I agree, but I see a big difference between Intel and Nvidia: Intel got complacent/lazy while Nvidia is as hungry as ever for growth/expansion. Jensen plays dirty for sure, but he is 1,000x the CEO compared to any of the Intel ones.
That sounds very practical - until you think a little deeper about nationalization. Once the government starts nationalizing private companies, businesses, or most anything for that matter - you've got a slippery slope for whatever it is they are nationalizing. Nationalization is generally a communist and/or totalitarian activity. Once in which the government has excessive power over the people, and the people are losing or have already lost their liberty and other civil and human rights.
Normally I would agree, but nobody seems to want to be fab owners here. AMD used to, but that got spun off into GloFo in 2008. They are money pits unless backed by tons of capital. No private company has a chance against TSMC with leading edge nodes. The Taiwanese government has a very large incentive to keep it that way. The U.S. government already has its hands in all things national security related, why not rip the band-aid off and play to win? I do not buy the last statement. Our freedom and liberties are being eroded by greed and power and have been for decades. Taking over a few fabs is not going to move that dial in the slightest. Try looking into PLTR if you want a real scare.
Thinking of getting in..... What is Earnings per share (EPS) - Training The Street Analysts project earnings per share (EPS) of $0.00 for the current quarter, representing a 100% increase year-over-year (YOY). This indicates that analysts expect the company to break even for the quarter, compared to a negative EPS in the same period last year. Understanding the Forecast Earnings Per Share (EPS): This metric represents the portion of a company's profit allocated to each outstanding share of common stock. A positive EPS suggests profitability, while a negative EPS indicates an unprofitable quarter. Year-Over-Year (YOY): This comparison looks at the company's performance in the current period against the same period a year ago, which is useful for identifying growth trends by factoring out seasonal effects. In this case, the 100% YOY increase suggests a significant improvement compared to the previous year. Factors Affecting EPS Changes in net income (profitability). Changes in the number of outstanding shares (e.g., share buybacks or new issuances). Changes in dividends paid to shareholders. Analyst Expectations and Market Reactions Analysts typically develop consensus estimates for EPS using various methods. When a company's actual EPS deviates significantly from these expectations, it can lead to earnings surprises. Positive surprises (actual earnings exceeding estimates) often result in stock price increases, while negative surprises can lead to declines. These effects can last for several weeks or months after the announcement. Importance for Investors EPS is a key metric for evaluating a company's profitability and can be used to compare it with competitors. It's also a component of the price-to-earnings (P/E) ratio, which helps assess whether a stock might be overvalued or undervalued. However, EPS should be considered alongside other financial metrics for a comprehensive view of the company's health and potential for growth.
