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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 674.96+0.9%4:00 PM EST
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To: Johnny Canuck who wrote (59819)8/28/2024 8:32:52 PM
From: E_K_S  Read Replies (3) of 68284
 
yea, saw your Max Pain number and watched that number break. Also, very good margins going forward but maybe a few new competitors at least for the low end (AMD). Been following the big buyers of these chips, MSFT & META and trying to determine their ROI on this investment. Looks like it is going to be pushed out. So maybe they buy a few less of these higher end server chips or stretch those buys out a few quarters,

I heard that GOOGL actually manufactures their own AI server chips which are said to be as good as the current generation of NVDA. There are no plans for GOOGL to sell these chips but it is interesting they went this route. I suspect they do buy a few of the NVDA chips to test against their own design.

Been looking at TSLA for his AI expertise and how he might fold that in his robotics designs (next generation manufacturing). Did you notice on the NVDA call they talked about robotics and specific applications for their chips.

If you get a chance, see if your AI Co=pilot and/or Perplexity.com can give us a few names in companies developing robots for next generation manufacturing, specific sectors where that may create exponential efficiencies (I am thinking semi-conductor automation, EV manufacturing, etc). Also, who might be the 1st one to this space (NVDA?, TSLA?).

Will be fun to watch this play out especially now that NVDA is ramping up next generation chips in month/quarters rather than multi year.
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