NVDA - Your Margin Is My Opportunity: Amazon Vs. Nvidia Has Begun
2024-06-24 15:19:09 ET
Summary
- Amazon dominates the cloud business with AWS.
- Nvidia is leveraging its chips to build its own cloud business within AWS.
- The two companies, though showcasing a strong collaboration, are getting ready to fight and compete against each other.
- I explain how this battle is being fought and the consequences I see for the rest of the year.
When we deal with huge corporations such as Amazon.com, Inc. ( AMZN ) or NVIDIA Corporation ( NVDA ), echoing what has been said and written all over the place stands out as a widespread risk. And yet, most of us are interested in these huge and dominant companies; in many cases, they constitute strong holdings in our portfolios. Inevitably, we have to find a way to research them and deeply understand their business, while benefiting from the available information and filtering out and disregarding the noise.
For this reason, I have chosen to deal with a company such as Amazon using what I call a fractal analysis. Fractals are geometric shapes that are self-similar no matter what scale we use....
Your Margin Is My Opportunity: Amazon Vs. Nvidia Has Begun