This Breakthrough AI Chip is BIG Trouble for Apple & Intel Stocks

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Publicado 2023-11-19
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#nvidia ( #nvda stock ) has gained around $900 BILLION in value since #openai released #chatgpt last year. And #microsoft ( #msft stock ) has a market cap of $2.75 TRILLION - just a stone's throw away from de-throning #apple ( AAPL stock ) has the biggest company on Earth. But while everyone is looking for the next big generative AI winner in data centers and enterprise software, I think the best stock to buy now is in a different market altogether!

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Timestamps for this AI chip stocks deep dive:
00:00 The Great AI ARM Race
01:06 Rising Generative AI Stocks
05:47 Qualcomm Breakthrough AI Chip
10:15 Snapdragon X Elite vs Apple M3
14:10 Top AI Stocks I'm Watching Now

⚠️ No matter which way the chip market goes, you can get up to 15 FREE stocks with #moomoo on the #moomootrading app with my link: j.moomoo.com/00zozH

Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semiconductors/nasdaq-nvda…

Microsoft (MSFT stock) Valuation: simplywall.st/stocks/us/software/nasdaq-msft/micro…

Qualcomm (QCOM Stock) Valuation: simplywall.st/stocks/us/semiconductors/nasdaq-qcom…

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đź“ť Resources & References đź“ť
@snapdragon Summit 2023 Keynote:    • Snapdragon Summit 2023: Keynote Lives...  

@Apple Scary Fast Event - October 30:    • Apple Event - October 30  

@OpenAI DevDay, Opening Keynote:    • OpenAI DevDay: Opening Keynote  

@Microsoft Ignite: Day 1 Keynote:    • Microsoft Ignite: Day 1 Keynote  

đź“ś Disclosures đź“ś
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.

See additional disclosures at tickersymbolyou.com/disclosures/

🙏 Thanks for

Todos los comentarios (21)
  • @saltydog7692
    Thank you! I’ve been looking for this type of info for a while now. I don’t think this topic is covered as much as it should be. Many thanks for you work here.
  • YES! I appreciate the information provided and your delivery, good jobđź‘Ťcan't wait fit your next one.
  • @utubeblackbat
    Great work and due diligence , much appreciated videos..thanks
  • @DN-mo9sh
    Should have watched this 2 months ago! Excellent insight. What about sw used in chip design cadence and synopsis?
  • @msinaanc
    Great insight shared in a compacted way. Thanks. Definitely I will check out your other videos.
  • @mystery2plays629
    I've watched a lot of videos about this topic on YT and elsewhere, and you summed it up best. Thanks sir! keep it up brother.
  • @VRVitaly
    Been invested in Qualcomm since the 2020 crash because of the good divy and the future growth especially in VR… seems like a no brainer really to hold this one long term
  • @scott701230
    Awesome Analysis, keep it up! Medal 🥇 🏆
  • @Botaabd
    this is really great content, thanks, Alex
  • What about neuromorphic and parallel processing fpga? This is still the last generation with the same tired CPU chips. At the edge need to process and reduce data load. CPU can't do that.
  • while qualcomms new elite chips outperform the M2, and slot behind the M3, the kicker is the M3 is currently shipping in most Macs now, and software will be optimized for the new chip in next couple months.. the Elite chip however is said to not ship in devices until mid 2024, and while Windows might be running on Arm by then, they still don't have a Rosetta like solutions to bind the gap of software to run on Arm until optimized, so big players like Adobe, Microsoft's Office, and other heavy weights who have already optimized for Apple's M series chips should do well with Windows on Arm launches the vast majority of software in the Windows echo system will not be
  • @davidstar2362
    I hit the like button before you even started brother. you always deliver great content.
  • @TheIvyLens
    Qualcomm is my biggest tech holding. Originally from San Diego and now a San Franciscan who worked at a patent firm. I saw what companies were doing under the hood when they disclosed their product R n D and patent portfolios. You can think of Qualcomm as the toll both for hand held devices and IoT. Their patent portfolio is huge! I love how under the radar this is and how it is priced purely on smartphone device sales.
  • @shaystocks305
    Thank you so much. Youre giving amazing information
  • @robertguzman3113
    You / Thank you Greatness to watch future technology and what it could look like.