So finally, neither $NVDA nor $AMD have recovered from yesterday's losses, which they suffered before the market opened on reports that the US government could again adjust chip shipments to China.
Although they looked to take profits during trading to erase their losses, both firms ended the trading day in the red.
Is this a sign of slowing growth or just a slight wobble in the... Read more
For me it's more Intel, AMD seems overpriced to me. Let's see how Intel can handle the fight with other chipmakers and how it manages to develop its network of manufacturing factories around the world.
AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally! ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in. That's why I've... Read more
What do you think about the speculation about AMD $AMD and Amazon $AMZN? AMD has unveiled high-performance AI chips called MI300 and there is speculation that one of the biggest customers may be Amazon.
Wow, interesting news and I've been reading all about Amazon lately with interesting mergers or acquisitions, I read about another one today with iRobot, I'll add an article on that. So definitely great for both companies both $AMZN and $AMD
There are some good points and some that are a bit against. I don't see a lot of growth there right now either and I would have expected some sort of drop off. If we get to even lower levels than we were last year, that would be a bump. Still no blood flowing in the market yet...
I'm reading this status 3 days later and it looks like just a little blip :)