
NASDAQ:NVDA
Excellent company. He exited last year after its great run in 2020. Industrial chip space, such as TXN, didn't do as well, so 2021 will be an easier comparison in the short term. Does well when crypto mining does well.
(A Top Pick Feb 12/20, Up 89%) He now owns AMD instead. It still fits into the reflation trade and the more cyclical parts of tech.
This and AMD are in all the right sectors: automotive, internet of things, data centres. Demand for chips has gone insane. Chart is insane. Hard to wrap his head around the valuation, but one to look at. Huge believer in tech.
NVDA vs. INTC vs. AMD AMD is taking market share from Intel, and its earnings growth is superior to Intel. Intel is in the midst of restructuring. Ongoing chip shortage, but this is a cyclical industry. Of the three, Nvidia has the most attractive long-term growth platform, but its valuation is very high. She's going to keep watching NVDA for an attractive entry point.