hawshy
hawshy
Passionate investor and trader, driven by market analysis, economic trends, and strategic decisions.
110Follow
384Followers
2Topic
0Badge
avatarhawshy
12-01
$NVIDIA Corp(NVDA)$ 's AI business is on the rise, soon becoming a $100 billion powerhouse! 💡 Their data center business is expected to surpass $100 billion in trailing 12-month revenue for the first time next quarter, showcasing incredible growth momentum. 📊 If you're worried about NVDA's earnings, it might be worth taking a closer look at its dominance and potential in the AI space. The future is looking bright! ✨
avatarhawshy
12-01
Not an investing post but I just finished reading The Joy of Investing by @谋定后动 . 📘 Thoroughly enjoyed this insightful read—it reinforced so many valuable lessons I've learned. Big thanks to @谋定后动 for sharing such practical wisdom! 🙌 I redeemed the book back in August but only got the time to dive into it now. Highly recommend it to anyone looking to level up their investing knowledge!
avatarhawshy
11-27
$NVIDIA Corp(NVDA)$  # CEO Jensen Huang has unveiled ambitious plans for the company's AI infrastructure, announcing that while current foundation models use approximately 100,000 Hopper GPUs, the next generation will begin with 100,000 of the more advanced Blackwell chips. This significant scaling up in computing power demonstrates the company's commitment to meeting the growing demands of advanced AI development. The tech giant's strategic position in the AI chip market continues to yield impressive results, with its data center division achieving a remarkable 112% year-over-year growth. This extraordinary performance is driven by the surging global demand for AI chips, as organizations worldwide rapidly expand their AI computing infrastruc
avatarhawshy
11-21
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.
avatarhawshy
11-07
Great article, would you like to share it?
@Mrzorro:Trump's Election Victory: Implications for Major Asset Classes Donald Trump wins US presidency, igniting a "Trump Trade" surge in financial markets. $Trump Media & Technology(DJT)$   was the most volatile, skyrocketing over 35% in pre-market trading on Wednesday. $Tesla Motors(TSLA)$   shares climbed more than 15%, while $Bitcoin (BTC.CC)$ briefly surpassed $75,000, reaching a record high. Among major assets, the U.S. Dollar Index climbed as much as 1.6%, reaching its highest level in a year. U.S. Treasury yields rose, with $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ increasing by 12 basis points to 4.428%, marking a f
avatarhawshy
11-07
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
avatarhawshy
11-06
Sadly, I think the U.S. still isn't ready for a female president. 🥲 Can a US president hold a listed company in $Trump Media & Technology(DJT)$  ?
avatarhawshy
11-06
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.
avatarhawshy
11-06
$Palantir Technologies Inc.(PLTR)$   Good earning report, but the p/e is staggering 149x, and fair value at 28.
avatarhawshy
11-03
$Microsoft(MSFT)$  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
avatarhawshy
10-30
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]  
avatarhawshy
10-29
$Alphabet(GOOG)$ 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.
avatarhawshy
10-22
$NVIDIA Corp(NVDA)$  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.
avatarhawshy
10-18
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. 👀 $Intel(INTC)$  
avatarhawshy
10-16
$ASML Holding NV(ASML)$ 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 $Broadcom(AVGO)$  
avatarhawshy
10-15

MicroStrategy's Stock Surge: Decoupling from Bitcoin Fundamentals

As previously highlighted in my analysis (https://ttm.financial/post/316480642961704), $MicroStrategy(MSTR)$ has historically demonstrated a strong correlation with Bitcoin (BTC) price movements. However, recent market data reveals a significant and potentially concerning divergence between MSTR's stock performance and Bitcoin's price action. MSTR vs BTC Since Oct 2020 The latest charts show MSTR's stock price appreciating at a rate far exceeding that of Bitcoin. This trend is particularly noteworthy given that MicroStrategy's value proposition is heavily tied to its substantial Bitcoin holdings. MSTR vs BTC Since Mar 2024 Investors should exercise caution and carefully evaluate the sustaina
MicroStrategy's Stock Surge: Decoupling from Bitcoin Fundamentals
avatarhawshy
10-15
$NVDA 20241101 110.0 CALL$ good if it go over 140 and overtake apple as most market cap company.
avatarhawshy
10-14
$Serve Robotics Inc.(SERV)$ start another round of buyin after the tech stock jump
avatarhawshy
10-12
close my $MicroStrategy(MSTR)$  position after 1.5mth. Will wait for another entry.
avatarhawshy
10-10
$NVIDIA Corp(NVDA)$ 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

Go to Tiger App to see more news