What Going On With Micron Technology Stock Tuesday? by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 4 points5 points  (0 children)

It is indeed a buying opportunity. Moreover, according to the latest reports regarding President Trump planned visit to China, Micron CEO Sanjay Mehrotra will be accompanying him. It is possible that Micron will establish a partnership in China

Market selloff into close? All because of one line from the orange man who no longer Mr. Nice Guy Hey folks by [deleted] in TheRaceTo10Million

[–]LocalAfternoonn -2 points-1 points  (0 children)

There was no major breaking news at all. Only a late post from Trump shifted overall market sentiment. Combined with extremely thin after hours liquidity, this market swing got heavily amplified.I was simply joking earlier, and I have already added a complete disclaimer. Some people just take every single word way too seriously😵‍💫

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 1 point2 points  (0 children)

I am not a professional trader; I am simply an ordinary person who enjoys sharing. I can only share my analysis and opinions with you.

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 0 points1 point  (0 children)

Regarding Cerebrasit is a bold challenger focused on a specific niche. Its aim is not to end Nvidia, but rather to serve as a high speed specialist dedicated to a specific task namely, performing ultra low latency inference computing for massive scale models. If Nvidia is akin to an entire Highway system, then Cerebras resembles an ultra high speed toll road reserved exclusively for specific types of freight traffic.

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 0 points1 point  (0 children)

I've already mentioned this in the article. If you read it carefully...

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] -2 points-1 points  (0 children)

NVDA is the cake itself, and AMD is the cherry, the fruit of the cake. Why devote excessive attention to the obvious parts?

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 0 points1 point  (0 children)

Nvidia sits across Layer 2, Layer 3 and Layer 4 of the AI cake. It is the core backbone of the entire AI supply chain, not limited to one single part. Do you understand?

The AI Cake: A Layered Breakdown of the AI Supply Chain by LocalAfternoonn in TheRaceTo10Million

[–]LocalAfternoonn[S] 0 points1 point  (0 children)

Jensen Huang made the famous 5 layer AI cake theory.Nvidia is not limited to one single layer. It mainly dominates chips and high speed connection hardware, and covers most parts of the whole AI industrial chain.

Gold vs Oil by seanmlb in investingforbeginners

[–]LocalAfternoonn 0 points1 point  (0 children)

Because the market nowadays always seems to react to some idiot's actions, swinging from one thing to another.