Name: Could AMD or TSMC Challenge NVDA?
Uploaded: 2024-06-25T18:52:59.741-05:00
Duration: 7 min 39 s
Description: It seems that Nvidia’s (NVDA) stock price is predicated on the idea that other chip manufacturers will never be able to challenge the firm, notes Octavio Marenzi. He thinks that other chip manufacturers will eventually be able to close the gap, highlighting AMD and TSMC. He also talks about the Fed’s role going forward.

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It seems that Nvidia’s (NVDA) stock price is predicated on the idea that other chip manufacturers will never be able to challenge the firm, notes Octavio Marenzi. He thinks that other chip manufacturers will eventually be able to close the gap, highlighting AMD and TSMC. He also talks about the Fed’s role going forward.

Could AMD or TSMC Challenge NVDA?

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