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Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
So what: Color me unsurprised. NVIDIA was one of my four top picks from this month's Consumer Electronics Show (CES), in part because of the wide applicability of its Tegra chipset for tablets and Android smartphones.
Now what: Longer term, NVIDIA has deepened its relationship with ARM Holdings to produce a new CPU for netbooks and Windows desktops. Management's calling the undertaking "Project Denver."
Taking on Intel and Advanced Micro Devices on the desktop no doubt presents risks, but turmoil at AMD may have handed this one-time graphics specialist a surprisingly good opportunity to make a run at the PC market.
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