Golden Cross Ahead! Can AMD & Broadcom Catch up Nvidia?
$Advanced Micro Devices(AMD)$ surged from $133 to $155 in less than a week.
Investors are once again enthusiastically calling for "AMD at least $300!"
As the stock price rose, market sentiment also flipped. Criticism of AMD's stock for having weaker GPUs and software ecosystem compared to Nvidia has quieted down. On top of that, the company announced a large stock buyback and the Advancing AI event in June — this time, it really feels different!
From a technical perspective, AMD is about to form a Golden Cross. Will history repeat itself? The last time AMD formed a Golden Cross (March 2023), the stock gained 14.13% in six months.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
$Broadcom(AVGO)$ is also hitting new all-time highs.
The latest news? A new product launch aimed at challenging Nvidia’s dominance.
On Tuesday, Broadcom launched a new network processor called Tomahawk Ultra, designed to boost AI workloads by helping hundreds of computing units work closely together. The chip acts like a traffic controller, moving massive amounts of data between many AI chips within a single server rack.
This launch directly challenges NVIDIA's NVLink Switch, which currently dominates this type of AI networking. Broadcom says Tomahawk Ultra can connect up to 4 times more processors than NVIDIA’s product, using a turbocharged version of Ethernet instead of NVIDIA’s proprietary system.
Meanwhile, $VanEck Semiconductor ETF(SMH)$ also reached an all-time high yesterday at $293.
What do you think?
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
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$Broadcom(AVGO)$ is number 2
$AMD(AMD)$ is number 3 which I would trade but I rather have the first 2. that's enough.
从技术角度来看，AMD即将形成金叉。历史会重演吗？AMD上次形成金叉时（2023年3月），该股在六个月内上涨了14.13%。
回顾AMD历史上的金叉事件——50日均线穿越200日均线——有15个有效事件删除不完整数据后。其中，9导致收益，而6显示亏损假设历史趋势持续，金叉六个月后价格上涨的条件概率约为58.8%.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment qualit; lucky tiger can get 66 or 88 coins)
Tag your friends to win another 5 Tiger Coins
Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation.
Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and Broadcom provides exposure to different strengths in the semiconductor space. This balanced approach captures both growth and potential upside.
@Tiger_comments @TigerStars
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@Huat99
英伟达拥有人工智能训练芯片市场90%的份额，但其庞大的规模可能意味着未来的增长可能会放缓。
AMD在人工智能推理领域越来越受欢迎，每瓦性能可能比体积更重要。它不会取代英伟达，但它正在开拓一个有利可图的利基市场。
博通并没有追逐英伟达的GPU桂冠。它正在为超大规模企业制造定制芯片。其ASIC更加高效且量身定制，使博通成为人工智能基础设施领域的无声巨头。
因此，虽然人们很容易认为英伟达将永远主导芯片领域，但AMD和博通正在芯片行业开辟自己的利基市场。所有3只股票都应该在我的投资组合中占有一席之地。
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