AVGO is a sneaky important earnings report today...IMO. 

    oh yeah for sure!

    Posted by ras120656 on 7th of Dec 2023 at 03:55 pm

    oh yeah for sure!

    NVDA and others chip manufacturers

    Posted by DigiNomad on 7th of Dec 2023 at 04:13 pm

    NVDA and others chip manufacturers are a case of musical chairs, from my perspective. The hyper scaler tech companies are essentially nation states at this point given the amount of cash flow they generate and cash on balance sheets. They simply haven't and won't put up with paying other companies for critical components for long....they will all be producing their own AI chips sooner or later.
    This battle for chips reminds me a little of the brief few months where Microsoft convinced the world they were somehow the dominant AI player. Then Google took the wraps off yesterday and today and blew them out of the water (search "Gemini" on YouTube and then filter by Google releases). Now Microsoft is back to being the company that created BING...the worst search engine ever...and hasn't innovated internally in many years. 

    Maybe. But I dare them

    Posted by mastermind on 7th of Dec 2023 at 07:01 pm

    Maybe. But I dare them to try to develop the memory chips that are needed that a company like Micron provides. Then again, they don't pay as much of a premium for memory chips, so not as much incentive anyway.

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