/biz/ - Business & Finance

Snip-Sama Fri Sep 8 20:19:20 2023 No.56059458 [View]
File: 170 KB, 1125x1225, IMG_5530.jpg [View same] [iqdb] [saucenao] [google]

>TSM wont be able to supply NVDA chips for the next 1.5 years
>Apple got dibs
>This fucks up AMD as well
>Intel has their own fab
>Intel has been gaining traction, new highs for the past couple of weeks while NVDA and AMD are dumping

I guess it’s safe to say, buying long dated puts on NVDA and AMD would be the move, and buying long dated calls on INTC would also be profitable. NVDA to $100/ share EOY, INTC to $80/share EOY.

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