$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$ TSM adjusted forward looking guidance at ER on 18th April will push stock price to USD 170 minimum. Do not miss this rocket. NVDA is biggest player with 80% market share but AMD INTC are building their own chips, hence NVDA’s market share will come under pressure. It will also face pricing pressure. Foundries to build chips, are difficult to build and carry very big risks due to skilled labour needed. INTC foundry will be ready by 2026/27. TSM is capturing all the demand for manufacturing AMD NVDA’s chips, among many others, and if Wall Street decides to give an ‘’AI’’ premium to the stock, this will skyrocket in a blink of an eye.
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