something wrong when you write that a PE of 80 is better.  They are both very nice buys, but they are both emense overvalued.  Comminga resession or sell of, these will fall enourmous.  Ok for trading, not ok for long. export fromtaiwan is down 26 and 13 % yoy in march and april, tsm reported down for may also y over yer with 4%.  I would say semis still are soft

Finaly somebody that has the guts to look after retails investors from loosing their hard earned cash and pensjons to gridy wallstreat. I am sick of reviews here from "analytics" grying to"trick" people in to a"bull run" without saying anything abaut all the underlaying problems. Most investors, have no clue and listen to these guys, and have no idea the marked can turn on them in a hart beat. I think it is inresposible, using retail investors holding back infor ation crusical to their investment descissions. Sehave a global sick economy future, decade with moneyprinting and zero rate in most of the globe will lead to a crisis, history has shown this, history has shown this "bull run" many times as the last breath to get the most out of retail investors before they short the marked.  

Amazone, Google,  Microsoft, META... They have all invested heavely in chips and AI capable equipment for 10+ years now.  In fact, they are all transition to make their own CPU and GPU chips for this. As they have done for a long time for most of equipment in their cloud that has a huge capex.  Now, nvidia is even treathen if these guys start making these chips also for the marked to sell.   They have the experience, people and competence and started this ling time ago. If any of you analytics ever have been in any of these datacenters, you would have seen this.   The forcast from nvidia is not reflected n any of either their customers or chip producers forcast for 23.  It is very normal in this industry to run prof of consept testing by customers bedore they

comparing last 5 years with Azure and AWS, Azure has been growing slower. if you really look at the numbers of cloud customers. remember that many are in azure because if office 365 MS do not earn extra for that outside of the office subscription . AWS customer are paying for the use of the infrastructure AI has been in play for 20 years,this is something these companies are equaly good in. It is just a marketing thing, buz wordright now. Most analytics dont even know what this is (exept for chatGPT, wich is just a chat robot). True AI and machine mearing is something completly diffwrent and has been partof AWS from beginning. I had this in school 25 years ago. I work in Telecom service, we see where companies move their server software.   more than double of our customers are moving