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- Thread starter Warstud
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More than likely true, but that is not the question. Is NVDA / Google / Chipmakers Lucent or Amazon in this .com comparison?
What do you see that I do not? I see a head and shoulders on the 10 day ending a roughly 6 month uptrend?
Although RSI, Bollinger bands and OBV don't confirm.
Choose the technical that fits your narrative
That’s what I said. Hold off until the divorce is final I mean diveWhat do you see that I do not? I see a head and shoulders on the 10 day ending a roughly 6 month uptrend?
Although RSI, Bollinger bands and OBV don't confirm.
Choose the technical that fits your narrative
Fundamentally and cash wise NVDA is strong. Watch for insider buying
Back Terra firmaPablo is having issues posting currently.....
bad WiFi
Not sure I understand your question.
I don't think anyone here questions AI's relative importance going forward.
The question is - so far the chip makers and datacenter owners are the ones being bid up due to "AI". However if we can now see that Chips are a commodity making data centers a commodity, or at least a very hard to differentiate non commodity of some type, then are we bidding up the wrong thing? No one has figured out to make much money on any of this stuff. So far its just spend. Now even the great tech companies are borrowing money when they use to be filthy stinking cash rich.
Follow on question if you agree to above, who will be the Google / Meta / Apple of 2001 in comparison?
Ah, I see what you mean. I do not agree; let me explain:
Data center chips need both commodity and non-commodity components. While the underlying materials and some components are commoditized, the high-performance processors driving the AI boom are highly specialized, non-commodity products. Examples include high end GPUs, AI accelerators and especially proprietary chips.
By the way, I appreciate your thoughts on the importance of AI. I am not sure everyone sees AI that way, however.
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No, that is exactly my point. Google is now almost same market cap as NVDA because there making there own TPU's which are supposedly faster than NVDA GPU's and selling them to Meta. So two of the largest users of NVDA chips are now using Google chips. NVDA was supposed to have a 10 year moat no one could cross. This is what we heard incessantly in NVDA earnings calls 18 months ago.
Amazon has its own chip - I forget its name. There also the largest data center owner on earth.
Microsoft has its own chip - Azure I believe they call it. There the 3rd largest data center owner. Google above is second.
There are other chips - like AMD. And Chinese chips.
All these chips may be proprietary but they will all run the same LLM's. Open AI is using many of these different chips. Hence the chips can be looked at as a commodity. How much compute relative to power input. Hence the data centers are essentially a building full of commodity compute. High demand now. At some point they will sell compute at some value over the cost of electricity - ie commodity.
So there a commodity.
Yeah, any product that isn't sold on the open market to anyone who has money and used for their own purposes, and is instead basically a specialized "proprietary" design for the maker's own (or very limited to others') use, then it's not really considered a "commodity" product.
Complete engineering answer.
A commodity is simply something that is fungible. You don't need a more complex definition. If you don't know what fungible means look it up, but its essentially something that can be replaced by another item to do the same function.
So if I can run my Chat GPT model on NVDA chips in whomever datacenter, or I can run my Chat model on AWS/GOOG/Meta whomever chip - those data centers are fungible, and it doesn't seem to matter who's chips they have.
Market hasn't figured it out yet. Buyers of such services soon will.
Yes! Cohen was not the right person for that interview, very difficult to deal with, almost confrontational. I wish him well but I don't trust him!
Charts are OK. Sometimes, but nothing is 100%. Let's see, but it's been pretty flat. If it dips, let's see NVDA sets and new base and I will buy on volume up.What do you see that I do not? I see a head and shoulders on the 10 day ending a roughly 6 month uptrend?
Although RSI, Bollinger bands and OBV don't confirm.
Choose the technical that fits your narrative
No insider buying that I see, but lots of institutional buying still. I based my recommendation on company market strength and ST historical price.
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SWKS chart looked similar and has gone up 11% or so since I recommended it. I own 1000+ shares in a taxable account not sure if I should go or stay..........maybe half go!
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SWKS up 15%, sold half and covered calls to expire May 15.
You missed my point I was making to the post by @JeffKeryk, which was very specific and agreeing that some products are not always commodities even though they might be interchangeable so they could be used by others. Certain products can be fungible without automatically being a commodity ... that's the point I was making. Wasn't argueing who's chips are fungible and a commodity or not.
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