I have share on the PE vs its' competitors. The share price might be over value for now.
Undoubtedly ARM dominate the smartphone market with nearly 99.9%.
Why is ARM using RISC vs x86 popular? x86 architecture is famously use in Intel based desktop and laptops for many years. However x86 cannot escape the fate of higher power consumption to achieve faster processing. RISC on the other hand resolve the issue.
Thus RSIC ARM is popular. Anyone who use handphone today will say their handphone can replace the desktop or laptop.
However ARM was bought over by Softback. Today, the floating share in the ipo is only 9.6% of the total shares of ARM. Softback hold 90.4%. Although ARM is also in NVIDIA $NVIDIA Corp(NVDA)$ The shares of ARM will not raise sharply. The valuation of this ipo is also too high.
Like any stock that collect royalty, the stocks can only move higher if the user based continue to growth like optical fiber company. Therefore don't into the wagon. The sales of the smartphone a has dips. We should wait for a while to get better price.
@Zarkness @MojoStellar @ahyi @Tiger_comments @TigerObserver
Hoo
Arm Is a Pricey Bet on AI
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英伟达将被重新加权7.3%至4.3%，损失3个百分点。近似的全球有3000亿人追踪NDX。因此，通过这些基金在NVDA的投资最初损失了90亿美元。
ZERO chance that NVDA misses earnings. 10 weeks into the 13 week QTR they revised their earnings up massively to $11 Billion +/- 2%. So earnings will come in between $11.1 to $11.2 Billion.
NVDA is already planning the next-generation infrastructure with the leading CSPs and data center builders. AMD and other competitors haven't even figured out how to compete with NVDA's first generation products. Revenue and guidance will continue to compound quarter after quarter. Stay long and reap the rewards!!
The company made several other announcements today. However, the one that got the most attention was that Cloudflare will deploy Nvidia's graphics processing units (GPUs) and ethernet switches at the edge across its global network.
有人认为NVDA真的会失去收益吗？他们引导的收益比华尔街上次的收益高出50%。我的观点是，除非你确定你能达到这些数字，否则没有动力去引导那么高的价格。
NVDA strongest quarters are historically Q3 for growth and Q4 for revenue. I cannot see going short on this right now, with history on my side.
英偉達發佈了新的軟件，張量Rt-LLT，當前A100芯片的性能提高了8倍。這也是英偉達此時勢不可擋的原因。
so many overpriced ai stocks. We could see 350-400 depending on the massive selling pressure continuing from last Friday.
我认为可能会有几周轻微的人为价格下跌，但不会太大。