jayc
jaycCertificated Individuals
Tiger Certification: Think long-term even if you have very little to invest.
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avatarjayc
02-07
$Palantir Technologies Inc.(PLTR)$  I would think that Palantir could continue to do well with the demand for more focus on data, but we need to be aware of the competition Palantir faces from established tech giants and new startups in the AI and data analytics space. And also a global economic downturn could affect demand for Palantir's solutions and impact its financial performance. Increased regulations related to data privacy and AI could pose challenges for Palantir and Attracting and retaining top talent in the competitive tech industry is crucial for Palantir's success. One important point is Palantir's high valuation is a key point to watch. While the company has strong growth potential, its stock price reflects high expectations. So
avatarjayc
01-29
$Microsoft(MSFT)$  shares gained 1% after the company revealed plans to invest $80 billion in fiscal 2025 to expand data centers for AI model training and cloud application deployment. $Meta Platforms, Inc.(META)$  Analysts expect Meta to report Q4 revenue of approximately $46.9 billion, representing a year-over-year growth of about 17.1%. Earnings per share (EPS) are anticipated at $6.75, a 26.73% increase from the previous year.
avatarjayc
01-29
ASML in October trimmed its sales forecasts for 2025, saying some areas of the semiconductor industry aside from AI were taking longer than expected to recover. The company is forecasting between 30 billion euros and 35 billion euros in sales this year, down from previous guidance of up to 40 billion euros. The long-term outlook for the chip industry remains promising as it believes AI creates a significant opportunity that should help push global semiconductor sales to more than $1 trillion by the end of the decade.
avatarjayc
01-20
$Netflix(NFLX)$  The company behind the world's leading premium video streaming service reports its fourth-quarter results on Tuesday afternoon, the first trading day of the holiday-abridged market week. Expectations are high, but so is Netflix's share price. Netflix stock soared 83% in 2024, hitting a new all-time last month. Netflix is now a 17% gain away from crossing the $1,000 mile marker. A strong financial update this week could make that happen. If not, a couple of analysts believe that the shares will be trading in four figures later this year. It wouldn't be a surprise if Netflix goes ahead and announces a stock split.
avatarjayc
01-20
$Tiger Brokers(TIGR)$ Analysts estimate TikTok U.S. could be valued between $20B and $100B. So far, real estate mogul Frank McCourt - joined by Canadian investor Kevin O'Leary - has made an offer for the app, while former U.S. Treasury Secretary Steven Mnuchin previously showed interest.
avatarjayc
01-19
$Apple(AAPL)$  The company is dedicated to integrating AI across its product lines, and has invested approximately $20 billion in AI, with an estimated $4 billion invested in 2024 alone. We acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings.
avatarjayc
01-19
On a monthly basis, the Consumer Price Index surged by 0.4%, the largest increase since March and higher than the anticipated 0.3%. The energy index alone rose by 2.6%, contributing to over 40% of the monthly rise, primarily due to a 4.4% increase in gasoline prices. Food prices also saw a modest increase of 0.3%, and shelter costs edged up by the same margin. Investors still expect a low probability of a rate cut in January. However, interest rate futures traders increased their bets on the Federal Reserve's interest rate cut in June, and the probability of a second Fed rate cut in 2025 rose to about 50%.
avatarjayc
01-18
Quantum computing is an emerging field with huge potential to revolutionize industries like AI and cryptography, but it's also very risky since many companies are still in early development Investing in quantum shares could bring massive gains if the technology succeeds, but it requires:  1. Understanding the field to pick promising companies.  2. Patience because the technology might take years to mature.  3. Smart risk management, like diversifying your investments. In short, it's about being bold but smart -- accepting risks for the chance at transformative wealth.
avatarjayc
01-18
$Taiwan Semiconductor Manufacturing(TSM)$  The world's largest supplier of made-to-order chips gave investors an upbeat outlook and delivered fourth quarter earnings that beat analysts' estimates.  The supplier to $Apple(AAPL)$ , and $NVIDIA(NVDA)$ known as TSMC forecast revenue in the first quarter to reach $25 billion to $25.8 billion, bolstered by robust demand for chips that power artificial intelligence (AI) applications. That exceeded the $24.6 billion Bloomberg consensus.  The company also predicted gross margin could be between 57% to 59%, the midpoint of which is higher than the 57.2% analysts were anticipating, according to estim
avatarjayc
01-15
$Advanced Micro Devices(AMD)$  AMD's delay to the AI market could be interpretated in two ways. On one hand, the company has been carefully studying its target niche, refining its AI solutions to avoid rushing into the market and risking product failures. Alternatively, AMD may be taking a cautious approach by observing and identifying AI needs that promise the greatest returns before making significant investments. Over the past quarters, AMD has seen steady growth in its data center revenue, while profits have surged significantly due to improved production yields. The company's strategy of outsourcing manufacturing to TSMC has been beneficial, enabling AMD to reduce fixed overhead costs. As the company looks toward 2025, it remains optimist
avatarjayc
01-14
The TikTok drama took another twist Tuesday amid reports that billionaire entrepreneur Elon Musk is being discussed as a potential buyer. The popular social-media platform is facing a ban unless it sells its U.S. operations. Legislators have cited national security concerns as the basis for banning the app under its current ownership -- it is owned by ByteDance, a Chinese company. The Supreme Court is now set to make a decision by Jan. 19 on whether to uphold a bill passed by Congress.
avatarjayc
01-07
Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI. The analyst also noted a more favorable competition landscape, with $Samsung Electronics Co., Ltd.(SSNLF)$ foundry and $Intel(INTC)$   foundry facing more difficulties as they move to more advanced nodes. Therefore, he modeled a mid-high single-digit price hike for 3nm and 5nm nodes and a 10%+ price hike for chip-on-wafer-on-substrate starting in 2025.
avatarjayc
01-06
VeriSign currently trades on a much higher than expected P/E since its forecast growth is lower than the wider market. Right now we are increasingly uncomfortable with the high P/E as the predicted future earnings aren't likely to support such positive sentiment for long. Unless these conditions improve markedly, it's very challenging to accept these prices as being reasonable. There are also other vital risk factors to consider.
avatarjayc
01-06
$XIAOMI-W(01810)$  Xiaomi's electric-vehicle sales are likely to maintain their strong momentum in 2025, according to Deutsche Bank research analyst Bin Wang in a research note. Xiaomi's EV December delivery exceeded 25,000 units, a new monthly record high which beat market expectations. Xiaomi EVs should continue to face supply shortages in 2025 due to its rich order backlog, strong new order flows each month as well as new-model contribution. There is some upside risk in its 2025 delivery guidance considering the supply from the new plant Xiaomi EV is building in Beijing.
avatarjayc
01-04
I believe this might be a good time to load up or DCA into your crypto stocks as Bitcoin price action has stagnated, and investor sentiment has been apathetic over the last six months. We need to wait for the increase of interest to help push up the trading volume, then we could see Bitcoin making a new highs. Disclaimer: The analysis and result presented does not recommend or suggest any investing in the said stock. This is purely for Analysis.
avatarjayc
2024-12-26
Crypto markets have historically performed well through the festive season during bull markets, but Bitcoin's dismal December performance has quashed hopes of a so-called Santa Claus rally — a price jump during the last five trading days of December through to the first two trading days in January. Crypto trader Mister Crypto compared Bitcoin's performance from previous years and noted that there were big rallies between Christmas and New Year in 2016 and 2020, the years that preceded market cycle peaks.
avatarjayc
2024-12-26
$NVIDIA(NVDA)$  Just because there is more greed even after a great earnings session, doesn't mean you should sell the stock right away because of uncertainity. Trust the process and think long term. 
avatarjayc
2024-12-25
The holiday season often brings a phenomenon known as the Santa Claus rally, characterized by improved market performance in the last days of December and the first few trading days of January. This boost is usually attributed to several factors, including seasonal optimism among investors, positive company news releases, increased consumer spending, and portfolio adjustments by fund managers aiming to enhance their year-end results. These factors often lead to an increase in stock prices during this period.
avatarjayc
2024-12-25
Since hitting $108k, Bitcoin [BTC] has struggled to maintain an upward momentum. As such, BTC has traded in a consolidation range between $92k and $97k. At the time of writing, Bitcoin is trading at $93,905, marking a 2.18% decline on the daily charts. Additionally, the cryptocurrency has dropped by 12.37% on the weekly charts. This dip has left most short-term holders at a loss, including those who bought Bitcoin in November. The widening loss margins among short-term holders have analysts deliberating over the next move.
avatarjayc
2024-12-25
$NVIDIA(NVDA)$  NVIDIA DGX is a purpose-built platform for enterprise AI, powering AI workloads spanning analytics, training, and inference. It offers advanced compute density, performance and scale with a single, unified system that can power the complete enterprise AI lifecycle. With the NVIDIA DGX platform and its supporting infrastructure technology ecosystem, Sify customers now have access to high-density supercomputing and powerful performance, offered in scalable and flexible AI infrastructure solutions and accessed through an extensive colocation footprint.

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