FPE
First Trust Preferred Securities and Income ETF
stock NYSE ETF

NVidia can't selectively lock up supply chains for only AI companies. Which means they must outbid the likes of Apple for wafer capacity, as well as everyone else. Which isn't feasible, they don't have the financial might vs a collective of companies worth in excess of $10tn.
> AMD's GPU forecast is subject to a much bigger risk from homegrown ASICs than NVDA is.
There's effectively zero risk on the demand side for AMD, thanks to this stock boost from CPU. OpenAI and Meta would be throwing money away, if they don't deploy the full 6gw.
> NVDA's growth is locked in was the OPs point.
That wasn't the only point made in their comment.
> AMD FPE is sitting around 70, the sh price is not sustainable
Well yes - the E part must rise sufficiently to justify it. Which the market seems to believe will happen.

apple? who? They don't exist in the AI space beyond their Socs/end user solution
NVDAs 80% market share gives pricing power and supply chain leverage, 3rd parties aren't affecting that.
AMD's GPU forecast is subject to a much bigger risk from homegrown ASICs than NVDA is.
NVDA's growth is locked in was the OPs point.
AMD FPE is sitting around 70, the sh price is not sustainable.

NVidia can't selectively lock up supply chains for only AI companies. Which means they must outbid the likes of Apple for wafer capacity, as well as everyone else. Which isn't feasible, they don't have the financial might vs a collective of companies worth in excess of $10tn.
> AMD's GPU forecast is subject to a much bigger risk from homegrown ASICs than NVDA is.
There's effectively zero risk on the demand side for AMD, thanks to this stock boost from CPU. OpenAI and Meta would be throwing money away, if they don't deploy the full 6gw.
> NVDA's growth is locked in was the OPs point.
That wasn't the only point made in their comment.
> AMD FPE is sitting around 70, the sh price is not sustainable
Well yes - the E part must rise sufficiently to justify it. Which the market seems to believe will happen.

apple? who? They don't exist in the AI space beyond their Socs/end user solution
NVDAs 80% market share gives pricing power and supply chain leverage, 3rd parties aren't affecting that.
AMD's GPU forecast is subject to a much bigger risk from homegrown ASICs than NVDA is.
NVDA's growth is locked in was the OPs point.
AMD FPE is sitting around 70, the sh price is not sustainable.