Note: This is not about Indian listed cos
Folks,
I see some interest in the markets outside India in this forum. Harsh Beria saw me mention NVDA and AMD in a thread and asked me if I can explain the industry landscape a bit. I decided to put it as a post to benefit others. Only Industry landscape. No financials. I am not good at reading financials.
If you find this thread not suitable for valuepickr post, @harsh.beria93, It is your fault 
. I don’t mind deleting this post.
Edit: I am deleting the doc and expanding the contents in this threads.
Disclosure: holding some shares of amd for 4-5 years.
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