Hello everyone! Today i want to share some trading ideas with you!
1.
$SUPER MICRO COMPUTER INC(SMCI)$ troubles are snowballing ๐
Super Micro has halted construction of a new factory in Malaysia, prompting YTL Corp. to shift its $NVIDIA Corp(NVDA)$ AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer ๐
2.
Bank of America reports that $Advanced Micro Devices(AMD)$ is gaining CPU market share over $Intel(INTC)$ , particularly in PCs, with AMDโs shipments up 15% QoQ while Intelโs fell 3%, and notes rising adoption of $ARM Holdings Ltd(ARM)$ CPUs -- with server unit share reaching 7% in Q3 ๐
Follow me to learn more about analysis!!
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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