To The Moon

In December 2022, $SUPER MICRO COMPUTER INC(SMCI)$ joined the S&P MidCap 400 index and will officially be a part of the $S&P 500(.SPX)$ in March 2024. Thanks to the soaring demand for AI computing products, this new AI stock has skyrocketed over 1700% in the past two years.But you might not believe it, SMCI is still undervalued! And Wall Street analysts are giving it a "buy" rating, with a target price of $965, representing a 26% higher than its current share price of $762.Expanding AI server market The company develops accelerated computing platforms, integrating the latest chips, memory, and storage solutions from vendors like $Advanced Micro Devices(AMD)$</

It's becoming a consensus that "AI ultimately relies on electricity and energy." $Microsoft(MSFT)$ , a beneficiary of this AI wave, recently signed the largest-ever single corporate power purchase agreement in history.Microsoft inked a five-year deal with $BROOKFIELD ASSET MANAGEMENT LTD(BAM)$ and its affiliate, Brookfield Renewable, worth over $10 billion. This is to accelerate the expansion of renewable energy capacity and develop over 10.5 gigawatts (GW) of new renewable energy.$10 billion? That's the same amount Microsoft invested in OpenAI earlier, showing the strategic significance of energy for the company's future development.Microsoft isn't the only one investing heavily in both AI and energy. Ope

In the US market after-hours yesterday, $Microsoft(MSFT)$ released its third-quarter report for fiscal year 2024, corresponding to the performance as of March 31, which far exceeded market expectations, sending its share price up 4.3%.Specifically, Microsoft revenue was $61.86 billion in the third quarter, up 17% year-on-year, exceeding analyst expectations of $60.9 billion, and even beating the management's guidance ceiling of $61 billion.Breaking it down by business segments:Intelligent Cloud revenue was $26.7 billion, up 21% year-on-year, exceeding the upper limit of 26.3 billion guidance given by management; Productivity and Business Processes revenue was $19.57 billion, up 11.7% year-over-year and approaching the upper end of management's gui

My enthusiasm for AI is inspired by witnessing the biggest tech leap in modern history. Here are the 15 companies I believe are positioned to capitalize on this secular growth theme -- based on how they compare to one another on their 2025 FCF multiples 1. $NVIDIA Corp(NVDA)$ | NVIDIA 2. $Tesla Motors(TSLA)$ | Tesla 3. $Microsoft(MSFT)$ | Microsoft 4. $Palantir Technologies Inc.(PLTR)$ | Palantir 5. $Amazon.com(AMZN)$ | Amazon 6. $CrowdStrike Holdings, Inc.(CRWD)$ | Crowdstrike 7. $ServiceNow(NOW)$

Just now, $Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima

As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading

图片 $NVIDIA Corp(NVDA)$ have risen from less than $500 at the start of the year to a 52-week high of $974, and are up more than 200% over the past 12 months, but the stock recently fell back nearly 11% into correction territory.Nvidia is now seeing a pullback. Is this a buy-the-dip opportunity or catching a falling knife?Fundamentally, Nvidia's sales and earnings growth are on fire. But for a growth stock that's tripled in a year, the valuation premium is no joke, and the risk is rising.Buy-the-dip opportunity?Well, Nvidia's stock has been on a tear, but bulls will argue that the company's revenue and profits are growing even faster. Nvidia's fourth-quarter revenue jumped 265% year-over-year, and earnings per share soared 765%! The main driver? The

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

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

$Alphabet(GOOGL)$ 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