To The Moon

AMD $Advanced Micro Devices(AMD)$ stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38.  Key Points to Know About AMD:  1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen

Definitely ARM

👍

$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!

Are you let's make this happen 😭

Hi everyone! Here’s my long-awaited post on one of the eminent semiconductor companies: Intel (NASDAQ: INTC) Here’s a quick look at the daily chart. Note that the stock was trading in a rising wedge pattern (appearing to be bearish), but ultimately broke out of it, and has backtested the breakout at least once. I believe this is the second time we are backtesting the breakout. I note significant volume on the weekly candle on the first backtest, and potentially similar volume on this potential second backtest. What could possibly affect the weekly closing candle would be the news yesterday that INTC delayed its $20bn Ohio project from 2025 to late-2026. This caused a sell-off after hours yesterday. However, my expectation is that the weakness will be bought up over the session. The daily c

said news, but not bad news

After the US stock market closed yesterday, $Qualcomm(QCOM)$ , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea

Sr thankful. Adm plunh chip stocks

In the theatrics of the stock market, AMD recently took centre stage with an after-hours dip that left investors checking their heart rates. Is this the opening scene of a tragedy, or just a plot twist in the semiconductor saga? Fear not, fellow investors — we're here to decode the drama and find the silver lining in the silicon cloud. AMD's Dip: A Tumble, Not a Titanic Sink So, AMD ($Advanced Micro Devices(AMD)$) stumbled a bit in the first-quarter guidance dance. But let's not forget, even superheroes have their kryptonite. Macro headwinds, like the wind messing up Superman's hair, played a part. PC demand doing the cha-cha and supply chain constraints tap dancing didn't help either. But hold your horses! These challenges aren't exclusive to AMD.

No way out more in it's just because of earni gd it's going back up

Ahoy there, mate! Gather 'round for a tale of the stock seas, where even a savvy investor like meself navigates the treacherous waters without succumbing to the notorious FOMO – the dread that plagues many a landlubber. **🏴‍☠️ The Soaring Voyage of AMD:** Aye, AMD be a ship that sailed from 120 doubloons to a dazzling 190 in a mere three moons. The lure of golden treasures had many a sailor eager to board, but caution be the name of the game in these unpredictable waters. **🌊 Navigating the Waves of Averages:** The savvy navigator keeps a watchful eye on the moving averages, and in this tale, the 30-day moving average be a trusty compass. At around 151 doubloons, it be a signal – caution, one might not want to set sail so close to the peak at 190. **💣 The Earnings Storm:** Nearin' the trea

It's pullback time for chip stocks. The share price of AMD plunged after it offered a first quarter forecast that fell short of market expectations. AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. But the Artificial Intelligence market is still currently dominated by Nvidia, and it does not look like AMD can take over Nvidia any time soon. The stock market is forward looking. AMD  has to edge up its competitiveness in order to lead in the chips market. 

Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ or $Samsung Electronics Co., Ltd.(SSNLF)$ to build wafers for them. $Advanced Micro Devi

I guess $Advanced Micro Devices(AMD)$  and the rest belonging to the same industry are trending down temporary... Would probably trend up after sometime... Only thing is, how high can they go? [Thinking]  [Thinking]  [Thinking]   The hype to AI has probably sizzled out... Thus, maybe wouldn't trend too high as it's perhaps reached it's peak... Perhaps... Perhaps... Perhaps... [What]  [What]  [What]   @DiAngel  @GoodLife99  @Aqa  

$美国超微公司(AMD)$  $AMD's Lisa Su key quotes during the Q4 call: "Customer response to MI300 has been overwhelmingly positive." "The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators."

PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...

Rebounding soon! It might be just a Temporary drop!

Pleasing a market on steroids! AMD had to really wow the markets. And for a market already pumped up on handy earning beats and voracious guidance ahead, what might be wow a few months back is just a meh now. To be fair, AMD posted fantastic results especially if you are looking for the correct information. I believe the markets are not looking in the right place. Yes computing is weak but AI is on track and fantastic considering M300 just released. As such, the markets being what they are, they don't make sense when they don't seem to see what you see. I am taking the weakness as an opportunity. However, the markets are ripe for a pullback and that is the inherent risk. Technically, AMD is still looking like it is in the middle of a third wave. However the pivot at 160 must hold. Below th

$Advanced Micro Devices(AMD)$  AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e

AMD $Advanced Micro Devices(AMD)$ stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38.  Key Points to Know About AMD:  1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen

$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!

Definitely ARM

👍

An entire ecosystem, from hardware providers to application builders have come out. Thanks to Generative AI, and this will contribute to bring out the potential for business to move from experimental to seeing the fruits of their investments. Generative AI Value Chain As we have seen over the last 2 years, development and deployment of AI systems getting more and more popular, in particular, Generative AI systems, according to Mckinsey article, a new value chain is emerging to support the training and use of this powerful technology. If you are someone who is familiar with the traditional AI value chain, you would find it pretty similar. The common six top-level categories consists of computer hardware, cloud platforms, foundation models, model hubs and machine learning operations (MLOps),

It's crazy how hot the semiconductor stocks in the US stock market are now! Just take a look at the stock price of $NVIDIA Corp(NVDA)$ With the rise of AI, machine learning and quantum computing, the amount of data used will increase, driving exponential growth in computational power requirements. While NVIDIA is currently in a dominant position, the market is large enough - expected to reach $1 trillion by 2030 - to accommodate other chip stocks to survive and thrive.So if you want to magnify your long-term returns by investing in semiconductor stocks, sometimes you have to avoid the high-profile stocks and pick some relatively low-key chip stocks.1. Advanced Micro Devices $Advanced Micro Devices(AMD)$ ha

After the US stock market closed yesterday, $Qualcomm(QCOM)$ , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea

[666]Hello Tigers,Happy investing this week. [Miser]This week, the release of US public company earnings for the fourth quarter of 2023 reaches a climax that is expected to roil the market as big company earnings are released.🎁Capturing Top 10 Ex_dividend Over $1: COST, TXN, BMO, NSC, and VRTSBelow you will find two tables with the list of shares that are expected to show year-on-over-year EPS growth in earnings per share in the last quarter.1. Top 10 companies by market value expected to show earnings YoY growth this week.$Microsoft(MSFT)$ , $Apple(AAPL)$, $Alphabet(GOOG)$,

Big-Tech’s PerformanceDespite cautionary statements from Federal Reserve officials about being overly optimistic about interest rate cuts, relatively positive data continues to boost overall risk appetite. The rebound in heavyweight stock Apple and the strong performance of semiconductor companies have helped propel the market to new highs.As of the close on January 18th, the best-performing major tech companies over the past week were Nvidia +5.07% (top for two consecutive weeks), followed by Microsoft (MSFT) +2.90%, Meta Platforms (META) +1.53%, Apple (AAPL) +1.31%, Google (GOOGL) +0.84%, Amazon (AMZN) -0.15%, and Tesla (TSLA) -9.43% (bottom for two consecutive weeks).Big-Tech’s Key StrategyIs Nvidia expensive? (Greed or Fear?)Since the official launch of the MI300 accelerator in early D

$Advanced Micro Devices(AMD)$ , the AI leader, released its fourth quarter report, and its shares fell 6.49% after hours.In the fourth quarter, AMD's revenue and profits are in line with expectations, but dragged down by PC, gaming, embedded segments, and poor guidance for the first quarter of 2024, causing investor concerns.Specifically, AMD's revenue was $6.168 billion in the fourth quarter, slightly exceeding analysts' expectations of $6.13 billion, an increase of 10.2% year-on-year, and an acceleration from 4.2% in the third quarter of last year:By segments, the revenue of data center was $2.28 billion, a 37.9% increase, slightly less than analysts expected $2.3 billion; Client segment revenue was $1.46 billion, up 61.8% year over year, missed

In the past year, AI has set off a wave of wealth creation in the capital market, with $NVIDIA Corp(NVDA)$ , the AI leader, boasting a market value of over US$1.4 trillion, making it the best performing tech giant in the US!While the market is focused on NVIDIA, there's actually another AI leader that has outperformed it in terms of gains!That company is $SUPER MICRO COMPUTER INC(SMCI)$ !In 2023, SMCI soared 246%, outperforming NVIDIA's 239%; at the beginning of 2024, it gained another 53%, far exceeding NVIDIA's 20%!What is the existence of such a powerful AI leader? Can investors still buy?According to its official website, SMCI is a global technology leader that provides innovative solutions for enterp

Stock traders are enthusiastic about the financial reports every quarter. This period, lasting for several weeks, allows people to gain in-depth insights into the performance of major companies.Data of interest in the company's financial reports includes:Net incomeRevenueEarnings per shareOutlook for the remaining quarter and the entire fiscal yearDuring the earnings season, traders can track the dynamics of companies on their watchlists and the corresponding indices at any time. For example, Apple is one of the large companies included in the Nasdaq 100 index.Therefore, when the company records significant growth in its financial reports, traders are likely to have a positive outlook on the stock.Earnings Season Kicks Into High Gear With Magnificent 7 Reports | Seeking Alpha

In the midst of $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ continually setting new stock price highs, Wall Street remains optimistic about their upward trajectory.On Tuesday, Wall Street analysts raised the target prices for these chip giants, signaling sustained optimism regarding the demand for AI chips.Key Highlights:Ongoing Surge: Despite both $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ experiencing a consistent surge in stock prices over the past year, Wall Street continues to bet on their upward trajectory.AMD Targets: Barclays increased $Advanced Micro Devic

After a surge in the stock price of $Advanced Micro Devices(AMD)$, the semiconductor industry once again saw a new high. Many companies related to AI and with optimistic performance have reached new highs, such as $Applied Materials(AMAT)$ and $Lam Research(LRCX)$ The Largest Etching equipment supplierIn addition to the main etching equipment, LRCX also provides deposition tools, which also exceeded expectations in the just-released FQ2 financial report, with revenue reaching 3.76 billion USD, higher than the expected 3.7 billion USD, and an adjusted EPS of 7.52 USD, higher than the expected 7.14 USD.At the same time, the company raised its guidance, expecting FQ3

$SUPER MICRO COMPUTER INC(SMCI)$ is the next $NVIDIA Corp(NVDA)$ for 2024! $SUPER MICRO COMPUTER INC(SMCI)$ is newest swing play and should be main focus for 4 reasons: 1. positive cash flow + positive EPS SMCI has significantly increased its profit and revenue forecast for the second fiscal quarter, also benefiting from the explosion of demand for AI. Currently, the company expects adjusted earnings to be $5.40-5.55, far exceeding market expectations of $4.51.The stock would still be trading with a PEG ratio below 0.5x It’s just absurd that $SMCI was trading at 15x earnings going into the close yesterday. 2. chart setting up for 400% gains in 2024 3. part of

$Advanced Micro Devices(AMD)$  AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e

$NVIDIA Corp(NVDA)$ is on the cusp of a historic moment, with its stock hitting an all-time high and poised to become the fourth-largest company by market capitalization. The company's recent surge is fueled by groundbreaking developments in artificial intelligence (AI) and graphics processing units (GPUs), propelling NVDA into new frontiers. We delve into the factors driving NVDA's success, the competitive landscape, and whether now is the right time for investors to buy into this tech giant.The AI Revolution:NVIDIA ( NVDA ) has long been at the forefront of innovation, pioneering graphics processors that revolutionized computer gaming. The company's GPUs have expanded beyond gaming, finding applications in healthcare,

In the theatrics of the stock market, AMD recently took centre stage with an after-hours dip that left investors checking their heart rates. Is this the opening scene of a tragedy, or just a plot twist in the semiconductor saga? Fear not, fellow investors — we're here to decode the drama and find the silver lining in the silicon cloud. AMD's Dip: A Tumble, Not a Titanic Sink So, AMD ($Advanced Micro Devices(AMD)$) stumbled a bit in the first-quarter guidance dance. But let's not forget, even superheroes have their kryptonite. Macro headwinds, like the wind messing up Superman's hair, played a part. PC demand doing the cha-cha and supply chain constraints tap dancing didn't help either. But hold your horses! These challenges aren't exclusive to AMD.

The Biden administration is expected to announce the third round of subsidies under the US Chips Act to help chip companies build new chip manufacturing factories in the United States. These high-end semiconductors will be used in smartphones, artificial intelligence (AI), and weapons. $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ may become the beneficiaries of these subsidies.In addition, chip companies such as $Micron Technology(MU)$ , $Texas Instruments(TXN)$, and $GLOBALFOUNDRIES Inc.(GFS)$ are also serious contenders.Moreover, executives in the chip industry predi

Hi everyone! Here’s my long-awaited post on one of the eminent semiconductor companies: Intel (NASDAQ: INTC) Here’s a quick look at the daily chart. Note that the stock was trading in a rising wedge pattern (appearing to be bearish), but ultimately broke out of it, and has backtested the breakout at least once. I believe this is the second time we are backtesting the breakout. I note significant volume on the weekly candle on the first backtest, and potentially similar volume on this potential second backtest. What could possibly affect the weekly closing candle would be the news yesterday that INTC delayed its $20bn Ohio project from 2025 to late-2026. This caused a sell-off after hours yesterday. However, my expectation is that the weakness will be bought up over the session. The daily c