4 ms·
They might be an outlier in terms of current profit metrics, but they are still the market leader in the CPU space, and not by a small margin. I would consider
by floating-io 2y ago
They might be an outlier in terms of current profit metrics, but they are still the market leader in the CPU space, and not by a small margin.
I would consider it foolish to disregard the metrics of a company that holds in the neighborhood of 75% of market share in a critical tech market.
Comparing Nvidia to Intel is more difficult because Intel is comparatively a bit player in the GPU market. Adding NVDA is not the issue; it's an important market segment, and they're the leader. Deleting Intel is an issue. CPUs are and will remain a vital component of the tech market, and thus, so will Intel for the foreseeable future.
So long story short, this makes the Dow start looking like a better indicator of hype than overall market health IMHO. I don't want my market index to cherry-pick only the ones that are rising.
You are certainly free to disagree ;) Again, I'm hardly an expert investor.
- whynotminot 2y agoI’m not an expert either! And you’re right, Intel is still a very large and important player. You’re calling it shifting to be an indicator of hype, but maybe it’s more an indicator of where things are going? Intel has strong incumbency on their side for sure, but their business just looks so weak going forward and the decline has been so pronounced now for so long. I wouldn’t count them out either though. And honestly I’m rooting for them. They’re an iconic brand and I hope they can recover.