12 replies (most recent on top)
@iwby, Jensen is super busy to get next leadership products to the industry with his fellow engineers. He doesn’t care about Intel or wants to destroy it. He is afraid for the future of Intel engineers and technicians collecting garbage cans instead of making chips.
actually went up about 2x the entire value of intel today, not just 1.
Don't forget AMC stock rocket launch before mid night Sunday. It will be more spectacular than NVIDIA.
Apple's silicon team is mostly made up of ex Intel engineers. Same group of people yet vastly different results between Intel and Apple. AMD has been a distant second in the CPUs until Lisa Su took over. Same group of people yet vastly different results. Leadership makes all the difference in the world. As long as Intel uses DEI to fill out the ELT it's impossible to make any changes.
“What does NVDA do differently that it gets so much love on Wall Street?”
Their CEO is the founder. Their leaders have the vision. Their engineers deliver. They all take ownership of the company. They have more A players from top to bottom.
“Why can’t Intel do the same thing??”
After RN, GM, AG, and CB, we have B players at the top, hiring C players and driving out A players, from top to bottom. That’s why.
What does NVDA do differently that it gets so much love on Wall Street? Why can’t Intel do the same thing??
Jensen is on a mission to destroy Intel, and he is getting close to being done.
Do you know how to read and understand NVIDIA earning report?
it's a bubble for crying out loud
and i am not saying intel isn't sh-t
Wild how different the cultural approach of Nvidia is based on the earnings call.Literally Jensen talking about how we don't take time to dress up PowerPoint slides, we just do great work
Intel influentials strike again! too bad it’s not gold
OP forgot to mention the 10:1 split on June 10th.
I am so glad I sold my RSU's/ESPP's years ago and re-invested in AMD, MSFT, and of course........NVIDIA!
CHA-CHING!