Post-Jensen Era winners and losers: Chinese chips, Google, AMD up; Nvidia, Neo clouds down
bindureddy · x · 2026-11-15
Investor Bindu Reddy lays out his winners and losers for the "post-Jensen Era":
Winners
- Chinese chip companies
- AMD
- More efficient markets
Losers
- Neo labs
- Neo clouds
- Nvidia
- Private market valuations
The take: the compute landscape is restructuring, putting pressure on Nvidia's dominance and the neo-cloud/lab models built around it.
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