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 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.
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 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.
Nvidia has new software release, Tensor Rt-LLT, 8x performance for Current A100 chips. This is why Nvidia is unstoppable at this time.
so many overpriced ai stocks. We could see 350-400 depending on the massive selling pressure continuing from last Friday.
I think there may be some mild artificial price depression for a few weeks but nothing major.