AMD vs. SpaceX: Here's The Stock I'd Buy Now

The article compares AMD and SpaceX as AI investments, highlighting that while AMD is an AI infrastructure play, SpaceX has shifted to become primarily an AI application company through its Super Intelligence division. SpaceX's AI revenue grew 830% to $7.6B in Q2, surpassing AMD's data center division growth of 107% to $6.7B. The author recommends SpaceX as the better buy due to superior growth rates and the shift toward AI applications over infrastructure.