$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!

Definitely ARM

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An entire ecosystem, from hardware providers to application builders have come out. Thanks to Generative AI, and this will contribute to bring out the potential for business to move from experimental to seeing the fruits of their investments. Generative AI Value Chain As we have seen over the last 2 years, development and deployment of AI systems getting more and more popular, in particular, Generative AI systems, according to Mckinsey article, a new value chain is emerging to support the training and use of this powerful technology. If you are someone who is familiar with the traditional AI value chain, you would find it pretty similar. The common six top-level categories consists of computer hardware, cloud platforms, foundation models, model hubs and machine learning operations (MLOps),

It's crazy how hot the semiconductor stocks in the US stock market are now! Just take a look at the stock price of $NVIDIA Corp(NVDA)$ With the rise of AI, machine learning and quantum computing, the amount of data used will increase, driving exponential growth in computational power requirements. While NVIDIA is currently in a dominant position, the market is large enough - expected to reach $1 trillion by 2030 - to accommodate other chip stocks to survive and thrive.So if you want to magnify your long-term returns by investing in semiconductor stocks, sometimes you have to avoid the high-profile stocks and pick some relatively low-key chip stocks.1. Advanced Micro Devices $Advanced Micro Devices(AMD)$ ha

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

[666]Hello Tigers,Happy investing this week. [Miser]This week, the release of US public company earnings for the fourth quarter of 2023 reaches a climax that is expected to roil the market as big company earnings are released.🎁Capturing Top 10 Ex_dividend Over $1: COST, TXN, BMO, NSC, and VRTSBelow you will find two tables with the list of shares that are expected to show year-on-over-year EPS growth in earnings per share in the last quarter.1. Top 10 companies by market value expected to show earnings YoY growth this week.$Microsoft(MSFT)$ , $Apple(AAPL)$, $Alphabet(GOOG)$,

Big-Tech’s PerformanceDespite cautionary statements from Federal Reserve officials about being overly optimistic about interest rate cuts, relatively positive data continues to boost overall risk appetite. The rebound in heavyweight stock Apple and the strong performance of semiconductor companies have helped propel the market to new highs.As of the close on January 18th, the best-performing major tech companies over the past week were Nvidia +5.07% (top for two consecutive weeks), followed by Microsoft (MSFT) +2.90%, Meta Platforms (META) +1.53%, Apple (AAPL) +1.31%, Google (GOOGL) +0.84%, Amazon (AMZN) -0.15%, and Tesla (TSLA) -9.43% (bottom for two consecutive weeks).Big-Tech’s Key StrategyIs Nvidia expensive? (Greed or Fear?)Since the official launch of the MI300 accelerator in early D

$Advanced Micro Devices(AMD)$ , 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

In the past year, AI has set off a wave of wealth creation in the capital market, with $NVIDIA Corp(NVDA)$ , the AI leader, boasting a market value of over US$1.4 trillion, making it the best performing tech giant in the US!While the market is focused on NVIDIA, there's actually another AI leader that has outperformed it in terms of gains!That company is $SUPER MICRO COMPUTER INC(SMCI)$ !In 2023, SMCI soared 246%, outperforming NVIDIA's 239%; at the beginning of 2024, it gained another 53%, far exceeding NVIDIA's 20%!What is the existence of such a powerful AI leader? Can investors still buy?According to its official website, SMCI is a global technology leader that provides innovative solutions for enterp

$SUPER MICRO COMPUTER INC(SMCI)$ is the next $NVIDIA Corp(NVDA)$ for 2024! $SUPER MICRO COMPUTER INC(SMCI)$ is newest swing play and should be main focus for 4 reasons: 1. positive cash flow + positive EPS SMCI has significantly increased its profit and revenue forecast for the second fiscal quarter, also benefiting from the explosion of demand for AI. Currently, the company expects adjusted earnings to be $5.40-5.55, far exceeding market expectations of $4.51.The stock would still be trading with a PEG ratio below 0.5x It’s just absurd that $SMCI was trading at 15x earnings going into the close yesterday. 2. chart setting up for 400% gains in 2024 3. part of

$Advanced Micro Devices(AMD)$  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