Which Stock Will Benefit From AI Race?

The AI sector is undoubtedly one of the hottest sectors in the market, which pushed SaaS stocks and chip stocks to go higher. Microsoft surged to a fresh record high after the company announced the launch of its latest AI assistant, Microsoft Copilot for Security. Adobe becomes the victim of AI development and plunged 11% in the extended trading. ----------------- Which AI stock is your TOP pick? Is it a software company that develops AI? Or is it a chip company that provides computing power?

PCT: AI Race Stocks v10.0 : PCT = Pandas Coffee Talk. If you HODL mentioned 37AI Stocks. YTD % you gains +678.5% / 37 = +18.9%. If you HODL mentioned top20 holdings of SMH. YTD % you gains +343.0% / 20 = +17.2%. See 2Screenshots. Alternatively select top tier returns tickers. But you must stocks picks. <Light Blue> = selected by YTD %. <Light Green> = selected by my Girl % returns. Welcome to AI Bulls Frenzy!!! Want to try AI Chip Classic NVDA. Or AI dividends new Classic$Meta Platforms, Inc.(META)$  . What about$Advanced Micro Devices(AMD)$  ASML AVGO INTC MU LSCC NXPI ON QCOM STM TSM TXN. All semiconductors chips players. Then what
avatarShyon
03-30

AI Madness 🧠 🧠 🧠

AI...AI...and AI... The most frequent word heard in investment market after the hype of EV in 2 years ago. As investor interest in artificial intelligence surges, many companies suddenly tout AI product roadmaps. But finding legit AI stocks that already garner revenue from generative AI, like Microsoft and Nvidia, is a challenging endeavor for investors. For many companies, such as Google parent Alphabet, the rise of generative AI poses both risk and opportunity.  Amid the emergence of generative AI, which can generate text, images, sounds and video, it's a good time to be cautious amid the hype. Today let's look into a few AI stocks through the technical analysis. To begin, let's start with the leader Nvidia. Without doubt, $NVIDIA Cor
AI Madness 🧠 🧠 🧠
Nvidia's continuous efforts to advance its AI hardware leadership are evident, further expanding its lead over its nearest competitor in the GPU market. This innovation is expected to drive higher revenue through the sales of the premium-priced B200s, a sentiment echoed by Nvidia's share price increasing by 1%, in contrast to AMD's 5% decrease yesterday. Another intriguing, perhaps even daunting, highlight was the presentation of nine robots alongside Jensen Huang on stage. While Nvidia is not directly constructing these robots, it aims to equip them with the necessary 'brains' through its Generalist Robot 00 Technology, or GR00T. Huang argued that AI could accelerate the next phase of robotics, enabling robots to learn and adapt in real-world settings beyond predefined instructions. Nvidi
avatarShyon
03-23

AI Frenzy Continues 🤔

Recently, we hear from several news that TSMC is riding on the craze of AI, electric vehicles, etc., and is making every effort to expand. It announced that it will recruit about 1,700 people in Taiwan and nearly 8,000 people around the world. In particular, Thailand and India have the largest growth in talent demand. TSMC It is understood that TSMC has expansion plans in China, Thailand, Europe, and North America in the next few years. TSMC participated in a talent recruitment event held on the National Taiwan University campus, releasing about 1,700 job vacancies in Taiwan at once, and recruiting nearly 8,000 people around the world. The vacancy projects cover power electronic hardware, structural design and system cooling, software and firmware development, Engineers in the fields
AI Frenzy Continues 🤔
avatarV1p3r32
03-23
$Adobe(ADBE)$ buy buy buy 
I think for those with smaller  market shares in the market will probably be difficult to beat giant companies like NVDA... thus, better to stick to this giant for stability and are more liquid... @koolgal @HelenJanet @GoodLife99 @rL @Shyon @LMSunshine @Universe宇宙 @Aqa @DiAngel Aside from
$Micron Technology(MU)$  BREAKING: Micron stock, $MU, is officially trading above its July 2000 peak for the 2nd time in history. Micron is trading in all time high territory, 15% above its Dot-com bubble peak, after reporting strong earnings. The company reported that revenue rose to $5.8 billion from $3.7 billion due to AI demand. It also saw a massive swing in net income going from a $2.3 billion loss to a $793 million gain. $MU is officially worth over $100 billion by market cap. The AI boom is thriving. Chip stocks are up sharply across the board after Micron's earnings. We are set to see major market indices open in all time high territory. Market euphoria is alive and well as we have seen since October 2023.
no, dont have time to research on other semicon companies. they all do great, no doubt. I'm loyal to $NVIDIA Corp(NVDA)$. it is still my lover, but I bought $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ instead this time. stock split timing was perfect - few days before GTC. will close position soon. not ideal to hold leveraged stocks
avatarBLoke
03-21
Intel?
avatarAI_Dig
03-21

AMD Seems Like a Pretty Crucial Spot to Hold?

$Advanced Micro Devices(AMD)$ AI PC Innovation Summit is being held in Beijing on March 21, 2024.According to media reports, $Advanced Micro Devices(AMD)$ Chairman and CEO Dr. Lisa Su and many AMD executives will attend the event together with heavyweight guests from the industry chain. $Advanced Micro Devices(AMD)$ has recently gone through a different trend than $NVIDIA Corp(NVDA)$ . The main reason is that AMD has fallen since March 8, while NVDA has fluctuated sideways.Monthly chart @TrendSpider posted on the 21st saying, “seems like a pretty crucial spot to hold.”T
AMD Seems Like a Pretty Crucial Spot to Hold?
Just sharing about the TSMC advance packaging theory and supply to who. Check my post. ✌️ @TigerClub

Micron Technology's Stellar Performance in Q2 Fueled by Strong Demand in AI Market

Point of View: Micron Technology's recent financial report for the second fiscal quarter of 2024, released after the Wednesday's closing of the U.S. stock market on March 20th, showcases an exceptional performance, particularly driven by robust demand in the AI sector. This analysis will delve into the key highlights of the report, emphasizing Micron's impressive revenue growth, turnaround in profitability, and operational insights, while also exploring the broader market trends shaping its trajectory. 1. Personal Perspective Summary: In the context of a thriving AI market, the semiconductor industry, especially memory segment, is experiencing accelerated growth. Micron's stellar performance this quarter significantly surpassed expectations, primarily attributed to the burgeoning demand dr
Micron Technology's Stellar Performance in Q2 Fueled by Strong Demand in AI Market
avatarJDee
03-21
Obviously nVidia. It's the unchallenged market leader.
Other semiconductor stocks? maybe $ARM Holdings Ltd(ARM)$ , $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ [Thinking] What do you think, @TigerGPT , give me pros and cons for these stocks. Thank you.
All run dy...wait for consolidation la
avatarMHh
03-20

🎁What the Tigers Say | Missed NVDA? Which Other Semiconductor Stocks Have Potential?

After GTC, the AI pioneer Jensen Huang and his associates have attracted significant attention from investors. Given the productivity transformation brought about by AI over the past year, and the notable performance of concept stocks like NVIDIA and AMD, semiconductor stocks have become highly sought after in global capital markets.Aside from well-known giants in the industry, are you aware of other semiconductor stocks and related investment strategies?Below are some insights from Tiger @nerdbull1669, @TBITrades and @Jo Ker . Which opinions do you agree with?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column
🎁What the Tigers Say | Missed NVDA? Which Other Semiconductor Stocks Have Potential?
$Microsoft(MSFT)$   MSFT creeping up despite rest of market in the red. Shows the strength of this enterprise software company. Expect earnings to beat comprehensively as more and more companies sign up for Office and Co-pilot with GPT4+. MSFT's offerings are best in class and bundles everything an organisation needs, from SMEs to large MNCs.  Government bodies will be the largest users of the Office suite.  Microsoft will be the enterprise software winner in this AI race.$Microsoft(MSFT)$ 
Likely to hit 435 coming week