关于AMD的问题

来源: 三心三意 于 2024-08-16 09:59:07 [] [旧帖] [给我悄悄话] 阅读数 : (530 bytes)
本帖于 2024-08-16 10:13:58 时间, 由普通用户 三心三意 编辑

I only look at the following 4 semi companies for serious investment, all others are either ignored or just for day trading to make some money to buy business class ticket for next vacation :)

1: NVDA --- Reason obvious, no need to repeat

2: TSM ---  If semi is going well, TSM has to do well

3: ASML -- Without ASML, no one can make advanced chip -- Ignore 遥遥领先的忽悠

4: AVGO -- If Mag7 manage to make chips better than NVDA, then AVGO will be part of it

所有跟帖： 

• #5 不要和佩罗希老太对着干 -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 08/16/2024 postreply 10:01:28

• 谢分享 -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 (0 bytes) () 08/16/2024 postreply 12:30:09

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