4min chapter

Squawk on the Street cover image

After the Tech Sell-off: Big Bank Earnings, Hot PPI, Tesla 11-day Win Streak Snapped 7/12/24

Squawk on the Street

CHAPTER

Analyzing AMD's Position Against Nvidia and the Cyclical Nature of the Industry

This chapter delves into why AMD is a top pick, exploring their strong position against Nvidia, progress in addressing supply issues, and positive projections for chip sales. It also touches on the cyclicality of the industry, past influences on companies like AMD and Nvidia, and potential risks related to excessive ordering and economic downturns.

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