Nvidia w 2000 tez byla opisywana jako spolka cykliczna… Micron i SKH to beda najwieksze firmy na kolejne 20 lat… Jest tanio.
NVIDIA started as a fabless semiconductor company designing graphics chips (initially for PCs and gaming) in an extremely crowded, low-margin market with 70–90+ competitors. The broader semiconductor sector has long been known for boom-bust cycles driven by capacity additions, inventory swings, and demand fluctuations (often ~4-year cycles). Graphics chips were
NVIDIA started as a fabless semiconductor company designing graphics chips (initially for PCs and gaming) in an extremely crowded, low-margin market with 70–90+ competitors. The broader semiconductor sector has long been known for boom-bust cycles driven by capacity additions, inventory swings, and demand fluctuations (often ~4-year cycles). Graphics chips were












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