PCT: Which Chip? v10.0 : PCT =

PCT: Which Chip? v10.0 :

PCT = Pandas Coffee Talk.

Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...

Modified in.02-01

AMD Plunge: Chip Stocks Start to Pull Back?

AMD fell 10% in after-hours trading. While AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations. Affected by AMD's earnings, other semiconductor stocks also fell in the after hour trading. ------------- Will chip stocks start to pull back following AMD's earnings? Are you bullish or bearish on QCOM's earnings? Which chip stock is a better choice to invest in AI?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

NING667
01-31
NING667
🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶
clipzy
01-31
clipzy
👏 Amazing insights! 👏

Leave a comment

491

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":268974637420648,"tweetId":"268974637420648","gmtCreate":1706702151748,"gmtModify":1706781649952,"gmtUserModify":1706780006898,"author":{"id":4163830509758562,"idStr":"4163830509758562","authorId":4163830509758562,"authorIdStr":"4163830509758562","name":"RickPANDA","avatar":"https://community-static.tradeup.com/news/b4bcab9fc9e00799638da1493b8a0e34","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":87,"starInvestorFlag":false},"themes":[{"themeId":"a5a0194799eb45c68163cb3b002617a7","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"AMD Plunge: Chip Stocks Start to Pull Back?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a5a0194799eb45c68163cb3b002617a7}&rnconfig={\"headerBarHidden\": true}","description":"AMD fell 10% in after-hours trading. \nWhile AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations.\nAffected by AMD's earnings, other semiconductor stocks also fell in the after hour trading.\n-------------\nWill chip stocks start to pull back following AMD's earnings?\nAre you bullish or bearish on QCOM's earnings?\nWhich chip stock is a better choice to invest in AI?","image":"https://community-static.tradeup.com/news/55b8f79fde38474e1690dd33ed45e1a5"}],"images":[],"coverImages":[],"html":"<html><head></head><body>PCT: Which Chip? v10.0 :\nPCT = Pandas Coffee Talk.\nToday new data says: AAPL &amp; META buying AI Chip from NVDA. MSFT &amp; GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD &amp; INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down&nbsp;for INTC &amp; AMD. QCOM &amp; AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...</body></html>","htmlText":"<html><head></head><body>PCT: Which Chip? v10.0 :\nPCT = Pandas Coffee Talk.\nToday new data says: AAPL &amp; META buying AI Chip from NVDA. MSFT &amp; GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD &amp; INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down&nbsp;for INTC &amp; AMD. QCOM &amp; AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...</body></html>","text":"PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...","highlighted":1,"essential":1,"paper":1,"likeSize":491,"commentSize":2,"repostSize":65,"favoriteSize":0,"link":"https://ttm.financial/post/268974637420648","repostId":0,"isVote":1,"tweetType":1,"viewCount":3213,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GFS","AAPL","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":452,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":268980438368400,"commentId":"268980438368400","gmtCreate":1706703580716,"gmtModify":1706855034192,"authorId":3479274765978906,"author":{"id":3479274765978906,"idStr":"3479274765978906","authorId":3479274765978906,"name":"NING667","avatar":"https://static.tigerbbs.com/a57c9ae2c0aec0397127c3ef99611f9d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":268974637420648,"objectIdStr":"268974637420648","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶","text":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶","html":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":268979872624888,"commentId":"268979872624888","gmtCreate":1706703580299,"gmtModify":1706855033882,"authorId":9000000000000404,"author":{"id":9000000000000404,"idStr":"9000000000000404","authorId":9000000000000404,"name":"clipzy","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":268974637420648,"objectIdStr":"268974637420648","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"👏 Amazing insights! 👏","text":"👏 Amazing insights! 👏","html":"👏 Amazing insights! 👏","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/268974637420648"}