PCT: Which Chip? v10.0 :

PCT = Pandas Coffee Talk.

Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...

# AMD Plunge: Chip Stocks Start to Pull Back?

Modify on 2024-02-01 17:33

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  • NING667
    ·01-31
    🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶
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  • 👏 Amazing insights! 👏
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