PooYen
2023-10-26

πŸ‘πŸ‘

@Omega88：
AI: The next big thing? Recently, $Taiwan Semiconductor Manufacturing(TSM)$ has reported its Q3 earnings. We can see most of the monthly revenue are down yoy. Furthermore, the net profit margin based on net income/gross income is also on a downtrend with slight improvement for Q3 2023 (from Q2 2022: 46.5%, Q1 2023: 40.0%, Q2 2023: 37.8%, Q3 2023: 38.6%) 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 $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ 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!! $Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$ @Daily_Discussion @MillionaireTiger @TigerStars @CaptainTiger
AI: The next big thing? Recently, $Taiwan Semiconductor Manufacturing(TSM)$ has reported its Q3 earnings. We can see most of the monthly revenue are down yoy. Furthermore, the net profit margin based on net income/gross income is also on a downtrend with slight improvement for Q3 2023 (from Q2 2022: 46.5%, Q1 2023: 40.0%, Q2 2023: 37.8%, Q3 2023: 38.6%) 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 $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ 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!! $Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$ @Daily_Discussion @MillionaireTiger @TigerStars @CaptainTiger

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