Motley Fool Money Chips, Glorious Chips!
Aug 1, 2024
Asit Sharma, a semiconductor expert, and Karl Thiel, who specializes in medical devices, dive into the latest in tech and healthcare. They discuss AMD's evolving data center business and Meta's AI advancements, particularly its integration into platforms like WhatsApp. The duo also analyzes Dexcom's recent struggles on Wall Street, scrutinizing its revenue challenges and competition from big names like Abbott and Medtronic. This engaging conversation highlights crucial market dynamics for investors.
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AMD vs. NVIDIA
- NVIDIA's dominance in the GPU market is significant, but AMD has the potential to carve out a niche.
- AMD's approach, using chiplet architecture and open-source software, offers a lower-cost alternative.
Investing in Semiconductors
- Consider dollar-cost averaging when investing in semiconductor companies like AMD.
- PE ratios fluctuate, so steady buying is a good strategy.
Meta's Business Model
- Meta's advertising-based revenue model is highly profitable, allowing them to invest heavily in AI.
- Their high operating margins and cash flow provide flexibility for ventures like the metaverse.