Gawvestor
Region: US
Sunday 27 September 2026 19:30:12 GMT
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JC Viper :
TSMC will make all the chips anyways...
2026-10-13 04:08:29
0
El scorcho :
I think there biggest competitor is PepsiCo (Frito-Lay) . They have some of the best chips on the market.
2026-09-28 01:19:28
27
Iamkool :
Amazon is making BANK
2026-09-27 20:18:22
12
Tran Loc5278 :
this is nothing new. u forget to mention google tpu, but nvidia still at ATH, these info already priced in. Cuda is the moat. Besides hypescalers, there are many other companies wanna chips designed by nvda, manafactured my tsmc using aslm technology because it is effecient and energy saving.
2026-09-28 01:37:40
5
notrulaw :
CUDA is the difference
2026-09-27 23:45:35
3
user_97881 :
Just because these companies are making their own chip doesn’t mean they’ll be as good or better
2026-09-28 01:00:33
3
nesh_imports_ke :
Good for chip makers like TSMC which investors should buy
2026-09-28 06:58:51
3
eapNier :
theres no way software will be a moat forever
2026-09-29 02:10:48
2
Movies & Stock$ :
The software layer is what makes Nvidia so different though
2026-09-27 22:54:46
4
wallstreetbetsss :
YOLO it
2026-10-03 23:08:04
1
Greatest Comeback Reviews :
NVIDIA's inference share reportedly increased from about 66% to 74% over the preceding year, despite hyperscalers introducing their own chips.
2026-09-28 03:29:51
3
airzoneinc :
This guy short NVIDIA ,l😅😅😅
2026-10-06 02:42:15
0
BeefySignals :
custom asic competition from broadcom and google tpu is the real margin risk here, not demand, hyperscalers want cheaper silicon
2026-09-28 17:47:23
1
Nat :
ya
2026-09-27 20:22:49
1
34tm4n :
QCOM and Boadcom to the mooon
2026-09-27 20:12:45
6
Larry Rosenbloom :
google, spcx, amzn, aapl all making their own chips.
2026-09-28 22:51:54
2
StartMyNewPodcast.com :
Elizabeth Beverly bot spamming your posts dude
2026-09-27 19:52:24
3
Corey M. Mendoza :
The effort behind this You’re one of the best.🤨🤨🔥🔥🔥 honestly impressive. Well done! @Katina Trades
2026-09-27 21:46:48
6
🏴 CREECH :
Simple, authentic, and incredibly well done.👍@Katina Trades
2026-09-27 21:45:27
8
🏴 CREECH :
@Katina Trades deserves a much bigger audience. 🤭🔥
2026-09-27 21:45:38
8
Arnold M. Collins :
The effort behind this is honestly impressive. Well done! @Katina Trades
2026-09-27 21:44:39
9
Corey M. Mendoza :
Always sharing moments full of joy. 😊🎉 @Katina Trades
2026-09-27 21:46:35
6
an.xuan.thien2929 :
@Katina Trades
2026-09-27 21:48:23
5
Tom :
😆👌
2026-09-29 05:56:25
1
Imogene Carroll :
Your contributions show genuine consideration and creativity @Katina Trades
2026-09-27 21:49:31
4
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