Nvidia

• New: $NVDA has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
• Strategy: This is a significant shift from a closed ecosystem, which:
• • Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
  • Enables compatibility in heterogeneous data...
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NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.

What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
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🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
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Will anyone be buying $NVDAstock again ?

The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.

Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.