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NVIDIA's GTC 2025: Jensen's 40x AI Leap Shakes Up The Stock Market
There was Jensen Huang, rocking his leather jacket again at the SAP Center in San Jose. This wasn't just another tech talk - it was NVIDIA's GTC 2025, what they're calling the "Super Bowl of AI." And boy, did it send stocks all over the place!
$NVIDIA (NVDA.US)$
Jensen show big news, make many company stocks go up down! NVIDIA say they have Blackwell platform now ready with 40 times better than ol...
There was Jensen Huang, rocking his leather jacket again at the SAP Center in San Jose. This wasn't just another tech talk - it was NVIDIA's GTC 2025, what they're calling the "Super Bowl of AI." And boy, did it send stocks all over the place!
$NVIDIA (NVDA.US)$
Jensen show big news, make many company stocks go up down! NVIDIA say they have Blackwell platform now ready with 40 times better than ol...
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$Marvell Technology (MRVL.US)$ Sorry, I started buying, so the upward trend has turned into a downward one.
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$Broadcom (AVGO.US)$ I don’t believe the 60-90 billion servicable adressable market in 2027, with each customer accounting 20 billion on average (although they are engaging with another four customers). Things change, business plans may change. Google’s TPU will not be able to compete with Blackwell in performance, generality of workloads, ready-to-use, and innovation pace. Even for internal use, return on investment for asic chips is unlikely comparable to GPUs.
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Last year caught Tesla this year Palantir 💰
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Nvidia Vs. Broadcom? The Battle for AI King Won't Be Close. -- Barrons.com
Everyone wants to beat Nvidia. Several media outlets recently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get help from Broadcom and Marvell to make better custom AI chips.
Last week, Broadcom shares surged 24% a day after CEO Hock Tan painted an extremely positive picture for the AI chip market, saying the opportunity would be "massive" over the next fe...
Everyone wants to beat Nvidia. Several media outlets recently espoused the narrative that the AI chip king would soon face tougher competition as large technology companies get help from Broadcom and Marvell to make better custom AI chips.
Last week, Broadcom shares surged 24% a day after CEO Hock Tan painted an extremely positive picture for the AI chip market, saying the opportunity would be "massive" over the next fe...
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$Broadcom (AVGO.US)$ Tan painted a rosy picture of future ai chips, and his bankers helped him sell the story. This is never going to be the next nvidia, far far from it. go read and do your own analysis. be careful, don't be scammed.
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$Broadcom (AVGO.US)$ Juhil Patel where are you now ? running away ?
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$Broadcom (AVGO.US)$ hype is over. back down as customized chip doesn't have much margin and AMD is catching up on their AI chips!
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$Broadcom (AVGO.US)$ CEO had to bolster the stock as they missed the sales rev forecast. without it, this would have dropped 20 pct post earnings release. the AI chip forecast is too optimistic and unrealistic.
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