Golden Cross Ahead! Can AMD & Broadcom Catch up Nvidia?
$Advanced Micro Devices(AMD)$ surged from $133 to $155 in less than a week.
Investors are once again enthusiastically calling for "AMD at least $300!"
As the stock price rose, market sentiment also flipped. Criticism of AMD's stock for having weaker GPUs and software ecosystem compared to Nvidia has quieted down. On top of that, the company announced a large stock buyback and the Advancing AI event in June — this time, it really feels different!
From a technical perspective, AMD is about to form a Golden Cross. Will history repeat itself? The last time AMD formed a Golden Cross (March 2023), the stock gained 14.13% in six months.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
$Broadcom(AVGO)$ is also hitting new all-time highs.
The latest news? A new product launch aimed at challenging Nvidia’s dominance.
On Tuesday, Broadcom launched a new network processor called Tomahawk Ultra, designed to boost AI workloads by helping hundreds of computing units work closely together. The chip acts like a traffic controller, moving massive amounts of data between many AI chips within a single server rack.
This launch directly challenges NVIDIA's NVLink Switch, which currently dominates this type of AI networking. Broadcom says Tomahawk Ultra can connect up to 4 times more processors than NVIDIA’s product, using a turbocharged version of Ethernet instead of NVIDIA’s proprietary system.
Meanwhile, $VanEck Semiconductor ETF(SMH)$ also reached an all-time high yesterday at $293.
What do you think?
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
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$Broadcom(AVGO)$ is number 2
$AMD(AMD)$ is number 3 which I would trade but I rather have the first 2. that's enough.
从技术角度来看，AMD即将形成金叉。历史会重演吗？AMD上次形成金叉时（2023年3月），该股在六个月内上涨了14.13%。
回顾AMD历史上的金叉事件——50日均线穿越200日均线——有15个有效事件删除不完整数据后。其中，9导致收益，而6显示亏损假设历史趋势持续，金叉六个月后价格上涨的条件概率约为58.8%.
Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid occurrences after removing incomplete data. Of these, 9 resulted in gains, while 6 showed losses. Assuming the historical trend continues, the conditional probability of a price increase six months after a Golden Cross is about 58.8%.
With Nvidia leading the chip sector rally, do you believe other chip stocks still have room to catch up?
Can AMD and Broadcom match Nvidia’s gains?
Do you stick to a strategy of only investing in industry leaders?
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment qualit; lucky tiger can get 66 or 88 coins)
Tag your friends to win another 5 Tiger Coins
博通推出Tomahawk Ultra是一个大胆的举措，为英伟达的NVLink提供了一种基于以太网的替代方案。凭借连接更多处理器的能力，博通处于有利地位，可以从人工智能基础设施不断增长的需求中受益。它表明，它可以通过专注于系统层面的创新来竞争。
虽然我尊重英伟达的主导地位，但我不愿意只投资顶级品牌。将投资分散到AMD和博通等主要参与者可以接触到半导体领域的不同优势。这种平衡的方法抓住了增长和潜在的上升空间。
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@Huat99
Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down.
AMD is gaining traction in AI inference where performance per watt may matter more than volume. It won't dethrone Nvidia but it is carving out a profitable niche.
Broadcom isn't chasing Nvidia's GPU crown. It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broadcom a silent powerhouse in AI infrastructure.
So while it is tempting to think that Nvidia will always dominate the chip sector, AMD & Broadcom are carving their own niche in the chip industry. Together all 3 stocks deserve a place in my portfolio.
@Tiger_comments @Tiger_SG @TigerStars @CaptainTiger