Will AMD Stock Recover Soon? Undervalued?

Thoughts on this analysis of AMD's AI accelerator prospects?

He thinks AMD will get 5-10% long-term market share.

Says we cannot compete w/ Nvidia right now due to inferior software (against CUDA) and no rack scale ability (until 2026's MI400). Meanwhile, Nvidia expects $190B in 2025 AI revenue and Broadcom expects $60-90B in AI revenue by 2027. AMD's lack of 2025 guidance and only offering "10's of billions" in AI revenue over next few years seems to suggest low market share expectations.

See video for more. https://m.youtube.com/watch?v=UST6bL7mgg4