Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865

$Sociedad Quimica Y Minera De Chile SA(SQM)$  

【Voting Post】AMD clears All Time High - Caution or to the moon? AMD has done it at long last! They have managed to clear that elusive all time high set at the 2021 highs which Nvidia already cleared a few months back. Does it mean to the moon then? Well.... I was tracking a diagonal and a wave 3 breakout move prior to this (kindly refer to my earlier article). However this move takes the diagonal off the table but still puts two possible counts on the board.  1. An expanded flat formation (Red count) 2. A wave 3 breakout to higher highs (Green count) So which one is it? Technically, an expanded flat formation is in play and to negate this, the 123.6% level needs to be cleared which means the 190 levels must be overcome and that price level defended to give the wave 3 breakout a chance. To play it

Ai is the new black, make money while the robots shine.

Leading semiconductor foundry $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth quarter financial report for 2023, with performance exceeded expectations and positive news at the conference call.Specifically, TSMC's revenue was $19.624 billion in the fourth quarter last year, a slight decline of 1.5% year-on-year, exceeding the management's guidance of $18.8-19.6 billion, and an increase of 13.6% compared with the third quarter of last year:In terms of process technology, 3nm process contributed 15% of the total wafer revenue in the fourth quarter; 5nm contributed 35% of the total wafer revenue, up 3% from the same period in 2022; 7nm contributed 17% of the total wafer revenue, down 5 percentage points from the same period in 2022.In te

[Smile]Hi Tigers,🚀Here, each prediction is a potential window that lets us glimpse into a future full of innovation, transformation, and, more importantly, opportunities.🌟In 2024, we are experiencing industry transformation, new skill demands, and even significant ethical issues.Today, artificial intelligence plays a similar role and is setting off the next industrial revolution.🎉The following are some predictions for the development of AI scenarios in 2024：🔮Generative Artificial Intelligence has transitioned from hype to the center stage.🧠The next generation of neural networks is starting to emerge.💡Data platforms are launching their own vector data solutions.🏆AI chip manufacturers and cloud computing companies are eagerly vying for dominance.🌈2024 is the year of AI wearables and XR (Exte

AI needs a breather or does it not?  AI has been a topic which keeps driving the markets and sentiments forward. Now that it has caught everybody's attention and especially wall streets' beliefs, has it propelled companies driving AI too much forward in terms of value or is there still value to be found at these levels? Again it boils down to time. I believe AI is here to stay but nothing goes up in a straight line. The AI hype has driven sentiments to a level where I believe the next stage is when people start asking if AI is worth the hype itself (Remember the tech and internet hype of the 2000s and where it led to?). So when that realisation sets in, price will correct to a more reasonable level in line with current profit estimates moving forward. And I believe that will be the ti

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🌟🌟🌟The prevailing theme for CES 2024 is undoubtedly AI.  There were Magic Carpet, Flying Cars and even Candy Land with a mini roller coaster.  It was simply amazing! However the star of  CES 2024 was $NVIDIA Corp(NVDA)$  which introduced the RTX 40 series Super Refresh, a trio of graphics cards.  Nvidia unveiled the RTX 4080 Super, the RTX 4070 Ti Super and the RTX 4070 Super.  These 3 new graphics chips will let gamers, designers and other computer users make better use of AI on their PCs.   The new GeForce RTX 4080 Super is expected to go on sale on January 31 for USD 999.  RTX 4070 Ti Super will cost USD 799 and 4070 Super is priced at USD 599.  Thes

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I bet NVDA will have $10 T market cap. The question is when, not if. I predict it will happen within 5 years! AI will change everything. $NVIDIA Corp(NVDA)$

Remember this stock is very "cheap" Has near double market cap of Berkshire with 4% assests.Nvidia, which dwarfs Berkshire's $768 billion market value with its almost $1.3 trillion market cap, owned just $44 billion of assets or less than 1/20 of Berkshire's total of 1.09 Trillion in assests. $NVIDIA Corp(NVDA)$

I predict NVIDIA will reach $100B+ this year I remember a NVIDIA slide showing a $1T Total Addressable Market across all divisions combined. Even if NVIDIA secures an average market share of 50%, this represents $500B annual revenue which surpasses Apple and Microsoft, and puts the company between $6T and $8T market cap. Hang on to your shares. The best is yet to come. $NVIDIA Corp(NVDA)$

Since 2024 began, Nvidia has surged by 11.3%, according to data provided by S&P Global Market Intelligence. New uses for NVDA chips: at the J.P. Morgan conference, Nvidia revealed how computer aided drug discovery will accelerate progress similar to how computer aided design (CAD) did for chip design. NVDA's BioNeMo AI platform for drug discovery has already been deployed by an Amgen subsidiary for its genomics foundation molecular models. That, along with new gaming, generative AI, and robotics innovations revealed at the CES--we're doing fine. Go Long. $NVIDIA Corp(NVDA)$