The Nasdaq-100 Stocks at CES 2025
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This morning I wrote about a few updates from Nvidia’s Keynote at CES last night. So I figured it was appropriate to cover some Nasdaq-100 index updates too. NvidiaThere is no doubt that Nvidia is the A.I. leader. They have captured the attention of every single industry. First, at the application layer because it powers so many A.I. apps. But if you’re a developer, the hardware layer is even more important. I recommend checking out their latest announcements and reading my LinkedIn post for product updates.
Advanced Micro DevicesAMD is always launching new devices. I’ve seen Lisa Su speak at CES several times now. It’s worth mentioning that she is Jensen’s cousin. Now AMD is a great business but they are way behind when it comes to Nvidia’s market leadership. From the developers I’ve spoken to, AMD simply lacks the software edge. Nvidia has done a terrific job building the application layer for their A.I. chips.
That’s why, even if I see Dell’s processor partnership with AMD, I still think Nvidia will win the A.I. workstation game.
MicrosoftIf you haven’t yet, I recommend listening to the BG2 podcast interview with Satya Nadella. There was a time when Microsoft was considered a mature, low-growth company. This was most notable during Ballmer’s era when product development stalled and acquisitions failed. However, Satya has changed the game. He reinvigorated the culture in every division. Today, Microsoft is firing on all cylinders when it comes to gaming, computing and much more. Their OpenAI investment has given them a distinct advantage as well.
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