← Feed

u/Past-Collection-4291

2 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d2100%+0.2%+0.2%
3d2100%+1.4%+1.4%
1w2100%+3.4%+3.4%
1m2100%-5.9%-5.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVDADiscussionneutral
u/Past-Collection-4291 · 35d ago1 prior · awaiting results

Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

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.

At post $207.59Now $200.42-3.5% since postedas of Jun 10, 4:08 PM ET
1d+1.8%
3d+3.5%
1w+8.7%
1m-1.2%
3m—
6m—
1y—
original post →
$AMZNDiscussionbullish
u/Past-Collection-4291 · 35d ago1 prior · awaiting results

Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

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.

At post $274.99Now $238.00-13.4% since postedas of Jun 10, 4:08 PM ET
1d-1.4%
3d-0.8%
1w-1.8%
1m-10.5%
3m—
6m—
1y—
original post →

End of results.