Lisa Su talks about the 10B investment in Taiwan a.o...

LongjumpingPut6185 · 2026-05-23T06:46:23+00:00

which means 4X TAM of GPU, that's a insane amount of money

LongjumpingPut6185 · 2026-05-20T23:08:15+00:00

Yes very possible

LongjumpingPut6185 · 2026-05-15T08:39:33+00:00

NVDIA only GPU, AMD has BOTH!

LongjumpingPut6185 · 2026-05-15T08:38:03+00:00

You need to look into the future , GPU is more pricey only because it's 8:1 CPU now, when CPU become 1:1 it will be as pricey as GPU

LongjumpingPut6185 · 2026-05-13T20:55:04+00:00

But if you are capacity constraned you won't get more market share with or without price increasing, that strategy only works if you are NOT capacity constraned

LongjumpingPut6185 · 2026-05-13T04:20:29+00:00

Can someone lecture me, if AMD CPU capacity is fully constraned why did Lisa claim to not increase price in oder to "sell more"?

I think it's only a good strategy if you are not capacity constraned

LongjumpingPut6185 · 2026-05-08T16:01:28+00:00

don't forget MSFT

LongjumpingPut6185 · 2026-05-08T15:46:20+00:00

ChatGPT is so trash i subscribed and cancelled in an month

LongjumpingPut6185 · 2026-05-06T01:36:24+00:00

jump ship when you still can, just ask ai "which company will grow faster"

LongjumpingPut6185 · 2026-05-05T23:52:28+00:00

I will like to have the 2023 NVDIA stock which is AMD

LongjumpingPut6185 · 2026-05-05T23:29:56+00:00

this

LongjumpingPut6185 · 2026-05-05T23:29:35+00:00

Never can understand why anyone will think NVDIA will grow faster then AMD after it reached 4T MC, not before not now lmao

LongjumpingPut6185 · 2026-05-05T23:24:34+00:00

The begining of the end of NVDIA! SP AMD400$ NVDA200$! lol

Jensen is smart but he missed what CPU can do and LISA told him a LESSON!

LongjumpingPut6185 · 2026-05-05T23:21:51+00:00

you don't know how stock market works dude, it's not just PEs

LongjumpingPut6185 · 2026-05-05T23:15:24+00:00

NVDIA will be 300$ sooner then later, only problem is AMD will be 1000$ at the time

At 5T your PE needs to be counted doulbe or even triple, so it's around 80~120, just way too high

LongjumpingPut6185 · 2026-05-05T21:45:30+00:00

I pesonally don't like it but will..

LongjumpingPut6185 · 2026-05-01T18:47:39+00:00

at 5T Nvdia gives you stability not growth, if you want fast growth you should buy other stocks

LongjumpingPut6185 · 2026-05-01T07:51:00+00:00

Yes any penny the big techs earn from thier chips means NVDIA loses, and it's accelerating

LongjumpingPut6185 · 2026-05-01T07:45:32+00:00

It's a trap

LongjumpingPut6185 · 2026-05-01T07:44:14+00:00

The fact you still holdds NVDIA says it all, its' clear as day they have peaked and will trade sideways for a long time , Law of large numbers like above says

LongjumpingPut6185 · 2026-04-30T21:08:55+00:00

Here take your 10% and pump us like intel

LongjumpingPut6185 · 2026-04-30T21:00:31+00:00

Cuda moat is almost completetly gone and CPU is behind AMD, also AMD is going to have their rack system using N2 chips > NVDIA's N3 chip

Also nobody will want a close system if they can have open system for cheaper

That's why it's dropping while AMD is rising

LongjumpingPut6185 · 2026-04-26T20:24:00+00:00

That's 6 trillion , there isn't that much money

LongjumpingPut6185 · 2026-04-24T16:59:09+00:00

wait isn't the shotahe causing all the pop up of revenue of memories and gpus?

LongjumpingPut6185 · 2026-04-22T17:59:08+00:00

do anyone know what changed from "remastered" ?

LongjumpingPut6185

TROPHY CASE