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Sell NVIDIA, buy Broadcom! What is the market saying on Friday?
Analysts pointed out that Wall Street is focusing on the demand for ASICs (Application-Specific Integrated Circuits) from major Technology companies, which may be one of the reasons for the drop in NVIDIA Stocks. In the coming years, custom chips will gradually take market share from expensive GPUs in the applications of generative AI.
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Kube : thanks for the great analysis
Destrier : was it one position that caused the dip?
SpyderCall OP Kube : for sure no prob
SpyderCall OP Destrier : I doubt it, but let me check
MonkeyGee : 90% of the stocks looks like amd charts
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