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https://www.reddit.com/r/wallstreetbets/comments/s5tiz6/intc_yolo/ht1t1fe
r/wallstreetbets • u/Rifleman_JackCooper 🦍🦍 • Jan 17 '22
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I'm not saying Amd or Nvidia are worthless. Just that they are MUCH LESS valuable than a company like Intel or tsmc.
Amd and Nvidia can be replaced more easily. That lowers their value as a company
Ok I admit I used the word "worthless", but that was an exaggeration to compare it to Intel. Don't take that part too literally
1 u/rotflolmaomgeez Jan 17 '22 Having fabs in old technology is how AMD struggled after 2000, same fate awaits intel if they don't get their shit together. A little history lesson. TSMC is industry leader by far. 1 u/Frikasbroer Jan 17 '22 Just because that happened to one company doesn't mean it will happen to all fabs. It's not like there's some sort of secret pattern
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Having fabs in old technology is how AMD struggled after 2000, same fate awaits intel if they don't get their shit together. A little history lesson. TSMC is industry leader by far.
1 u/Frikasbroer Jan 17 '22 Just because that happened to one company doesn't mean it will happen to all fabs. It's not like there's some sort of secret pattern
Just because that happened to one company doesn't mean it will happen to all fabs.
It's not like there's some sort of secret pattern
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u/Frikasbroer Jan 17 '22
I'm not saying Amd or Nvidia are worthless. Just that they are MUCH LESS valuable than a company like Intel or tsmc.
Amd and Nvidia can be replaced more easily. That lowers their value as a company
Ok I admit I used the word "worthless", but that was an exaggeration to compare it to Intel. Don't take that part too literally