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In my opinion the only semiconductor stock worth it is Asml, as no other company in the world creates such complicated machines used to make computer chips.
I like how you mentioned that nvidia is not only designing the hardware but also the software needed to run the AI infrastructure. Would it be possible to do an dissection on nvidia data center revenue source? I would love to see how much is earned from the software, what the software actually is, and if it can be replicated by others?
Excellent overview! I appreciate your great work. Hoping to pick up some Asml, nvedia, and tsm when there is a pullback. Wish I picked up more tsm when it was back $90
If you’re referring to semiconductor storage and memory, Micron and Intel are probably your frontrunners I would say. Keep in mind they are highly cyclical businesses
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In my opinion the only semiconductor stock worth it is Asml, as no other company in the world creates such complicated machines used to make computer chips.
I like how you mentioned that nvidia is not only designing the hardware but also the software needed to run the AI infrastructure. Would it be possible to do an dissection on nvidia data center revenue source? I would love to see how much is earned from the software, what the software actually is, and if it can be replicated by others?
can look to breakdown their software and data center revenue more when we take a look at their next earnings - thanks for the suggestion!
Great suggestion!
Excellent overview! I appreciate your great work. Hoping to pick up some Asml, nvedia, and tsm when there is a pullback. Wish I picked up more tsm when it was back $90
thank you!
With all the CPU power of AI all over the place they are going to need massive storage Are there front runners in storage?
If you’re referring to semiconductor storage and memory, Micron and Intel are probably your frontrunners I would say. Keep in mind they are highly cyclical businesses
AVGO🚀