What makes $NVIDIA(NVDA)$ hard to replace isn’t just GPU performance. It’s the integration with memory, networking, CUDA tooling, and hyperscaler architecture. That ecosystem lock-in doesn’t disappear in the short term.
$Advanced Micro Devices(AMD)$ Alright, everyone, calm down a bit and don't overreact. Oh dear, what a group of lightweight individuals! Markets fluctuate, stocks fluctuate. If you can't handle the pressure, then step away. Go ahead and secure your 3% return, sleep soundly, but watch inflation erode your wealth until you're broke. If you never take risks in life, you'll never achieve anything. Be brave!
$NVIDIA(NVDA)$ The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.
What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$ is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$ suffer? We should be in the high $190s. $Micron Technology(MU)$ and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$ performs exceptionally well. If not, we will sink further.
$NVIDIA(NVDA)$ might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$ for training and $Advanced Micro Devices(AMD)$ for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?
Honestly, what's the fuss about a minor pullback? Reckon folks without discipline, patience or long-term vision ought to steer clear of equities. My $Applied Materials(AMAT)$ and $Advanced Micro Devices(AMD)$ positions were initiated below $17, rode them to nearly $300 with wild swings throughout. Same strategy with $Meta Platforms, Inc.(META)$ and AAPL. So long as portfolio holdings chart upward trajectories, occasional dips matter little. Trust your research, persevere for the harvest.
$NVIDIA(NVDA)$ is reportedly halting testing of $Intel(INTC)$ 's 18A process due to concerns over maturity, commercial viability, and yield rates. $NVIDIA(NVDA)$ prioritises established, high-yield partners like $Taiwan Semiconductor Manufacturing(TSM)$ to ensure delivery schedules and performance targets for its in-demand AI chips. However, this does not mean an end to collaboration; $NVIDIA(NVDA)$ will insist on focusing on proven, high-quality processes until 18A meets required standards.
$Advanced Micro Devices(AMD)$ The AI powerhouse just rolled out its multi-year roadmap, and the growth trajectory in artificial intelligence appears particularly noteworthy
$NVIDIA(NVDA)$ 's growth trajectory remains unstoppable. Industry projections indicate global data center capital expenditures are poised for exponential expansion, potentially reaching multi-trillion dollar levels within the coming years. This seismic industry growth solidifies $NVIDIA(NVDA)$ 's position as the crown jewel among tech titans.