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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: neolib who wrote (42319)	8/2/2021 4:12:50 PM
From: Kelvin C.P. Wang	Read Replies (1) \| Respond to of 68207

500B cap is good for me. One year from now it would be a lot more clear on that front.

To: neolib who wrote (42319)	8/2/2021 4:55:11 PM
From: Joe NYC	Read Replies (2) \| Respond to of 68207

The TAM is there. AMD TAM with Xilinx will be much greater than NVidia. But the gains of market share are always challenging. I think AMD has a chance to turn the tide against NVDA, the same way AMD did against Intel.. RDNA 2 demonstrated that AMD can match them, and RDNA 3 has a potential to meaningfully surpass NVDA on client side of things. But the pile-up on on TSMC 5nm will make it difficult to gain on NViidia. Nvidia is apparently moving to TSMC 5nm with both of their next gen design, client and datacenter... I am seriously hoping that Zen 3, new stepping will give it a lot of extra life. Years of extra life. Hopefully, it is going to be 6nm and can accept many layers of L3. Because bypassing a bottleneck in one dimension by going full blast in a different dimension is similar unconventional thinking that helped AMD to become the technology leader in server market.