To The Moon

Nvidia's chief Jensen Huang feels safe relying on Taiwan for chips Nvidia $NVIDIA Corp(NVDA)$ CEO Jensen Huang feels "perfectly safe" about relying on chip giant Taiwan for its manufacturing needs, Reuters reported. Taiwan Semiconductor Manufacturing (TSM) produces chips designed by Nvidia and Huang noted that NVDA's next generation of products would also be made by (TSM), but noted that the company will continue to diversify. Certain companies had shown concerns about potential risks due to tensions between China and Taiwan. "When I was here, in all of our supply chain discussions, we feel perfectly safe," said Huang when asked about the political risk of the world reliance on Taiwan for chips, according to the report. Nvidia was diversified

$NVIDIA Corp(NVDA)$ undisputed king in the ai and high perf computing hardware sector. TLDR: recent price movements not a hype and does reflect, and is supported by fundamentals 1) Trends: Trends favoring llm will continue even though research has poured into training smaller sized models that require less computing resource.  Nonetheless, be it llm or smaller sized 'llm', most can only be powered by NVIDIA GPUs. Reason below: 2) Competitor Primary competitor AMD, their GPUs perform worse than $NVIDIA Corp(NVDA)$ at same and even higher price ranges due to their poor software perf - ROCm.  3) Market share Major tech companies, universities, research labs and startups all

$NVIDIA Corp(NVDA)$ BullishBullishBullishBullish keep going...keep buying...

$Advanced Micro Devices(AMD)$  Always believed in it

$NVIDIA Corp(NVDA)$  To the moon!!!

Because it is not an AI company. $C3.ai, Inc.(AI)$ nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations ("RPO") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2

$NVIDIA Corp(NVDA)$ Nvidia, the next company set to hit the trillion-dollar market cap. Current PE is a whopping 207x. Some people think it's overvalued. But can Nvidia really reach the trillion-dollar mark soon? Confirm got people wondering. Recently, like just two days ago, Nvidia announced Project Pegatron. Wah, nowadays all these projects like to use Transformers names, ah? If you blur, go watch the video, can.  https://youtu.be/xk1O2o6Fvbo Anyway, if Project Pegatron successful. Nvidia could easily hit the trillion-dollar market cap. Think about it, the world got over 10 million factories. If Nvidia can capture even a small portion of that market share and use AI to run these factories, their worth confirm

$NVIDIA Corp(NVDA)$ Gg

$Marvell Technology(MRVL)$ is a semiconductor company founded in 1995, headquartered in Silicon Valley, USA, with a research and development center in Shanghai, China. Marvell Technology provides a full range of broadband communication and storage solutions and is one of the top ten semiconductor design companies without chip factories globally. The company offers an extensive product portfolio covering embedded processors, switches, microcontrollers, PHY transceivers, storage and wireless solutions aimed at bringing change to enterprise, cloud, automotive, industrial and consumer markets. The company ships over one million ARM-based processors per day including not only mobile application processors but also communication processors as well as ch

Why Nvidia is up and its prospect:• Why up?AI has been boosting demand for chips with Nvidia having seen its market capitalization more than double this year. Shares in the company soared more than 25 percent last Wednesday after an earnings report showed the AI trend is fueling demand for its sophisticated chips. The company has for years made the computer chips that can run graphics-heavy video games. But several years ago, artificial intelligence researchers began using those same chips to run the powerful new algorithms that were causing breakthroughs in the field.Last week rise in stock price pushed Nvidia’s worth to around $940 billion. That’s more than Tesla and Facebook, which are worth $584.7 billion and $647.6 billion, respectively.• Its prospect:However, Nvidia CEO warns chip wa

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Notes: According to McKinsey, by 2030, 70% of companies will use AI, bringing $13 trillion in growth to the global economy. Sister Wood's Ark Investment Management is even more exaggerated, and the figure it gives is 200 trillion US dollars. $NVIDIA Corp(NVDA)$ is knocking on the door of the trillion-dollar club in the US stock market.For more than a century, the U.S. stock market has been home to the world's largest companies. As the engines of economic growth change, so too do the industries that give birth to the world's largest companies.In 1901, $U.S. Steel(X)$ became the world's first $1 billion company.Automobile manufacturing drove $General Motors(GM)$ to bec

In May 2022, after large U.S. technology stocks announced their results one after another, U.S. stocks experienced the largest sell-off in 21 years. The $NASDAQ(.IXIC)$ index fell for 7 consecutive weeks, the longest decline in 21 years. A sell-off unlike anything tech stocks have ever seen.However, in May this year, contrary to last year, almost all large-scale technology stocks performed surprisingly, and the $NASDAQ(.IXIC)$ rose steadily. Analysts believe that the rising trend of technology stocks will continue, and it is expected to usher in a bull market for U.S. stocks.Monthly Chart, as of 30 MayGood profitability against inflationThe pandemic is gradually receding, countries around the world all

Nvidia's chief Jensen Huang feels safe relying on Taiwan for chips Nvidia $NVIDIA Corp(NVDA)$ CEO Jensen Huang feels "perfectly safe" about relying on chip giant Taiwan for its manufacturing needs, Reuters reported. Taiwan Semiconductor Manufacturing (TSM) produces chips designed by Nvidia and Huang noted that NVDA's next generation of products would also be made by (TSM), but noted that the company will continue to diversify. Certain companies had shown concerns about potential risks due to tensions between China and Taiwan. "When I was here, in all of our supply chain discussions, we feel perfectly safe," said Huang when asked about the political risk of the world reliance on Taiwan for chips, according to the report. Nvidia was diversified

$NVIDIA Corp(NVDA)$ undisputed king in the ai and high perf computing hardware sector. TLDR: recent price movements not a hype and does reflect, and is supported by fundamentals 1) Trends: Trends favoring llm will continue even though research has poured into training smaller sized models that require less computing resource.  Nonetheless, be it llm or smaller sized 'llm', most can only be powered by NVIDIA GPUs. Reason below: 2) Competitor Primary competitor AMD, their GPUs perform worse than $NVIDIA Corp(NVDA)$ at same and even higher price ranges due to their poor software perf - ROCm.  3) Market share Major tech companies, universities, research labs and startups all

$Marvell Technology(MRVL)$ is a semiconductor company founded in 1995, headquartered in Silicon Valley, USA, with a research and development center in Shanghai, China. Marvell Technology provides a full range of broadband communication and storage solutions and is one of the top ten semiconductor design companies without chip factories globally. The company offers an extensive product portfolio covering embedded processors, switches, microcontrollers, PHY transceivers, storage and wireless solutions aimed at bringing change to enterprise, cloud, automotive, industrial and consumer markets. The company ships over one million ARM-based processors per day including not only mobile application processors but also communication processors as well as ch

Because it is not an AI company. $C3.ai, Inc.(AI)$ nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations ("RPO") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2

In today's edition, we will track the fundamental readings of long-term bullish companies in strong (TigerTrade Top 1 Gainer) concepts each week and look forward to your attention and discussion.Disclaimer: Capital at risk. This is not direct financial advice or a recommendation to acquire or dispose of any investment, but for communication only.It was a turbulent week in markets as the debt ceiling deadline loomed, but U.S. tech stocks and foreign markets helped keep the major indices inching higher.The best-performing industries are semiconductors, semiconductors equipment, electronic components and so on. The last post analysis $Navitas Semiconductor Corp(NVTS)$ about “$NVT

$NVIDIA Corp(NVDA)$ BullishBullishBullishBullish keep going...keep buying...

$Advanced Micro Devices(AMD)$  Always believed in it

$NVIDIA Corp(NVDA)$  To the moon!!!

Notes: According to McKinsey, by 2030, 70% of companies will use AI, bringing $13 trillion in growth to the global economy. Sister Wood's Ark Investment Management is even more exaggerated, and the figure it gives is 200 trillion US dollars. $NVIDIA Corp(NVDA)$ is knocking on the door of the trillion-dollar club in the US stock market.For more than a century, the U.S. stock market has been home to the world's largest companies. As the engines of economic growth change, so too do the industries that give birth to the world's largest companies.In 1901, $U.S. Steel(X)$ became the world's first $1 billion company.Automobile manufacturing drove $General Motors(GM)$ to bec

In May 2022, after large U.S. technology stocks announced their results one after another, U.S. stocks experienced the largest sell-off in 21 years. The $NASDAQ(.IXIC)$ index fell for 7 consecutive weeks, the longest decline in 21 years. A sell-off unlike anything tech stocks have ever seen.However, in May this year, contrary to last year, almost all large-scale technology stocks performed surprisingly, and the $NASDAQ(.IXIC)$ rose steadily. Analysts believe that the rising trend of technology stocks will continue, and it is expected to usher in a bull market for U.S. stocks.Monthly Chart, as of 30 MayGood profitability against inflationThe pandemic is gradually receding, countries around the world all

$NVIDIA Corp(NVDA)$ Nvidia, the next company set to hit the trillion-dollar market cap. Current PE is a whopping 207x. Some people think it's overvalued. But can Nvidia really reach the trillion-dollar mark soon? Confirm got people wondering. Recently, like just two days ago, Nvidia announced Project Pegatron. Wah, nowadays all these projects like to use Transformers names, ah? If you blur, go watch the video, can.  https://youtu.be/xk1O2o6Fvbo Anyway, if Project Pegatron successful. Nvidia could easily hit the trillion-dollar market cap. Think about it, the world got over 10 million factories. If Nvidia can capture even a small portion of that market share and use AI to run these factories, their worth confirm

Since May, the market's biggest concern has shifted from CPI to the discussion of the US debt limit. The media is creating an atmosphere of fear if the US government defaults. If a black swan event occurs, it will be unavoidable for stocks, bonds and currencies to experience a "triple kill". However, it is common for both parties in Congress to reach consensus at the last minute because no one wants to become such a "heinous criminal".As we have discussed before, with Republicans controlling the House of Representatives and Democrats controlling the Senate and White House, their main disagreement lies in raising the debt ceiling under certain conditions. Republicans believe that raising the debt ceiling must be accompanied by strict fiscal reduction commitments while Democrats hope to rais

Why Nvidia is up and its prospect:• Why up?AI has been boosting demand for chips with Nvidia having seen its market capitalization more than double this year. Shares in the company soared more than 25 percent last Wednesday after an earnings report showed the AI trend is fueling demand for its sophisticated chips. The company has for years made the computer chips that can run graphics-heavy video games. But several years ago, artificial intelligence researchers began using those same chips to run the powerful new algorithms that were causing breakthroughs in the field.Last week rise in stock price pushed Nvidia’s worth to around $940 billion. That’s more than Tesla and Facebook, which are worth $584.7 billion and $647.6 billion, respectively.• Its prospect:However, Nvidia CEO warns chip wa