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?
$NVIDIA Corp(NVDA)$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?
$Advanced Micro Devices(AMD)$ is totally cleaning up in the world of desktop processors, with Intel lagging way behind its rival now, at least going by $Amazon.com(AMZN)$ ’s rankings of the bestselling CPUs.[Happy][Happy][Happy]The top place can not be changed!!
$Intel(INTC)$could hit $50-$70 by Dec 2025 with key growth drivers: AI chip expansion (like Gaudi chips in AI), increased U.S. manufacturing with CHIPS Act support, and entry into foundry services to compete with TSMC. Partnerships with $Advanced Micro Devices(AMD)$ and strengthening the x86 ecosystem also boost its market position. Strong dividends add appeal for long-term investors.[Happy][Happy][Happy]
$NVIDIA Corp(NVDA)$Hey those hot Blackwell chips must be selling like hotcakes. Right Bears? No way Nvda should be up? How could that possibly be Bears?Oh yeah this is 2024 AI and Nvda are up 185% on the year with no slowdown in spending and no competition.
$NVIDIA Corp(NVDA)$Building a launching pad / consolidating after it's recent strong upward move since early November. Earnings if not before is the countdown in progress.... Strong strong buy this one, the force is strong with it. Uninformed Shorts recently though increased their positions, they need to be taught a lesson again with a big big short squeeze, taught to the tune of a hickory switch!
$Advanced Micro Devices(AMD)$ We are witnessing AMD growing pains into a System Engineering house that will increase its AI GPU HW/SW solutions. 4% of the AMD workforce will take the brunt. 1000+ AI System Engineers already seasoned today on MI300/325 systems development and delivery will be added to the AMD ranks. They hit the ground running for AMD in 2025 from the ZT acquisition. AMD will also sell off OEM manufacturing from the ZT acquisition and trim current AMD employees not aligned with this metamorphosis.This transition both broadens and strengthens AMD’s entry into a huge $650B TAM. AMD will increasingly absorb market share from this TAM in 2025. AMD is going into TAM areas where a more narrowly focused
$NVIDIA Corp(NVDA)$Next week, I expect the stock to hit at least $165, possibly $175. Blackwell’s forward projections should be extremely strong, with a likely $2 billion beat for the current quarter, though that's largely anticipated. After guidance, forward P/E may drop below 25.
$Advanced Micro Devices(AMD)$ $140 by Christmas.. $150 at Best.AMD is poised to surge. The reduction in political market uncertainty and great earnings will ignite AMD.AMD's one-year forward Price-to-Earnings Growth ("PEG") Ratio is 0.41 (Fiscal 2025 forward P/E of 24.83 divided by EPS growth rate of 60.04). Some investors consider a PEG ratio of one fairly valued. So, investors may undervalue AMD's projected earnings growth rate in 2025. If the stock sells at a fair valuation PEG ratio of 1.0, it would be $324.82, up nearly 128%.[Sly][Sly][Sly]
$NVIDIA Corp(NVDA)$Nvidia is top large-cap pick given the company’s “dominant positioning” in artificial intelligence accelerators and the upcoming launch of the Blackwell architecture. The total addressable market for accelerators will continue to rise in 2025 by $70B, and Nvidia is well positioned to capture most of the incremental market increase while ceding only a small bit to its merchant chip competitors
$NVIDIA Corp(NVDA)$Only price target hikes for NVDA. Never any downgrades and for good reason. This cash cow juggernaut has technicals, fundamentals, and momentum all in NVDA's favor. [Cool][Cool][Cool]Large institutions getting shares as we speak.[Tongue][Tongue][Tongue]
$NVIDIA Corp(NVDA)$All reports NVDA is going to crush earnings. NVDA = amazing = NVDU double NVDA. Expecting NVDA to go to $180 a share after earnings = NVDU = 48% return in 2 weeks. Do your research but NVDA is best in class = hope everyone makes money except the shorts.
$Intel(INTC)$Bears are doing very well shorting Intel so far this year."Winner take it all"! To make America great again needs to regain US dominance in chip industry.Trump realizes that and vowed to make it happen! Intel is so-called " Too important to fail"![Smart][Smart][Smart]In my view, it won't be easy, but it will succeed just like how US rescued financial (big banks), auto & airline industries etc.The risk for Intel to be the leader certainly exists. But with government injecting money & buying high-end chips, Intel has good chance to turn around. And if that happens, Intel market cap will increase from the current 113B to 500B ($26.2 to 116 pps) perhaps in 2-3 years!
$NVIDIA Corp(NVDA)$What I find perplexing is how this stock is valued at its current price. Given the company’s size, strong market presence, and the revenue it generates, one would expect it to be trading at much higher levels—at least around $300. For comparison, look at Tesla $Tesla Motors(TSLA)$
$NVIDIA Corp(NVDA)$ is crushing the competitionNvidia competes in the AI chip market with $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ . However, AMD's latest results indicate that it is nowhere near Nvidia in the market for AI graphics processing units (GPUs). In Q3 2024, AMD's data center business recorded a 122% year-over-year spike in revenue to $3.5 billion. For comparison, Nvidia's data center revenue in the second quarter of fiscal 2025 (which ended in July) was much higher at $26.3 billion.[Cool][Cool][Cool]
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
$ARM Holdings Ltd(ARM)$ 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 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-
$NVIDIA Corp(NVDA)$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?
$NVIDIA Corp(NVDA)$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?
$Advanced Micro Devices(AMD)$ is totally cleaning up in the world of desktop processors, with Intel lagging way behind its rival now, at least going by $Amazon.com(AMZN)$ ’s rankings of the bestselling CPUs.[Happy][Happy][Happy]The top place can not be changed!!
$Intel(INTC)$could hit $50-$70 by Dec 2025 with key growth drivers: AI chip expansion (like Gaudi chips in AI), increased U.S. manufacturing with CHIPS Act support, and entry into foundry services to compete with TSMC. Partnerships with $Advanced Micro Devices(AMD)$ and strengthening the x86 ecosystem also boost its market position. Strong dividends add appeal for long-term investors.[Happy][Happy][Happy]
$NVIDIA Corp(NVDA)$Hey those hot Blackwell chips must be selling like hotcakes. Right Bears? No way Nvda should be up? How could that possibly be Bears?Oh yeah this is 2024 AI and Nvda are up 185% on the year with no slowdown in spending and no competition.
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
$ARM Holdings Ltd(ARM)$ 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
$Advanced Micro Devices(AMD)$ We are witnessing AMD growing pains into a System Engineering house that will increase its AI GPU HW/SW solutions. 4% of the AMD workforce will take the brunt. 1000+ AI System Engineers already seasoned today on MI300/325 systems development and delivery will be added to the AMD ranks. They hit the ground running for AMD in 2025 from the ZT acquisition. AMD will also sell off OEM manufacturing from the ZT acquisition and trim current AMD employees not aligned with this metamorphosis.This transition both broadens and strengthens AMD’s entry into a huge $650B TAM. AMD will increasingly absorb market share from this TAM in 2025. AMD is going into TAM areas where a more narrowly focused
$NVIDIA Corp(NVDA)$Building a launching pad / consolidating after it's recent strong upward move since early November. Earnings if not before is the countdown in progress.... Strong strong buy this one, the force is strong with it. Uninformed Shorts recently though increased their positions, they need to be taught a lesson again with a big big short squeeze, taught to the tune of a hickory switch!
$Advanced Micro Devices(AMD)$ $140 by Christmas.. $150 at Best.AMD is poised to surge. The reduction in political market uncertainty and great earnings will ignite AMD.AMD's one-year forward Price-to-Earnings Growth ("PEG") Ratio is 0.41 (Fiscal 2025 forward P/E of 24.83 divided by EPS growth rate of 60.04). Some investors consider a PEG ratio of one fairly valued. So, investors may undervalue AMD's projected earnings growth rate in 2025. If the stock sells at a fair valuation PEG ratio of 1.0, it would be $324.82, up nearly 128%.[Sly][Sly][Sly]
$Intel(INTC)$Bears are doing very well shorting Intel so far this year."Winner take it all"! To make America great again needs to regain US dominance in chip industry.Trump realizes that and vowed to make it happen! Intel is so-called " Too important to fail"![Smart][Smart][Smart]In my view, it won't be easy, but it will succeed just like how US rescued financial (big banks), auto & airline industries etc.The risk for Intel to be the leader certainly exists. But with government injecting money & buying high-end chips, Intel has good chance to turn around. And if that happens, Intel market cap will increase from the current 113B to 500B ($26.2 to 116 pps) perhaps in 2-3 years!
$NVIDIA Corp(NVDA)$Nvidia is top large-cap pick given the company’s “dominant positioning” in artificial intelligence accelerators and the upcoming launch of the Blackwell architecture. The total addressable market for accelerators will continue to rise in 2025 by $70B, and Nvidia is well positioned to capture most of the incremental market increase while ceding only a small bit to its merchant chip competitors
$NVIDIA Corp(NVDA)$Next week, I expect the stock to hit at least $165, possibly $175. Blackwell’s forward projections should be extremely strong, with a likely $2 billion beat for the current quarter, though that's largely anticipated. After guidance, forward P/E may drop below 25.
$NVIDIA Corp(NVDA)$Only price target hikes for NVDA. Never any downgrades and for good reason. This cash cow juggernaut has technicals, fundamentals, and momentum all in NVDA's favor. [Cool][Cool][Cool]Large institutions getting shares as we speak.[Tongue][Tongue][Tongue]
$NVIDIA Corp(NVDA)$All reports NVDA is going to crush earnings. NVDA = amazing = NVDU double NVDA. Expecting NVDA to go to $180 a share after earnings = NVDU = 48% return in 2 weeks. Do your research but NVDA is best in class = hope everyone makes money except the shorts.
$NVIDIA Corp(NVDA)$What I find perplexing is how this stock is valued at its current price. Given the company’s size, strong market presence, and the revenue it generates, one would expect it to be trading at much higher levels—at least around $300. For comparison, look at Tesla $Tesla Motors(TSLA)$
$NVIDIA Corp(NVDA)$ is crushing the competitionNvidia competes in the AI chip market with $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ . However, AMD's latest results indicate that it is nowhere near Nvidia in the market for AI graphics processing units (GPUs). In Q3 2024, AMD's data center business recorded a 122% year-over-year spike in revenue to $3.5 billion. For comparison, Nvidia's data center revenue in the second quarter of fiscal 2025 (which ended in July) was much higher at $26.3 billion.[Cool][Cool][Cool]