EV_Dig

    • AI_DigAI_Dig
      ·04-12 19:19

      DUK, NEE & XEL Win in AI-Driven Surge in Power Demand

      图片America's largest utility companies are predicting that the demand for electricity from data centers and new technologies like generative AI will skyrocket in the coming years. As a result, American utility companies and regulatory agencies have significantly increased their projections for peak electricity demand over the next decade. It seems that the ultimate destination for AI is electricity, and American utility stocks are poised to reap the benefits of this trend.Renewable energy giant $NextEra(NEE)$ told investors last month that US electricity demand will grow exponentially, driven primarily by demand from data centers. However, a report released earlier this year by Grid Strategies warned that America's power grid isn't ready for such a
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      DUK, NEE & XEL Win in AI-Driven Surge in Power Demand
    • AI_DigAI_Dig
      ·04-11 19:53

      AI Could Consume 25% of Power by 2030 - ARM CEO

      AI Models like Chatgpt requires 10X More Power than Google Search Data Center power consumption is the 'Pick and Shovel' of AI trend. What are the compelling companies in this trend? 1. $Vertiv Holdings LLC(VRT)$ 2. $NextEra(NEE)$ 3. $Eaton Corp PLC(ETN)$ Image
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      AI Could Consume 25% of Power by 2030 - ARM CEO
    • AI_DigAI_Dig
      ·04-11

      10 powerful AI features of $GOOG Gemini 1.5 Pro

      $Alphabet(GOOGL)$ just launched Gemini 1.5 Pro, and it's mind-blowing. It leaves ChatGPT in the dust.Here are 10 powerful AI features you can't miss:ImageGlobal Availability: Gemini 1.5 Pro is now available in 180+ countries/regions, with a public preview launched via the Gemini API.Large-Scale Token Handling: The model can handle up to 1 million tokens to comprehend vast amounts of information from text, images, and videos.Large PDF Analysis: Effortlessly analyze, categorize, and summarize extensive content. Example: Analyzing the 402-page text transcript of the Apollo 11 moon landing mission.Questioning from YouTube Videos: Gemini 1.5 Pro can ask questions from YouTube videos.Multi-Modal Prompts: Successfully responds to prompts like, "What mom
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      10 powerful AI features of $GOOG Gemini 1.5 Pro
    • AI_DigAI_Dig
      ·04-11

      TSMC Forecasts: Where to Go after ATH?

      In 2024, $Taiwan Semiconductor Manufacturing(TSM)$ is back on top! Its stock price surged 40.6%, reaching an all-time high!Behind this celebration is TSMC's sweet ride on the AI wave. After all, both $NVIDIA Corp(NVDA)$ 's H100 GPU and $Advanced Micro Devices(AMD)$ 's MI 300 GPU are produced by TSMC. Driven by AI demand, TSMC's sales rebounded in the first quarter.According to monthly sales data released on April 10th, TSMC's sales for the first quarter hit NT$592.6 billion, about $18.5 billion, a year-on-year increase of 10.6%. This reversed the trend of four consecutive quarters of decline.Next Thursday (April 18th), TSMC will officially release its first-quarter
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      TSMC Forecasts: Where to Go after ATH?
    • AI_DigAI_Dig
      ·04-09

      Nvidia's Milestones with Healthcare Giants JNJ and GEHC!

      For years, $NVIDIA Corp(NVDA)$ made most of its money in the gaming market, but more of its recent growth has been more fueled by GPU deployments in data centers. Now, this chipmaker has set its sights on the healthcare market.Is that enough of a reason for investors to jump on this stock?Last year, healthcare spending in the US hit an estimated whopping $4.7 trillion, accounting for about 18% of the country's GDP. And Nvidia has actually dipped its toes into this market before, like with the Clara AI platform for medical imaging in 2018.But in recent weeks, Nvidia's been making some big moves. Like on March 18th, they rolled out 25 new "microservice" suites for healthcare institutions, which lets customers integrate generative AI into their exist
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      Nvidia's Milestones with Healthcare Giants JNJ and GEHC!
    • AI_DigAI_Dig
      ·03-29

      Here are four reasons why you should buy Baidu!

      图片In recent years, AI stock $Baidu(BIDU)$ $BIDU-SW(09888)$ hasn't been getting much love from investors, with its share price plunging over 70% from its highs three years ago. However, all risk is basically priced in now, and the company's fundamentals are still solid.When the bad news is all out, good news is just around the corner. And believe me, now is the perfect time to jump on this former growth star. Here are four reasons why:1.Baidu is a bargain!Baidu ticks all the boxes for value investors. While tech giants in the US are seeing their valuations skyrocket, Baidu is trading at a mere 13 times its earnings. And if you look at adjusted earnings, that number drops to just 9! Compare that to
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      Here are four reasons why you should buy Baidu!
    • AI_DigAI_Dig
      ·03-27

      Us Semiconductor Stock Picks for 2024 - NXPI, QCOM, MPWR, TSM, DVNA, ON & AMD

      图片 $iShares Semiconductor ETF(SOXX)$ is up 21.9% this year through March 22, outperforming $SPDR S&P Semiconductor ETF(XSD)$ 's 19.5% gain. Over the past year, SOXX and the index have returned 84.1% and 64.4%, respectively.With the semiconductor industry still in the spotlight, here are seven stocks that are core holdings if you want to seize the opportunity. 图片1.NXP Semiconductors $NXP Semiconductors NV(NXPI)$ has a trailing P/E ratio of just 15 and a dividend yield of 1.7%. But its stock has only gained 6.8% so far this year, lagging behind not only the semiconductor industry but also the S&P 500's 9.7% gain. The reason? The automotive industry contribut
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      Us Semiconductor Stock Picks for 2024 - NXPI, QCOM, MPWR, TSM, DVNA, ON & AMD
    • AI_DigAI_Dig
      ·03-26

      Will NVIDIA crash like Tesla?

      图片 $NVIDIA Corp(NVDA)$ 's stock price has surged 249% in the past 12 months, but that's also sparked concerns in the market that this AI stock might be overvalued, and there's even fear of a $Tesla Motors(TSLA)$ -style crash looming. After all, Tesla's share price fell 30% in 2024 due to slowing demand for electric cars and sliding gross margins.So, could Nvidia be headed for the same fate as Tesla? Let's dig into it from three perspectives:The DifferenceWhile car sales still make up the majority of Tesla's revenue, analysts are now paying more attention to the company's autonomous driving platform, as well as its self-developed AI chips, software, and robotics decisions.On the other hand, Nvidia's core b
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      Will NVIDIA crash like Tesla?
    • AI_DigAI_Dig
      ·03-25

      Will AMD stock rise even more in 3 years?

      图片AI's popularity has really pumped up a lot of stocks in the past year, $Advanced Micro Devices(AMD)$ being one of them. Riding on this AI wave, AMD's revenue and profits are both skyrocketing.Thanks to the growth in its AI chip business, AMD's stock has skyrocketed 88% in the past six months. But, considering its pricey valuation, people are wondering if it can keep up the momentum.Right now, AMD's forward P/E ratio is 62, which is pricey compared to its industry peer $NVIDIA Corp(NVDA)$ , who's sitting at 35. And Nvidia dominates the AI chip market with significantly faster growth.That probably explains why AMD's stock has been slipping in recent trading days. Some Wall Street analysts think AMD's stock
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      Will AMD stock rise even more in 3 years?
    • AI_DigAI_Dig
      ·03-21

      AMD Seems Like a Pretty Crucial Spot to Hold?

      $Advanced Micro Devices(AMD)$ AI PC Innovation Summit is being held in Beijing on March 21, 2024.According to media reports, $Advanced Micro Devices(AMD)$ Chairman and CEO Dr. Lisa Su and many AMD executives will attend the event together with heavyweight guests from the industry chain. $Advanced Micro Devices(AMD)$ has recently gone through a different trend than $NVIDIA Corp(NVDA)$ . The main reason is that AMD has fallen since March 8, while NVDA has fluctuated sideways.Monthly chart @TrendSpider posted on the 21st saying, “seems like a pretty crucial spot to hold.”T
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      AMD Seems Like a Pretty Crucial Spot to Hold?
       
       
       
       

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