Investors don't even know what NVIDIA is selling, I was listening to a random in... | Hacker News

Hacker News new | past | comments | ask | show | jobs | submit

login

chad1n 17 days ago | parent | context | favorite | on: AMD's MI300X Outperforms Nvidia's H100 for LLM Inf...

Investors don't even know what NVIDIA is selling, I was listening to a random investor podcast and they were talking about Intel, AMD and NVIDIA, but no one knew what exactly they are selling, they only knew they are part of this AI bubble so that's why you should invest in them

petra 17 days ago [–]

What about seroous analysts, say like morningstar, don't the undedtand the business that they recommended relatively well?

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact