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?

avatarShyon
49分钟前

Semiconductor Stocks - Technical Chart Review 📉📈

Semiconductor stocks rallied following the strong earnings and forecasts by the big players like NVIDIA, AMD, TSMC, etc... Today, let's look into a few famous semiconductor stocks through technical analysis. NVIDIA Nvidia dominates the AI chip market, and this has helped earnings to climb in the triple digits in recent years. AI may be the hottest investment theme right now, and this could continue. After all, analysts say the AI market could be worth more than 1 trillion USD by the end of the decade. So it's no surprise that Nvidia shares have skyrocketed that much. Nvidia daily chart NVIDIA continued to rally following its strong earnings result. Until the end of last week, we began to see some weakness in AI related stocks. On Thursday, a bearish engulfing candle was formed in NVIDIA d
Semiconductor Stocks - Technical Chart Review 📉📈
avatarLucyRosa
05-30 16:37
$SUPER MICRO COMPUTER INC(SMCI)$ The weird thing is that SMCI guided forward earnings way higher, including 2+ quarters out by saying that there will not be any sequential declines as normally would be the case, during their last conference call and analysts in response have raised their estimates up substantially but the stock price is flat to down. My only explanation for this to make sense is that the speculative money have flowed to DELL, deservedly or not. Perhaps the speculative thought process is that DELL will experience the same stock price growth that SMCI did in Q1. Leather Jacket Jensen, LJJ, has been hyping DELL in the last 2 quarters and DELL is going to be a stronger competitor so I understand some of the c
avatarEdithHardy
05-30 16:22
$SUPER MICRO COMPUTER INC(SMCI)$ So Elon Musky announced he's going to build a Super Computer and using Nvidia $NVIDIA Corp(NVDA)$ chips...but what about servers. SMCI integrates the Nvidia chips into its server racks!! This hasn't bin picked up on in the markets. So this is incredible for SMCI. Musk rose 16 billion in funds for his supercomputer startup. All going to Nvidia and SMCI.
avatarEuniceGrote
05-30 17:04
$SUPER MICRO COMPUTER INC(SMCI)$ I remember smci went down 240 on a Friday about two months ago. Within a few days, all that loss was reversed and it even gained some. Then after earnings came out it dropped again. This is a highly volatile stock, but it seems to recover at some point. It all depends on one’s patience and ability to endure and withstand the loss. Often, with a good company, time heals all wounds. Maybe the key is not to look at the price fluctuations for some time.
avatarAmosBellamy
05-30 16:31
$SUPER MICRO COMPUTER INC(SMCI)$ Stock in an uptrend channel but testing bottom of the channel(support) at $840. If breaks we can see retest of $800 and $700 or could see a move from Dell earnings who report tomorrow. Stock is looking bearish on indicator level.
avatarPatsusha
05-30 16:24
$SUPER MICRO COMPUTER INC(SMCI)$ this stock is like riding an elevator in a 20 story building. only problem is that management can't figure out how to finish those last 19 floors. now the elevator can't go past 10 (1,000) because it's controlled by someone else who wants to constantly go down
avatarPatsusha
05-29 16:20
$SUPER MICRO COMPUTER INC(SMCI)$ AI training trade is DEAD. The run up that ended in March was a once per generation event and all that's left is single-stock mania and liquidation. There is a ton of experimental stuff that is going to be dropped and suddenly the glut of GPUs is going to destroy guidance for semis in way never seen before. AI failed enough people in the tech and science word already that it wont even go mainstream before its downgraded
avatarCarolFelix
05-29 16:16
$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro has a bright future of further growth ahead!SMCI’s Customers include enterprise data centers, cloud computing, artificial intelligence, 5G and edge computing markets.Though SMCI keeps its target addressable market (TAM) private, we believe its TAM include NVDA, Meta Platforms, Microsoft, Tesla, Alphabet, Amazon, Intel, AMD, ARM, Qualcomm, Broadcom. Adobe, and many more. All Fortune 1000 companies are SMCI’s Prospective Customers if they are not already SMCI's Clients.
avatarDominicBeck
05-29 16:11
$SUPER MICRO COMPUTER INC(SMCI)$ In my opinion, given the low momentum on the stock recently although NVIDEA $NVIDIA Corp(NVDA)$ and Dell $Dell Technologies Inc.(DELL)$ stocks are doing well, and If SMCI sell shares this quarters (this is what they have done last quarter), it could really hurt the stock further in my opinion. The low margins of the company and negative cash flow from operations require that they could need to raise capital to proceed with growth in my opinion.
avatarChloeKeynes
05-29 15:04
$Microsoft(MSFT)$ "The Big 3" are all near a market cap of $3 trillion. Nvidia $NVIDIA Corp(NVDA)$ needs only a 4.4% increase to surpass Apple $Apple(AAPL)$ and a 14% rise to overtake Microsoft and become the world's largest company. Do you expect Nvidia to achieve this milestone soon?
avatarMerleBobby
05-29 16:14
$SUPER MICRO COMPUTER INC(SMCI)$ Those, who sold before our next take-off, will end up buying at a much higher price.Remember to Buy the ridiculous, but delicious dips, and stay Long and Strong.With a very low float and high volatility, SMCI is not a short-term investment.SMCI will bounce back - without mercy!
avatarIsidoreJeames
05-29 16:12
$SUPER MICRO COMPUTER INC(SMCI)$ I still believe we are headed for a correction. not just SMCI but the entire market. we are in no man's land. it's the stretch between major corporate earnings. all we have to rely on is Fed speak n economic releases. I'm being defensive

Nvidia did the best you could do and that is flexibility

$NVIDIA Corp(NVDA)$ Nvidia did the best you could do and that is flexibility. When the future is uncertain when what should you do? Prepare for it with several flexible options.The GPU is programmable while an ASIC isn't. That is a major difference. Just with SW Nvidia has been able to increase performance a lot over the last decade. Additionally, Nvidia is constantly innovating the GPU. Half of the modern GPU is already an ASIC. What do you think Tensor Cores are? They aren't GPU but accelerator units like FFUs.With Nvidia as a customer you get:- track record of backward compatible solution for 2 decades- constant improvement by SW development of their CUDA platform for new features and performance- easy upgrade options,
Nvidia did the best you could do and that is flexibility
$Apple(AAPL)$ it seems Apple is poised to astonish the world. IMO, Apple's uniqueness in the market stems from its adherence to its values, as Steve Jobs articulated: Apple must understand its identity and remain true to it, keeping things simple. Moreover, Apple doesn't swing at every pitch; they prefer to assess the landscape. As Jobs mentioned, the customer dictates our desires, and accordingly, Apple crafts a product line they will increasingly desire.I'm holding and buying on every dip and pullback for both Apple and Nvidia $NVIDIA Corp(NVDA)$ .I believe CEO Tim Cook aims to defy the media and bears. Sending out $110 billion—surpassing Nvidia's full-year data center sales or

Bullish Momentum: TSLA, GME, AMD, ENPH& LULU

Hello everyone! Today I want to share some technical analysis with you! Hope it can help you!1. $Lululemon Athletica(LULU)$ has been an absolute pit of despair in 2024. ☠️The stock hasn't traded at this cheap of a valuation since 2017.Image2. $Enphase Energy(ENPH)$ Solar energy setup anyone? ☀️Image3. $Tesla Motors(TSLA)$ Next major catalyst on the horizon ⚡ Image4. $GameStop(GME)$ 45M share offering complete, now up we go? 💸Image5. $Advanced Micro Devices(AMD)$ Retracement complete? 🔃Image
Bullish Momentum: TSLA, GME, AMD, ENPH& LULU
$NVIDIA Corp(NVDA)$ „Well, well, well, if it isn't the classic "Should I short NVIDIA?" question. Let's dive into the data and see what we can find. First off, NVIDIA's stock performance over the past year has been nothing short of stellar, with a total return of 248.76%. That's a pretty impressive number, and it's enough to make even the most seasoned investor's head spin. The company's earnings have grown at an average annual rate of 49.4%, and its revenues have been growing at an average rate of 36.7% per year. With net margins of 53.4% and a return on equity of 86.7%, it's clear that NVIDIA has been doing something right. But let's not get carried away with the numbers.
$SUPER MICRO COMPUTER INC(SMCI)$ If Super Micro doesn't secure funding in June, it won't survive this quarter. In its Q3 financial report, SuperMicro raised $5.85 billion, and after deducting operating costs and other expenses, $2.11 billion remains. However, the projected operating cost for the next quarter is $3.2 billion. Without an additional $1 billion in revenue, Super Micro won't be able to continue its operations. Moreover, Super Micro faces increasing accrued expenses, accounts payable, and bond interest payments, which are all significant cash outflows. Therefore, unless there's a substantial increase in cash income, Super Micro must either issue more shares or raise funds through bonds in June, or it won't make
$Apple(AAPL)$ Due to Meta $Meta Platforms, Inc.(META)$ , NVDA $NVIDIA Corp(NVDA)$ and Tesla $Tesla Motors(TSLA)$ making major Gen AI advancements Apple should and could be on the verge of bringing out something major themselves to confirm they too are here for the long haul. In the current evolution none of these company is no longer in a position to delay there best offering, because the market can be unforgiven. Which brings be to and end of year target for Apple well above $240+ confirming they have done, convinced and announced the necessary to inform the market there growth remains intact..
$Apple(AAPL)$ I just don't see appl surviving in China so many established and new comer there is just no room for appl. On my last trip to China a month ago word out is appl too boring stopped innovating. I guess in US they got the app store. In China a lot of new comers nipping on Huawei, Xaomi $Xiaomi Corp.(XIACY)$ market share new innovative small caps just keep on rilling. Appl is too big already like any large company bureaucracy gets in the way.
$NVIDIA Corp(NVDA)$ $1110 is my next fib as long as $1066 holdsMight need to get my next gif level readyRemember this had fantastic earnings and I have been saying money has been flowing out of other stocks into this favoriteCongratulations 🍾🎉🎊🎈 to everyone for making your life changing investments for your futures within these next couple of weeks!