Whether is a high end Nvidia chip or one with a lower performance, Nvidia will dominate with its AI chips n NIMs as it has a strong moat, in both hardware as well as AI software. AI infrastructure will continue to demand for Nvidia chips. In fact, the more AI players there are in the market, the greater the demand. Thus, Nvidia at $120 is a no brainer.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments