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Nvidia's recent earnings report highlights ongoing developments in AI infrastructure, which remains supply-constrained due to demand for AI chips. Companies like AMD, Broadcom, and Marvell are positioned to benefit from the increasing investments in AI technologies. AMD is viewed as an overlooked player with potential for higher returns due to lower expectations. Broadcom and Marvell are also noted for their involvement in AI chip development for major tech companies. Overall, the speaker expresses bullish sentiments toward AMD and provides insights into the competitive landscape shaped by supply constraints.
Millionaires Investment Secrets 8month
Parkev Tatevosian, CFA 14month
Parkev Tatevosian, CFA 13month
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