| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 1 | 0 | 0% | +0.2% | +0.2% |
| 3d | 2 | 1 | 0 | 0% | +1.4% | +1.4% |
| 1w | 2 | 1 | 0 | 0% | +3.4% | +3.4% |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
The post frames a comparative choice between betting on chip designers (NVDA) versus chip owners (AMZN), implying NVDA may face headwinds as large cloud providers reduce reliance on external GPU suppliers through in-house silicon.
Amazon's in-house chip business (Trainium, Inferentia) is already larger than AMD's and approaching Broadcom and Intel scale. By decoupling from expensive semiconductor supply chains through custom silicon, Amazon gains significant cost advantages and should continue gaining chip market share.
End of results.