i have full hope of $NVIDIA Corp(NVDA)$  The quarterly report is considering good. And the new 50 series graphic card is coming soon and definitely can bring their price to ATH again.

$SUPER MICRO COMPUTER INC(SMCI)$ It would have been better to sell at the first red flag, but I chose to hold on and wait for the next financial results. In hindsight, it's clear that the current management lacks the skill to handle the situation right now, and customer confidence is deteriorating. Now, I'm forced to cut my losses even more.

Sadly, I think the U.S. still isn't ready for a female president. 🥲 Can a US president hold a listed company in $Trump Media & Technology(DJT)$  ?

Trump is going to win the election. Can see that $Trump Media & Technology(DJT)$  is going up, btc is almost ATH. China based stock is down. HKSE is 2% down. Another round of US vs China fight.

$Palantir Technologies Inc.(PLTR)$   Good earning report, but the p/e is staggering 149x, and fair value at 28.

$Microsoft(MSFT)$  2024 revenue breakdown reveals an impressive shift in its business model. Here are some highlights: 1. Windows and Office — The classic Microsoft products, Windows and Office, which once dominated revenue, now make up only about a third of the total. 2. Azure Cloud Services — Another third of Microsoft's revenue now comes from its cloud platform, Azure, which has rapidly grown to become a cornerstone of the company. 3. LinkedIn's Growth — Microsoft bought LinkedIn for $26 billion, and the investment is paying off, with LinkedIn generating close to $10 billion annually—an impressive turnaround. 4. Xbox — The Xbox gaming division, a long-term investment, has started showing substantial returns, cementing Microsoft's role

Why $SUPER MICRO COMPUTER INC(SMCI)$  accting issue is affecting $NVIDIA Corp(NVDA)$  also? Because their boss is all from Taiwan and buddy buddy?[Angry]  [Angry]  

$Alphabet(GOOG)$ is set to announce its latest financial results today. The stock price has risen since last month, reflecting a positive trend and increased confidence among investors.

$NVIDIA Corp(NVDA)$  Last October, analysts were expecting Nvidia's NVDA FY27 revenue to be $112 billion. Now, Nvidia is expected to report more than $207 billion in revenue in FY27, an 85% increase.

After seeing $Taiwan Semiconductor Manufacturing(TSM)$  give an upbeat report while $ASML Holding NV(ASML)$  delivered a less favorable one, it's quite sure which company might be struggling. 👀 $Intel(INTC)$  

$ASML Holding NV(ASML)$ has pulled down the overall semiconductor chipmaker index, but that doesn't necessarily indicate a decrease in GPU demand.  In fact, this could be a good opportunity to add more AI-related stocks like $NVIDIA Corp(NVDA)$  or $Broadcom(AVGO)$  

$NVDA 20241101 110.0 CALL$ good if it go over 140 and overtake apple as most market cap company.

$Serve Robotics Inc.(SERV)$ start another round of buyin after the tech stock jump

close my $MicroStrategy(MSTR)$  position after 1.5mth. Will wait for another entry.

$NVIDIA Corp(NVDA)$ is poised to unveil its next-generation RTX 50 series graphics cards, with CEO Jensen Huang scheduled to deliver a keynote speech at CES on January 6th. This announcement has generated significant buzz in the tech community, hinting at a potential leap in GPU capabilities. The flagship RTX 5090 is rumored to feature impressive specifications: 1. PG144/145-SKU30 PCB design with GB202-300-A1 GPU core 2. 170 out of 192 possible Streaming Multiprocessors (SMs) 3. 21,760 CUDA cores (11.4% fewer than RTX 4090's full AD102 core) 4. 32GB GDDR7 memory on a 512-bit bus interface 5. Projected memory bandwidth of 28-32 Gbps, potentially reaching 1.792 to 2.00 TB/s 6. 600W Total Board Power (TBP) with a dual-slot cooling design NV

$MicroStrategy(MSTR)$ I think the price will still go up to hit 200.