Author did not do proper research; Tesla EV has China component (eg CATL's cylindrical LFP EV battery) and doesnt qualify for the 7.5k tax credit in the first place due to the FEOC restrictions. Thats why Elon is okay with the EV tax credit scrap.
Actually consumer CPU market is not Intel’s forte; enterprise CPU is more sticky for Intel. But Intel’s main problem is never about the CPU losing market share to AMD, but its foundry losing massive money and STILL lagging behind TSMC by 2-3 generations due to weak mgmt. Even Intel’s lunar lake and arrow lake has to be fully outsourced to TSMC for mass production.
$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound.
While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong. And the origin of this article is from bloomberg//@Skysoul:Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?
$Taiwan Semiconductor Manufacturing(TSM)$ Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental and economic moat. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.
Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.
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