IF International
11-06

Market Cap.....

Market Share.

Which of the two will be the more indicative in the years to come? 

No question Nvidia is here to stay as a market leader and innovator, but the smart money will look increasingly at the company's dominance in terms of Market Share in the long team.

The surge will settle, competitors and innovators will become more prevalent. Eyes open in the AI space for these players...

Challenge NVIDIA: Buy Dip of NVDA or AMZN?
Amazon announced a new in-house AI chip, which the company claims is more “cost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” Combined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. How do you view the growing competition against Nvidia? Are you optimistic about Amazon’s AI chip? Would you chase high of Google? Or buy the dip of Nvidia or Amazon? Amazon still lags behind among Mag 7.
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