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So is it ARM that benefits from this, and google TPU?
Nvidia pivots to AI, Reddit Analysis "Nvidia is dead!" Google is making chips? ARM architecture CPU... They're doing this because Nvidia doesn't make CPU, they're still incorporating Nvidia GPU and that wont change any time soon. Production caught up to demand cards are regularly available, what exactly is the issue? …
QCOM a no-brainer. They are losing Apple but the non-Apple piece is growing nicely and they are a huge long term winner in AI (look up edge inference), moving into PC market with a great low power ARM-64 solution, and even getting into AI servers where their low power chips …
The future is ARM
Lmao. This dude knows nothing about semiconductors. We have 2 years before I see a slow down for NVDA. People can’t just fucking transition their data centers to fit in TPUs and ARM based platforms. Also it’s workload dependent. Training, building, and inference all require different levels of compute. NVDIA …
lmao Intel up 10% and nobody knows why until the Apple rumor drops mid-session. Classic. So basically Ming-Chi Kuo (the leaker who's actually credible) says Apple might use Intel's 18A node to fab their low-end M chips starting 2027. Not designing chips FOR Apple like the old days—just manufacturing Apple's …
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Capital World Investors | 4,772,592 | $647.0 million | 0.0045% | Sep 30, 2025 |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 4,225,943 | $572.9 million | 0.0040% | Sep 30, 2025 |
| Morgan Stanley | 3,737,692 | $506.7 million | 0.0035% | Sep 30, 2025 |
| Goldman Sachs Group Inc | 3,409,592 | $462.2 million | 0.0032% | Sep 30, 2025 |
| Sustainable Growth Advisors, LP | 2,881,709 | $390.6 million | 0.0027% | Sep 30, 2025 |
| Coatue Management LLC | 2,259,826 | $306.3 million | 0.0021% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 2,228,558 | $302.1 million | 0.0021% | Sep 30, 2025 |
| UBS Group AG | 2,062,762 | $279.6 million | 0.0020% | Sep 30, 2025 |
| Alphabet Inc. | 1,960,784 | $265.8 million | 0.0019% | Sep 30, 2025 |
| Bank of America Corporation | 1,802,973 | $244.4 million | 0.0017% | Sep 30, 2025 |
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