To The Moon

Wall Street anticipates another strong quarter for $NVIDIA Corp(NVDA)$ as investors’ favorite chipmaker prepares to release its fiscal Q2 2025 results on August 28. The company’s high-end graphics processing chips, which are the benchmark for running generative AI workloads, continue to see robust demand, setting the stage for a solid performance.© Reuters Although there have been reports of a delay in the Blackwell chip, which could cause some near-term volatility in Nvidia’s fundamentals, Nvidia’s management commentary and supply-chain data in the coming weeks may reinforce confidence in the company’s earnings potential for calendar year 2025, according to Goldman Sachs analysts.They believe that the market is likely to overlook any neg

Mizuho Securities strongly recommends $NVIDIA Corp(NVDA)$ : Q2 earnings will be a major catalyst and can rise another 26%.Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room to rise, and its upcoming earnings report will be a major catalyst for artificial intelligence stocks.In a recently released report, the bank said that investors should ignore the noise related to the possible delay of Nvidia's next-generation Blackwell chip, and pointed out that the market demand for its GPU chips remains continuous.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Ra

" $NVIDIA Corp(NVDA)$ is Set and Ready for a Run Up"$50 Trillion Valuation for $NVIDIA Corp(NVDA)$ In 10 Years says James Anderson From $3T to $50T?WATCHLIST JUL 16 2024:$NVIDIA Corp(NVDA)$ TD Cowen Maintains Buy on NVIDIA, Raises Price Target to $165$Advanced Micro Devices(AMD)$ TD Cowen Maintains Buy on Advanced Micro Devices, Raises Price Target to $210$Sirius XM(SIRI)$ Barrington Research Maintains Outperform on Sirius XM Holdings, Maintains $4.75 Price Target

KeyBanc raised its price target on $NVIDIA Corp(NVDA)$ to $180 from $130 and on $Micron Technology(MU)$ to $165 from $160. $Micron Technology(MU)$ 's stock rose in Wednesday's trading session. On Tuesday, Keybanc maintained its overweight rating for the stock and raised its target price from $160 to $165. With the ongoing artificial intelligence boom, Micron's share price has increased by more than 50% so far this year. Micron produces memory chips that support AI server GPUs, which are currently in high demand in data centers and generative AI applications. $Micron Technology(MU)$ 1 year return vs. Other Semiconductor Stocks:

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than

$NVIDIA Corp(NVDA)$ is now 10 times larger than $Advanced Micro Devices(AMD)$ , with a market cap of $2.8 Trillion Sales in $NVDA is $79 Billion Sales in $AMD is $22 Billion 3.5 times the difference, considerably less than the 10 times In terms of risk v reward, $AMDs ability to double in price right now is far greater than $NVDA’s probability. $Advanced Micro Devices(AMD)$ TD Cowen conference tomorrow and AMD is a participant, expecting some bullish news. $NVIDIA Corp(NVDA)$ $NVDA is the king but AI/chip demand is big enough for two chip players imo. I don’t think AMD is done. Looks ready for a push to $180. If it can cl

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865

Even though $NVIDIA Corp(NVDA)$ stock price has skyrocketed by two times in the past year, investors are still underestimating this GPU king. Since the beginning of last year, AI has sparked a paradigm shift in tech, and no company has benefited more than Nvidia.Nvidia's GPUs are the gold standard in AI, but some are worried about increasing competition. Toshiya Hari, an analyst from Goldman Sachs, has kept Nvidia on their "Strong buy list," maintaining a buy rating and bumping up the target price to $1,100.That's a potential 22% gain for investors in the next year, compared to last Wednesday's closing price. This analyst believes Nvidia's processors will remain the industry standard for the foreseeable future.He's got a point. Competitors have be

$Taiwan Semiconductor Manufacturing(TSM)$ reported strong earnings, potentially signaling another dominant earning season for the semiconductors -- let's see how they comp to one another based on current valuation.@StockSavvyShay $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $Analog Devices(ADI)$ $NVIDIA Corp(NVDA)$ $Texas Instruments(TXN)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$

$Intel(INTC)$ just unveiled its new AI accelerator processor called Gaudi 3 Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost".ImageAt the Intel Vision 2024 conference in Arizona, USA, chip giant Intel released the most powerful new generation Gaudi3 AI acceleration chip, as well as the new next generation Intel Xeon 6 processor and other products.Among them, the Intel Gaudi 3 AI chip uses TSMC’s 5nm process and supports 128GB HBMe2 memory. Compared with the previous generation product, Intel Gaudi 3 brings 4 times (400%) improvement in BF16 AI computing power, 1.5 times memory bandwidth and 2 times improvement in network bandwidth.Intel says