Golden Cross Ahead! Can AMD & Broadcom Catch up Nvidia?
$Advanced Micro Devices(AMD)$ surged from $133 to $155 in less than a week.
Investors are once again enthusiastically calling for "AMD at least $300!"
As the stock price rose, market sentiment also flipped. Criticism of AMD's stock for having weaker GPUs and software ecosystem compared to Nvidia has quieted down. On top of that, the company announced a large stock buyback and the Advancing AI event in June — this time, it really feels different!
From a technical perspective, AMD is about to form a Golden Cross. Will history repeat itself? The last time AMD formed a Golden Cross (March 2023), the stock gained 14.13% in six months.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
$Broadcom(AVGO)$ is also hitting new all-time highs.
The latest news? A new product launch aimed at challenging Nvidia’s dominance.
On Tuesday, Broadcom launched a new network processor called Tomahawk Ultra, designed to boost AI workloads by helping hundreds of computing units work closely together. The chip acts like a traffic controller, moving massive amounts of data between many AI chips within a single server rack.
This launch directly challenges NVIDIA's NVLink Switch, which currently dominates this type of AI networking. Broadcom says Tomahawk Ultra can connect up to 4 times more processors than NVIDIA’s product, using a turbocharged version of Ethernet instead of NVIDIA’s proprietary system.
Meanwhile, $VanEck Semiconductor ETF(SMH)$ also reached an all-time high yesterday at $293.
What do you think?
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
REWARDS
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$Broadcom(AVGO)$ is number 2
$AMD(AMD)$ is number 3 which I would trade but I rather have the first 2. that's enough.
從技術角度來看，AMD即將形成金叉。歷史會重演嗎？AMD上次形成金叉時（2023年3月），該股在六個月內上漲了14.13%。
回顧AMD歷史上的金叉事件——50日均線穿越200日均線——有15個有效事件刪除不完整數據後。其中，9導致收益，而6顯示虧損假設歷史趨勢持續，金叉六個月後價格上漲的條件概率約爲58.8%.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment qualit; lucky tiger can get 66 or 88 coins)
Tag your friends to win another 5 Tiger Coins
Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation.
Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and Broadcom provides exposure to different strengths in the semiconductor space. This balanced approach captures both growth and potential upside.
@Tiger_comments @TigerStars
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@Huat99
Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down.
AMD is gaining traction in AI inference where performance per watt may matter more than volume. It won't dethrone Nvidia but it is carving out a profitable niche.
Broadcom isn't chasing Nvidia's GPU crown. It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broadcom a silent powerhouse in AI infrastructure.
So while it is tempting to think that Nvidia will always dominate the chip sector, AMD & Broadcom are carving their own niche in the chip industry. Together all 3 stocks deserve a place in my portfolio.
@Tiger_comments @Tiger_SG @TigerStars @CaptainTiger