Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

avatarShayBoloor
12-19

My Take on $MU Ahead of Their Q1 FY25 Earnings Today šŸ§

$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc
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My Take on $MU Ahead of Their Q1 FY25 Earnings Today šŸ§
avatarMona Lowell
12-20 11:18
$NVIDIA(NVDA)$ May calls to load the dipā€”this stock is set to outperform all others. Its technology is light-years ahead, leaving competitors playing checkers while NVIDIA plays chess. Undervalued and bullish, it stands as a clear leader poised for significant gains.
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avatarMona Lowell
12-19
$NVIDIA(NVDA)$ The drop yesterday was primarily driven by the actions of index funds and ETFs rather than individual investors or institutions selling their holdings. This suggests that today, the stock is likely to rebound strongly, regaining lost ground with significant momentum.
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avatarThomas Flynn
12-19
$SUPER MICRO COMPUTER INC(SMCI)$ it was reported on Bloomburg yesterday that there will be 1.1 trillion dollars spent on New Data centers in 2025. Which will require better cooling systems with the New chips that are being used.[Happy][Happy][Happy]
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avatarShayBoloor
12-16

Is AMD Positioned to Disrupt the AI Landscape -- or Be Left Behind?

Hello everyone! Today i want to share some trading skills with you! $Advanced Micro Devices(AMD)$ stands at a fascinating crossroads -- a company making substantial strides while contending with the monolithic presence of $NVDA, a juggernaut that dominates the AI and data center landscapes. NVIDIAā€™s grip on the industry isnā€™t merely a matter of hardware -- itā€™s the strength of an ecosystem so seamlessly interwoven it feels almost unassailable. CUDA, NVIDIAā€™s cornerstone, isnā€™t just software -- itā€™s a fortress. Coupled with HGX supercomputers and cutting-edge AI tools like NeMo, it forges a self-reinforcing cycle that locks in customers and tightens NVIDIAā€™s stranglehold. Switching providers? Nearly unthinkable. And yet, hereā€™s AMD, defying the odds
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Is AMD Positioned to Disrupt the AI Landscape -- or Be Left Behind?
avatarMona Lowell
12-18
$NVIDIA(NVDA)$ AI darling Nvidia, too, is spending heavily on its shares despite the share price jumping 171% this year. Nvidia dropped $12.7 billion on its stock in the third quarter, up 176% from the same year-ago period. Nvidia has become a "do no wrong" stock this year with an RS Rating of 94 and Composite Rating of 96. Analysts think its profit will rise 127% in 2025 and 50% in 2026. To be sure, many of these companies are buying shares simply to soak up the shares being created to award employees stock. It's also important to point out that companies, historically, aren't the best market timers and tend to buy shares at the wrong times. It's still noteworthy, though, that as others worry about valuations, these comp
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avatarMona Lowell
12-17
$NVIDIA(NVDA)$ NVDA is being accumulated by some big guys. Why ? Look at the closing volume at the final minute. IT is 18.6 Millions shares. This shows that somebody is slowly accumulating and got transferred at the final minute. These transactions could be thru darkpool also..It could also be market close transactions by daytraders. But this should be noticed.
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avatarMona Lowell
12-16
$NVIDIA(NVDA)$ Some investors underestimated the potential of this stock, which is expected to surge to 160-170 ahead of earnings. The increasing trading volume indicates strong long-term prospects for profitability with this stock.
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avatarMona Lowell
12-12
$NVIDIA Corp(NVDA)$ The market size in the Artificial Intelligence market is projected to reach US$184.00bn in 2024. The market size is expected to show an annual growth rate (CAGR 2024-2030) of 28.46%, resulting in a market volume of US$826.70bn by 2030 If NVDA captures 75% of that AI chip market. Its sales revenue could be as high as $619B.. market cap could be at least $5-6T. Dividends could be $20B per year; buybacks could be $100B per year.. My God future possibilities are so unreal!! >$1,000 share price not out of realmā€¦. Supremely confident of the Future!!!!!
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avatarValue_investing
11-21

NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!

$NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-
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NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!
avatarThomas Flynn
12-13
$SUPER MICRO COMPUTER INC(SMCI)$ ā€”this pattern leads me to believe that the recent decline primarily driven by investors engaging in tax-loss harvestingā€”selling underperforming stocks to offset gains and reduce their tax liabilities. Once this temporary selling pressure eases, the stock is expected to begin a steady upward trajectory.Historically, December has been one of the strongest months for market performance, and the current sell-off appears to be nearing the end! šŸ“ˆšŸš€šŸš€
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avatarMona Lowell
12-13
$NVIDIA Corp(NVDA)$ NVDA had fantastic Earnings and couldnā€™t go nowhere. The market seemed to wait for little negative news to bring down deeplyā€¦ whereas Broadcom responded to good Earnings so well! I believe is in coiled spring conditionā€¦ ready to shoot, and it could be today!
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avatarMona Lowell
12-11
$NVIDIA Corp(NVDA)$ While everyone is talking doom and gloom as usual. I decided to look at a fresh chart and wanted to see what the price action was doing. Most people see a head and shoulders, I see consolidation and a base of support being built above $135. Take a look at the recent lows under the horizontal line, do you see higher lows? I do. Take a look at the top, looks kinda like a bull flag. If they can't break this down, they have no choice but to break it up.
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avatarMona Lowell
12-05
$NVIDIA Corp(NVDA)$ I think Nvidia is all set to cross 150-160. They recently announced that Ruben and BlackWell Ultra production has been brought up by 6 months, and TSM $Taiwan Semiconductor Manufacturing(TSM)$ has scaled its processes to allow 12 HBM4 memory stacks on 3mm wafers to scale Ruben production. This is a massive news. They have absolutely zero competition right now, and this news is only going to further dissuade anyone trying to compete with them.
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avatarMona Lowell
12-06
$NVIDIA Corp(NVDA)$ Everybody is onboard Ai and NVDA. Not a single guy now says Ai is hoax. Soon stock will take off. When NVDA announces new foundry partner and when TSMC $Taiwan Semiconductor Manufacturing(TSM)$ announces increase in capacity dedicated to NVDA, stock will start to fly.
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avatarMona Lowell
12-02
$NVIDIA Corp(NVDA)$ Frankly, Iā€™ve never seen anything like whatā€™s happening at Nvidia. Never, just never. And even though the stock was down despite 19 firms raising their price targets, I said this stock is simply not capturing the seismic shift thatā€™s happening here. You see, Nvidia is disrupting everything we know.
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avatarThomas Flynn
12-03
$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA Corp(NVDA)$ goes nowhere without SMCI especillay with regards to the Blackwell Chips - SMCI is the only company able to handle the high TEMPS of the Blackwells - I bet you did not know that ? did you ????[Cool][Cool][Cool]
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avatarThomas Flynn
12-02
$SUPER MICRO COMPUTER INC(SMCI)$ I just listened to Call Q1 2025 - Very positive , I encourage everyone to listen. Its Clear SMCI has a leg up on the i dustry with their liquid cooled Racks. They are dominating now with air cooled but their Liquid cooled racks will be the industry Leader for the extended future. Looking good ! [Miser][Miser][Miser]
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avatarMona Lowell
12-03
$NVIDIA Corp(NVDA)$ The difference between NVIDIA and these other flawed hyped overrated stocks that go higher is NVIDIA has executed flawlessly, there is no reason to be impatient or not to expect future price acceleration. It will take off when you least expect it
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avatarValue_investing
11-08

Qualcomm Q4 Earnings: Strong Performance and Positive Outlook

$Qualcomm(QCOM)$ After hours on the U.S. stock market, Qualcomm released its Q4 2024 earnings report, beating expectations and pushing the stock up by 6.3% post-close.The report showed Q4 revenue of $10.24 billion, exceeding the forecast of $9.906 billion, and EPS of $2.59, above the expected $2.40. Looking ahead, Qualcomm projects next quarter's revenue between $10.5 and $11.3 billion, higher than analystsā€™ forecast of $10.54 billion, with EPS between $2.85 and $3.05, above the expected $2.81.Despite strong results, Qualcommā€™s stock has underperformed both the semiconductor sector and the broader market this half-year, pressured by rumors that ARM might cut off supply. However, growth potential in mobile chips, PC, and automotive markets offers Q
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Qualcomm Q4 Earnings: Strong Performance and Positive Outlook