<p>OT - NVDA - </p> <p>As I thought might happen, the street is digesting the beats on all fronts, and revised upwards guidance, as the stock gain 6%. Of concern to me is that their 'Volta' AI chips are selling much better than planned, and have great room to grow. The analyst thought them in competition with, and better than, INTC's Nervana chips which are part of the heart of it automobile AI initiative. One of the analysts attributes INTC's 'shotgun marriage' to hated AMD as their attempt to counter the Volta chips. Playing catch-up is never a great position to be in, particularly if this is a 'patch the problem until we can really address it' situation. I notice that INTC has been having notable down days almost all this week, but they're still not all that far from 52 week highs. One might say common market sense says liquidate some INTC and put it in NVDA (like I planned to do when NVDA was 100 points lower). But it's always hard to tell how much of a threat we're talking about. At least I find that difficult. </p> <p>I had posted an article here some time ago from Tom's Hardware, which exposited INTC's new chip architecture - a core around which 'modules' could be connected by bridges in whatever configuration one desired. Seems like a grand idea to me - ready-made customization, with no new chip-design involved.. As to how significant that is, well, that's a different question.</p>