#ai-accelerators
AMD stock: is the #2 AI chip play a buy at 63x, or priced for perfection? The 6-month to 5-year scenarios
Hold-rated deep research on AMD: Instinct GPUs, EPYC, the OpenAI/Meta warrants, and bear/base/bull across 6 months, 1 year, 3 years, and 5 years.
Broadcom stock (AVGO): is it a buy as the No. 2 AI-silicon play after the post-earnings selloff? The 6-month to 5-year scenarios
Is AVGO a buy? Deep research on Broadcom stock: custom XPU co-design, Ethernet networking, VMware, and bear/base/bull across 6 months, 1 year, 3 years, and 5 years.
NVIDIA stock (NVDA): the toll booth of the AI build-out, and whether a $5 trillion company can still be cheap
Is NVDA a buy? Deep research on NVIDIA stock: the data-center franchise, the CUDA moat and where it leaks, and an honest bull/base/bear at a forward P/E near 21.