AI_Dig

    • AI_DigAI_Dig
      ·07-12 18:45

      Nvidia Invests in 5 AI Firms: Should You Follow?

      Earlier this year, $NVIDIA Corp(NVDA)$ disclosed in its 13F filing that as of December 31, 2023, it had invested in five AI companies: $SoundHound AI Inc(SOUN)$ $ARM Holdings Ltd(ARM)$ $Recursion Pharmaceuticals, Inc.(RXRX)$ $Nano-X Imaging Ltd.(NNOX)$ $TuSimple Holdings Inc.(TSPH)$.Here's a detailed analysis of these five companies' investment specifics and their stock performance since disclosure: *TuSimple delisted from NASDAQ in January 2024 and moved to over-the-counter tradingDiverse Risks and ReturnsAmong these AI companies, Sound
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      Nvidia Invests in 5 AI Firms: Should You Follow?
    • AI_DigAI_Dig
      ·07-11 17:41

      Can AMD Replicate NVIDIA's Glory?

      After a three-month hiatus, $Advanced Micro Devices(AMD)$ is back on the rise, outpacing $NVIDIA Corp(NVDA)$ 's 8.5% gain with a whopping 16.6% surge in the last six trading days. $Intel(INTC)$ , another chip giant, has also been soaring, shaking off its earlier doldrums.AMD, Intel and NVIDIA are the three major GPU giants, but NVIDIA has soared since the AI era dawned, leaving AMD's gains looking modest despite nearing all-time highs.Lagging behind in the competition!So far this year, AMD rose only 24.8%, while Nvidia was as high as 172%, a huge contrast, as an AI backward stock, AMD has no chance to copy the glory of Nvidia?The answer is yes, but the surge won't
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      Can AMD Replicate NVIDIA's Glory?
    • AI_DigAI_Dig
      ·07-10

      Earnings Digest | TSMC's valuation might just hit record highs!

      $Taiwan Semiconductor Manufacturing(TSM)$ just announced their June sales figures: a whopping NT $207.87 billion, up 32.9% from last year.In the April-June period, TSMC's sales totaled NT $673.5 billion, up 40% from a year earlier and exceeding analyst expectations of NT $651.77 billion:After this bombshell, TSMC's stock shot up nearly 3% in after-hours trading at Tiger Securities.Mark your calendars for July 18th (next Thursday), folks! TSMC will release their Q2 earnings report before the U.S. market opens. When more detailed financial data and performance guidance will be announced, is expected to have a greater impact on TSMC and semiconductor future trends.TSMC, the global largest chip-making giant, practically owns the AI chip market with the
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      Earnings Digest | TSMC's valuation might just hit record highs!
    • AI_DigAI_Dig
      ·06-27

      AI Stocks Dominate US Markets, But Change Awaits

      There's this talk going around that the rally in US stocks this year is just a one-man show by a few AI stocks. You know, like $SUPER MICRO COMPUTER INC(SMCI)$ up nearly 200%, $NVIDIA Corp(NVDA)$ up 150%, and $ARM Holdings Ltd(ARM)$, $Dell Technologies Inc.(DELL)$, and $Pure Storage(PSTG)$ all seeing gains of over 80%.It's like a replay of the 1999 dot-com bubble, but other companies weren't invited to the party. In fact, about half of the $S&P 500(.SPX)$ stocks are down this year, and about 80% are lagging behind the index.But here'
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      AI Stocks Dominate US Markets, But Change Awaits
    • AI_DigAI_Dig
      ·06-27

      Earnings Digest | Why did Micron's stock plummet?

      $Micron Technology(MU)$ released its financial results for the third quarter of fiscal year 2024 after hours yesterday, corresponding to the performance up to May 30th this year, the stock price dropped by a whopping 7.98%.Two Reasons First, Micron expects fourth-quarter sales to be in the range of $7.4 billion to $7.8 billion, while the average analyst estimate is $7.58 billion, while some estimates are higher than $8 billion.The second is that while the AI computing boom has boosted Micron, demand in traditional markets such as personal computers and smartphones remains sluggish, and the outlook suggests those areas are not recovering as quickly as some had hoped from last year's historic declines.But is that really the case?Looking at the revenue
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      Earnings Digest | Why did Micron's stock plummet?
    • AI_DigAI_Dig
      ·06-26

      The Potential of Asian Chip Stocks Outshines Their U.S. Counterparts

      After briefly becoming the world's most valuable company, the share price of AI chip giant $NVIDIA Corp(NVDA)$ has been sliding for three straight days, maybe entering a correction phase. In the last three trading days, Nvidia's share price has dropped over 12%, erasing about $430 billion in market value.Oliver Cox, the head of Morgan Stanley's Asia fund, said:Asian chip stocks are undervalued compared to their US counterparts, indicating greater growth potential. With the booming AI technology, sales of Asian chip supply chain companies will surge. And in the past five years, our Asia fund has outperformed 97% of its peers in the industry.We've seen the valuations of major US chip companies skyrocket, while those of supply chain companies in the
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      The Potential of Asian Chip Stocks Outshines Their U.S. Counterparts
    • AI_DigAI_Dig
      ·06-25

      Don't panic! Nvidia hasn't peaked yet!

      Lately, the king of AI $NVIDIA Corp(NVDA)$ has been on a crazy downtrend, falling over 16% in just three trading days, causing investor panic!You might be wondering, what's the sudden crash about?First off, crashes often follow rallies. Before this dip, Nvidia had a whopping 78% gain, and its year-to-date surge was even more impressive, at 184%, surpassing $Microsoft(MSFT)$ and $Apple(AAPL)$ to become the global champ!After such a rally, Nvidia's technical indicators were overbought, signaling a need for a correction.Secondly, Nvidia execs have been selling stocks in droves recently, even Jensen Huang cashed out nearly $100 million! According to The Washington Se
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      Don't panic! Nvidia hasn't peaked yet!
    • AI_DigAI_Dig
      ·06-24

      AI's Promise vs. US Deficit Dilemma: Will Tech Save the Day for Stocks?

      As 2024 is halfway through, the expected Fed rate cut is not only nowhere in sight, but it's also being pushed back again and again. Under these high-interest rates, the heavily indebted US government is struggling to keep afloat.At the current interest rate, the federal government will pay a whopping $870 billion in interest on its national debt in 2024, surpassing military spending for the first time, and that number is expected to break the trillion-dollar mark by 2025.High prices, high interest rates, high debt, and soaring US stocks — this combination is turning all basic economic theories upside down.So, which one will change first? And what domino effects will it bring? Where will the US stock market ultimately head?Can the AI revolution solve the deficit crisis?Initially, there wer
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      AI's Promise vs. US Deficit Dilemma: Will Tech Save the Day for Stocks?
    • AI_DigAI_Dig
      ·06-21

      Earnings Digest | Can AI help Accenture regain its glory?

      Yesterday, $Accenture PLC(ACN)$ , the world's largest management consulting firm, released its third-quarter results of fiscal 2024 , covering the period ending May 31st, and its stock price soared 7.29%!RevenueIn terms of revenue, Accenture's FY24Q3 revenue was $16.47 billion, down 0.6% year-on-year:But based on management's guidance, the next quarter's revenue is expected to be between $160.5 billion and $166.5 billion, beating analysts' estimates of $164.3 billion, representing a 2.8% growth. Looks like Accenture's fundamentals are turning a corner!In addition, their new order bookings are amazing! FY24Q3 saw $210.6 billion in new orders, a whopping 22.1% increase year-on-year, the highest in six quarters! This indicates that Accenture's future
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      Earnings Digest | Can AI help Accenture regain its glory?
    • AI_DigAI_Dig
      ·06-20

      Double-Digit Returns Ahead: Unpacking Qualcomm's Investment Logic!

      Look, my $Qualcomm(QCOM)$ investment is poised to double in no time. Let's chat about Qualcomm's investment strategy! Not surprisingly, Qualcomm would be the fastest stock I've ever bought to double. Qualcomm's investment logic is simple.AI phonesQualcomm, the king of mobile chips, dominates the Android scene, and even $Apple(AAPL)$ relies on them for baseband chips. But the smartphone market has been flat since 2016. AI could be the game-changer.With AI chips supporting multi-modal big models with up to 10 billion parameters, users can enjoy AI-powered features like text-to-image generation, image enhancement, and even AI virtual assistants on their phones. This powerful AI performance could spark a fres
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      Double-Digit Returns Ahead: Unpacking Qualcomm's Investment Logic!
       
       
       
       

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