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$Intel(INTC)$ I also believe that Intel will move upwards in the future but they really need to clean their house. I am frustrated with announcements saying things are going well only to be told the cold, hard and dirty truth later because it wasn’t possible to deny the underlying issues anymore. Latest are rumours if very low yielding 18A process node, if true pls see Samsungs 3nm GAA process problems which are still there..this would be not good for intel, not good at all. And what is the ousted CEO comments? Trying to educate people on bigger chips may face lower yields, I am shaking my head since if the yield is 10% for any chip its a unmitigated disaster! Intel needs someone who can kick but to wake up this company instead of Hopi
Oh oh this is what makes me the most worried....direct impact on bottom line and nvidia scaling back preferred support? The CEO better think very hard how to bring his house in order. A statement of "no misconduct has been found" without auditor backing coming from the same management accused of it doesn't hold any water
Super Micro's Troubles Deepen as NVIDIA Redirects Massive Order
$SUPER MICRO COMPUTER INC(SMCI)$
$CleanSpark, Inc.(CLSK)$ Still halted, SEC is closed today for Veteran day. Since they have to validate can be that it only resumes trading tomorrow...meanwhile bitcoin is charting new heights
$CleanSpark, Inc.(CLSK)$ Halted in aftermarket (T12)...not sure if due to warrant increase >100%, hope something good is cooking
$SUPER MICRO COMPUTER INC(SMCI)$
Either the management is inept in handling the situation or is stonewalling on the details of the wrongdoing due to top management involvement and possible charges. With the auditor resigning the later is more likely. They had time since July to clarify, identify the culprits and come forward, instead they choose not too making it easy to be targeted and willingly putting their shareholders at risk (!) Top management need to be shaken up, being amongst the top companies to profit from the AI surge, having good connection with Nvidia and then putting all this at risk is just irresponsible. I expect DOJ now to really step up a probe and next a class action lawsuit to follow. Any good news in upcoming earnings will be muted due to erroded trust.
Super Micro Shares Plummet as Nasdaq Delisting Looms Amid Ernst & Young Resignation
One word: holding Waiting for bitcoin to (hopefully ) break through :)
Where is the connection here taking in what meta, Microsoft, Amazon said in their earnings..rubbish report
Stock Track | Taiwan Semiconductor Manufacturing Shares Tumble Amid Concerns Over AI Chip Demand
Haha MR D(r)ump opening his mouth again. Green scam again showing his immaturity to actually tackling pressing issues concerning everyone and especially the generations following after he is long gone...
Trump Vows Action to End Electric Vehicle "Mandate" on Day One
I commented yesterday when I saw the news appear. I will try but this is going to be a rant (...sorry). A presidential candidate,also a convicted felon, just opening his mouth and blabbering whatever comes to his mind without thinking it through is just a clear demonstration of narcissistic stupidity. Its sad that besides the two candidates there is no younger blood available? This is really the "best" available?...it does not bode well for the US. Bullying other companies to restrict trade with china (ASML) and then Top it up with such comments. I believe china companies would be more than happy to fill up orders with TSMC and then US companies will do what? Sure they can move some to intel and taking a hit in terms of being the most advanced chips on the market until intel fi
Trump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%
TSMC is dropping during overnight trading. Are people really taking this "crap" seriously and drop the stock? Unbelievable, without tsmc major US companies would lag behind.
BUZZ-TSMC falls after US presidential candidate Trump says Taiwan should pay for defence
$NVIDIA Corp(NVDA)$
There are many, many good news and developments from Nio on the horizon (May deliveries, FSD, onvo launch, battery tech). In my opinion it is one of the most dynamic EV out there and I am tempted very much to open and hold a position. Question is wether to buy now to catch possible upwards move after earnings and in my opinion its risky...may deliveries do not make up the loss of the quarter and profitability/margins can be impacted by the pre investment needed for all the good initiatives ongoing. Onvo will not add to the bottom line yet but re-tooling of the factory which costs money need to be done now. 6,- possible on forecast but I decided to monitor closely the earnings and see where it settles before jumping on board
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Temu’s Parent PDD Trades Near Cheapest Level Ever as Geopolitical Risks Bite
It's like a bloodbath...sheeps led to the slaughter house. Anything not above expectations or amiss and...cut! Today Roblox, airbnb, Duolingo joined the club. On the other hand it's an opportunity to buy the dip amongst all the profit taking and panic selling
$Palantir Technologies Inc.(PLTR)$
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Palantir Technologies Q1 2024 GAAP EPS $0.08, Inline, Sales $634.000M Beat $625.431M Estimate
$SoFi Technologies Inc.(SOFI)$ I have Sofi as part of my portfolio and what a bumpy ride it has been so far...earnings in jan jump but shorted and not able to hold, tank after convertible note offering, slowly climbing up again only to be dumped massively after last earnings. Overall earnings were not bad but sofi needs a catalyst. Since management do their own cautious approach to lending that leaves only the fintech portion and they need a win by larger banks stepping on board. If that happens it will be one such catalyst. Until then I believe it will hover where it is now.
I think TSMC should do well and added some shares during the recent days market pull back. With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.
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