🗳️ Wanted to kick off a post to discuss Nvidia's earnings, curious on your thoughts! 💡 The most interesting new info to me was Nvidia acknowledging the growing competition from its customers as the market for ASICs (a cheaper alternative to GPUs) soars 🤑 At the same time, I think Nvidia entering the CPU space (dominated by $AMD and $INTC) is bullish as the AI trade shifts from GPUs (which train the models) to CPUs (which run the models). 🦾 IMO physical AI is also still just getting started, hence my position in $CHQQ, which is another growth area for Nvidia. 👇 Let's discuss in the comments!
🤔 Thoughts after Nvidia's Earnings?
🤑 Bullish
47%
👀 Cautiously Bullish
26%
😑 Neutral
14%
📉 Bearish
5%
💭 No opinion / see results
8%
957 votes · 1mo left
13K views
13 Comments
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