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

$Advanced Micro Devices(AMD)$   Advanced Micro Devices (AMD) has become a household name for tech enthusiasts and investors alike. Long known for their high-performance processors, AMD is experiencing a surge in growth, solidifying their position as a major player in the semiconductor industry. Let's delve into the factors propelling AMD's impressive trajectory and why the future looks bright: Technological Powerhouse: AMD consistently pushes the boundaries of chip design, offering industry-leading processors and graphics cards. Their innovative Zen architecture for CPUs and powerful RDNA architecture for GPUs have garnered critical acclaim and fueled strong demand across various segments, from gaming PCs to hig

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

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

AI theme  The hottest theme in the market since early 2024 is AI without doubt. The rally is mainly led by the leader, Nvidia! The power of this surge exceeds far beyond my expectation. Well, the market is often crazy but this might be justifiable as the share price is showing the projection of a company forward earnings. For the past 3 months, the leaders in AI like Nvidia, AMD, SMCI, etc have been rallied for over 60-100%, giving their investors a big profit over this short period. AI AI AI  Time for correction? As we can observe last Friday, most of these AI stocks opened high and closed low, forming a bearish shooting star or bearish engulfing pattern in most of the chart. This might signify the beginning of pullback or correction after these stocks are being overbought for s

When it comes to AI stocks, most investors are fixated on chipmakers like $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ . But guess what? Some old-school companies are also getting a second wind from AI!Take $Oracle(ORCL)$ , the database software giant, for instance.The company announced their fiscal Q3 2024 earnings (covering the period ending February 28th) yesterday, and while revenues and profits were slightly ahead of expectations, their stock price skyrocketed 13% pre-market!Crazy, isn't it? But the reason for this madness is AI. It's poised to catapult Oracle into a high-growth trajectory. In their Q3 report, cloud business revenues jumped 25% to $5

$Micron Technology(MU)$  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.

AI Companies Pros: 1. High Growth Potential: AI technology is rapidly evolving, creating opportunities for companies to innovate and develop new products and services. 2. Wide Range of Applications: AI has applications across various industries such as healthcare, finance, automotive, and retail, offering diverse revenue streams for companies. 3. Scalability: AI solutions can be scaled relatively easily, allowing companies to address the needs of both small businesses and large enterprises. 4. Data Advantage: Companies with access to large datasets have a competitive advantage in training AI models, potentially leading to superior performance in their products. 5. Investor Interest: AI is a hot topic among investors, attracting capital and driving valuations for companies op

$Advanced Micro Devices(AMD)$ 's stock price surged 9% yesterday, hitting a record high, and its market capitalization broke through $300 billion to reach $311.1 billion!$Dell Technologies Inc.(DELL)$ released its financial report yesterday, and Chief Operating Officer Jeff Clarke said that the demand for the company's AI servers, including $NVIDIA Corp(NVDA)$ 's H200 and AMD's MI300, is strong.At the same time, multiple investment banks have raised their target prices for Nvidia and AMD.Nvidia is the undisputed leader in GPU, followed closely by AMD.Due to the booming demand for AI, Nvidia's GPUs are in short supply, and its performance has skyrocketed, driving t

$Advanced Micro Devices(AMD)$ 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

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

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

$Microsoft(MSFT)$   Microsoft: Strong Financials, Bright Outlook And Solid Upside Potential, Buy Microsoft Corporation is a successful tech company with strong financial performance and a diverse range of products. The technical analysis shows that the stock is in a strong upward trend and the bulls are still in control. Microsoft's financial performance has been impressive, with consistently increasing revenues and profits, and it is projected to continue growing in the future. Microsoft reported strong financial performance in FQ2, with revenue growth and improved operating leverage, powered by strong momentum in cloud business. The strategic partnership with OpenAI positions Microsoft at the forefront of the generative AI revolution,

Google's attempt likely aimed to minimize bias in the training data, recognizing that data can inherently carry biases. For instance, if the AI is primarily shown white swans, it learns to associate swans with the color white, leading to a predominance of white swan images. In an effort to counteract such bias, Google may have overcompensated, inadvertently introducing a new bias by over-representing black swans to counteract the perceived white bias. The backlash was significant. The issue is not with the technology's capabilities but with societal values, leading to divisive opinions Conversely, when submitted similar prompts to ChatGPT, it assisted in crafting ads for both the goldfish sale and the fossil fuel job. ChatGPT generated historically accurate images for the pope and George W

$Intel(INTC)$  $NVIDIA Corp(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  Intel, Nvidia, Advanced Micro Devices and other chip names were contributing to the market’s downturn on Thursday. Shares of Nvidia, one of the biggest artificial intelligence names on the Street, fell 3.9% after declining 1.1% the day before. ON Semiconductor’s stock was down 3.5%. Other chip companies like Intel and AMD fell 0.8% and 1.5%, respectively. All three stocks also fell on Wednesday. Traders saw a slate of economic readings come in Thursday morning, none moving the needle substantially on rate-cut projections. All three major indexes were marking one-day losse