$NVIDIA (NVDA.US)$ Nvda is now in the limelight. Samsung has...
$NVIDIA(NVDA.US$ Nvda is now in the limelight. Samsung has announced that it will launch new chips faster and at a better price. The market will be more mature in the field of artificial intelligence. The business model of the world economy cannot be monopolized for a long time, and every country does not want to be monopolized by his company. Competition is fierce. Just like the photovoltaic power generation industry and the medical research and vaccine industry in the previous two years, competition is fierce. Now developed countries around the world are participating in AI chips: How intense is the short-term surge, and how disastrous the later decline will be: In the medium to long term, it is not a good investment project:
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104392839 : wisdom
104460945 : Cold knowledge Nvidia's moat is not a chip, and the countless manufacturers that make mobile phones do not affect Apple's leading position. Competition represents the recognition of the industry, which is a huge benefit for leading manufacturers.
TestLa Kopi : Do you want to bet?
RC84 : Samsung just like to announce and do nothing. Look what they do these years and you will know. Advanced Chips no, HBM no always follow other competitors. They just like the news to leverage the stock price.