To The Moon

$NVIDIA Corp(NVDA)$ just announced a major partnership with SoftBank to bring sovereign AI To JAPAN!! Building Japan's Largest AI Factory, more importantly, using Nvidias Live 5g AI-RAN. Also, Nvidia is creating a marketplace for New AI Applications!!Image $NVIDIA Corp(NVDA)$ has reportedly picked SoftBank as its first customer to build an AI supercomputer with new Blackwell chips - BloombergImage $NVIDIA Corp(NVDA)$ Earnings Preview: Will Data Centers Continue to Fuel Growth? NVIDIA’s Data Center segment has been the primary driver of its impressive financial performance, accounting for over 87% of its Q2 FY2025 revenue.It’s undeniable—#NVIDIA has become synonym

$Advanced Micro Devices(AMD)$ is set to release its Q3 earnings report on October 29, a highly anticipated announcement. Last week, $ASML Holding NV(ASML)$ ’s earnings fell short of expectations, sending its stock down over 10% and dragging down the broader semiconductor sector. With AMD's upcoming report, investors may get answers to pressing questions raised by ASML's earnings disappointment.Different Roles in the Semiconductor SpaceWhile both AMD and ASML are major players in semiconductors, their roles differ. AMD is one of the few companies that can genuinely capture market share from $NVIDIA Corp(NVDA)$ whereas ASML’s struggles likely don’t reflect the broad

$IBM(IBM)$ ’s stock performance surged after its Q3 2024 earnings report, behaving more like a prominent AI software player than a tech giant with substantial legacy businesses, mainly in consulting. However, IBM’s traditional operations are unlikely to benefit significantly from the AI boom. Given another lackluster quarter, IBM might not be worth the bullish outlook.Stagnant Growth Amid AI PushDespite repeated promises of pivoting to growth sectors, IBM hasn’t achieved substantial sales momentum. The latest quarterly report revealed a revenue increase of only 1.5% year-over-year, falling short of expectations. IBM's AI software business shows promise, but with an existing $60 billion revenue base, adding a few billion won’t ignite substantial gro

$IONQ Inc.(IONQ)$ is making waves in the stock market, recently reaching a 52-week high of $15.71. This impressive milestone reflects growing investor confidence, with the company seeing a notable 36.33% increase over the past year, largely thanks to its advancements in quantum computing technology.Leadership in Quantum ComputingAs a leader in the quantum computing space, IONQ specializes in hardware development and aims to commercialize quantum technology. Since going public via SPAC in 2021, the company has doubled its revenues each year, solidifying its position as a frontrunner in the field.IONQ generates revenue by building quantum computers that tackle problems beyond the reach of classical systems. The company is focused on developing quant

$Taiwan Semiconductor Manufacturing(TSM)$ has just crossed the $1 trillion market cap mark, marking a significant milestone after reporting impressive growth in Q3. It’s now the ninth company in the world to reach this figure, excluding state-owned enterprises. As the absolute leader in the semiconductor foundry market, TSMC is benefiting immensely from the ongoing surge in AI computing chip spending, with no signs of slowdown in sight.Growth in HPCTSMC stands out as the only company capable of producing ultra-fast computer chips with the smallest transistor sizes. Their 3nm and 5nm chips contributed about half of the company's Q3 revenue, indicating high demand and premium pricing. Due to this demand, TSMC anticipates a 30% revenue growth in 2024.

Is AI helping $IBM(IBM)$ get back on its feet? Absolutely! The company is poised for solid organic revenue growth in its software and consulting divisions. Analysts believe IBM will continue to infuse AI capabilities across its business lines, especially in consulting. While the current high-interest rate environment has posed challenges, there's optimism that IT consulting will rebound once the U.S. economy stabilizes.Granite Foundation ModelsIn September 2023, IBM launched its Granite Foundation Models, designed to enhance AI technology for clients. These models are optimized for enterprise software development and can handle between 3 billion and 34 billion parameters across 116 programming languages. For businesses, these ready-made AI models

$Qualcomm(QCOM)$ and $ARM Holdings Ltd(ARM)$ have fallen out! Recent reports indicate that Arm has revoked Qualcomm's architecture licensing agreement. This means Qualcomm can no longer use Arm’s architecture to design its mobile chips.Qualcomm is a giant in the mobile chip industry, dominating the Android ecosystem, while Arm is the leading provider of chip architecture. Think of architecture like blueprints for a building: Qualcomm is the developer who pays licensing fees to tweak the designs and save on foundational work.For years, Qualcomm and Arm worked together smoothly. However, things changed when Arm was acquired by Japan’s $Softbank Group Corp(SFTBF)$ a

Content contributed by @EricFlaningam at X, Author of Generative ValueAmong the many bottlenecks for AI data centers, energy might be the most important and the most difficult to address. IF estimates of data center energy consumption turn out to be true (or even in the vicinity of truth), our current energy infrastructure will not be able to support those demands. Unfortunately, there’s no easy way to increase energy capacity quickly. I think it will take many solutions to solve this problem, just a few of them are: - Off-Grid Power Generation - Nuclear - Long-Duration Energy Storage (Batteries) - Building Where the Power’s At - Grid Optimization Tech I shared some thoughts on this areaNuclear Recently, we’ve seen big tech seemingly go all in on supporting nuclear. Just a few examples of

Recently, $ASML Holding NV(ASML)$ investors faced disappointing news. The chip manufacturing giant reported third-quarter results that fell short of expectations and lowered its sales forecast for 2025. Following the announcement, the stock plummeted 16% on the first day and another 6% the next.This shockwave was so intense that it dragged the entire chip industry down, putting pressure even on leaders like $NVIDIA Corp(NVDA)$ . As a frontrunner in the semiconductor sector, ASML has seen some slowdown in demand for its lithography machines, and investors interpreted this as a sign of trouble across the board.A Buying Opportunity？However, with the historical volatility in order bookings, savvy investors mi

Last week, the semiconductor industry experienced a wild ride as two giants in the field released vastly different earnings reports and forecasts, creating sharp divides within the sector. In the coming weeks, U.S. semiconductor stocks will remain in the spotlight for investors. As critical components in numerous products, the performance of chip manufacturers and related equipment companies is key to understanding economic conditions, making them a barometer for the broader market on Wall Street.AI-Driven MomentumThis year, the semiconductor industry has been heavily highlighted due to AI boom, which has been a core factor driving the stock market to new highs. Notable gains have been seen particularly in $NVIDIA Corp(NVDA)$ .