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Antonio Linares
In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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Offshore
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Thomas | heyapollo.com
IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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Offshore
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Daniel
Understanding Risk is Key to successful investing.
Howard Marks has done a phenomenal job at explaining what risk actually is.
Spoiler: It's not Volatility!
I believe every investor should hear Marks' ideas on risk: https://t.co/UhKxswHrYt
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Understanding Risk is Key to successful investing.
Howard Marks has done a phenomenal job at explaining what risk actually is.
Spoiler: It's not Volatility!
I believe every investor should hear Marks' ideas on risk: https://t.co/UhKxswHrYt
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Offshore
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Thomas | heyapollo.com
RT @Vivek4real_: "We're buying #Bitcoin to hold it 100 years. That $66K to $16K crash shook out the tourists. When it was 16K, we were all ready to ride it to zero.”
- Michael Saylor 🔥 https://t.co/iazshEtp9U
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RT @Vivek4real_: "We're buying #Bitcoin to hold it 100 years. That $66K to $16K crash shook out the tourists. When it was 16K, we were all ready to ride it to zero.”
- Michael Saylor 🔥 https://t.co/iazshEtp9U
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The Long Investor
Can someone tell Powell that people need to work more than one job because of inflation.
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Can someone tell Powell that people need to work more than one job because of inflation.
⚠️SUMMARY OF U.S. MARCH JOBS REPORT:
1) The economy added a whopping 303,000 jobs in March, blowing past expectations of 212,000.
2) The U.S. unemployment rate fell to 3.8% from 3.9%,
3) Wage growth decelerated in line with expectations, rising at a 4.1% pace, down from 4.3% in February.
4) Overall, the job market is looking good, perhaps even too good. tweet
Offshore
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Thomas | heyapollo.com
"I used to have 20 #BTC, now I only have 1. It's killing me on the inside"
Lesson: HODL https://t.co/PxOddjr4Ko
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"I used to have 20 #BTC, now I only have 1. It's killing me on the inside"
Lesson: HODL https://t.co/PxOddjr4Ko
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The Long Investor
$BTC 3 weeks later and no changes to our projection that this is in its ABC correction.
There has been a rejection at the $69k level again, one more test of this level and it rejects, then we have further confirmation.
From the guy that brought you up from $19,000 to $73,000 https://t.co/smrSEwEzuJ
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$BTC 3 weeks later and no changes to our projection that this is in its ABC correction.
There has been a rejection at the $69k level again, one more test of this level and it rejects, then we have further confirmation.
From the guy that brought you up from $19,000 to $73,000 https://t.co/smrSEwEzuJ
$BTC I brought you up from $19,000 to $73,000
Now I'll bring you down.
This pull back is an opportunity, when this ABC correction is complete, $BTC will start its next aggressive move up. https://t.co/7zGJoZ1ZFV tweet