The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
$NVIDIA(NVDA)$Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain,
$NVIDIA(NVDA)$xAI is planning to incorporate a minimum of one million graphics-processing units (GPUs) at its supercomputer facility in Memphis, Tenn., according to a recent statement from the city’s chamber of commerce. The company has already said it intends to have a total of 200,000 of Nvidia’s Hopper AI chips. Long NVDA 🚀 🚀 🚀!!!
$SUPER MICRO COMPUTER INC(SMCI)$ Catalysts coming up:1. Filing last year fiscal year 10k💰2. Filing Q1 FY25 10k🙌3. Earnings historically in late January, revenue of $7B with higher margins above 11%.. due to cold racks😏4. Cleared of all probes🙄5. News of Hindenburg short cover in Q1 filing 🥹6. Announcement of new high profile CFO 👨💼7. Capital Raise (not confirmed yet, but we paid back the loans means we need to go shopping again and that completely fine with high growth) 🙄8. ✅ Order Allocation confirmation (JPM 12/16/24 confirmed that no big orders turnovered) 🙌🎉
$NVIDIA(NVDA)$Remember when Nvidia was approximately $200 and then increased to approximately $1,400 and split 10:1 while you were saying it is going down to $50. It happened just a little while back so you must be remembering it.
$SUPER MICRO COMPUTER INC(SMCI)$To prove how moronic Wall St is, TSLA and others are gaining even at super high PE ratios, RGTI and others are getting pumped up before even making money, and SMCI is sitting at below 32 a share while going to make at LEAST 25Bil in 2025. OOOOHHHH KAAAYYYY...[Miser][Miser][Miser]
$NVIDIA(NVDA)$Unfortunately, it's because the IQ's have dropped for the first time in 1,000 years with this current generation. The current people may not be smart enough to tske over for another 5-8 years. This is why AI is destined to be implemented across the board in all economic & educational sectors. NVDA (You cannot teach some people nowadays what was once regarded as essential to learn in the past.
$NVIDIA(NVDA)$May calls to load the dip—this stock is set to outperform all others. Its technology is light-years ahead, leaving competitors playing checkers while NVIDIA plays chess. Undervalued and bullish, it stands as a clear leader poised for significant gains.
$SUPER MICRO COMPUTER INC(SMCI)$ it was reported on Bloomburg yesterday that there will be 1.1 trillion dollars spent on New Data centers in 2025. Which will require better cooling systems with the New chips that are being used.[Happy][Happy][Happy]
My Take on $MU Ahead of Their Q1 FY25 Earnings Today 🧐
$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc
$NVIDIA(NVDA)$The drop yesterday was primarily driven by the actions of index funds and ETFs rather than individual investors or institutions selling their holdings. This suggests that today, the stock is likely to rebound strongly, regaining lost ground with significant momentum.
$NVIDIA(NVDA)$AI darling Nvidia, too, is spending heavily on its shares despite the share price jumping 171% this year. Nvidia dropped $12.7 billion on its stock in the third quarter, up 176% from the same year-ago period. Nvidia has become a "do no wrong" stock this year with an RS Rating of 94 and Composite Rating of 96. Analysts think its profit will rise 127% in 2025 and 50% in 2026. To be sure, many of these companies are buying shares simply to soak up the shares being created to award employees stock. It's also important to point out that companies, historically, aren't the best market timers and tend to buy shares at the wrong times. It's still noteworthy, though, that as others worry about valuations, these comp
$NVIDIA(NVDA)$NVDA is being accumulated by some big guys. Why ? Look at the closing volume at the final minute. IT is 18.6 Millions shares. This shows that somebody is slowly accumulating and got transferred at the final minute. These transactions could be thru darkpool also..It could also be market close transactions by daytraders. But this should be noticed.
$NVIDIA(NVDA)$Some investors underestimated the potential of this stock, which is expected to surge to 160-170 ahead of earnings. The increasing trading volume indicates strong long-term prospects for profitability with this stock.
Is AMD Positioned to Disrupt the AI Landscape -- or Be Left Behind?
Hello everyone! Today i want to share some trading skills with you! $Advanced Micro Devices(AMD)$ stands at a fascinating crossroads -- a company making substantial strides while contending with the monolithic presence of $NVDA, a juggernaut that dominates the AI and data center landscapes. NVIDIA’s grip on the industry isn’t merely a matter of hardware -- it’s the strength of an ecosystem so seamlessly interwoven it feels almost unassailable. CUDA, NVIDIA’s cornerstone, isn’t just software -- it’s a fortress. Coupled with HGX supercomputers and cutting-edge AI tools like NeMo, it forges a self-reinforcing cycle that locks in customers and tightens NVIDIA’s stranglehold. Switching providers? Nearly unthinkable. And yet, here’s AMD, defying the odds
$SUPER MICRO COMPUTER INC(SMCI)$—this pattern leads me to believe that the recent decline primarily driven by investors engaging in tax-loss harvesting—selling underperforming stocks to offset gains and reduce their tax liabilities. Once this temporary selling pressure eases, the stock is expected to begin a steady upward trajectory.Historically, December has been one of the strongest months for market performance, and the current sell-off appears to be nearing the end! 📈🚀🚀
$NVIDIA Corp(NVDA)$NVDA had fantastic Earnings and couldn’t go nowhere. The market seemed to wait for little negative news to bring down deeply… whereas Broadcom responded to good Earnings so well! I believe is in coiled spring condition… ready to shoot, and it could be today!
$NVIDIA Corp(NVDA)$The market size in the Artificial Intelligence market is projected to reach US$184.00bn in 2024. The market size is expected to show an annual growth rate (CAGR 2024-2030) of 28.46%, resulting in a market volume of US$826.70bn by 2030 If NVDA captures 75% of that AI chip market. Its sales revenue could be as high as $619B.. market cap could be at least $5-6T. Dividends could be $20B per year; buybacks could be $100B per year.. My God future possibilities are so unreal!! >$1,000 share price not out of realm…. Supremely confident of the Future!!!!!
$NVIDIA Corp(NVDA)$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.
$NVIDIA(NVDA)$Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain,
$NVIDIA(NVDA)$xAI is planning to incorporate a minimum of one million graphics-processing units (GPUs) at its supercomputer facility in Memphis, Tenn., according to a recent statement from the city’s chamber of commerce. The company has already said it intends to have a total of 200,000 of Nvidia’s Hopper AI chips. Long NVDA 🚀 🚀 🚀!!!
$SUPER MICRO COMPUTER INC(SMCI)$ Catalysts coming up:1. Filing last year fiscal year 10k💰2. Filing Q1 FY25 10k🙌3. Earnings historically in late January, revenue of $7B with higher margins above 11%.. due to cold racks😏4. Cleared of all probes🙄5. News of Hindenburg short cover in Q1 filing 🥹6. Announcement of new high profile CFO 👨💼7. Capital Raise (not confirmed yet, but we paid back the loans means we need to go shopping again and that completely fine with high growth) 🙄8. ✅ Order Allocation confirmation (JPM 12/16/24 confirmed that no big orders turnovered) 🙌🎉
$NVIDIA(NVDA)$Remember when Nvidia was approximately $200 and then increased to approximately $1,400 and split 10:1 while you were saying it is going down to $50. It happened just a little while back so you must be remembering it.
$SUPER MICRO COMPUTER INC(SMCI)$To prove how moronic Wall St is, TSLA and others are gaining even at super high PE ratios, RGTI and others are getting pumped up before even making money, and SMCI is sitting at below 32 a share while going to make at LEAST 25Bil in 2025. OOOOHHHH KAAAYYYY...[Miser][Miser][Miser]
$NVIDIA(NVDA)$Unfortunately, it's because the IQ's have dropped for the first time in 1,000 years with this current generation. The current people may not be smart enough to tske over for another 5-8 years. This is why AI is destined to be implemented across the board in all economic & educational sectors. NVDA (You cannot teach some people nowadays what was once regarded as essential to learn in the past.
$NVIDIA(NVDA)$May calls to load the dip—this stock is set to outperform all others. Its technology is light-years ahead, leaving competitors playing checkers while NVIDIA plays chess. Undervalued and bullish, it stands as a clear leader poised for significant gains.
My Take on $MU Ahead of Their Q1 FY25 Earnings Today 🧐
$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc
Is AMD Positioned to Disrupt the AI Landscape -- or Be Left Behind?
Hello everyone! Today i want to share some trading skills with you! $Advanced Micro Devices(AMD)$ stands at a fascinating crossroads -- a company making substantial strides while contending with the monolithic presence of $NVDA, a juggernaut that dominates the AI and data center landscapes. NVIDIA’s grip on the industry isn’t merely a matter of hardware -- it’s the strength of an ecosystem so seamlessly interwoven it feels almost unassailable. CUDA, NVIDIA’s cornerstone, isn’t just software -- it’s a fortress. Coupled with HGX supercomputers and cutting-edge AI tools like NeMo, it forges a self-reinforcing cycle that locks in customers and tightens NVIDIA’s stranglehold. Switching providers? Nearly unthinkable. And yet, here’s AMD, defying the odds
$NVIDIA(NVDA)$AI darling Nvidia, too, is spending heavily on its shares despite the share price jumping 171% this year. Nvidia dropped $12.7 billion on its stock in the third quarter, up 176% from the same year-ago period. Nvidia has become a "do no wrong" stock this year with an RS Rating of 94 and Composite Rating of 96. Analysts think its profit will rise 127% in 2025 and 50% in 2026. To be sure, many of these companies are buying shares simply to soak up the shares being created to award employees stock. It's also important to point out that companies, historically, aren't the best market timers and tend to buy shares at the wrong times. It's still noteworthy, though, that as others worry about valuations, these comp
$NVIDIA(NVDA)$The drop yesterday was primarily driven by the actions of index funds and ETFs rather than individual investors or institutions selling their holdings. This suggests that today, the stock is likely to rebound strongly, regaining lost ground with significant momentum.
$NVIDIA(NVDA)$NVDA is being accumulated by some big guys. Why ? Look at the closing volume at the final minute. IT is 18.6 Millions shares. This shows that somebody is slowly accumulating and got transferred at the final minute. These transactions could be thru darkpool also..It could also be market close transactions by daytraders. But this should be noticed.
$SUPER MICRO COMPUTER INC(SMCI)$ it was reported on Bloomburg yesterday that there will be 1.1 trillion dollars spent on New Data centers in 2025. Which will require better cooling systems with the New chips that are being used.[Happy][Happy][Happy]
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-
$NVIDIA(NVDA)$Some investors underestimated the potential of this stock, which is expected to surge to 160-170 ahead of earnings. The increasing trading volume indicates strong long-term prospects for profitability with this stock.
$NVIDIA Corp(NVDA)$The market size in the Artificial Intelligence market is projected to reach US$184.00bn in 2024. The market size is expected to show an annual growth rate (CAGR 2024-2030) of 28.46%, resulting in a market volume of US$826.70bn by 2030 If NVDA captures 75% of that AI chip market. Its sales revenue could be as high as $619B.. market cap could be at least $5-6T. Dividends could be $20B per year; buybacks could be $100B per year.. My God future possibilities are so unreal!! >$1,000 share price not out of realm…. Supremely confident of the Future!!!!!
$SUPER MICRO COMPUTER INC(SMCI)$—this pattern leads me to believe that the recent decline primarily driven by investors engaging in tax-loss harvesting—selling underperforming stocks to offset gains and reduce their tax liabilities. Once this temporary selling pressure eases, the stock is expected to begin a steady upward trajectory.Historically, December has been one of the strongest months for market performance, and the current sell-off appears to be nearing the end! 📈🚀🚀
$NVIDIA Corp(NVDA)$NVDA had fantastic Earnings and couldn’t go nowhere. The market seemed to wait for little negative news to bring down deeply… whereas Broadcom responded to good Earnings so well! I believe is in coiled spring condition… ready to shoot, and it could be today!
$NVIDIA Corp(NVDA)$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.
$NVIDIA Corp(NVDA)$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.