koolgal
12-04 14:16
🌟🌟🌟The dominance of Nvidia $NVIDIA(NVDA)$ in the AI market is facing its most credible threat yet as tech giants $Amazon.com(AMZN)$ $Alphabet(GOOG)$ & Marvell push forward with their own custom chip solutions.  This is driven by a desire for cost savings, greater efficiency & a reduced reliance on a single supplier.

Is Nvidia still a Buy at USD 180?

I believe it is a great buy because:

Nvidia's proprietary CUDA software platform remains the industry standard for AI developers, creating a powerful ecosystem that competitors have struggled to replace.

Nvidia has recently reported robust growth numbers, with demand for its data center GPUs continuing to exceed supply. 

CEO Jensen Huang said Blackwell sales are off the charts and cloud GPUs are sold out.

I still believe in Nvidia's long term growth.  The AI revolution is set to take off & Nvidia remains the best positioned player to lead it.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger


Challenge NVIDIA: Buy Dip of NVDA or AMZN?
Amazon announced a new in-house AI chip, which the company claims is more β€œcost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on β€œnext-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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Comments

  • 1PC
    12-04 23:34
    1PC
    Nice Sharing 😊 NVDA Show hand πŸ‘ [Chuckle] @JC888 @Barcode @DiAngel @Aqa @Shernice軒嬣 2000 @Shyon
    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
    • koolgal:Β 
      Then it is time to chill for the weekend. πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Thanks 😍😍😍
  • zuma
    06:49
    zuma
    thx
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Happy weekend ahead πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
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