Is NVIDIA Worth Investing Now And What Other Options Are Available For Investors Who Seek Exposure In AI?
Portfolio Pulse from John Chang
NVIDIA shares have surged 165% in 2023, raising questions about whether it's worth investing now. The article suggests three alternative options for investors seeking exposure to AI: Advanced Micro Devices (AMD), Intel Corporation (INTC), and Taiwan Semiconductor Manufacturing Company (TSM).
May 31, 2023 | 2:34 pm
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NEUTRAL IMPACT
NVIDIA shares have surged 165% in 2023, raising questions about whether it's worth investing now.
NVIDIA's impressive rally may make some investors hesitant to invest at current prices. However, the company's strong earnings report and projected EPS growth could still make it an attractive option.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100
POSITIVE IMPACT
AMD is a leading semiconductor company with significant advancements in AI and machine learning technologies. Its GPUs are widely used for AI applications.
AMD's strong position in AI and machine learning technologies, along with its high-performance CPUs and GPUs, make it an attractive option for investors seeking exposure to AI.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100
POSITIVE IMPACT
Intel has been expanding its presence in AI, offering a range of products including CPUs, GPUs, and specialized AI accelerators like the Intel Nervana Neural Network Processor.
Intel's expansion into AI and its range of products make it a potential option for investors seeking AI exposure. However, its recent lack of traction in the market may be a concern for some investors.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
TSMC is the world's largest dedicated semiconductor foundry, manufacturing chips for many companies involved in AI, including Nvidia and Apple.
TSMC's position as the largest dedicated semiconductor foundry and its involvement in manufacturing chips for AI companies make it an attractive option for investors seeking exposure to AI.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100