The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
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$NVIDIA Corp(NVDA)$While everyone is talking doom and gloom as usual. I decided to look at a fresh chart and wanted to see what the price action was doing. Most people see a head and shoulders, I see consolidation and a base of support being built above $135. Take a look at the recent lows under the horizontal line, do you see higher lows? I do. Take a look at the top, looks kinda like a bull flag. If they can't break this down, they have no choice but to break it up.
$NVIDIA Corp(NVDA)$Everybody is onboard Ai and NVDA. Not a single guy now says Ai is hoax. Soon stock will take off. When NVDA announces new foundry partner and when TSMC $Taiwan Semiconductor Manufacturing(TSM)$ announces increase in capacity dedicated to NVDA, stock will start to fly.
$NVIDIA Corp(NVDA)$I think Nvidia is all set to cross 150-160. They recently announced that Ruben and BlackWell Ultra production has been brought up by 6 months, and TSM $Taiwan Semiconductor Manufacturing(TSM)$ has scaled its processes to allow 12 HBM4 memory stacks on 3mm wafers to scale Ruben production. This is a massive news. They have absolutely zero competition right now, and this news is only going to further dissuade anyone trying to compete with them.
$SUPER MICRO COMPUTER INC(SMCI)$$NVIDIA Corp(NVDA)$ goes nowhere without SMCI especillay with regards to the Blackwell Chips - SMCI is the only company able to handle the high TEMPS of the Blackwells - I bet you did not know that ? did you ????[Cool][Cool][Cool]
$NVIDIA Corp(NVDA)$The difference between NVIDIA and these other flawed hyped overrated stocks that go higher is NVIDIA has executed flawlessly, there is no reason to be impatient or not to expect future price acceleration. It will take off when you least expect it
$SUPER MICRO COMPUTER INC(SMCI)$I just listened to Call Q1 2025 - Very positive , I encourage everyone to listen. Its Clear SMCI has a leg up on the i dustry with their liquid cooled Racks. They are dominating now with air cooled but their Liquid cooled racks will be the industry Leader for the extended future. Looking good ! [Miser][Miser][Miser]
$NVIDIA Corp(NVDA)$Frankly, I’ve never seen anything like what’s happening at Nvidia. Never, just never. And even though the stock was down despite 19 firms raising their price targets, I said this stock is simply not capturing the seismic shift that’s happening here. You see, Nvidia is disrupting everything we know.
$NVIDIA Corp(NVDA)$Citigroup, raised the price to (175) by January. Nvda chips are critical for humanoids and they make the best in this space and others. All I know is anything under (132) I'm accumulating and holding for the future. NVDA stock in 5 years should be worth (800) or better. their product is no joke....#1
$Advanced Micro Devices(AMD)$ is getting big orders for MI300X from hyperscalers for AI inference wrkloads. For eg, IBM has indicated that AMD’s MI300X AI silicon will be available on IBM cloud in early next year [Smart][Smart][Smart]
$NVIDIA Corp(NVDA)$the dip you just seen since earning was all you will see, I will put money on Nvidia seeing 170 by New years, then a bit of leveling out before a dip before earnings and then a bingo to 200. this stock will continue to go higher !!! They have all the chips and everyone wants to be the first according to Jenson!!
$SUPER MICRO COMPUTER INC(SMCI)$Rumors are that if you take the same timeframe as 2018, that was 14 days for the SEC to approve the compliance plan, SEC should say something around Monday. Now funny thing is that it is coincidin with closure to the resistance of a bullish falling wedge that already lived through its triple bottom.Hopefully, next week will be a good one.[Great][Great][Great]
$NVIDIA Corp(NVDA)$As year-end approaches, financial institutions will likely start deploying cash for tax reasons and routine balance adjustments. This annual practice often includes loading top-performing stocks, and in my opinion, NVIDIA (NVDA) is at the top of their list this year.
$NVIDIA Corp(NVDA)$Much of the decline is due to a meeting between China and NVDA presumably to discuss chip trade and the expected tightening of chips exports to China. Things can't get much tighter than they all ready are and what is left is insignificant to NVDA's overall business. Once the true extent of these restrictions is known it will show little or no impact on NVDA and the stock will be back up to mid $140's . If you have cash buy the dip, you'll be well rewarded!
$SUPER MICRO COMPUTER INC(SMCI)$you know the crazy part about this stock is it's just getting started! I bought at 25$ before it hit 18$ I averaged down each day. Even when I was down thousands.[Happy][Happy][Happy][Happy]Hold on and don't sell. Big win coming
$NVIDIA Corp(NVDA)$This is a solid long-term hold with significant profit potential. The stock could rise $85-$100 annually over the next six years, a projection I view as conservative. Only time will confirm, but the outlook appears very promising.
$NVIDIA Corp(NVDA)$It appears that NVIDIA (NVDA) has successfully weathered the storm of heightened market expectations, managing to navigate both downside risks and upside hopes. With the noise subsiding, it’s time to refocus on its strong fundamentals. Who wouldn’t be eager to invest in NVDA’s solid prospects for future growth?
NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!
$NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-
$NVIDIA Corp(NVDA)$Following its earnings report, NVIDIA (NVDA) saw an astonishing 59,402,265 shares traded on the Nasdaq, a volume nearly 26% higher than the 30-day intraday average. Despite this extraordinary activity, the stock price dropped by 2.5%. Such a significant divergence between volume and price movement is often a setup for a strong rebound. This suggests that the stock is highly likely to climb at least 6% before the market opens
$NVIDIA Corp(NVDA)$alright I'm just going to make this clear for everyone here. it will be the day that NVDA will be a $4 trillion company. The earnings report will be a top and bottom beat and raise pushing the price past $165 enough to clear the $4T market cap. Keep loading before the closing bell. 🚀🚀🚀
$NVIDIA Corp(NVDA)$Hey Bears, remember when you claimed that smci $SUPER MICRO COMPUTER INC(SMCI)$ would cause severe pain for NVIDIA (NVDA)? Now that SMCI appears to be in the clear from delisting concerns, does that suddenly mean NVDA is about to soar? Can you see how nonsensical that argument sounds?
$NVIDIA Corp(NVDA)$While everyone is talking doom and gloom as usual. I decided to look at a fresh chart and wanted to see what the price action was doing. Most people see a head and shoulders, I see consolidation and a base of support being built above $135. Take a look at the recent lows under the horizontal line, do you see higher lows? I do. Take a look at the top, looks kinda like a bull flag. If they can't break this down, they have no choice but to break it up.
$NVIDIA Corp(NVDA)$Everybody is onboard Ai and NVDA. Not a single guy now says Ai is hoax. Soon stock will take off. When NVDA announces new foundry partner and when TSMC $Taiwan Semiconductor Manufacturing(TSM)$ announces increase in capacity dedicated to NVDA, stock will start to fly.
$NVIDIA Corp(NVDA)$I think Nvidia is all set to cross 150-160. They recently announced that Ruben and BlackWell Ultra production has been brought up by 6 months, and TSM $Taiwan Semiconductor Manufacturing(TSM)$ has scaled its processes to allow 12 HBM4 memory stacks on 3mm wafers to scale Ruben production. This is a massive news. They have absolutely zero competition right now, and this news is only going to further dissuade anyone trying to compete with them.
NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!
$NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-
$NVIDIA Corp(NVDA)$Frankly, I’ve never seen anything like what’s happening at Nvidia. Never, just never. And even though the stock was down despite 19 firms raising their price targets, I said this stock is simply not capturing the seismic shift that’s happening here. You see, Nvidia is disrupting everything we know.
$SUPER MICRO COMPUTER INC(SMCI)$$NVIDIA Corp(NVDA)$ goes nowhere without SMCI especillay with regards to the Blackwell Chips - SMCI is the only company able to handle the high TEMPS of the Blackwells - I bet you did not know that ? did you ????[Cool][Cool][Cool]
$SUPER MICRO COMPUTER INC(SMCI)$I just listened to Call Q1 2025 - Very positive , I encourage everyone to listen. Its Clear SMCI has a leg up on the i dustry with their liquid cooled Racks. They are dominating now with air cooled but their Liquid cooled racks will be the industry Leader for the extended future. Looking good ! [Miser][Miser][Miser]
$NVIDIA Corp(NVDA)$The difference between NVIDIA and these other flawed hyped overrated stocks that go higher is NVIDIA has executed flawlessly, there is no reason to be impatient or not to expect future price acceleration. It will take off when you least expect it
$NVIDIA Corp(NVDA)$Citigroup, raised the price to (175) by January. Nvda chips are critical for humanoids and they make the best in this space and others. All I know is anything under (132) I'm accumulating and holding for the future. NVDA stock in 5 years should be worth (800) or better. their product is no joke....#1
$NVIDIA Corp(NVDA)$the dip you just seen since earning was all you will see, I will put money on Nvidia seeing 170 by New years, then a bit of leveling out before a dip before earnings and then a bingo to 200. this stock will continue to go higher !!! They have all the chips and everyone wants to be the first according to Jenson!!
$SUPER MICRO COMPUTER INC(SMCI)$Rumors are that if you take the same timeframe as 2018, that was 14 days for the SEC to approve the compliance plan, SEC should say something around Monday. Now funny thing is that it is coincidin with closure to the resistance of a bullish falling wedge that already lived through its triple bottom.Hopefully, next week will be a good one.[Great][Great][Great]
$NVIDIA Corp(NVDA)$Much of the decline is due to a meeting between China and NVDA presumably to discuss chip trade and the expected tightening of chips exports to China. Things can't get much tighter than they all ready are and what is left is insignificant to NVDA's overall business. Once the true extent of these restrictions is known it will show little or no impact on NVDA and the stock will be back up to mid $140's . If you have cash buy the dip, you'll be well rewarded!
$NVIDIA Corp(NVDA)$As year-end approaches, financial institutions will likely start deploying cash for tax reasons and routine balance adjustments. This annual practice often includes loading top-performing stocks, and in my opinion, NVIDIA (NVDA) is at the top of their list this year.
$Advanced Micro Devices(AMD)$ is getting big orders for MI300X from hyperscalers for AI inference wrkloads. For eg, IBM has indicated that AMD’s MI300X AI silicon will be available on IBM cloud in early next year [Smart][Smart][Smart]
$NVIDIA Corp(NVDA)$This is a solid long-term hold with significant profit potential. The stock could rise $85-$100 annually over the next six years, a projection I view as conservative. Only time will confirm, but the outlook appears very promising.
Qualcomm Q4 Earnings: Strong Performance and Positive Outlook
$Qualcomm(QCOM)$ After hours on the U.S. stock market, Qualcomm released its Q4 2024 earnings report, beating expectations and pushing the stock up by 6.3% post-close.The report showed Q4 revenue of $10.24 billion, exceeding the forecast of $9.906 billion, and EPS of $2.59, above the expected $2.40. Looking ahead, Qualcomm projects next quarter's revenue between $10.5 and $11.3 billion, higher than analysts’ forecast of $10.54 billion, with EPS between $2.85 and $3.05, above the expected $2.81.Despite strong results, Qualcomm’s stock has underperformed both the semiconductor sector and the broader market this half-year, pressured by rumors that ARM might cut off supply. However, growth potential in mobile chips, PC, and automotive markets offers Q
$SUPER MICRO COMPUTER INC(SMCI)$you know the crazy part about this stock is it's just getting started! I bought at 25$ before it hit 18$ I averaged down each day. Even when I was down thousands.[Happy][Happy][Happy][Happy]Hold on and don't sell. Big win coming
$ARM Holdings Ltd(ARM)$ ARM released its Q2 FY2025 report for the period ending September 30, surpassing expectations. However, its stock fell 5% after-hours as its guidance for the next quarter fell below market estimates.Q2 Performance OverviewARM’s Q2 revenue and profit both exceeded expectations:Revenue reached $844 million, up 4.7% year-over-year, surpassing analysts’ expectations of $810 million.This 4.7% growth rate is lower than its previous growth of about 40%.ARM’s revenue primarily depends on tech licensing, which can fluctuate due to large contracts. However, over time, ARM maintains steady growth. For Q3, management expects revenue between $920 million and $970 million, with the upper limit representing a growth rate of 17.7%, although
$NVIDIA Corp(NVDA)$Following its earnings report, NVIDIA (NVDA) saw an astonishing 59,402,265 shares traded on the Nasdaq, a volume nearly 26% higher than the 30-day intraday average. Despite this extraordinary activity, the stock price dropped by 2.5%. Such a significant divergence between volume and price movement is often a setup for a strong rebound. This suggests that the stock is highly likely to climb at least 6% before the market opens
$NVIDIA Corp(NVDA)$It appears that NVIDIA (NVDA) has successfully weathered the storm of heightened market expectations, managing to navigate both downside risks and upside hopes. With the noise subsiding, it’s time to refocus on its strong fundamentals. Who wouldn’t be eager to invest in NVDA’s solid prospects for future growth?