$Advanced Micro Devices(AMD)$ rumored to enter the smartphone market with apu-like "ryzen ai" socs

$Advanced Micro Devices(AMD)$ The daily and weekly charts show a pattern similar to the "Doji Star," with bad news gradually running out and good news gradually emerging.

$NVIDIA Corp(NVDA)$ Nvidia, as a growth stock, fundamentally hinges on the earnings per share (EPS) growth rate. An increase in EPS growth rate is the driving force that pulls valuation ahead of stock prices. Conversely, if the expected growth rate slows down in the future, even if it remains high growth, the valuation may also struggle to rise further and may even experience a valuation kill. After all, stock price changes ultimately equal the sum of "valuation" changes and "earnings per share" changes.For growth stocks, the most profitable phase occurs during the Davis Double Play period, when both valuation and EPS grow significantly. Financial reports indicate that Nvidia bottomed out in January 2023

$Taiwan Semiconductor Manufacturing(TSM)$ Does mainland China have the capability to build its own complete chip industry chain and advance from 7nm to 1nm while driving prices down? One distinct trait of Chinese people is competitiveness, extreme competitiveness. They can bring the prices of high-tech products down to almost nothing and outcompete rivals. Take electric vehicles, for instance—full of features like autonomous driving and voice control, yet priced at just 150,000 RMB. The same goes for smartphones; for 1,500 RMB, you get 5G, touchscreen, cameras, and more. Our drones, robotic dogs, and robots are also incredibly affordable. So, if we manage to break through to 1nm in chip technology, there w

$NVIDIA Corp(NVDA)$ People who are about to be replaced by AI will invest all their savings in Nvidia. This process will turn Nvidia into a legend, with a valuation of at least $10 trillion.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s first wafer fabrication plant in Arizona is expected to hold its completion ceremony on December 6.

$NVIDIA Corp(NVDA)$ Firstly, NVIDIA’s recent inclusion in the Dow Jones Industrial Average is a long-term positive indicator. Secondly, the CEO has mentioned that demand is strong and order books are full for the next two years, with global demand surging. Thirdly, TSMC’s recent earnings exceeded expectations, which indirectly suggests NVIDIA's performance will likely be robust as well, given that many of its chips are manufactured by TSMC. The likelihood of a significant stock increase after earnings remains high.

$Advanced Micro Devices(AMD)$ If prices move downward toward 125–130, the put-call ratio may continue to reach 0.7, with a possible low around 110. A return to around 145 may have to wait until new policies are introduced after Trump takes office.

$SUPER MICRO COMPUTER INC(SMCI)$ Bridgewater's increased stake in SMCI isn't easy to understand – are they trying to bet on a rebound? Anyway, I’m not optimistic about this move.

$NVIDIA Corp(NVDA)$ Even someone as extraordinary as Masayoshi Son couldn’t fully capitalize on his insights, so for ordinary people, it’s even less likely. In stock investing, there’s a world of difference between being strongly optimistic and going all-in—like the gap between Munger and us. And between going all-in and holding with conviction, there’s a Buffett.As for us ordinary folks, we’re at least a hundred books and a top-tier network away from someone like Masayoshi Son.

$JD-SW(09618)$ From the perspective of options skew, market sentiment is slightly bullish towards JD.com.

$Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ $Palantir Technologies Inc.(PLTR)$ is unstoppable. just like $Tesla Motors(TSLA)$ just like $NVIDIA Corp(NVDA)$ that's it.

$Taiwan Semiconductor Manufacturing(TSM)$ A company that even the U.S. president fears—yet some people still call it a bubble.A clearance sale? Go ahead and sell.I'll pick up the bargains.

$Tesla Motors(TSLA)$ Everyone is rushing to grab Teslas.

$Broadcom(AVGO)$ It looks like I'm going to make money on options again tonight.

$SUPER MICRO COMPUTER INC(SMCI)$ There's no need to overthink it. After such a big drop, does it really need a reason to go up a bit? I didn't buy it, but why should I have to question whether its rise is justified? Can’t it just be an oversold rebound? Can’t it be that it fell too much? Can’t it be that things aren’t as bad as we thought? Or that capital got some good news ahead of time that hasn't been announced yet? Does a stock have to only go up and never fall? Or, if it's going to fall, should it just keep falling?

$Taiwan Semiconductor Manufacturing(TSM)$ released its October revenue report, showing consolidated revenue of approximately NT$314.24 billion for October 2024, up 24.8% from the previous month and 29.2% from the same period last year. This sets a new record for monthly revenue. Demand for AI remains strong, boosting performance significantly.

$NVIDIA Corp(NVDA)$ Choose a reputable and visionary company, trust it, and hold onto it long-term.

$NVIDIA Corp(NVDA)$ $Micron Technology(MU)$ $Intel(INTC)$ Trump's core agenda is "Make America Great Again," which prioritizes bringing American manufacturing back to the United States. Therefore, companies like Samsung and SK Hynix will also face negative impacts. However, corresponding solutions from American companies, such as storage from Micron Technology $Micron Technology(MU)$ , chip design and manufacturing from Intel $In

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