TSMC - Another NVIDIA in making?

Has anyone witnessed the crazy streak of Nvidia? I purchased it for $165 in 2022. And sold it at $167 😂😂 Does anyone think TSMC can replicate the rally?

Sherlock007

TCS

7 months ago

Tsmc will grow but not like nvidia. USA firms have a edge. Nvidia is riding on ai wave due to its cuda algorithm based gpus...amd is distant 2nd with only 18% market share. Tsmc has competition from Samsung, Intel and Chinese foundries. But tsmc will grow faster, if Taiwan doesn't get involved in war. Nvidia is geopolitically more safe bet.

DaringTrain

Stealth

7 months ago

As someone mentioned here, the overhang of a Chinese invasion is a big issue there. Plus it is listed at Taiwan Stock exchange, if I am not wrong

ExWorker

Stealth

7 months ago

It is listed on NYSE as well

DaringTrain

Stealth

7 months ago

Til

Samiyana

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8 months ago

Time to Buy Nvidia Stocks

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6 months ago

NVIDIA murders Moore's Law

The race to superintelligence is fully on. Bad news for us humans - compute for superintelligence doesn't seem to be a problem. Jensen Huang and NVIDIA will not follow any laws made by Moore anymore.

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Yubi

a year ago

Google will quite literally have more TPUv5’s than OpenAI, Meta, CoreWeave, Oracle, and Amazon will have GPUs combined

Compute Resources That Make Everyone Look GPU-Poor

https://www.semianalysis.com/p/google-gemini-eats-the-world-gemini

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by 3xPlusOne

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a year ago

What are some high growth companies whose RSUs is going to 3x (or more) in the next five years?

Nvidia stock has 6x in the last 5 years, going from 57 USD to over 450 USD now. Similar stocks that had great growth include AMD (3x) , Tesla (15x !!) , making those employees who joined before the bullrun millionaires. Now the question is what are new Nvidia or Tesla whose stocks have a good chance to 3x or more in the next 5 years timeline?