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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: neolib who wrote (53269)	1/28/2024 1:03:25 PM
From: Doug M.	Read Replies (2) of 72202

<< The interesting thing to contemplate is IF AMD becomes significant competition to NVDA, will AMD double in price or will Nvidia fall in half instead.>> Anything can happen in the short-run. Heck, just one example (out of many) is that China's Nio EV company was $60 / share a few years ago and now it's only $6! Much of that was simply due to EV hype and I think that hype can be a dangerous thing in the stock market. Now I'm not saying that AI is hype, but I am saying that valuations can get somewhat extended due to just piling on the bandwagon that's currently working. But the bottom line is that I don't care what people think in the short-run. I think a more interesting question is what stock will perform the best looking five years out? My money is on Intel - partially due to things like this, but there's many others too: ASML's First High-NA EUV Litho Scanner Arrives at Intel January 5, 2024 <<ASML on Thursday said that it had shipped its pilot High-NA EUV scanner to Intel. The Twinscan EXE:5000 extreme ultraviolet (EUV) scanner is AMSL's very first High-NA scanner, and it has eagerly been awaited by Intel, who first placed an order for the machine back in 2018. Intel will be using the new machine to experiment with High-NA EUV before it deploys commercial grade Twinscan EXE:5200 tool for high-volume manufacturing (HVM) sometime in 2025. The announcement represents a major industry milestone that will have an impact not only on Intel, but eventually on the other leading-edge fabs as well.>> <<By getting High-NA tools earlier than its rivals, Intel not only be able to ensure that its tools produce desired results, but it has a chance to set the standards for the industry when it comes to High-NA manufacturing. For Intel this might mean getting a significant advantage over its rivals, Samsung Foundry and TSMC.>> ASML's First High-NA EUV Litho Scanner Arrives At Intel [UPDATED] (anandtech.com)

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