Agree that Nvidia is a better investment than AMD. However, I do think AMD will gain share on server CPU from Intel. Granite Rapids and Sierra Forest are inferior as they are done at Intel 3
Really enjoyed your section on Snowflake vs Microsoft's Fabric vs Databricks. Your thoughts and opinion are original.👍🏼 I have a small section in my post tomorrow on Snowflake. 🤫
Agree that Nvidia is a better investment than AMD. However, I do think AMD will gain share on server CPU from Intel. Granite Rapids and Sierra Forest are inferior as they are done at Intel 3
Thanks! When you did your research, did you come across Exasol? Its a german tiny cap that claims to be similar.
Never heard of them, but given their small revenues, I suspect it is a very local player.
Yep, came to the mkt in ipo with fanfare then tanked, struggle to climb to ebit breakeven.
Really enjoyed your section on Snowflake vs Microsoft's Fabric vs Databricks. Your thoughts and opinion are original.👍🏼 I have a small section in my post tomorrow on Snowflake. 🤫
Isn’t better to buy MSFT over SNOW? A sleep well investment.
I'm holding both