Could AMD or TSMC Challenge NVDA?

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Could AMD or TSMC Challenge NVDA?

Рет қаралды 8,688

Ай бұрын

It seems that Nvidia’s (NVDA) stock price is predicated on the idea that other chip manufacturers will never be able to challenge the firm, notes Octavio Marenzi. He thinks that other chip manufacturers will eventually be able to close the gap, highlighting AMD and TSMC. He also talks about the Fed’s role going forward.
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#investing #trading #finance #stocks #global #equities #markets #stockmarket #stockmarkettoday #nvidia #nvda #tsmc #tsm #amd #fed

Пікірлер: 29

@junomaxzoey5146 Ай бұрын

NVIDIA is the Best of Breed, and the Secretariat of AI arms race.

@andrewvo8395 Ай бұрын

Who are we going to see challenge NVDA? AMD and INTL who are two years behind? Please.

@vaibhavsaxena1084 Ай бұрын

Only Two? Does the lead in Software (Cuda) have no value?

@ElJefe360 Ай бұрын

Poor Octavio he is so blind that he can't see the future 🤣

@VegasVaron Ай бұрын

There will be companies that will successfully compete against NVDA, but not today! 🙂

@cici4753 Ай бұрын

He had me until "Long on $AMD and short on $NVDA"

@stunnabreezy3 Ай бұрын

AMD? 😂😂😂 NVIDIA has been kicking AMD'S ass for 10 years. Where do yall be getting these "experts"?

@user-gy4cm7gy1f Ай бұрын

All empires fall eventually. It is the way of things.

@ryand8461 Ай бұрын

They have no idea what they are taking about

@austinlam5480 Ай бұрын

As Anti Monopoly in France mentioned that only 80% occupying the market is legal if exceeds 80% is against its law. So AMD mostly can share the 20% market for coming years

@my2cents395 Ай бұрын

Not sure AMD should challenge Nvidia. Nvidia is growing a new market and there are going to be many winners. AMD needs to find their slice of this pie and for AMD this will be huge.

@jasonbuksh2958 Ай бұрын

With that logic blackberry will make a comeback against Apple

@KPP-ti8us Ай бұрын

😂

@yagga8885 Ай бұрын

You lost me at AMD. There’s zero support that it will be a competitor soon. It just sounds like something someone heavily invested in it would say.

@MatthewMS. Ай бұрын

Imagine the Apple Ecosystem but for products that are the brain of A.I., Internet and Cloud, with a monopoly and impossible difficulty barrier of entry to even remotely begin to think to compete. That … that is nVidia 💚🖤📈🇺🇸

@musicfromheart Ай бұрын

Why should AMD be priced with a premium? It has a higher multiplier than NVDA and has never in history made any decent profits?

@hoiyufong4193 Ай бұрын

You think MI300X can compete with GB200 or the up coming X series?😅

@syedarmaghanhassan4652 Ай бұрын

excuse me, have this expert heard about stocks like ARM Holdings, Snowflake (in losse), upstart (Loss), Twillio (loss), and countrless other over-priced stocks like COSTCO (50 PE), Crowdstrik, and many many others above 100 even! Bubble means extended multiples without profitability and profit-growth. NVIDIA is profitable, and growing profits. 🎤 This is basic knowledge, which "experts" should have!

@jeronimosuarez7957 Ай бұрын

Long AMD and short NVDA?? Well, if NVDA was at 160 and AMD at 120... maybe.

@atomicskistuntman6754 Ай бұрын

Janet Yellen needs to push some dental companies to come up with 10X teeth whitening!

@eliflores8805 Ай бұрын

NVDA is the TSLA of 2020/2021. All hype. Look where it’s at now….really will hit soon

@jasonbuksh2958 Ай бұрын

All words no substance to back it up - does this guy know nothing about chips ?

@user-xr6zm8cx6r Ай бұрын

It was Elon Musk with Tesla euphoria now Jason with NVDIA only speculators will buy. This is a new unprecedented stock market playing with handfull of stocks and media company giving it a fuel to be in every ones mind like the gues said its like crypto. Eventually knowledgeable investors like Warren buft move to other markets.