2Sem.
The participation of $NVDA in $INTC was a strategic mistake by Huang at the behest of the US government, which had previously bought a 15% stake in $INTC. Trump and Huang arranged this deal so that $NVDA can continue to supply chips to China, but nobody there is allowed to buy them anymore.
But that won't kill $NVDA if they throw 5 billion out the window.
But that won't kill $NVDA if they throw 5 billion out the window.
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2Sem.
@Multibagger Do you think that $NVDA will continue to grow as planned? I mean, even without their many investments, which (have to?) bring them regular sales.
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@Multibagger
I don't quite see it that way. Could also mean independence from tsmc for Nvidia.
Improve margins even more in the long term.
And even see a competitive advantage over AMD here.
I think Huang will bring Intel back to the top with his expertise.
The Nvidia share has not been harmed by this news either. Which means that investors also see it rather positively.
I don't quite see it that way. Could also mean independence from tsmc for Nvidia.
Improve margins even more in the long term.
And even see a competitive advantage over AMD here.
I think Huang will bring Intel back to the top with his expertise.
The Nvidia share has not been harmed by this news either. Which means that investors also see it rather positively.
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•2Sem.
@Tenbagger2024 Of course, every company that $NVDA has invested in so far has benefited in terms of share price. I am bullish on $NVDA and short $INTC in the short term.
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@Multibagger and you think you can judge the participation better than the boss of $NVDA?
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•@Multibagger
Maybe short AMD as well.
AMD with a P/E ratio of 68 is more expensive than Nvidia, that doesn't fit.
Maybe short AMD as well.
AMD with a P/E ratio of 68 is more expensive than Nvidia, that doesn't fit.
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•2Sem.
@Tenbagger2024 The P/E ratio at $NVDA is only as favorable as long as the growth forecasts are met. And I somehow have my doubts about that right now.
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•2Sem.
@Tenbagger2024 I went long yesterday afternoon at $AMD. And what can I say. Still waiting for the USA opening, but....
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2Sem.
@Sansebastian For God's sake, no, but I don't believe that this investment $INTC will increase profits enough in the short term to justify a 30% increase in the share price. And that is the only thing that counts for me when assessing the chances of a positive trade.
You must never forget that, unlike most people here, my assessment is not long-term. I'm not interested in where $INTC will be at the end of the year or in 3 years' time.
You must never forget that, unlike most people here, my assessment is not long-term. I'm not interested in where $INTC will be at the end of the year or in 3 years' time.
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@Tenbagger2024
Without providers like Coreweave, many smaller players would not be able to use high-end GPUs at all. This is not fake sales, but strategic platform development.
And if Intel designs CPUs in the future that are optimized for NVLink or directly integrate RTX GPU chips, then Nvidia is no longer an add-on but part of the design.
And Nvidia will then not only control the high-end AI market, but also write itself directly into the DNA of the mainstream architecture, so to speak. Without friction and without resistance.
Without providers like Coreweave, many smaller players would not be able to use high-end GPUs at all. This is not fake sales, but strategic platform development.
And if Intel designs CPUs in the future that are optimized for NVLink or directly integrate RTX GPU chips, then Nvidia is no longer an add-on but part of the design.
And Nvidia will then not only control the high-end AI market, but also write itself directly into the DNA of the mainstream architecture, so to speak. Without friction and without resistance.
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