$NVIDIA(NVDA)$ The usual talking heads calling for the death of NVDA. Each day you hear them talk about AVGO custom AI chips which is a joke. You would expect an analyst to have a clue as to what they talk about yet they continue to show they're ignorant. AVGO is going to produce accelerator chips they are not making GPU's to compete against NVDA. Then you need to keep in mind that AVGO said in their earnings call these accelerator chips won't be ready until mid 2026 so again no threat. By the time AVGO starts producing these chips NVDA will already be selling their Rubin GPU's which already have a waiting list. The simple fact is NVDA is doing very well and will continue to lead the AI race for the next 2 plus years without any true challenger. JMHO.......
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