To The Moon

Author did not do proper research; Tesla EV has China component (eg CATL's cylindrical LFP EV battery) and doesnt qualify for the 7.5k tax credit in the first place due to the FEOC restrictions. Thats why Elon is okay with the EV tax credit scrap.

Actually consumer CPU market is not Intel’s forte; enterprise CPU is more sticky for Intel. But Intel’s main problem is never about the CPU losing market share to AMD, but its foundry losing massive money and STILL lagging behind TSMC by 2-3 generations due to weak mgmt. Even Intel’s lunar lake and arrow lake has to be fully outsourced to TSMC for mass production.

While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc. so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong. And the origin of this article is from bloomberg//@Skysoul:Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?

$Taiwan Semiconductor Manufacturing(TSM)$   Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend.  Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental and economic moat. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.

Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.

So many investors dialing in, TSMC IR website crash and they have to pause the conference

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

50!

Nvidia's GTC Technology Conference (GTC 2024) kicked off yesterday, highlighted by a keynote from Jensen Hwang spanning roughly two hours. With over 300,000 registrations (including online) and 10,000 attendees in the audience, this highly anticipated event rivaled the excitement of a Taylor Swift concert in Singapore! Ironically, Jensen Hwang began his address with a humorous remark, quipping, "Today is not a concert," despite his rock star appearance in a leather jacket. In the keynote speech, Nvidia unveiled its next-generation Blackwell accelerated GPU computing architecture and the upcoming B200 chipset, specifically tailored for AI and data-center acceleration purposes. However, aside from the debut of the Blackwell chip (which is already widely anticipated), there were no major reve