Are you let's make this happen 😭

said news, but not bad news

After the US stock market closed yesterday, $Qualcomm(QCOM)$ , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea

Sr thankful. Adm plunh chip stocks

Buy in rumors,sell in facts 

No way out more in it's just because of earni gd it's going back up

Ahoy there, mate! Gather 'round for a tale of the stock seas, where even a savvy investor like meself navigates the treacherous waters without succumbing to the notorious FOMO – the dread that plagues many a landlubber. **🏴‍☠️ The Soaring Voyage of AMD:** Aye, AMD be a ship that sailed from 120 doubloons to a dazzling 190 in a mere three moons. The lure of golden treasures had many a sailor eager to board, but caution be the name of the game in these unpredictable waters. **🌊 Navigating the Waves of Averages:** The savvy navigator keeps a watchful eye on the moving averages, and in this tale, the 30-day moving average be a trusty compass. At around 151 doubloons, it be a signal – caution, one might not want to set sail so close to the peak at 190. **💣 The Earnings Storm:** Nearin' the tre

It's pullback time for chip stocks. The share price of AMD plunged after it offered a first quarter forecast that fell short of market expectations. AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. But the Artificial Intelligence market is still currently dominated by Nvidia, and it does not look like AMD can take over Nvidia any time soon. The stock market is forward looking. AMD  has to edge up its competitiveness in order to lead in the chips market. 

Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ or $Samsung Electronics Co., Ltd.(SSNLF)$ to build wafers for them. $Advanced Micro Devi

I guess $Advanced Micro Devices(AMD)$  and the rest belonging to the same industry are trending down temporary... Would probably trend up after sometime... Only thing is, how high can they go? [Thinking]  [Thinking]  [Thinking]   The hype to AI has probably sizzled out... Thus, maybe wouldn't trend too high as it's perhaps reached it's peak... Perhaps... Perhaps... Perhaps... [What]  [What]  [What]   @DiAngel  @GoodLife99  @Aqa  

$美国超微公司(AMD)$  $AMD's Lisa Su key quotes during the Q4 call: "Customer response to MI300 has been overwhelmingly positive." "The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators."

PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...

Rebounding soon! It might be just a Temporary drop!

Pleasing a market on steroids! AMD had to really wow the markets. And for a market already pumped up on handy earning beats and voracious guidance ahead, what might be wow a few months back is just a meh now. To be fair, AMD posted fantastic results especially if you are looking for the correct information. I believe the markets are not looking in the right place. Yes computing is weak but AI is on track and fantastic considering M300 just released. As such, the markets being what they are, they don't make sense when they don't seem to see what you see. I am taking the weakness as an opportunity. However, the markets are ripe for a pullback and that is the inherent risk. Technically, AMD is still looking like it is in the middle of a third wave. However the pivot at 160 must hold. Below th

$Advanced Micro Devices(AMD)$  AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e

$Advanced Micro Devices(AMD)$ , the AI leader, released its fourth quarter report, and its shares fell 6.49% after hours.In the fourth quarter, AMD's revenue and profits are in line with expectations, but dragged down by PC, gaming, embedded segments, and poor guidance for the first quarter of 2024, causing investor concerns.Specifically, AMD's revenue was $6.168 billion in the fourth quarter, slightly exceeding analysts' expectations of $6.13 billion, an increase of 10.2% year-on-year, and an acceleration from 4.2% in the third quarter of last year:By segments, the revenue of data center was $2.28 billion, a 37.9% increase, slightly less than analysts expected $2.3 billion; Client segment revenue was $1.46 billion, up 61.8% year over year, missed

$Intel(INTC)$ loses 10 or 12 percent then lays there. $Advanced Micro Devices(AMD)$ loses then looks for more failure. A stark reality. AMD has No soul. It was stripped away by $NVIDIA Corp(NVDA)$ s wake.[Sad][Sad][Sad]What a disappointed guidance! My dream of breaking $200 soon is gone. Now we may have to wait for at least 1 more quarter! $Alphabet(GOOG)$ certainly encountered the same situation.The fast & slow 1-day STOCH tangled in over-bought zone now started heading down! It may have to fill the gap at $146 (created on Jan 12) to comp