Nvidia may be the cheapest now

Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene.

Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels.

I have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. I have always preferred to hold on to ETFs such as SMH as a safer option.

NVDA All-Time High, PT Raised: Take Profits or Buy Before Earnings?

Nvidia surged 4.39% to a new all-time high, while Cerebras soared 68% on its IPO debut, validating AI inference chip demand. The $235 level is the key near-term pivot — a hold points to the $250 round-number target. Institutional bulls and bears are sharply divided at current levels. Will you chase the rally now, or wait for a pullback? What are your expectations for Nvidia's earnings next week?

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Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. \n \n \n \nAlphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. \n \n \n \nI have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. I have always preferred to hold on to ETFs such as SMH as a safer option.</body></html>","text":"Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. I have never held Nvidia as a lone stock as I believe this is a scene where no company can remain as the leader for long before the potential profits will cause competitors to rise up. 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