TomCap
10-14

$NVIDIA Corp(NVDA)$ I heard someone very knowledgeable say today that the amount of labor cost that AI will take out of large enterprises in the US is $4 trillion. That's the real AI game and NVDA is the best and most efficient chip company to help realize that improved productivity. They are like what $Alphabet(GOOG)$ $Alphabet(GOOGL)$ has been in search. Once that lead is built up there is no overcoming it. So now the DOJ talks about breaking up GOOG. NVDA is on that same path. $Intel(INTC)$ is dying and there is really nobody else on the horizon.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Leave a comment
1
1