저자: JoseNajarro · 외국인
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8/24 보도된 미 에너지부 아르곤 연구소의 슈퍼컴퓨터 'Polaris' 건으로 엔비디아(A100 GPU)와 AMD(Rome/Milan) 칩이 탑재되며, 인텔 공급 지연 때문에 임시 대안으로 채택됐다고 설명. 시장 인지도 상승 효과 주장. 엔비디아 AI 엔터프라이즈 글로벌 출시도 긍정 요인으로 언급. 엔비디아·AMD는 단기 과열(이동평균 대비 과열)로 보고 소액 분할매수 또는 조정 시 진입 제안. 인텔은 수년간의 개선이 필요하다며 당장 진입은 보류하되 장기적으로 관심 표명.
다듬은 글
hey guys welcome back to another episode today i want to do another semiconductor update we're going to take a quick look at three stocks nvidia amd and intel yes there were some pretty cool news that came out about a super computer for nvidia amd so i just want to share my overall thoughts i'm also going to take a quick look at the prices all three semiconductor companies are at and just share hey is this the time i would personally be buying selling or what am i doing right now if this is your first time here guys make sure to hit the thumbs up make sure to hit the subscribe button and let's get started like i mentioned today we are going to take a quick look at nvidia this stock right now so i am recording is down about point 48 on today but we can see in the past five days this company has been a monster up 10.51 in the past five days in the past month is up 14.57 we saw right i've done plenty of episodes on nvidia very very strong earnings very strong support from analysts and just overall a bullish bullish case for nvidia number one precision in my portfolio if we take a look at amd as i am recording this episode the stock is down about point 39 percent so very similar levels to nvidia if we take a look in the past five days it's also been pretty green up 3.48 and the past month is up 17.49 so all these companies right again very very bullish case for amd they also had a very very strong earnings gain gaining in data center market share from some of its competitors so overall very bullish case for those two giants now if we take a quick look at i want to say this isn't this is a fan favorite right now we're going to take a quick look at intel this one's down a little bit more than the other two right now down to 1.3 we can see in the past five days this is actually green i'm actually impressed it's up almost two percent in the past five days and the past month is actually down 2.2 percent so i guess investors weren't that excited about intel's earnings and i i do believe i've covered their earnings in previous videos so make sure to check out that previous catalog so the topic i want to take a look at today is there were reports on august 24th that there was a deal coming in for nvidia and amd about a supercomputer this kind of deal was made because a previous though that this us department of energy one of their labs had a previous deal with intel corporations on building a supercomputer unfortunately intel has had kind of a slowdown with a lot of their production some of their chips are taking a lot longer to produce than expected uh so it has caused a delay in kind of creating that original deal so this lab within this u.s department of energy is kind of hey we're still going with intel but in the meantime we want something within the next few months so we're gonna go with a super computer powered by amd and in nvidia so that's where we're at right now that report came out in august 24th so about two days ago so that's what we're going to take a quick look at today but guys let's take a quick listen to today's sponsor a great reason why i'm able to provide so much content to you guys for free d yesterday on august 25th nvidia kind of confirmed this deal that yes they are kind of making this new laboratory super computer the supercomputer is going to be called polaris and it's going to be for argon's national laboratory uh so now let me just take a quick look at supercomputers so supercomputers are pretty much what their names are computers that can kind of do mathematics equations and stuff that can kind of process data a lot faster than regular computers at the same times these super computers are super expensive first for example that original intel deal which i think was announced in 2019 yes which was announced in 2019 that was a deal of about 500 million dollars for that super computer so you can see super computers have a pretty pretty penny on themselves but unfortunately because of the delay now we're going to go now the lab is also going to create a second super computer this one is going to call polaris and it's going to be powered by nvidia's a100 gpus which are their their high high performance enterprise data sensor gpus and it's going to be powered by amd's rom and milan chips these are their data centers to use so i i mean it just shows that hey some the market even though right intel used to be a huge leader and still a huge leader in the cpu data center when we take a look at market shares if you're not able to provide the product when needed some of these customers are gonna go elsewhere they're gonna go to who they believe can provide something now and with similar type of results i do want to say though within people kind of familiar and due to this report people familiar within the inside of the super computers they do mention that this nvidia amd supercomputer is not going to be as fast as the one from intel and they're kind of just using it as a more of like a stepping stone to get everything set up so once they have this super super computer from intel they will be able to kind of just go roll with it once it comes out and another thing just to show you right i mean i do say this is a super computer by like amd and intel but it's not them who create the super computer they're just the ones that power the main systems there is another company that goes and creates and finalizes this whole super computer process uh for here is gonna be hewlett packard enterprise hpe they are the ones who are expected to build the super computer and they deal with everything else from memories to solid-state drives to whatever goes in these super computers so that's just i want to say the first cool news and obviously i mean it just shows the overall power that hey you're not providing something right now if you're you're kind of having a slow down in forms of producing your chips and kind of innovating the market is going to go and look for those companies that are doing what is needed and we can see nvidia and amd so i do want to say even though maybe monetary value it might not be such a huge huge win for amd and nvidia it's more of just a market awareness that hey amd and nvidia are really here right now to produce these super computers if needed opposed to waiting many years for intel to get things straight so i do believe this is one of the reasons the stock prices has been doing pretty well for nvidia and amd at the same time i don't want to make it seem like i'm an intel bear right intel still has plenty of cash flow from operations they still have plenty of time to change things around so we can see in the past six months um this stock is down 12.63 and from its past six months high it's actually down about 22.70 22.2 so even though intel has definitely been behaving in more of like a negative bearish sentiment i don't want to say i would put intel out of the race right now personally i'm not invested in until i'm invested in the all the and the other two because i'm just uh i i do enjoy where they're at right now and how they're proceeding to grow so now let me also take a quick look at some other news from in uh from nvidia uh so that was the first thing the super computer but there are some other cool news about nvidia i do want to say on august 24th they also announced global availability of their nvidia ai enterprise which makes ai accessible for every industry this is pretty much a comprehensive software suite of ai tools so we can see nvidia is really transforming itself as uh as not only a hardware company but also a software company in this kind of revolutionary technology of artificial intelligence and now it's kind of allowed is out globally which again it continues to show where hey at maybe at the moment this might not be a huge huge monetary change for nvidia's final numbers but it is going to help out to show that hey this company is evolving to more than just a hardware company and is ready to provide other types of services with higher margins all right so the final thing i want to take a quick look at is price targets not price targets but where the companies are at right now so amd i do want to say already in my portfolio long-term investments i have no intentions of selling amd and nvidia right now but i do want to say amd right now is a bit overextended from its moving averages that doesn't tell me hey jose sales it just tells me jose if i want to enter into amd right now maybe open up with a small position now that it's overextended i would only enter with a small precision or dollar cost average over time when the company kind of pulls back i do if it ever goes back to like the low 80s the mid 80s that's when i personally would believe it's a better time to kind of be built in a better base position same thing with nvidia right and video right now a bit overextended doesn't mean i'm going to sell it just tells me jose right now it's not the time for me to add on a lot big position at the same time i don't mind getting some skin in the game so this is a time where i wouldn't mind dollar cost averaging opening up with a small position but i do believe there are better opportunities in the future the possibility right this is the great thing about volatility volatility can give us better buying opportunities in the future doesn't mean it's guaranteed uh so that's why i do believe it's either sometimes smart to even just do dollar cost averaging over time or just opening with a small position and add on over time but we can see for nvidia i do want to say if it ever goes into the mid 150s and that's pretty low right compared to where it's at right now but if it ever goes in the mid 100s in the low 150s mid 150s that's when i think it would be a nice time to kind of build in base now if we take a quick look at intel intel is the only one opposed to these that isn't really seeing overextended is really sitting next to its moving averages at the same time right this is not growing as fast as these other two players like i mentioned i don't believe it's game over for intel not a position i want to enter into right now just because amd and nvidia already make up over almost almost 20 of my portfolio i think it's closer to like 18 on just those two companies and i don't want to be too heavily in the semiconductor at the same time but if i was bullish at intel right now should be the levels that hey i wouldn't mind entering with a nice base level in the position at the same time with the way things are going this is something that will be a multiple year for this company to change around especially in the overall production of chips and everything else kind of affecting it so i hope you guys enjoyed today's episode take care have a good night and see you next time
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