Nvidia may be the cheapest now

Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene.

Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels.

I have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. I have always preferred to hold on to ETFs such as SMH as a safer option.

NVIDIA & TSM Surging: Where Is the Ceiling for Chip Demand?

NVIDIA and TSMC both jumped approximately 6% as analyst reports flagged hyperscalers entering an AI compute "hyperdrive" procurement cycle. TotalEnergies' deployment of the Pangea 5 supercomputer underscores the breadth of industrial AI demand, while orders for NVIDIA's B-series GPUs and AMD's MI400 continue to push advanced-node utilization rates higher. Google is narrowing the market cap gap with NVIDIA. With hyperscalers in "hyperdrive" mode, where is NVIDIA's demand ceiling — and can TSMC's $56B expansion cement its AI foundry dominance?

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Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. \n \n \n \nAlphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. \n \n \n \nI have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. I have always preferred to hold on to ETFs such as SMH as a safer option.</body></html>","htmlText":"<html><head></head><body>Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. \n \n \n \nAlphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. \n \n \n \nI have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. I have always preferred to hold on to ETFs such as SMH as a safer option.</body></html>","text":"Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. I have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. 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