Why Intel, Samsung, and TSMC are better investments than Nvidia
$NVIDIA(NVDA.US$ Although the achievements in the AI field are remarkable, $Intel(INTC.US$ , Samsung, $Taiwan Semiconductor(TSM.US$ There are plenty of reasons to invest. With attractive ratings, strategic positioning in the revenue cycle, diverse revenue streams, strong manufacturing capabilities, and the ability to survive Moore's Law deceleration, we can expect long-term investment opportunities in the semiconductor industry.
Cyclic phase differences, revenue dynamics, the nature of actual fabs, and Moore's Law slowing down are factors that promise accelerated growth for TSMC, Intel, and Samsung.
These factors also suggest that Nvidia's growth may slow.
Additionally, evaluation matters, making these other companies attractive investment choices compared to Nvidia.
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トリリオンネア : Apart from the others, Intel...
mic z : Intel? You'd better not read this article
洋介48 : It looks like a sentence written by an amateur who doesn't know the IT industry, sorry for being dry
kiyo01227 : Shin-chan doesn't have Intel lol lol