Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]
Fortinet Stock: Will a New Cybersecurity Service Reverse the Downtrend?
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily. The company’s earnings call shed some light on the business strategy […]
Qualcomm Vs. Apple: Will History Be Changed As Two New Chips Target The Laptop Market Giants
A new competition is unfolding in the laptop arena. Apple (AAPL) unveiled its latest chip, the M3. Qualcomm (QCOM) is readying its Snapdragon X Elite, a rival to the dominant X86 processors, in mid-2024. Before delving into the latest advancements, let’s take a quick trip down memory lane. Our previous videos on Moore’s Law (linked […]
Will Canon NIL Technology End ASML’s Lithography Dominance?
ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Canon (CAJPY) is doubling down on competing advanced chipmaking equipment, but ASML’s roots are deep in the chip supply chain.