The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
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$Intel(INTC)$Drew a bunch of lines on a chart last night to make myself feel better about my position here lol. It did hold where it needed to today. Had a good flip here last week playing the same support. Will bail if it breaks it. Only looking for a move through resistance around $32 towards the gap at $34-$35.🤞🤓
$Intel(INTC)$The stock price will double in a year. Intel has been around since the 1960s, employs over 120,000 people and has competitive AI chips coming down the pipeline. They have received billions from governments around the world and is positioning to becoming a world leader at the beginning of the AI revolution. The CEO understands chips and was involved in the popular 486 chips a few decades ago. If governments trust them with billions, they are definitely doing a lot right. The new Intel AI PC is on sale this year and is expected to bring in billions of additional revenue. Keep your shares for at least a year and enjoy the profits! You get a dividend too!
$Intel(INTC)$Only Q1 and Q2 which are nearly over. They said they expect things to recover and improve from H2 on. be honest pls. So, to me this tells me we are at a good buying point. Just my opinion. Also, 2024 going to be the worst year is actually a reason to buy... Or do you actually prefer to buy after the stock price has recovered?
$Intel(INTC)$Better nodes are a sine qua non for better productsBut I think Intel's problem is not that Pat prioritized 5N4Y; it's issue is the huge IFS capex program that they didn't have the resources forIt should have been more calibrated, more deliberate; plenty of analysts and investors offered that cautionary feedback but Intel (Pat?) was quite stubborn and set; and lost a lot of investor support (he is now frustrated and says he wants only long term shareholders 🙄 )Because of all the capital needed for the new fabs, they cut the dividend and lost a section of their legacy shareholder base, and they are now having to sell pieces of the fabs to private equityAll that was unnecessary; getting the nodes on track was a
$Intel(INTC)$Intel bought Habana Labs in 2019. Habana labs was working on AI for at least 5 years before that.Gaudi/TPU's are the way forward. Not GPU's which have all that overhead of rendering images which are not needed for most AI applications such as natural language.
$Taiwan Semiconductor Manufacturing(TSM)$I really like it.They have a monopoly on the advanced chip foundry market for many years.In April, their revenue jumped 59.6% YoY.[Happy][Happy][Happy]I’m expecting a monster May as well after what we just heard from Nvidia. This fall the new iPhone will be released, and will be another major driver for revenue growth.The future is really bright for them, and I feel like it is a really safe bet to add to any portfolio.
$Taiwan Semiconductor Manufacturing(TSM)$ call volume above normal and directionally bullish. [Smart][Smart][Smart] Bullish option flow detected in Taiwan Semi with 76,093 calls trading, 1.3x expected, and implied vol increasing over 1 point to 32.98%.Aug-24 110 calls and 5/24 weekly 160 calls are the most active options, with total volume in those strikes near 14,500 contracts.The Put/Call Ratio is 0.41. Earnings are expected on July 18th.WISH FOR IT!
$Taiwan Semiconductor Manufacturing(TSM)$Stock in an up trending channel hitting all time highs with NVDA earnings after hours. Next resistance at $175 and $200. stock needs to hold $160 to continue higher. Stock is strong on indicator level.
Hello everyone! Today I want to share some positively technical analysis with you! 1. $Shopify(SHOP)$ Weekly view. RSI extremely oversold as price holds at the trend zone.Image2. $Riot Platforms(RIOT)$ Trying to breakout on the weekly candle chart as the MACD curls to the upside.Image3. $SUPER MICRO COMPUTER INC(SMCI)$ Should be a nice bull flag breakout tomorrow.Image4. $Blink Charging(BLNK)$ A beautiful bounce today at the confluence area of the volume shelf & diagonal trend zone which has flipped to current support.Image5. $GameStop(GME)$ Day 4 of the volume shelf bounces.
$Advanced Micro Devices(AMD)$ Showcases End-To-End Compute And Software Capabilities For Microsoft; Microsoft Utilizes AMD Instinct MI300X Accelerators, ROCm Open Software, Ryzen AI Processors, And Alveo MA35D Media Accelerators For AI Deployments;New Azure ND MI300X VMs Now Available.I am totally bullish on the stock!
$Advanced Micro Devices(AMD)$ ’s MI300 is a big success and it will drive revenue throughout 2024.The stock looks undervalued to me and has the potential to hit $200.[Cool][Cool][Cool]The company managed to achieve $1 billion in revenue in just two quarters through its MI300 computing system. Its accelerators are considered one of the best in the industry for generative AI, and several tech giants have shown interest in using AMD chips.
Either $Advanced Micro Devices(AMD)$ is getting complacent or being cheap.... how else can you explain their next client product being a node behind Intel. Intel's Lunar Lake will either use TSMC N3B, or their own Intel 20A. Both are either 3nm class or 2nm class nodes. AMD's next client product will use TSMC N4 (4nm node). [Happy][Happy][Happy]The former Intel CEO, yes that long ago, prepaid TSMC for having 3nm availalbe. At that time it was not clear if Intel's new nodes would be ready. They are ready, but may not able to ramp up to the volumes needed just yet. Either way, Intel is going to eat AMD's lunch here. And even Qualcomm's PC chips look great...despite also being
$Advanced Micro Devices(AMD)$This stock will skyrocket similar to Nvidia did last year. Buy and hold will be 400+ by the end of the year. 600++ next year.[Sly][Sly][Sly]What’s more, demand is so great AMD is expanding their foundry providers. The report from DigiTimes claims that AMD is set to produce Zen 5c-based 'Prometheus' 4nm at Samsung Foundry and 3nm at TSMC.
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$ up about 2.3 times since Oct 2023. AMD about the same between Oct and March before the slide but now heading back up these last 2 weeks.I will stick with AMD as it has more upside[Smart][Smart][Smart]. Of course Nvidia will go up some then announce a split. Maybe then....
$NVIDIA Corp(NVDA)$ CEO Says Dell Partnership Is Key in Its Push to Expand AI, partnership with Dell Technologies Inc. will spread artificial intelligence to a wider range of customers, helping businesses and organizations create their own “AI factories.”Will grow earnings faster.[Sly][Sly][Sly]It's going to be over $950+ easily in the morning!We going to $1000![Smart][Smart][Smart]
$Taiwan Semiconductor Manufacturing(TSM)$is anticipating revenue from AI server processors will more than double in 2024[Smart][Smart][Smart]When first seriously considering semiconductor stocks, I was really surprised at how strong their balance sheets are. Case-in-point: Manufacturing leader $Taiwan Semiconductor Manufacturing(TSM)$ Image
$Taiwan Semiconductor Manufacturing(TSM)$I expect a large beat & raise when $NVIDIA Corp(NVDA)$ results are released on 5/22 given more supply available from $Taiwan Semiconductor Manufacturing(TSM)$ . Given the stock is currently trading 15% below its 5 year average forward PE but expectations are EXTREMELY high, I would expect a small positive reaction from the stock. AI landscape: If I compare the surge in spending on AI today to that of the internet in its early days: 1) From the launch of ChatGPT in late 2022 through Q1 of 2024 it has been roughly 5 quarters. Nvidia, the enabler of Generative AI, is expected to see its revenue
Why Taiwan Semiconductor Stock Is an Unstoppable Juggernaut to Bet On
There is no stopping $Taiwan Semiconductor Manufacturing(TSM)$stock from getting even more valuable.Even as signs of an industrywide slowdown forming, it won’t affect TSM’s business.That makes it a lucrative opportunity to invest in as it grows to a $1 trillion valuation.Taiwan Semiconductor stock - Why Taiwan Semiconductor Stock Is an Unstoppable Juggernaut to Bet OnThere is no stopping $Taiwan Semiconductor Manufacturing(TSM)$ . The world’s largest pure play semiconductor foundry really has too much demand for its capacity and will be flush with growth for years to come. Despite the excess of good fortune showering down on Taiwan Semiconductor stock, shares are not overvalued.TS
$Intel(INTC)$The stock price will double in a year. Intel has been around since the 1960s, employs over 120,000 people and has competitive AI chips coming down the pipeline. They have received billions from governments around the world and is positioning to becoming a world leader at the beginning of the AI revolution. The CEO understands chips and was involved in the popular 486 chips a few decades ago. If governments trust them with billions, they are definitely doing a lot right. The new Intel AI PC is on sale this year and is expected to bring in billions of additional revenue. Keep your shares for at least a year and enjoy the profits! You get a dividend too!
$Intel(INTC)$Better nodes are a sine qua non for better productsBut I think Intel's problem is not that Pat prioritized 5N4Y; it's issue is the huge IFS capex program that they didn't have the resources forIt should have been more calibrated, more deliberate; plenty of analysts and investors offered that cautionary feedback but Intel (Pat?) was quite stubborn and set; and lost a lot of investor support (he is now frustrated and says he wants only long term shareholders 🙄 )Because of all the capital needed for the new fabs, they cut the dividend and lost a section of their legacy shareholder base, and they are now having to sell pieces of the fabs to private equityAll that was unnecessary; getting the nodes on track was a
$Intel(INTC)$Drew a bunch of lines on a chart last night to make myself feel better about my position here lol. It did hold where it needed to today. Had a good flip here last week playing the same support. Will bail if it breaks it. Only looking for a move through resistance around $32 towards the gap at $34-$35.🤞🤓
$Intel(INTC)$Only Q1 and Q2 which are nearly over. They said they expect things to recover and improve from H2 on. be honest pls. So, to me this tells me we are at a good buying point. Just my opinion. Also, 2024 going to be the worst year is actually a reason to buy... Or do you actually prefer to buy after the stock price has recovered?
$Intel(INTC)$Intel bought Habana Labs in 2019. Habana labs was working on AI for at least 5 years before that.Gaudi/TPU's are the way forward. Not GPU's which have all that overhead of rendering images which are not needed for most AI applications such as natural language.
Hello everyone! Today I want to share some positively technical analysis with you! 1. $Shopify(SHOP)$ Weekly view. RSI extremely oversold as price holds at the trend zone.Image2. $Riot Platforms(RIOT)$ Trying to breakout on the weekly candle chart as the MACD curls to the upside.Image3. $SUPER MICRO COMPUTER INC(SMCI)$ Should be a nice bull flag breakout tomorrow.Image4. $Blink Charging(BLNK)$ A beautiful bounce today at the confluence area of the volume shelf & diagonal trend zone which has flipped to current support.Image5. $GameStop(GME)$ Day 4 of the volume shelf bounces.
$Taiwan Semiconductor Manufacturing(TSM)$I really like it.They have a monopoly on the advanced chip foundry market for many years.In April, their revenue jumped 59.6% YoY.[Happy][Happy][Happy]I’m expecting a monster May as well after what we just heard from Nvidia. This fall the new iPhone will be released, and will be another major driver for revenue growth.The future is really bright for them, and I feel like it is a really safe bet to add to any portfolio.
$Taiwan Semiconductor Manufacturing(TSM)$ call volume above normal and directionally bullish. [Smart][Smart][Smart] Bullish option flow detected in Taiwan Semi with 76,093 calls trading, 1.3x expected, and implied vol increasing over 1 point to 32.98%.Aug-24 110 calls and 5/24 weekly 160 calls are the most active options, with total volume in those strikes near 14,500 contracts.The Put/Call Ratio is 0.41. Earnings are expected on July 18th.WISH FOR IT!
$Taiwan Semiconductor Manufacturing(TSM)$Stock in an up trending channel hitting all time highs with NVDA earnings after hours. Next resistance at $175 and $200. stock needs to hold $160 to continue higher. Stock is strong on indicator level.
Why Taiwan Semiconductor Stock Is an Unstoppable Juggernaut to Bet On
There is no stopping $Taiwan Semiconductor Manufacturing(TSM)$stock from getting even more valuable.Even as signs of an industrywide slowdown forming, it won’t affect TSM’s business.That makes it a lucrative opportunity to invest in as it grows to a $1 trillion valuation.Taiwan Semiconductor stock - Why Taiwan Semiconductor Stock Is an Unstoppable Juggernaut to Bet OnThere is no stopping $Taiwan Semiconductor Manufacturing(TSM)$ . The world’s largest pure play semiconductor foundry really has too much demand for its capacity and will be flush with growth for years to come. Despite the excess of good fortune showering down on Taiwan Semiconductor stock, shares are not overvalued.TS
Either $Advanced Micro Devices(AMD)$ is getting complacent or being cheap.... how else can you explain their next client product being a node behind Intel. Intel's Lunar Lake will either use TSMC N3B, or their own Intel 20A. Both are either 3nm class or 2nm class nodes. AMD's next client product will use TSMC N4 (4nm node). [Happy][Happy][Happy]The former Intel CEO, yes that long ago, prepaid TSMC for having 3nm availalbe. At that time it was not clear if Intel's new nodes would be ready. They are ready, but may not able to ramp up to the volumes needed just yet. Either way, Intel is going to eat AMD's lunch here. And even Qualcomm's PC chips look great...despite also being
$Taiwan Semiconductor Manufacturing(TSM)$I expect a large beat & raise when $NVIDIA Corp(NVDA)$ results are released on 5/22 given more supply available from $Taiwan Semiconductor Manufacturing(TSM)$ . Given the stock is currently trading 15% below its 5 year average forward PE but expectations are EXTREMELY high, I would expect a small positive reaction from the stock. AI landscape: If I compare the surge in spending on AI today to that of the internet in its early days: 1) From the launch of ChatGPT in late 2022 through Q1 of 2024 it has been roughly 5 quarters. Nvidia, the enabler of Generative AI, is expected to see its revenue
$Advanced Micro Devices(AMD)$This stock will skyrocket similar to Nvidia did last year. Buy and hold will be 400+ by the end of the year. 600++ next year.[Sly][Sly][Sly]What’s more, demand is so great AMD is expanding their foundry providers. The report from DigiTimes claims that AMD is set to produce Zen 5c-based 'Prometheus' 4nm at Samsung Foundry and 3nm at TSMC.
$Advanced Micro Devices(AMD)$ ’s MI300 is a big success and it will drive revenue throughout 2024.The stock looks undervalued to me and has the potential to hit $200.[Cool][Cool][Cool]The company managed to achieve $1 billion in revenue in just two quarters through its MI300 computing system. Its accelerators are considered one of the best in the industry for generative AI, and several tech giants have shown interest in using AMD chips.
$Advanced Micro Devices(AMD)$ Showcases End-To-End Compute And Software Capabilities For Microsoft; Microsoft Utilizes AMD Instinct MI300X Accelerators, ROCm Open Software, Ryzen AI Processors, And Alveo MA35D Media Accelerators For AI Deployments;New Azure ND MI300X VMs Now Available.I am totally bullish on the stock!
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$ up about 2.3 times since Oct 2023. AMD about the same between Oct and March before the slide but now heading back up these last 2 weeks.I will stick with AMD as it has more upside[Smart][Smart][Smart]. Of course Nvidia will go up some then announce a split. Maybe then....
$NVIDIA Corp(NVDA)$ CEO Says Dell Partnership Is Key in Its Push to Expand AI, partnership with Dell Technologies Inc. will spread artificial intelligence to a wider range of customers, helping businesses and organizations create their own “AI factories.”Will grow earnings faster.[Sly][Sly][Sly]It's going to be over $950+ easily in the morning!We going to $1000![Smart][Smart][Smart]
Optimistic Outlook: TSLA, BIDU, GME, NVDA& IWM Will Surge Upward
Hello everyone! Today I want to share some positively technical analysis with you!1.Fear not $GameStop(GME)$ bulls, by my calculations we are approaching trendline support. Image2. $iShares Russell 2000 ETF(IWM)$ Russell 2000 the only major index that didn't make a new high last week... Will it be a small cap summer? 🧐 Image3.This 8/21 EMA bull cross strategy on $NVIDIA Corp(NVDA)$ took another entry on May 6th and is up nicely since. The price behavior explorer (blue line) shows the mean % change after entry over the last five years. 📈Image4. $Baidu(BIDU)$ With China stocks starting to heat up, this Baidu weekly setup loo
$Taiwan Semiconductor Manufacturing(TSM)$is anticipating revenue from AI server processors will more than double in 2024[Smart][Smart][Smart]When first seriously considering semiconductor stocks, I was really surprised at how strong their balance sheets are. Case-in-point: Manufacturing leader $Taiwan Semiconductor Manufacturing(TSM)$ Image