Exceptional Gains! Will Semi Sector Continue to Shine Next Year?

Amidst the AI boom, US semi sector is a particularly noteworthy presence in 2023. -------------------------------- How do you view the investment opportunities in the semiconductor sector? Will Semi Sector Continue to Shine Next Year?

avatarnerdbull1669
2023-12-29

Capture Opportunity With AMD AI Chips With Option Trade!

Next year (2024), one of the technology trend I shared in my earlier article is AI advancements Increases. Stocks To Trade Around Top Technology Trends In 2024! Organizations will be shifting from table top planning to actual implementation. In order to have a better and more efficient Generative AI model, large language models, or LLMs would be run. We should be seeing lesser developers running smaller workloads with $NVIDIA Corp(NVDA)$ GPU chips either on the cloud or on their personal computing devices. AMD newly unveiled Instinct MI300X accelerator and the Instinct M1300A accelerated processing unit (APU), is said to has 1.5 times more memory capacity than the previous M1
Capture Opportunity With AMD AI Chips With Option Trade!
avatarValue_investing
2023-12-25

2024 Outlook | Will Semi Stocks Continue to Soar?

Semiconductors have had a great year, with the $Philadelphia Semiconductor Index(SOX)$ soaring 63% to a record high! $NVIDIA Corp(NVDA)$ has soared 237%, with a market cap of over US$1.2 trillion!After the surge, where will semiconductors go next year?From the fundamental perspective, AI demand remains robust.Limited by production capacity, Nvidia's GPU remains in short supply. Analysts predict that the company's revenue growth for fiscal year 2025 (ending January 31, 2025) will still be as high as 56.4%.$Advanced Micro Devices(AMD)$ expects its AI GPU revenue to reach US$2 billion in 2024, and Intel will also launch its AI chip Gaudi 3 to compete with Nvidia's H10
2024 Outlook | Will Semi Stocks Continue to Soar?
avatarnerdbull1669
2023-12-28

Intel's Comeback Story Might Happen Strong In 2024

$Intel(INTC)$ appears to be planning for a comeback as shown in the stock price over the last week of trading in 2023. The company develops artificial intelligence compatible chips for personal computers, servers and other applications. I feel that Intel stock would be interesting to watch for 2024, but if you plan to load up on Intel stock, you might want to look at some challenges Intel is facing Intel still faces fierce competition from highly favored AI chip makers like $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ and new incumbent, $ARM Holdings Ltd(ARM)$ I would think time will be needed fo
Intel's Comeback Story Might Happen Strong In 2024
avatarmelson
2023-12-28
$Philadelphia Semiconductor Index(SOX)$ is the index for semiconductor stocks. in order to gather insights about the semiconductor industry through technical analysis, we will have to take a look at the index and compare it with$NASDAQ(.IXIC)$  . from the pnf charts, you can observe that both of them are at all time highs. the upward trend is there.  the fed projects 3 rate cuts in 2024. the semiconductor industry is very sensitive to interest rates. this along with the ai craze fueled the rally to all time highs. the market is forward looking, usually 6 months ahead. rather than invest in individual stocks, it would be wiser to invest in the etf such as $
avatarmarketpre
2023-12-29

Technical Analysis on AMD

$Advanced Micro Devices(AMD)$ I wanted to post on AMD today as it recently made news for challenging $NVIDIA Corp(NVDA)$ 's control over the market. Looking at the weekly chart, it appears clear to me we are coming to the end of this move up that started in July 2015. Thats over 8 years' worth of price action that is about to begin consolidation. The retrace could last as short as a couple years to a couple decades. Due to this being with-in a wave ((3)), I imagine it will be on the shorter side. This still means we will be in a corrective move downward for a couple years at minimum IMHO.Check out how low I am predicting this thing can go. No, I don't think it will drop that low,
Technical Analysis on AMD
avatarShyon
01-04
Will Semiconductor Capacity Breakthrough in the New Year of 2024? [Doubt]  [Doubt]  [Doubt]  [Doubt]  [Doubt]   Global semiconductor capacity is projected to surge by 6.4% in 2024, crossing the 30 million wafers per month (wpm) milestone for the first time, following a 5.5% increase to 29.6 wpm in 2023, as reported in the World Fab Forecast by SEMI. The growth is attributed to capacity expansions in advanced logic and foundry, applications like artificial intelligence and high-performance computing, and recovering chip demand. Increased global attention to semiconductor manufacturing's strategic importance for national and economic security, coupled with resurgent market demand and government incentives, is driving a rise in fab
avatarsunshineboy
2023-12-29

AMD: Some Caution Here!

$Advanced Micro Devices(AMD)$ The thing about running benchmarks is that results vary somewhat with each run. Sometimes there will be outliers. It’s easy enough to compare your best run with your competitors worst run. MLPerf was setup by industry and academia as a way to get a fair and real comparison for benchmarking AI workloads. When running MLPerf benchmarks you only run on your own hardware and software to squeeze out your best results. You then submit your results to the MLPerf consortium for peer review. The results are published quarterly. Many companies have submitted results. For example Dell has run tests with their Epyc based hardware. $Alphabet(GOOG)$ ,
AMD: Some Caution Here!
avatarsunshineboy
2023-12-28

Be Bullish on NVDA!

$NVIDIA Corp(NVDA)$ BUY. A client just added on to security of bus, paratransit and commuter rails in large city and suburbs in TX with over 500 square miles of service and more than 1,600 bus stops and 80 routes supporting a ridership of over 21 million people, or approximate 81,000 per weekday. KSCP’s advanced public safety technology not only builds fully autonomous security robots with NVDA chips, but their Blue Light ER communications systems help protect citizens in public and private settings by providing highly visible points to establish reliable, one-touch communication with ER services. Blue Light Towers are always “on” and are very helpful when cell phone service is scarce or a phone’s battery dies. Importantl
Be Bullish on NVDA!
avatarXianLi
2023-12-27

Technical Analysis on AMD

$Advanced Micro Devices(AMD)$ AMD needs to clear the dashed red line resistance around 140. The yellow/red downward funnel represents selling pressure that it has to escape before making next leg higher. If AMD can't clear the 140 resistance immediately, then it will likely pullback to 132-134. That would be an ideal buying opportunity.The green upward funnel represents buying pressure. This will take it to new highs and overpower the selling pressure.Initial upside target = 150-158 by mid to late Jan. 2024 (point target = 150 by 1/12/2024)After initial target is hit, AMD could see brief flat to down before making move to at least 164 (goal target).Most bullish path to target:- clears resistance early this week and hits 14
Technical Analysis on AMD
avatarwindy00
2023-12-29

Intel Due for further consolidation

$Intel(INTC)$ There is clear resistance at the all time high from previous price levels.Unfinished auctions below, but good fundamentals have me thinking it will dip, as it did today, where I traded a Put Debit Spread and made 70% on top of my debit.Above average amount of new short positions have been reported.I believe what we are about to see with INTC and across the broader tech sector is a bit of a correction and some consolidation.We are at all time highs, the only problem is that the bears don't seem to be willing to give much more ground on SPX/NDX. Buyer exhaustion/Absorption will set in soon, in time for the new year. I remember falling hard last year in early January after December highs.I am bearish on INTC un
Intel Due for further consolidation
avatarXianLi
2023-12-27

AI BOOM STILL CONTINUE!

Great leadership, product, R/D, no debt, forward earnings under 36, A.I . infrastructure is in place and on the heals of Invidia, big boy partnerships, 20B in 2024 is a sandbag and more like twice that... you can steal it at 145 or pay 200 in 3rd quarter!If you wait till spring you might miss the Robyn!!-W BuffetIt’s the evident that we should be bullish on AMD! What’s more, Naz +0.54%, Nvda +0.92%,Amd +2.73%, Intel +5.32% $Advanced Micro Devices(AMD)$ It's good Amd broke 140, closed at $143.41Amd could test 150 or even 160 before the new year.In the mean time, Intel increased sharply in recent weeks.Imvestors should pay attention to key AI players and work out their strategies to benefit from this AI boom!Bull Run GIF by YIELD
AI BOOM STILL CONTINUE!
avatarskythelimit
2023-12-29

AMD: NEW OUTLOOK IN 2024

$Advanced Micro Devices(AMD)$ I am super happy with AMD’s price action today, more so because of the 63M-share volume than the $2.69 price gain (though I am grateful and appreciative of every penny I can have). The volume of 63M shares in a slow trading day such as today on Wall Street is very significant, for it is equivalent to 120M shares in a regular trading session. 63M shares traded with a $2.69 gain signify that there were a lot of buyers for AMD today. We have a high probability of taking out $150 tomorrow. AMD will fly into 2024. Like I said $300 to $400. Be patient our rewards will come huge. Congrats all the long investors.Happy New Year to all!
AMD: NEW OUTLOOK IN 2024
avatarsunshineboy
2023-12-29

AMD: CHOOSE IT!

$Advanced Micro Devices(AMD)$ Naz -0.03%, $NVIDIA Corp(NVDA)$ +0.21%, $Intel(INTC)$ -0.73%, $Advanced Micro Devices(AMD)$ +1.84% (broke 150 intraday) closed at $148.76 today.It seemed many people began to realize Amd's AI upside potential is tremendous and are waiting sidelines looking for opportunities to get in!Shorts still trying to use the current high PE as an excuse to knock it down. Not sure what will happen before Q4 ER in late January?Will it pull back some because of the over-bought situation, or the continuous buying will test the ATH of $164.46?If Q1 guidance further confirms the sharp
AMD: CHOOSE IT!
avatarKittyBruno
2023-12-27
$Intel(INTC)$ INTC will be making more money from their foundries than from their own chip designs. That's fine by me. Buildings foundries is costly, time-consuming, and requires waiting for the capital equipment to be available. INTC will face those challenges in Israel, but the financial incentives make it a winning proposition. In the meantime, INTC already has excess capacity in the USA while Samsung is delaying their US fab until 2025.Well done. I traded options for decades, profitably more often than not, but now that I've amassed enough capital to simply buy and hold the common, the only options trading I do is selling covered calls.
avatarskythelimit
2023-12-28

Larger Degree Structure Bullish

$NVIDIA Corp(NVDA)$ The reason the lines are massive font is because I will be drawing in smaller degree structure after I post this. Apparently tradingview members can't handle multiple lines on a chart lol.Lets get to it, NVDA Bullish af.*Target 1 = 570 by early Feb 2024**Target 2 = 590 by mid Feb 2024***Target 3 = 660 by end of March 2024. This will be the top.After this completes we will begin a massive corrective cycle that could take years, so I'll be selling half at 570, the remaining half at 590, and then exit completely at 660.
Larger Degree Structure Bullish
avatarXianLi
2023-12-29

AMD: Embrace 2024

$Advanced Micro Devices(AMD)$ Maybe, AMD will pull back. Nothing goes straight up. Longs know that. Pullbacks are natural. Eventually, over time, AMD trends upward and longs will make money without having to stress over one minute candles. It’s not worth the stress. AMD is a great company. With great leadership in Lisa Su and executive management. They have great products. The have a great product roadmap. They have an outstanding balance sheet. Oh, and they happen to be in an industry that will be growing exponentially over the next several years. Until that narrative changes, longs will prosper.[Miser][Miser][Miser]
AMD: Embrace 2024
avatarlonglive100
2023-12-29

INTC: The AI LEADER IN THE FUTURE

$Intel(INTC)$ Intel will keep improving its ARC GPU's. Next version of "battleimage" released next year, will beat AMD's MI300 and Nvidia's H100.Therefore, Intel scheduled for technology leadership in manufacturing with Intel 20A and 18A processesincluding gate-all-around transistors and backside power delivery in 2024 and beyond.CEO Gilsinger displayed a wafer with Arrow Lake CPUs manufactured using Intel 20A process with gate-all-around transistors and backside power delivery for 2024.[Cool][Cool][Cool]
INTC: The AI LEADER IN THE FUTURE
avatarpredator007
2023-12-29
$Intel(INTC)$ 's EPS will be ramping over the next several years.I consider Intel the best long term investment.Long term defeats the Algos.eWhat’s more, Argus research corrected their 12 month target price to $60.[Cool][Cool][Cool]Eventually, Argus Research will probably need to double the target price in a few years based on earnings. Intel could hit triple digits earlier based on momo.Intel Stock Analysis | MOBILEYE | Stocks to Buy Now | INTC Stock - YouTube
avatarmarketpre
2023-12-27
$NVIDIA Corp(NVDA)$ All I know is NVDA made all its 237% gains this year in the first 6 months and has been flat since. We are approaching the first 6 months of a new year. I wouldn't sell right now especially after the last 2 blowout earnings. Guidance for the next quarter is also mind blowing. Patience wins on this one.[Miser][Miser][Miser]Dr. Parik Patel, BA, CFA, ACCA Esq. on X: "A beginner's guide to the stock market. Just buy $NVDA. https://t.co/FezotNtg4c" / X