TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 AMD
Advanced Micro Devices
-- 119.210 RGTI
Rigetti Computing
-- 9.3700 
On intel and their friends
$Intel (INTC.US)$
1. intel alder lake has a lead on consumer technology where it already support for pcie 5.0 and ddr 5. Amd announced they plan to support pcie 5.0 and ddr5 by next gen release slated earliest by 3Q 2022.
Intel has a max 1 year of lead time to profit from their consumer chip segment as much as possible.
2. amd next consumer chip with 3d v cache will be based off older gen pcie 4.0 and ddr 4. tbc Q12022. personally I cant wait for this to announce but if its up to a salesperson, pcie 5.0 and ddr 5 would be a better marketing sales pitch.
3. there is no such thing as brand loyalty to chips manufacturers. may the best benchmarks wins. may the best supply chain wins. whoever goes out of stock in stores passes that sale to the next best pc builds.
4. more products segments = more sales channels. intc finally going to release gpu!! Crypto Miners rejoice! More gpu manufacturers the better. A definite soldout.
Intel FTW. Amd FTW.
NVDA monopoly on CUDA rendering FTW.
There is enough to go around, the market needs more new players to push the envelope so that misfit ceo who does not push for technology advancement can be shuffled out quickly and bad decisions by management can be dealt with even quicker.
Long live Bob Swan. And May Pat Gelsinger, Lisa Su, Jensen Huang live long and prosper.
1. intel alder lake has a lead on consumer technology where it already support for pcie 5.0 and ddr 5. Amd announced they plan to support pcie 5.0 and ddr5 by next gen release slated earliest by 3Q 2022.
Intel has a max 1 year of lead time to profit from their consumer chip segment as much as possible.
2. amd next consumer chip with 3d v cache will be based off older gen pcie 4.0 and ddr 4. tbc Q12022. personally I cant wait for this to announce but if its up to a salesperson, pcie 5.0 and ddr 5 would be a better marketing sales pitch.
3. there is no such thing as brand loyalty to chips manufacturers. may the best benchmarks wins. may the best supply chain wins. whoever goes out of stock in stores passes that sale to the next best pc builds.
4. more products segments = more sales channels. intc finally going to release gpu!! Crypto Miners rejoice! More gpu manufacturers the better. A definite soldout.
Intel FTW. Amd FTW.
NVDA monopoly on CUDA rendering FTW.
There is enough to go around, the market needs more new players to push the envelope so that misfit ceo who does not push for technology advancement can be shuffled out quickly and bad decisions by management can be dealt with even quicker.
Long live Bob Swan. And May Pat Gelsinger, Lisa Su, Jensen Huang live long and prosper.
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Lam Carrie : Awesome. Expecting your next review. Get the free stock!