• ShyonShyon
      ·09:10

      Semiconductor Hot Cakes in market 🍰🍰🍰

      The production value of Taiwan's semiconductor sector is expected to hit a new high in 2024, up more than 17 percent from a year earlier, due to global demand driven up by artificial intelligence development. AI development extending to end user devices from cloud-based services, international brands' efforts to unveil gadgets, such as AI PCs and AI phones, are expected to boost demand for semiconductors. NVIDIA Nvidia's market cap had risen threefold to more than 1.2 trillion USD since the start of 2023, to notch the biggest short-term valuation jump in the history of capital markets, a rampage that drove its P/E multiple, based on the past four quarters of GAAP earnings, to well over 100. Nvidia's valuation is ridiculous. It's facing the same curse as Tesla. But when Tesla got profitabl
      8086
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      Semiconductor Hot Cakes in market 🍰🍰🍰
    • DominicBeckDominicBeck
      ·06-14 18:08
      $Broadcom(AVGO)$ I remember those days when Broadcom was trying to buy Qualcomm $Qualcomm(QCOM)$ . Just imagine what Hock Tan would have done with it! lol! I think I remember him saying that he would stop suing the hell out of Apple $Apple(AAPL)$ (remember all the Qualcomm/Apple law suits?) - and in return get some good business contracts. The main reason I bought Broadcom in those days, was because Apple was King and it's key leading edge technology supplier was a Prince (Broadcom), lol. I owned Broadcom back then and was rooting for the merger. There was another failed Broadcom merger back then was well, I believe, but I can't quite re
      83Comment
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    • EuniceGroteEuniceGrote
      ·06-14 17:45
      $Broadcom(AVGO)$ If it wasn’t for the brilliant analytics of the shorts here today, I guess I would continue to hold my AVGO shares that I now have a measly 300% gain in, and that yield 1.5% while I sit on my hands. Boy, thank you shorts for giving me such profound and intelligent wisdom.
      151Comment
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    • LucyRosaLucyRosa
      ·06-14 17:44
      $Broadcom(AVGO)$ It's clear that the statement is dripping with sarcasm and implies you wouldn't want to buy your chips from Broadcom. However, the reality is that someone clearly does, given that Broadcom has sold chips worth several billions. Companies like Meta Platforms, Inc. (META) and Alphabet (GOOG) seem to be keen on purchasing Broadcom's chips, indicating they didn't get the sarcastic "memo from Sam."These chips aren't available to the general public; they're not retail products but custom chips tailored for specific needs. You and I can't simply walk into a Micro Center and buy a Broadcom GeForce GPU because these chips are highly specialized orders, and they are not even GPUs—they're ASICs (Application-Specific
      192Comment
      Report
    • AmosBellamyAmosBellamy
      ·06-14 17:42
      $Broadcom(AVGO)$ Forced short covering. Long Investors just keep on winning in share price gains & dividend increases. Double the WINNING. I’m seriously thinking that the Annual Dividend Increase in December may ratchet up higher by at least 14% … but possibly even 18%. What do you think? (Last December, the Dividend Increase was 14%). Long Investor in BROADCOM for the Long Term.
      56Comment
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    • MonaCurmeMonaCurme
      ·06-14 17:39
      $Broadcom(AVGO)$ I see a lot of posters predicting very high dividend increases, maybe due to upward earnings estimates for 2024. I hope they're right, but I see AVGO keeping their pattern of conservative dividend increases. AVGO's recent yearly dividend increases have been roughly 10% hikes. The current quarterly dividend is $5.25 so expect to see it raised to $5.75-$6 in December.
      365Comment
      Report
    • YNWIMYNWIM
      ·06-14 15:08

      Microsoft Is Betting Big on AI, Outpacing Rivals with New Strategy

      $Microsoft(MSFT)$ Recently, Nadella has diversified Microsoft’s AI investments. Nadella has pursued new global partnerships and invested in various AI startups, including a $1.5 billion investment in an Abu Dhabi-based firm in April.He has also started building an in-house AI team to potentially compete with OpenAI, the Wall Street Journal reports.To lead this initiative, Nadella recruited Mustafa Suleyman, co-founder of DeepMind and Inflection AI. Suleyman brought his team from Inflection to Microsoft, where they are developing an AI model that is on par with OpenAI’s technology.The WSJ claims that this internal AI model could replace some of Microsoft’s existing OpenAI-based products.Analysts maintained Microsoft as a t
      68Comment
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      Microsoft Is Betting Big on AI, Outpacing Rivals with New Strategy
    • skythelimitskythelimit
      ·06-14 15:03
      $Microsoft(MSFT)$ on watch tomorrow. Was sulking a bit today may be coz of scrutiny of msft into security issues…. But thats an old news… Tigress Financial Partners updated their outlook on Microsoft Corporation, raising the 12-month price target to $550 and maintaining a Buy rating on the stock. The firm highlighted Microsoft's strategic positioning to lead the artificial intelligence (AI) revolution, which has been a significant factor in its financial performance. [Cool][Cool][Cool]Buy it!
      15Comment
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    • longlive100longlive100
      ·06-14 14:59
      $Microsoft(MSFT)$ 37 PE compared to around the normal 15/25 range for non tech companies. MSFT's price incorporates big profits growth. Consensus is +15% in 2024 and 16% p.a for another 4 years giving compound 2.06 or around 800, Given the present buoyancy, 500 is probably not far off. No doubt time to buy a bit more before it's too late ![Lovely][Lovely][Lovely]
      861
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    • predator007predator007
      ·06-14 14:57
      $Microsoft(MSFT)$ is under-valued. July MSFT Earning Report. As usual past, MSFT often posted positive Earnings exceeding expectation. As a result, MSFT price appreciates accordingly. Buy more MSFT for retirement[Cool][Cool][Cool]MSFT great appreciation is proven record. MSFT under-valued. Last chance to buy at these prices; will not return to today’s prices. Don’t miss this opportunity. Or else, buy $475 in July Earnings Report[Happy][Happy][Happy]What’s more, MSFT profit margin 36.4%; operating margin 45%; return on equity 39%; quarterly earnings growth rate 19.9%; operating cash flow $110B. Levered free cash flow $62B. All financial parameters are excellent[Smart][Smart][Smart]
      29Comment
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    • windy00windy00
      ·06-14 14:53
      $Microsoft(MSFT)$ It's always SAFE and PROFITABLE to invest in MSFT long term. I wish I had more cash to buy more at these prices. Regularly, I buy more to keep multi-years, I keep MSFT past retirement[Happy][Happy][Happy]
      2971
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    • sadsamsadsam
      ·06-14 14:51
      $Dell Technologies Inc.(DELL)$ Buy The Dip - The AI Story Remains Solid [Miser][Miser][Miser]Dell's recent 'drop' appears to be an overreaction. Moreover, Dell seems undervalued, considering its sub-15 forward P/E multiple and other valuation metrics. The potential of Dell's server/AI business could be far greater than the market anticipates. Dell's substantial growth prospects, profitability potential, discounted stock price, low valuation, and other factors have created a solid and secure long-term buying opportunity in Dell's stock. I recently went long Dell's stock and may continue adding for the long term.
      62Comment
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    • sunshineboysunshineboy
      ·06-14 14:46
      $Dell Technologies Inc.(DELL)$ is now 135.8s I take more From back in 130.2s M2x. 3 Times in a Row I from 132-128.4s I PT 135-140+ and it have Come 3 Times in 2 weeks. I have Scalps +6 +6s Up +5.5s. Msgs Posted. $SUPER MICRO COMPUTER INC(SMCI)$ up +13% I have Bullish Called it Few Days Ago With DELL. GLTA [Cool][Cool][Cool]
      567Comment
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    • marketpremarketpre
      ·06-14 14:44
      $Dell Technologies Inc.(DELL)$ What killed the momentum here is when the market found out DELL make no money selling the AI servers. If anything, they should be one of the pioneers like how NVDA is seizing the market. [What][What][What]Perhaps there is something holding this company hostage that the market can't see. It's just not normal to have an early mover without profits.[Glance][Glance][Glance]
      227Comment
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    • XianLiXianLi
      ·06-14 14:39

      Should You Buy Dell Technologies Stock After Its Post-Earnings Sell-Off?

      $Dell Technologies Inc.(DELL)$ The computer company's business is growing, but that hasn't been enough to impress investors.One way for investors to tap into the potential growth opportunities in artificial intelligence (AI) is to invest in companies like Dell Technologies that make computers and servers that enable individuals and businesses to access new AI-powered apps and services.Dell stock has been seeing the benefits of that AI bullishness for much of the year, but shares of the computer maker fell late last month after it posted its latest earnings numbers. Is this pullback a good buying opportunity for growth investors, or is it a warning sign that Dell's stock rose too fast, too soon?Dell's growth rate is impres
      143Comment
      Report
      Should You Buy Dell Technologies Stock After Its Post-Earnings Sell-Off?
    • YNWIMYNWIM
      ·06-14 14:33
      $Dell Technologies Inc.(DELL)$ Something fishy here.Dell beat earnings up and down and dives more than 23%.Broadcom just beat the earnings and goes up 18%.Double standard ,how the investors play with the stocks in general.Really weird.[LOL][LOL][LOL]
      107Comment
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    • TrendSpiderTrendSpider
      ·06-14 14:09

      Bullish Momentum: ADBE, SPY, HIMS, SMCI& NFLX Enjoys Great Poential

      Hello everyone! Today i want to share some technical analysis with you!1. $SUPER MICRO COMPUTER INC(SMCI)$ Revenue growth was not nearly as impressive this last quarter for SMCI...Is this run over with? 🤔2.Looking to fade the $SPDR S&P 500 ETF Trust(SPY)$ rally into tomorrow? Check this out first...This year, Friday's have the highest win rate of any day of the week, green 64% of the time. 🟢3. $Netflix(NFLX)$ gonna give us some Friday fireworks? 🎆 4. $Adobe(ADBE)$ RIPPER 📈5. $Hims & Hers Health Inc.(HIMS)$ a casual four bagger since YoY Sales per Share started growing aga
      5521
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      Bullish Momentum: ADBE, SPY, HIMS, SMCI& NFLX Enjoys Great Poential
    • MayGodwinMayGodwin
      ·06-13 16:26
      $Micron Technology(MU)$ Look at the performance of US stocks like Micron Technology (MU), NVIDIA $NVIDIA Corp(NVDA)$ , and Super Micro Computer $SUPER MICRO COMPUTER INC(SMCI)$ . It's clear which are the real tech companies and which are not. Believing in the direction of technology going global and partnering with major North American clients is a quick way to boost performance in the AI wave.
      234Comment
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    • ChloeKeynesChloeKeynes
      ·06-13 16:17
      $Micron Technology(MU)$ Broke is DOTCOM bubble high and is ravaging. Hasn't doubled off it yet but getting there. AI processing needs memory, Samsung already is seeing 1000% surge in memory chips/Semis look really really good, dominating new highs and high vol scan today
      925Comment
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    • DominicBeckDominicBeck
      ·06-13 16:10
      $Micron Technology(MU)$ MU reports its Q3 FY’24 results toward the end of June, reporting on a quarter that is likely to see the memory major benefit from stronger pricing for DRAM chips and higher demand for High Bandwidth Memory targeted at artificial intelligence applications. Memory prices have been trending higher. More on AI AI. Micron has indicated that its High Bandwidth Memory capacity for this year has been fully sold. 💵📈📊🙌🏻🚀
      521Comment
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    • ShyonShyon
      ·09:10

      Semiconductor Hot Cakes in market 🍰🍰🍰

      The production value of Taiwan's semiconductor sector is expected to hit a new high in 2024, up more than 17 percent from a year earlier, due to global demand driven up by artificial intelligence development. AI development extending to end user devices from cloud-based services, international brands' efforts to unveil gadgets, such as AI PCs and AI phones, are expected to boost demand for semiconductors. NVIDIA Nvidia's market cap had risen threefold to more than 1.2 trillion USD since the start of 2023, to notch the biggest short-term valuation jump in the history of capital markets, a rampage that drove its P/E multiple, based on the past four quarters of GAAP earnings, to well over 100. Nvidia's valuation is ridiculous. It's facing the same curse as Tesla. But when Tesla got profitabl
      8086
      Report
      Semiconductor Hot Cakes in market 🍰🍰🍰
    • XianLiXianLi
      ·06-14 14:39

      Should You Buy Dell Technologies Stock After Its Post-Earnings Sell-Off?

      $Dell Technologies Inc.(DELL)$ The computer company's business is growing, but that hasn't been enough to impress investors.One way for investors to tap into the potential growth opportunities in artificial intelligence (AI) is to invest in companies like Dell Technologies that make computers and servers that enable individuals and businesses to access new AI-powered apps and services.Dell stock has been seeing the benefits of that AI bullishness for much of the year, but shares of the computer maker fell late last month after it posted its latest earnings numbers. Is this pullback a good buying opportunity for growth investors, or is it a warning sign that Dell's stock rose too fast, too soon?Dell's growth rate is impres
      143Comment
      Report
      Should You Buy Dell Technologies Stock After Its Post-Earnings Sell-Off?
    • YNWIMYNWIM
      ·06-14 15:08

      Microsoft Is Betting Big on AI, Outpacing Rivals with New Strategy

      $Microsoft(MSFT)$ Recently, Nadella has diversified Microsoft’s AI investments. Nadella has pursued new global partnerships and invested in various AI startups, including a $1.5 billion investment in an Abu Dhabi-based firm in April.He has also started building an in-house AI team to potentially compete with OpenAI, the Wall Street Journal reports.To lead this initiative, Nadella recruited Mustafa Suleyman, co-founder of DeepMind and Inflection AI. Suleyman brought his team from Inflection to Microsoft, where they are developing an AI model that is on par with OpenAI’s technology.The WSJ claims that this internal AI model could replace some of Microsoft’s existing OpenAI-based products.Analysts maintained Microsoft as a t
      68Comment
      Report
      Microsoft Is Betting Big on AI, Outpacing Rivals with New Strategy
    • LucyRosaLucyRosa
      ·06-14 17:44
      $Broadcom(AVGO)$ It's clear that the statement is dripping with sarcasm and implies you wouldn't want to buy your chips from Broadcom. However, the reality is that someone clearly does, given that Broadcom has sold chips worth several billions. Companies like Meta Platforms, Inc. (META) and Alphabet (GOOG) seem to be keen on purchasing Broadcom's chips, indicating they didn't get the sarcastic "memo from Sam."These chips aren't available to the general public; they're not retail products but custom chips tailored for specific needs. You and I can't simply walk into a Micro Center and buy a Broadcom GeForce GPU because these chips are highly specialized orders, and they are not even GPUs—they're ASICs (Application-Specific
      192Comment
      Report
    • TrendSpiderTrendSpider
      ·06-14 14:09

      Bullish Momentum: ADBE, SPY, HIMS, SMCI& NFLX Enjoys Great Poential

      Hello everyone! Today i want to share some technical analysis with you!1. $SUPER MICRO COMPUTER INC(SMCI)$ Revenue growth was not nearly as impressive this last quarter for SMCI...Is this run over with? 🤔2.Looking to fade the $SPDR S&P 500 ETF Trust(SPY)$ rally into tomorrow? Check this out first...This year, Friday's have the highest win rate of any day of the week, green 64% of the time. 🟢3. $Netflix(NFLX)$ gonna give us some Friday fireworks? 🎆 4. $Adobe(ADBE)$ RIPPER 📈5. $Hims & Hers Health Inc.(HIMS)$ a casual four bagger since YoY Sales per Share started growing aga
      5521
      Report
      Bullish Momentum: ADBE, SPY, HIMS, SMCI& NFLX Enjoys Great Poential
    • DominicBeckDominicBeck
      ·06-14 18:08
      $Broadcom(AVGO)$ I remember those days when Broadcom was trying to buy Qualcomm $Qualcomm(QCOM)$ . Just imagine what Hock Tan would have done with it! lol! I think I remember him saying that he would stop suing the hell out of Apple $Apple(AAPL)$ (remember all the Qualcomm/Apple law suits?) - and in return get some good business contracts. The main reason I bought Broadcom in those days, was because Apple was King and it's key leading edge technology supplier was a Prince (Broadcom), lol. I owned Broadcom back then and was rooting for the merger. There was another failed Broadcom merger back then was well, I believe, but I can't quite re
      83Comment
      Report
    • sadsamsadsam
      ·06-14 14:51
      $Dell Technologies Inc.(DELL)$ Buy The Dip - The AI Story Remains Solid [Miser][Miser][Miser]Dell's recent 'drop' appears to be an overreaction. Moreover, Dell seems undervalued, considering its sub-15 forward P/E multiple and other valuation metrics. The potential of Dell's server/AI business could be far greater than the market anticipates. Dell's substantial growth prospects, profitability potential, discounted stock price, low valuation, and other factors have created a solid and secure long-term buying opportunity in Dell's stock. I recently went long Dell's stock and may continue adding for the long term.
      62Comment
      Report
    • predator007predator007
      ·06-14 14:57
      $Microsoft(MSFT)$ is under-valued. July MSFT Earning Report. As usual past, MSFT often posted positive Earnings exceeding expectation. As a result, MSFT price appreciates accordingly. Buy more MSFT for retirement[Cool][Cool][Cool]MSFT great appreciation is proven record. MSFT under-valued. Last chance to buy at these prices; will not return to today’s prices. Don’t miss this opportunity. Or else, buy $475 in July Earnings Report[Happy][Happy][Happy]What’s more, MSFT profit margin 36.4%; operating margin 45%; return on equity 39%; quarterly earnings growth rate 19.9%; operating cash flow $110B. Levered free cash flow $62B. All financial parameters are excellent[Smart][Smart][Smart]
      29Comment
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    • MonaCurmeMonaCurme
      ·06-14 17:39
      $Broadcom(AVGO)$ I see a lot of posters predicting very high dividend increases, maybe due to upward earnings estimates for 2024. I hope they're right, but I see AVGO keeping their pattern of conservative dividend increases. AVGO's recent yearly dividend increases have been roughly 10% hikes. The current quarterly dividend is $5.25 so expect to see it raised to $5.75-$6 in December.
      365Comment
      Report
    • AmosBellamyAmosBellamy
      ·06-14 17:42
      $Broadcom(AVGO)$ Forced short covering. Long Investors just keep on winning in share price gains & dividend increases. Double the WINNING. I’m seriously thinking that the Annual Dividend Increase in December may ratchet up higher by at least 14% … but possibly even 18%. What do you think? (Last December, the Dividend Increase was 14%). Long Investor in BROADCOM for the Long Term.
      56Comment
      Report
    • EuniceGroteEuniceGrote
      ·06-14 17:45
      $Broadcom(AVGO)$ If it wasn’t for the brilliant analytics of the shorts here today, I guess I would continue to hold my AVGO shares that I now have a measly 300% gain in, and that yield 1.5% while I sit on my hands. Boy, thank you shorts for giving me such profound and intelligent wisdom.
      151Comment
      Report
    • skythelimitskythelimit
      ·06-14 15:03
      $Microsoft(MSFT)$ on watch tomorrow. Was sulking a bit today may be coz of scrutiny of msft into security issues…. But thats an old news… Tigress Financial Partners updated their outlook on Microsoft Corporation, raising the 12-month price target to $550 and maintaining a Buy rating on the stock. The firm highlighted Microsoft's strategic positioning to lead the artificial intelligence (AI) revolution, which has been a significant factor in its financial performance. [Cool][Cool][Cool]Buy it!
      15Comment
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    • marketpremarketpre
      ·06-14 14:44
      $Dell Technologies Inc.(DELL)$ What killed the momentum here is when the market found out DELL make no money selling the AI servers. If anything, they should be one of the pioneers like how NVDA is seizing the market. [What][What][What]Perhaps there is something holding this company hostage that the market can't see. It's just not normal to have an early mover without profits.[Glance][Glance][Glance]
      227Comment
      Report
    • longlive100longlive100
      ·06-14 14:59
      $Microsoft(MSFT)$ 37 PE compared to around the normal 15/25 range for non tech companies. MSFT's price incorporates big profits growth. Consensus is +15% in 2024 and 16% p.a for another 4 years giving compound 2.06 or around 800, Given the present buoyancy, 500 is probably not far off. No doubt time to buy a bit more before it's too late ![Lovely][Lovely][Lovely]
      861
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    • sunshineboysunshineboy
      ·06-14 14:46
      $Dell Technologies Inc.(DELL)$ is now 135.8s I take more From back in 130.2s M2x. 3 Times in a Row I from 132-128.4s I PT 135-140+ and it have Come 3 Times in 2 weeks. I have Scalps +6 +6s Up +5.5s. Msgs Posted. $SUPER MICRO COMPUTER INC(SMCI)$ up +13% I have Bullish Called it Few Days Ago With DELL. GLTA [Cool][Cool][Cool]
      567Comment
      Report
    • windy00windy00
      ·06-14 14:53
      $Microsoft(MSFT)$ It's always SAFE and PROFITABLE to invest in MSFT long term. I wish I had more cash to buy more at these prices. Regularly, I buy more to keep multi-years, I keep MSFT past retirement[Happy][Happy][Happy]
      2971
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    • YNWIMYNWIM
      ·06-14 14:33
      $Dell Technologies Inc.(DELL)$ Something fishy here.Dell beat earnings up and down and dives more than 23%.Broadcom just beat the earnings and goes up 18%.Double standard ,how the investors play with the stocks in general.Really weird.[LOL][LOL][LOL]
      107Comment
      Report
    • TrendSpiderTrendSpider
      ·06-13 13:48

      Bullish Momentum: MSFT, AAPL, ZG, AFRM& ES See Great Potential

      Hello everyone! Today i want to share some technical analysis with you!1.S&P Futures with a 45 point GOD CANDLE after lower-than-expected inflation print. $Eversource(ES)$ 🟢 +0.90% before market open2. $Affirm Holdings, Inc.(AFRM)$ on X games mode.📈 +13.50% EARLY.3. $Microsoft(MSFT)$ And boom goes the dynamite. 🧨 4. $Zillow(ZG)$ Zillow with a double bottom breakout just days after Director Jay Hoag buys $100M worth of stock. 5. $Apple(AAPL)$ Already halfway there 📏 Follow me to learn more about analysis!!https://x.com/TrendSpider
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      Bullish Momentum: MSFT, AAPL, ZG, AFRM& ES See Great Potential
    • MonaCurmeMonaCurme
      ·06-13 15:50
      $ARM Holdings Ltd(ARM)$ regulars here know that I’m very bullish long term. As for short term, there are various dynamics in play, micro and macro, this may climb to 180s or retreat back to 130s in the near term, no one can say for certain. You may cheer for one side or the other, but if you do, don’t cloud your judgement with superficial metrics, look deeper into fundamentals and stop posting silly trailing PEs that your brokerage provides you. Think beyond your screen. GL. Long termas I have said before, ARM has a CPU monopoly . The ARM Cortex is replacing Intel's $Intel(INTC)$ X86. The first mobile phone I remember was the Ameritech Dynatac, and it would die within 25-30 minute
      297Comment
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    • EuniceGroteEuniceGrote
      ·06-13 16:06
      $Micron Technology(MU)$ So far, what I anticipated MU would do leading up to its earnings is occurring as expected. I previously mentioned that MU needs to climb to the $134-$138 range before earnings, and then it will likely surge to $145 or higher, followed by a sell-off after the earnings report. However, I am uncertain whether this sell-off will happen immediately the day after the earnings announcement or within the next 1-5 days.I firmly believe that MU has appreciated significantly, making a post-earnings sell-off highly probable. What concerns me is the possibility of a sell-off at the opening the day after the earnings report, which would not provide an opportunity to monitor and react to the market at the opening
      82Comment
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