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Nvidia is $3.42T market cap. AMD is $246B market cap. Nvidia makes up over 5% of the ETF I use. AMD is less than 0.5% There's a lot more wealth tied up in Nvid
by NAHWheatCracker 2y ago
Nvidia is $3.42T market cap. AMD is $246B market cap. Nvidia makes up over 5% of the ETF I use. AMD is less than 0.5%
There's a lot more wealth tied up in Nvidia, so there is more interest and worry. They are also more associated with hyped up tech like Bitcoin and AI. Whether you believe in those technologies in the long term determines whether you're likely to think Nvidia can maintain.
With everyone dumping on Intel lately, AMD also looks like the primary CPU manufacturer.
- georgeecollins 2y agoRight! AMD could double its share of desktop / server CPUs without a huge change in the industry but its much harder for NVIDIA to double its revenue of GPU cards, AI chips. I have no idea what will happen, or what either is worth. But like Apple, at some point the market is the limiting factor, not the company.
- gizajob 2y agoIt really is annoying me how much Nvidia is now tied up into almost every ETF, which means that it’s becoming “too big to fail” but also will drag things down horribly if it doesn’t keep delivering the huge earnings growth or suffers competition or AI doesn’t really deliver the goods in a meaningful way.