🚨Watch out for the data: Over three years, these AI chip companies moved in lockstep. $NVDA increased by +356.5%, $AMD by +370.3%, and $AVGO O by +332.8%.
But in the last twelve months, that changed: Nvidia +19.8%, Broadcom +22.8%, and AMD +178.5%.
The market began to differentiate execution, margins, and market share.
Rules are changing
🛑 If you like my posts, I’d appreciate it if you leave a like 👍 , thank you in advance
But in the last twelve months, that changed: Nvidia +19.8%, Broadcom +22.8%, and AMD +178.5%.
The market began to differentiate execution, margins, and market share.
Rules are changing
🛑 If you like my posts, I’d appreciate it if you leave a like 👍 , thank you in advance
