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| Custom built computers for gaming where the graphics card alone is 2000$. (I don’t think that’s as big of a market as people think) Amd does alot of mass market gaming stuff I think. But even they said that segment would slow down in last earnings call. Yet here we are
Here’s how I see it and I’ve tried explaining it on here but maybe I shouldn’t use metaphors. Is this peak human civilization? Or will thre prbly be even more computers and faster smarter computers in the future?
Seems like right now everyone is upgrading and there will be a lull but technology doesn’t seem to quit. It’s an unrelenting force. And nvidia designs the best.
Honestly I think ASML is the most important company in the world tho | |
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