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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NVIDIA to be reweighted 7.3% to 4.3%, a loss of 3 percentage points. Approx. £300 BILLION tracks the NDX globally. So, an initial loss of investment in NVDA through these funds of $9 BILLION.
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已经在与领先的通信服务提供商和数据中心建设者一起规划下一代基础设施。AMD和其他竞争对手甚至还没有想出如何与NVDA的第一代产品竞争。收入和指导将继续一个季度接一个季度地复合。久留，收获回报！！
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.
Does anyone think NVDA will actually miss earnings. They guided 50% higher than the street last earnings. My view is there is no incentive to guide that high unless your certain you can hit those numbers.
NVDA历史上增长最强劲的季度是第三季度和第四季度。历史站在我这边，我看不出现在会做空这件事。
Nvidia has new software release, Tensor Rt-LLT, 8x performance for Current A100 chips. This is why Nvidia is unstoppable at this time.
这么多定价过高的ai股票。我们可能会看到350-400，这取决于从上周五开始持续的巨大抛售压力。
I think there may be some mild artificial price depression for a few weeks but nothing major.