AI: The next big thing?
Recently, $Taiwan Semiconductor Manufacturing(TSM)$
The escalating tensions between US and China is likely to affect the semiconductor industries and export bans may lead to further downside for most semiconductor companies such as $NVIDIA Corp(NVDA)$
When everyone seem to be in a strong buying mood! Remember to be fearful when others are greedy and be greedy when others are fearful!! The AI bubble is slowly forming and I believe most semiconductor stocks are not at a fair value.
No doubt the stock will continue to break new high in the future but I'll probably wait for the next pull-back before entering again. For me, I would rather play safe to earn less than to enter at a high price and suffer potential loss when there's a pull-back. What about you?? Do let me know your thoughts!!
$Palantir Technologies Inc.(PLTR)$
@Daily_Discussion @MillionaireTiger @TigerStars @CaptainTiger
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我预计semi行业将在几年内进入商品模式，直到应用领域出现一些重大创新，推动新产品和新销量。
We are rapidly infusing AI across every layer of the tech stack and for every role and business process to drive productivity gains for our customers,” Microsoft CEO Satya Nadella said in a news release
MSFT上涨了15，NVDA下跌了2，他们彼此之间没有任何关系，但TXN错过了，并警告说，这是一个像NVDA这样的芯片股票
几个月前我说过高通骁龙芯片在技术上正在赶上NVDA。NVDA将面临来自四面八方的竞争。
There's plenty of support here today, the day before big tech earnings starts
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