753.png) 明 [@PPLSOPTIMISMCEO](/creator/twitter/PPLSOPTIMISMCEO) on x 11.4K followers
Created: 2025-07-23 13:35:22 UTC

Analysts that continue to dredge up $AMD personal computing market commentary are literally brain dead. $NVDA didn't grow to four trillion plus in valuation because of that addressable market. It only has ever been about AI enterprise, remember that.

Helios competes with DGX platform
ROCm enterprise is out, competing with CUDA


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948014073469084052/c:line.svg)

**Related Topics**
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[$amd](/topic/$amd)
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[$nvda](/topic/$nvda)

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