Profile - To The Moon

SullivanRrr

RISK RULE: Never lose more than 2% of your account on each trade!

Posts · 254Posts · 254
Following · 0Following · 0
Followers · 0Followers · 0

- SullivanRrrSullivanRrr
  ·07-23
  Share your opinion about this news…
  Is Broadcom's Stock Benefiting from Nvidia Fatigue?
  Nvidia shares still garner the most positive reception, but Broadcom ‘is catching up’ in terms of sentiment, according to Citi.Citi Research analyst Christopher Danely left a week of investor meetings
  Is Broadcom's Stock Benefiting from Nvidia Fatigue?
  137 Comment
  Like
  Share
  Report
- SullivanRrrSullivanRrr
  ·06-28
  $Trump Media & Technology(DJT)$ should have bought DJT in the $20s lol. Here we come!!! Long live!!!
  348 Comment
  Like
  Share
  Report
- SullivanRrrSullivanRrr
  ·06-26
  nvda to the moon
  To the moooonnnn nvdia!!!!! [Happy][Happy] holding 300 shares
  359 Comment
  Like
  Share
  Report
  nvda to the moon
- SullivanRrrSullivanRrr
  ·06-04
  $NVIDIA Corp(NVDA)$ Bearish on NVDA. Look at what Jensen Huang is doing [Sly][Sly][Sly] short short short, hehe
  7.83K 2
  54
  Share
  Report
- SullivanRrrSullivanRrr
  ·03-07
  Oops..rebound already
  495 Comment
  5
  Share
  Report
- SullivanRrrSullivanRrr
  ·03-06
  Of course it will only be a pullback, like every time before. Buy any dip!!! [Miser][Miser] $Invesco QQQ Trust-ETF(QQQ)$ $Invesco QQQ Trust-ETF(QQQ)$ $Nasdaq100 Bull 3X ETF(TQQQ)$
  789 Comment
  4
  Share
  Report
- SullivanRrrSullivanRrr
  ·2023-12-05
  $
  431 Comment
  Like
  Share
  Report
- SullivanRrrSullivanRrr
  ·2023-10-31
  @Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng
  1.15K 1
  Like
  Share
  Report
- SullivanRrrSullivanRrr
  ·2023-10-31
  @Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai @melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng
  1.27K 1
  3
  Share
  Report
- SullivanRrrSullivanRrr
  ·2023-10-19
  One sentence to describe $Tesla Motors(TSLA)$ earnings: Musk dug their own grave with Cybertruck [Sly][Sly]
  715 1
  2
  Share
  Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3527667613087911","uuid":"3527667613087911","gmtCreate":1620724285673,"gmtModify":1730347750588,"name":"SullivanRrr","pinyin":"sullivanrrr","introduction":"Investing is like a box","introductionEn":"","signature":"RISK RULE: Never lose more than 2% of your account on each trade!","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":104,"headSize":205,"tweetSize":254,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":4,"name":"文化虎","nameTw":"文化虎","represent":"学有所成","factor":"发布30条非转发主帖,其中3条优质帖","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":25,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"01b3845ecc2144cfa651fa1378bf8b0f-1","templateUuid":"01b3845ecc2144cfa651fa1378bf8b0f","name":"Thai Tiger","description":"Joined related football topics in the Tiger Community","bigImgUrl":"https://community-static.tradeup.com/news/cef0ddd0d1ca6d8fc82b727490fb7ef0","smallImgUrl":"https://community-static.tradeup.com/news/cef0ddd0d1ca6d8fc82b727490fb7ef0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001},{"badgeId":"774ec6f7ffe24a9989b2ca2e139f4b37-1","templateUuid":"774ec6f7ffe24a9989b2ca2e139f4b37","name":"Argentinian Tiger","description":"Joined related football topic in the Tiger community","bigImgUrl":"https://community-static.tradeup.com/news/c4b9257022d333bf6d664b757ae424bf","smallImgUrl":"https://community-static.tradeup.com/news/c4b9257022d333bf6d664b757ae424bf","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9928304122","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":4,"allocatedDate":"2022.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001},{"badgeId":"82ffa69a97264fba9002044f4f5f535b-1","templateUuid":"82ffa69a97264fba9002044f4f5f535b","name":"Tiger Think Tank","description":"Tiger Think Tank","bigImgUrl":"https://community-static.tradeup.com/news/193f8255673f42bdc610097b2074ec3e","smallImgUrl":"https://community-static.tradeup.com/news/06af124f59f026a383d35b268362424f","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":330593614991656,"gmtCreate":1721717002296,"gmtModify":1721717006671,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330593614991656","repostId":"2453749466","repostType":4,"repost":{"id":"2453749466","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721713852,"share":"https://ttm.financial/m/news/2453749466?lang=&edition=fundamental","pubTime":"2024-07-23 13:50","market":"sg","language":"en","title":"Is Broadcom's Stock Benefiting from Nvidia Fatigue?","url":"https://stock-news.laohu8.com/highlight/detail?id=2453749466","media":"Dow Jones","summary":"Nvidia shares still garner the most positive reception, but Broadcom ‘is catching up’ in terms of sentiment, according to Citi.Citi Research analyst Christopher Danely left a week of investor meetings","content":"<html><head></head><body><h4 id=\"id_576823691\" style=\"text-align: left;\">Nvidia shares still garner the most positive reception, but Broadcom ‘is catching up’ in terms of sentiment, according to Citi.</h4><p>Citi Research analyst Christopher Danely left a week of investor meetings still feeling “wildly bullish” about the semiconductor sector.</p><p>He also came away with some more micro-level insights on investor preferences within the chip sector these days. And one big takeaway: <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc. shares<strong> </strong>are becoming ever more popular.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> Corp. shares<strong> </strong>still garner the most positive reception, but Broadcom “is catching up,” according to Danely. Part of that is related to the company’s business momentum, as the company has some potentially compelling artificial-intelligence partnerships on the horizon and is also seeing accretion benefits from its VMware acquisition.</p><p>Plus, “We also believe there is some investor fatigue with NVDA,” Danely wrote Monday.</p><p style=\"text-align: start;\">Broadcom shares are up 44% so far this year, while Nvidia’s stock is ahead almost 150%.</p><p>One buzzy name that Danely sees as out of favor is  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. That and <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> Inc.</p><p>were the “most hated stocks” coming out of his conversations, with investors worried about potential order cuts for AMD’s MI300 AI accelerator product as well as the prospect of further revenue cuts at Microchip.</p><p style=\"text-align: start;\">”We do not expect MI300 cuts but believe [Microchip] could guide slightly below consensus,” Danely wrote.</p><p>While he didn’t discuss  <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> <strong> </strong>investor sentiment directly, he did flag that he was opening a negative-catalyst watch on the stock. Danely worries that it could “trade poorly for a month” given his expectations that Samsung will qualify its high-bandwidth-memory offering with Nvidia and boost capital expenditures.</p><p style=\"text-align: start;\">While Micron shares were the second-worst performer in the <a href=\"https://laohu8.com/S/SOX\">Philadelphia Semiconductor Index</a> on Monday, they did eke out a gain as all members of the index finished in positive territory.</p><p style=\"text-align: start;\">Danely also weighed in on shares of  <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, which reports earnings Tuesday afternoon.</p><p style=\"text-align: start;\">“Mutual funds did not appear to be interested in [Texas Instruments] until they have visibility to bottoming of gross margins,” he wrote. “We believe [Texas Instruments] could lower long-term [capital expenditures] before the end of the year, give more transparency on depreciation, (which could enable investors to roughly gauge a margin bottom) and could cause us to become positive on the stock.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Broadcom's Stock Benefiting from Nvidia Fatigue?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Broadcom's Stock Benefiting from Nvidia Fatigue?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-23 13:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_576823691\" style=\"text-align: left;\">Nvidia shares still garner the most positive reception, but Broadcom ‘is catching up’ in terms of sentiment, according to Citi.</h4><p>Citi Research analyst Christopher Danely left a week of investor meetings still feeling “wildly bullish” about the semiconductor sector.</p><p>He also came away with some more micro-level insights on investor preferences within the chip sector these days. And one big takeaway: <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc. shares<strong> </strong>are becoming ever more popular.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> Corp. shares<strong> </strong>still garner the most positive reception, but Broadcom “is catching up,” according to Danely. Part of that is related to the company’s business momentum, as the company has some potentially compelling artificial-intelligence partnerships on the horizon and is also seeing accretion benefits from its VMware acquisition.</p><p>Plus, “We also believe there is some investor fatigue with NVDA,” Danely wrote Monday.</p><p style=\"text-align: start;\">Broadcom shares are up 44% so far this year, while Nvidia’s stock is ahead almost 150%.</p><p>One buzzy name that Danely sees as out of favor is  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. That and <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> Inc.</p><p>were the “most hated stocks” coming out of his conversations, with investors worried about potential order cuts for AMD’s MI300 AI accelerator product as well as the prospect of further revenue cuts at Microchip.</p><p style=\"text-align: start;\">”We do not expect MI300 cuts but believe [Microchip] could guide slightly below consensus,” Danely wrote.</p><p>While he didn’t discuss  <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> <strong> </strong>investor sentiment directly, he did flag that he was opening a negative-catalyst watch on the stock. Danely worries that it could “trade poorly for a month” given his expectations that Samsung will qualify its high-bandwidth-memory offering with Nvidia and boost capital expenditures.</p><p style=\"text-align: start;\">While Micron shares were the second-worst performer in the <a href=\"https://laohu8.com/S/SOX\">Philadelphia Semiconductor Index</a> on Monday, they did eke out a gain as all members of the index finished in positive territory.</p><p style=\"text-align: start;\">Danely also weighed in on shares of  <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, which reports earnings Tuesday afternoon.</p><p style=\"text-align: start;\">“Mutual funds did not appear to be interested in [Texas Instruments] until they have visibility to bottoming of gross margins,” he wrote. “We believe [Texas Instruments] could lower long-term [capital expenditures] before the end of the year, give more transparency on depreciation, (which could enable investors to roughly gauge a margin bottom) and could cause us to become positive on the stock.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4575":"芯片概念","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SOX":"费城半导体指数","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4579":"人工智能","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4588":"碎股","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4141":"半导体产品","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","AVGO":"博通","BK4503":"景林资产持仓","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","MCHP":"微芯科技","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","NVDA":"英伟达","BK4581":"高盛持仓","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","AMD":"美国超微公司","MU":"美光科技","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4529":"IDC概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TXN":"德州仪器","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4592":"伊斯兰概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453749466","content_text":"Nvidia shares still garner the most positive reception, but Broadcom ‘is catching up’ in terms of sentiment, according to Citi.Citi Research analyst Christopher Danely left a week of investor meetings still feeling “wildly bullish” about the semiconductor sector.He also came away with some more micro-level insights on investor preferences within the chip sector these days. And one big takeaway: Broadcom Inc. shares are becoming ever more popular.NVIDIA Corp Corp. shares still garner the most positive reception, but Broadcom “is catching up,” according to Danely. Part of that is related to the company’s business momentum, as the company has some potentially compelling artificial-intelligence partnerships on the horizon and is also seeing accretion benefits from its VMware acquisition.Plus, “We also believe there is some investor fatigue with NVDA,” Danely wrote Monday.Broadcom shares are up 44% so far this year, while Nvidia’s stock is ahead almost 150%.One buzzy name that Danely sees as out of favor is  Advanced Micro Devices. That and Microchip Technology Inc.were the “most hated stocks” coming out of his conversations, with investors worried about potential order cuts for AMD’s MI300 AI accelerator product as well as the prospect of further revenue cuts at Microchip.”We do not expect MI300 cuts but believe [Microchip] could guide slightly below consensus,” Danely wrote.While he didn’t discuss  Micron Technology  investor sentiment directly, he did flag that he was opening a negative-catalyst watch on the stock. Danely worries that it could “trade poorly for a month” given his expectations that Samsung will qualify its high-bandwidth-memory offering with Nvidia and boost capital expenditures.While Micron shares were the second-worst performer in the Philadelphia Semiconductor Index on Monday, they did eke out a gain as all members of the index finished in positive territory.Danely also weighed in on shares of  Texas Instruments, which reports earnings Tuesday afternoon.“Mutual funds did not appear to be interested in [Texas Instruments] until they have visibility to bottoming of gross margins,” he wrote. “We believe [Texas Instruments] could lower long-term [capital expenditures] before the end of the year, give more transparency on depreciation, (which could enable investors to roughly gauge a margin bottom) and could cause us to become positive on the stock.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321691230883864,"gmtCreate":1719559892066,"gmtModify":1719559896924,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> should have bought DJT in the $20s lol. Here we come!!! Long live!!!","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> should have bought DJT in the $20s lol. Here we come!!! Long live!!!","text":"$Trump Media & Technology(DJT)$ should have bought DJT in the $20s lol. Here we come!!! Long live!!!","images":[{"img":"https://community-static.tradeup.com/news/3f02e14674db1543e232134b51dbc5fb","width":"2560","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321691230883864","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320988403785776,"gmtCreate":1719374212474,"gmtModify":1719374217150,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"title":"nvda to the moon","htmlText":"To the moooonnnn nvdia!!!!! [Happy][Happy] holding 300 shares","listText":"To the moooonnnn nvdia!!!!! [Happy][Happy] holding 300 shares","text":"To the moooonnnn nvdia!!!!! [Happy][Happy] holding 300 shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320988403785776","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313227112366264,"gmtCreate":1717493716838,"gmtModify":1717493737654,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"0\"></v-v> Bearish on NVDA. Look at what Jensen Huang is doing [Sly][Sly][Sly] short short short, hehe","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"0\"></v-v> Bearish on NVDA. Look at what Jensen Huang is doing [Sly][Sly][Sly] short short short, hehe","text":"$NVIDIA Corp(NVDA)$ Bearish on NVDA. Look at what Jensen Huang is doing [Sly][Sly][Sly] short short short, hehe","images":[{"img":"https://community-static.tradeup.com/news/ab3275a36fe9de1913398e6724774025","width":"1108","height":"1477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":2,"repostSize":307,"link":"https://ttm.financial/post/313227112366264","isVote":1,"tweetType":1,"viewCount":7830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"content":"LOL, are you saying the bra is short and small?","text":"LOL, are you saying the bra is short and small?","html":"LOL, are you saying the bra is short and small?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":281547075543064,"gmtCreate":1709765589864,"gmtModify":1709765593430,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"Oops..rebound already","listText":"Oops..rebound already","text":"Oops..rebound already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281547075543064","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281251716808760,"gmtCreate":1709699805209,"gmtModify":1709699809328,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"Of course it will only be a pullback, like every time before. Buy any dip!!! [Miser][Miser] <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a> <v-v data-views=\"1\"></v-v>","listText":"Of course it will only be a pullback, like every time before. Buy any dip!!! [Miser][Miser] <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a> <v-v data-views=\"1\"></v-v>","text":"Of course it will only be a pullback, like every time before. Buy any dip!!! [Miser][Miser] $Invesco QQQ Trust-ETF(QQQ)$ $Invesco QQQ Trust-ETF(QQQ)$ $Nasdaq100 Bull 3X ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281251716808760","isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248751340654856,"gmtCreate":1701768232628,"gmtModify":1701768236812,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"$","listText":"$","text":"$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248751340654856","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236348699185376,"gmtCreate":1698735131426,"gmtModify":1698735136063,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"@Bonta @TigerOptions&nbsp; @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng&nbsp;","listText":"@Bonta @TigerOptions&nbsp; @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng&nbsp;","text":"@Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/236348699185376","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"content":"@Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng","text":"@Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng","html":"@Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236345036226760,"gmtCreate":1698734221236,"gmtModify":1698734226727,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4109646601429430\">@Bonta &nbsp;</a><a href=\"https://ttm.financial/U/3572212908677301\">@TigerOptions &nbsp;</a><a href=\"https://ttm.financial/U/3571116462495160\">@AlexTeddySG &nbsp;</a><a href=\"https://ttm.financial/U/4144568334327422\">@PerryTai &nbsp;</a><a href=\"https://ttm.financial/U/4144568334327422\">@PerryTai</a><a href=\"https://ttm.financial/U/4123471905369072\">@melson &nbsp;</a><a href=\"https://ttm.financial/U/3583564767605170\">@pcwSg &nbsp;</a><a href=\"https://ttm.financial/U/4105602698459250\">@Just Do It &nbsp;</a><a href=\"https://ttm.financial/U/3583564767605170\">@pcwSg &nbsp;</a>come and play&nbsp;<a href=\"https://ttm.financial/U/3586700132013602\">@chonglikguo &nbsp;</a><a href=\"https://ttm.financial/U/4109324284357180\">@Ah_Meng &nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4109646601429430\">@Bonta &nbsp;</a><a href=\"https://ttm.financial/U/3572212908677301\">@TigerOptions &nbsp;</a><a href=\"https://ttm.financial/U/3571116462495160\">@AlexTeddySG &nbsp;</a><a href=\"https://ttm.financial/U/4144568334327422\">@PerryTai &nbsp;</a><a href=\"https://ttm.financial/U/4144568334327422\">@PerryTai</a><a href=\"https://ttm.financial/U/4123471905369072\">@melson &nbsp;</a><a href=\"https://ttm.financial/U/3583564767605170\">@pcwSg &nbsp;</a><a href=\"https://ttm.financial/U/4105602698459250\">@Just Do It &nbsp;</a><a href=\"https://ttm.financial/U/3583564767605170\">@pcwSg &nbsp;</a>come and play&nbsp;<a href=\"https://ttm.financial/U/3586700132013602\">@chonglikguo &nbsp;</a><a href=\"https://ttm.financial/U/4109324284357180\">@Ah_Meng &nbsp;</a>","text":"@Bonta @TigerOptions @AlexTeddySG @PerryTai @PerryTai@melson @pcwSg @Just Do It @pcwSg come and play @chonglikguo @Ah_Meng","images":[{"img":"https://community-static.tradeup.com/news/23d40265d37ede8e30e4f42167ccd799","width":"906","height":"902"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/236345036226760","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":232162293526544,"gmtCreate":1697704137302,"gmtModify":1697704141171,"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"themes":[],"htmlText":"One sentence to describe <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <v-v data-views=\"0\"></v-v> earnings: Musk dug their own grave with Cybertruck [Sly][Sly]","listText":"One sentence to describe <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <v-v data-views=\"0\"></v-v> earnings: Musk dug their own grave with Cybertruck [Sly][Sly]","text":"One sentence to describe $Tesla Motors(TSLA)$ earnings: Musk dug their own grave with Cybertruck [Sly][Sly]","images":[{"img":"https://community-static.tradeup.com/news/4e3550be778a454e3224b5a9c305b5c8","width":"675","height":"379"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/232162293526544","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}