Trading Ideas| How to Invest?
Hello everyone! Today i want to share some trading ideas with you!
1.
$SUPER MICRO COMPUTER INC(SMCI)$ troubles are snowballing 👇
Super Micro has halted construction of a new factory in Malaysia, prompting YTL Corp. to shift its $NVIDIA Corp(NVDA)$ AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀
2.
Bank of America reports that $Advanced Micro Devices(AMD)$ is gaining CPU market share over $Intel(INTC)$ , particularly in PCs, with AMD’s shipments up 15% QoQ while Intel’s fell 3%, and notes rising adoption of $ARM Holdings Ltd(ARM)$ CPUs -- with server unit share reaching 7% in Q3 👀
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