Summary:
- This article discusses the "quiet rotation" happening in the tech industry, where investors are slowly shifting their focus from NVIDIA to AMD.
- It explains that NVIDIA, a leading graphics processing unit (GPU) manufacturer, has been the dominant player in the market, but AMD, a competitor, is gaining ground with its own high-performance GPUs.
- The article suggests that the "smart money" (experienced investors) is recognizing AMD's potential and gradually moving their investments from NVIDIA to AMD, as AMD's products are becoming more competitive and attractive to consumers.