Neil's avatar
$18.6m follower assets
Jensen Butler's avatar
I personally stay away from chip maker companies just because of their cyclical nature, and one company having an overnight tech breakthrough or landing a big contract can cause a seismic shift in the space..

BUT, if I were to invest in one, I'd have to go with $NVDA for no other reason than the fact that we share the same first name 😄

$AMD has provided some handsome returns for some of my closest friends over the last 5 years, just isn't my space to play, personally. Nice video though, solid earnings breakdown!
Rihard Jarc's avatar
Neil very curious what your take is on the semi industry? Will we have oversupply in the next few years because of all this extra expansion?