If AMDs fortunes fell away, I’d suspect Broadcom would be the best fit to buy them. They’d be able to combine their other areas with the GPU and CPU and make a success of the whole system like Nvidia have.
Connecting Constellation’s disciplined capital deployment with AI-driven market dynamics and potential strategic moves like an AMD acquisition makes complex investing insights tangible
If AMDs fortunes fell away, I’d suspect Broadcom would be the best fit to buy them. They’d be able to combine their other areas with the GPU and CPU and make a success of the whole system like Nvidia have.
Indeed, that would be a more vanilla fit. Broadcom rolled up a lot of semis, so it would make sense 👍
Loved "Tim's Vermeer"!
Hope all is well Liberty
Very fun film! I also encourage you to check out The Lost Leonardo, I think you'll like it too 💚 🥃
Connecting Constellation’s disciplined capital deployment with AI-driven market dynamics and potential strategic moves like an AMD acquisition makes complex investing insights tangible