NVDA vs TSM· which do the legends prefer?
NVDA scores slightly higher (42 vs 32), but the gap is modest — each deserves its own research within its layer.
- Duan Yongping · Added+10
- David Tepper · Trimmed-8
- Philippe Laffont · Trimmed-8
▲ CUDA ecosystem + Blackwell ramp, strong pricing power.
▼ Custom silicon and AMD competition siphon share.
- David Tepper · Held+4
- Philippe Laffont · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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