$NVIDIA Corp(NVDA)$ For a long time, artificial intelligence training has mainly relied on expensive Nvidia (NVDA. US) graphics processors. However, cloud service providers and startups are actively developing lower cost alternatives and exploring new ways to achieve more efficient processing. Apple's adoption of customized chips may be sending a signal to other companies that non Nvidia training programs can also be effective.But I believe that in the short term, NVDA cannot be replaced by anyone

$SUPER MICRO COMPUTER INC(SMCI)$ In the short term1. The review has been approved, indicating that all negative factors have been exhausted and no response has been received yet,2. In addition, last night's martial law in South Korea caused a drop in stock prices and was mistakenly killed. Later, the lifting of martial law was announced, but stock prices have not yet recovered,

$NVIDIA Corp(NVDA)$ For reference, TSMC Trump said it would raise taxesBan on shipments to China, soaring!Today, the stock price reached a new high of 1065 and is about to cross the new high of 1100 this week. Any restrictions or tax increases will come to you

$SUPER MICRO COMPUTER INC(SMCI)$ Don't enter from a high position to avoid standing guard!Is it convincing to say that there are no actual benefits and that you haven't found any problems when you check yourself? The only progress is the dismissal of the CFO and Chief Accountant!However, if they are innocent, why dismiss the CFO and Chief Accountant? Eliminating witnesses?Besides, everything else is still bad news!

$Semiconductor Manufacturing International Corporation(688981)$ Based on multiple technical indicators, SMIC currently faces strong resistance at 26.8. If it breaks through this level, the next target is around 28.8, while short-term key support lies at 24.4. If it falls below 24.4, the next support level will be 23.3.Some investors believe SMIC's recent capital increase is favorable for its stock price, suggesting holding the stock could be a viable strategy. For those optimistic about SMIC, consider bull contracts with a knock-out price below the support level of 24.4. For instance: - UBS Bull 54428: Knock-out price at 24, leverage of 8.61x. - UBS Bull 55471: Knock-out price at 24, leverage of 4.87x (slightly less aggressive).F

$Advanced Micro Devices(AMD)$ Cathie Wood has once again added AMD to her portfolio. So, should we follow her lead or not? This year, AMD has performed quite well, but this aligns with last year’s expectations. From last year through March this year, AMD experienced a strong rally. However, since April, the stock has undergone a nine-month-long correction and is now approaching its yearly lows. Regarding Cathie Wood’s entry, the current price level is significantly low, with a forward price-to-earnings ratio of under 25. Without requiring exceptional growth, AMD has 30-40% upside potential, and given the AI boom's pace, its prospects for next year look even brighter, with up to 50% growth potential. With a

$NVIDIA Corp(NVDA)$ While short-term volatility may persist, it is believed that this could represent a solid buying opportunity.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ NVIDIA, with its outstanding leadership and continuous innovation in the AI field, consistently captures the intense attention of investors. Although growth deceleration and market uncertainties persist, its immense long-term potential remains highly regarded by the market. Meanwhile, the market dynamics of TSMC and AMD are full of twists and turns, while Intel's strategic planning advances steadily under policy support. Together, these developments vividly depict the intense competition and deep coll

$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ The current market value is only a few hundred billion, so there’s still room for growth.

$SUPER MICRO COMPUTER INC(SMCI)$ A company without integrity— Do they take investors for fools? Terrible.

$NVIDIA Corp(NVDA)$ Amazon is deploying 100,000 second-generation self-developed chips, challenging the industry's monopoly.Something AMD couldn't achieve, Amazon can do it so easily?

$Advanced Micro Devices(AMD)$ rumored to enter the smartphone market with apu-like "ryzen ai" socs

$Advanced Micro Devices(AMD)$ The daily and weekly charts show a pattern similar to the "Doji Star," with bad news gradually running out and good news gradually emerging.

$NVIDIA Corp(NVDA)$ Nvidia, as a growth stock, fundamentally hinges on the earnings per share (EPS) growth rate. An increase in EPS growth rate is the driving force that pulls valuation ahead of stock prices. Conversely, if the expected growth rate slows down in the future, even if it remains high growth, the valuation may also struggle to rise further and may even experience a valuation kill. After all, stock price changes ultimately equal the sum of "valuation" changes and "earnings per share" changes.For growth stocks, the most profitable phase occurs during the Davis Double Play period, when both valuation and EPS grow significantly. Financial reports indicate that Nvidia bottomed out in January 2023

$Taiwan Semiconductor Manufacturing(TSM)$ Does mainland China have the capability to build its own complete chip industry chain and advance from 7nm to 1nm while driving prices down? One distinct trait of Chinese people is competitiveness, extreme competitiveness. They can bring the prices of high-tech products down to almost nothing and outcompete rivals. Take electric vehicles, for instance—full of features like autonomous driving and voice control, yet priced at just 150,000 RMB. The same goes for smartphones; for 1,500 RMB, you get 5G, touchscreen, cameras, and more. Our drones, robotic dogs, and robots are also incredibly affordable. So, if we manage to break through to 1nm in chip technology, there w

$NVIDIA Corp(NVDA)$ People who are about to be replaced by AI will invest all their savings in Nvidia. This process will turn Nvidia into a legend, with a valuation of at least $10 trillion.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s first wafer fabrication plant in Arizona is expected to hold its completion ceremony on December 6.

$NVIDIA Corp(NVDA)$ Firstly, NVIDIA’s recent inclusion in the Dow Jones Industrial Average is a long-term positive indicator. Secondly, the CEO has mentioned that demand is strong and order books are full for the next two years, with global demand surging. Thirdly, TSMC’s recent earnings exceeded expectations, which indirectly suggests NVIDIA's performance will likely be robust as well, given that many of its chips are manufactured by TSMC. The likelihood of a significant stock increase after earnings remains high.

$Advanced Micro Devices(AMD)$ If prices move downward toward 125–130, the put-call ratio may continue to reach 0.7, with a possible low around 110. A return to around 145 may have to wait until new policies are introduced after Trump takes office.