SirBahamut
巴哈姆特 | Tech and REIT specialist
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- Actually consumer CPU market is not Intel’s forte; enterprise CPU is more sticky for Intel. But Intel’s main problem is never about the CPU losing market share to AMD, but its foundry losing massive money and STILL lagging behind TSMC by 2-3 generations due to weak mgmt. Even Intel’s lunar lake and arrow lake has to be fully outsourced to TSMC for mass production.$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound.@Dick Elinor：$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound.
- While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong. And the origin of this article is from bloomberg//@Skysoul:Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?@Skysoul：Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?
- $Taiwan Semiconductor Manufacturing(TSM)$
Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental and economic moat. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML. Taiwan Semiconductor Has Run Too Hot In The AI EuphoriaTaiwan Semiconductor Has Run Too Hot In The AI Euphoria
Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I - Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.Taiwan Semiconductor Has Run Too Hot In The AI Euphoria
Taiwan Semiconductor Has Run Too Hot In The AI Euphoria
Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I - Guess the winner，Earn Tiger Coins
Guess the winner，Earn Tiger Coins
Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins. - Guess the winner，Earn Tiger Coins
Guess the winner，Earn Tiger Coins
Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins. - Nvidia’s GTC Event Day 1…. nothing exciting lei :(
Nvidia’s GTC Event Day 1…. nothing exciting lei :(
Nvidia's GTC Technology Conference (GTC 2024) kicked off yesterday, highlighted by a keynote from Jensen Hwang spanning roughly two hours. With over 300,000 registrations (including online) and 10,000 attendees in the audience, this highly anticipated event rivaled the excitement of a Taylor Swift concert in Singapore! Ironically, Jensen Hwang began his address with a humorous remark, quipping, "Today is not a concert," despite his rock star appearance in a leather jacket. In the keynote speech, Nvidia unveiled its next-generation Blackwell accelerated GPU computing architecture and the upcoming B200 chipset, specifically tailored for AI and data-center acceleration purposes. However, aside from the debut of the Blackwell chip (which is already widely anticipated), there were no major reve
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