) once again leading the charge. Looking forward, chip stocks look to regain momentum after August volatility, but can they capture their previous heights?
But let's focus on the chip giant and video losing over $900 billion in market cap since its prior highs back in June, it did recover towards the end of the week and does continue to rise as investors anticipate earnings coming up in a few weeks here.So obviously, the volatility impacted the entire market and chip stocks.
But I think those were largely addressed later when you had comments coming out from Microsoft that it's still seeing phenomenal demand on the A I front and it's actually a supply constrained. You know, if you think about Nvidia's valuation at these levels, we think they're gonna do, you know over five bucks and change next year, you're trading at 20 times, which is um you know, puts, puts NVIDIA almost into kind of value stock range relative to the broader semiconductor market, which is kind of trading at kind of mid, mid to high twenties right now.What would you tell investors is the most compelling second source play on A I.
Uh This is not an incremental performance uh improvement that you typically get when a, when a semiconductor company releases their next generation chip. And in the history of technology, we have never seen somebody have a kind of a monopolistic position.We think a MD has a competitive uh solution in M I 300 X.
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