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Broadcom's market cap hits $1 trillion: Another surge in semiconductor sector?
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$Advanced Micro Devices (AMD.US)$ Fellow bagholders dont wor...

$Advanced Micro Devices (AMD.US)$ Fellow bagholders dont worry, this is just panic dump by wallstreet due to outperformance of ASIC provider (AVGO MRVL), they simply assumed GPU is going to be replaced. ASIC r purpose built chips which perform better and efficiently in specific tasks, especially in ai training. GPU r general purposes, they can be used for any intensive computing purposes, including ai training. Both works hand in hand and have their own markets, ASIC providers r not true competitors for GPU maker like nvidia n amd. In fact nvidia is having the same price action as amd. Market shoot first then think later, the devil is in the details.
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Bears sound smart, but bulls make you money
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Reassessing Chinese Assets
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