alexliam
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Microsoft is substantially undervalued after their dip over the past few months, considerable upside at current pricing for sure
Earning Preview: Microsoft Q2 Growth Hinges on AI and Cloud Uptake
Remaining bullish on Apple! Steady fundamentals and consistently good results
Earning Preview: Apple Revenue Expected To Rise By Double Digits, Institutions Skew Bullish On Margin Resilience
Nvidia and AMD are far superior investments
Chasing Sandisk and Micron May Be Hazardous to Your Portfolio
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$NVIDIA(NVDA)$
Yes, yesterday was a blip. The gold bull run is not yet done
Gold Bounces Back From Two-Week Low, Silver Recovers
I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.
The New Year Could Bring Massive Upside for These Semiconductor Stocks
More good news for Nvidia!
Nvidia, Groq Strike AI Tech Licensing Deal -- Barrons.com
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More and more good news for Nvidia!
Nvidia Aims to Begin H200 Chip Shipments to China by Mid-February, Sources Say
Reading this just warms my heart. Nvidia has opened the door to a golden age!
Nvidia Stock Rises. The Road to Sales in China Opens Up
This is fantastic news for Nvidia!
US Launches Review of Advanced Nvidia AI Chip Sales to China, Sources Say
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!
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This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.
Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow
Best news of the day!
Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say
As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.
ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say
Finally!
Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says
$NVIDIA(NVDA)$
$NVIDIA(NVDA)$
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