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?

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Comments

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

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