I think its probably foolish to short nvidia until theres at least echoes of competition.
AMD wants it to be them, but the reality is that the moat is wide.
The closest for AI is Apple, but even then, I’m not certain its a serious competitor; especially not in the datacenter.
For Gaming there’s practically no worthwhile competition. Unreal Engine barely even fixes render bugs for Intel and AMD cards, and I know this for fact.
FD: I’m recently holding shares in nvidia due to the recent fluctuation, and my own belief that the moat is wider than we care to believe, as mentioned.
AMD wants it to be them, but the reality is that the moat is wide.
The closest for AI is Apple, but even then, I’m not certain its a serious competitor; especially not in the datacenter.
For Gaming there’s practically no worthwhile competition. Unreal Engine barely even fixes render bugs for Intel and AMD cards, and I know this for fact.
FD: I’m recently holding shares in nvidia due to the recent fluctuation, and my own belief that the moat is wider than we care to believe, as mentioned.