Could AMD or TSMC Challenge NVDA?

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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

Опубликовано:

28 сен 2024

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Комментарии : 28

@junomaxzoey5146 3 месяца назад

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

@VegasVaron 3 месяца назад

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

@andrewvo8395 3 месяца назад

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

@vaibhavsaxena1084 3 месяца назад

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

@cici4753 3 месяца назад

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

@austinlam5480 2 месяца назад

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

@jasonbuksh2958 3 месяца назад

With that logic blackberry will make a comeback against Apple

@KPP-ti8us 3 месяца назад

😂

@eliflores8805 3 месяца назад

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

@yagga8885 3 месяца назад

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.

@MohHus-r7o 3 месяца назад

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.

@atomicskistuntman6754 3 месяца назад

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

@aharrymarry 3 месяца назад

I can be an expert on your channel too. Talk with an English accent , wear smart glasses and have no idea what you,re talking about.

@stunnabreezy3 3 месяца назад

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

@iakovossyrimis 3 месяца назад

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

@ryand8461 3 месяца назад

They have no idea what they are taking about

@jasonbuksh2958 3 месяца назад

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

@syedarmaghanhassan4652 3 месяца назад

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!

@matthew.m.stevick 3 месяца назад

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 💚🖤📈🇺🇸

@my2cents395 3 месяца назад

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.