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Zingg

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- ZinggZingg
  ·03-07
  $Mobileye Global Inc.(MBLY)$ $42
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- ZinggZingg
  ·03-06
  $苹果(AAPL)$ Apple offers a solid laptop product line along with its mobile. Highly competitve ARM chips offer a good alternative to CUDA GPUs for consumer AI model inferencing due to its unified memory design which starts a new trend that substitutes expensive gpu memory with main memory without sacrificing much time. Expect nvidia drops a huge chunk of market shares to Apple.
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- ZinggZingg
  ·03-06
  $美国超微公司(AMD)$ the lack of competition for CUDA makes AMD an extremely overvalued Stock for AI. Target price $99 for budget players in gaming industry and server domain.
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