QCOM
Qualcomm Inc
stock NASDAQ

$1T AI silicon TAM projection, and AMD forecasts some $100B annual revenue reaching '28-30.
Which means there's still 90% market up for grab, to be split between NVDA and AVGO. Very small players like INTC / QCOM are trying to enter the entry inference market as well.
I saw a bold forecast on AMD taking 40%. If so, then NVDA 40%, and AVGO 20%. Sounds about right.
May the player who provides the most value (TCO), technological leadership (compute, memory, networking, software), resiliency (supply chain, roadmap) win.

$1T AI silicon TAM projection, and AMD forecasts some $100B annual revenue reaching '28-30.
Which means there's still 90% market up for grab, to be split between NVDA and AVGO. Very small players like INTC / QCOM are trying to enter the entry inference market as well.
I saw a bold forecast on AMD taking 40%. If so, then NVDA 40%, and AVGO 20%. Sounds about right.
May the player who provides the most value (TCO), technological leadership (compute, memory, networking, software), resiliency (supply chain, roadmap) win.

> People were well aware there was a dot com bubble in 1999.
Absolutely true. So much so that my wife, the stock picker in the family and a big believer in tech, threw the bull shit flag.
And here is the thing that is so exasperating about his sub. She did not sell her stocks and go to cash — investing is not a binary decision about being the “in the market” or “cash”. There are more asset allocations than 100/0 or 0/100.
What she did was work through the portfolio and got rid of anything that did not have both real earnings and a real business. I got rid of the tech hyped mutual funds. We still took a hit [looking at you, QCOM], but we came out of it OK.
Panic selling is foolish. But being dogmatic and lecturing people with simplistic “time in the market” platitudes is also foolish *and* arrogant. This is an investing sub. Investing is often complex. There ought to be *discussions* going on here.
> And what concerns me the most is the administration in charge is run by a fraudulent criminal.
And surrounded by clowns. How is this administration going to act when faced with a financial crisis? And there is a great deal of deregulation, lax enforcement and general creativity happening right now; so the stage is being set.