Zdend's Discussions - Simply Wall St

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Zdend

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CBRS·3 months agoThe Wafer Giant Threatening NVIDIA's GPU Hegemony

This looks like a massive step change in performance, I wonder if competitors such as Nvidia can simply replicate their architecture, even assuming that they have patents on that. Can they work around it? Nvidia is already the most trusted brand so I would assume if they could eventually offer the same performance even with some premium, companies will favour them.

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UBI·8 months agoIs Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Great analysis!

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TSM·8 months agoTSMC Will Shape the Future of AI with Unmatched Scale and Innovation

An excellent update, thank you!

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GOOG·10 months agoThe Narrative Shift Has Arrived. And It Arrived With Vengeance

An excellent update! In the retrospect it should have been clear that Google will find a way to adapt and exceed considering the amount of talent, resources and their ability to execute.

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