NVDA -- May 25, 2023

Locator: 44751SC.

NVDA:

• CPU: gaming
• DCP: AI (ChatGPT)

NVDA's current mix:

• CPU: 95%
  
• DCP: 5%

Will switch to:

• CPU: 5%
• DCP: 95%

Two comments:

• this "switch" will happen at lightning speed; and,
• this is a ten-year "play"

Gaming:

• surged during Covid-19 lockdown -- 2022 - 2022 (full calendar years)
• plummeted after end of Covid-19 lockdown
• hunch: gaming will recover
• hunch: Apple's headset will benefit indirectly, it won't be obvious, and will take time
• headset:
• current target: developers, not consumers (analogy: the smartwatch)
• target, long term: consumers; price needs to come down relative to value of the dollar

In addition, Nvidia is now also competing with cloud services. 

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Now, that you know all that, the following headlines make sense and one can put them in context:

At the open:

INTC: on a day the NASDAQ surges with tech surging, particulary chip companies, INTC falls another 5% today: