To The Moon

$Snowflake(SNOW)$ 2 months 

Will Semiconductor Capacity Breakthrough in the New Year of 2024? [Doubt]  [Doubt]  [Doubt]  [Doubt]  [Doubt]   Global semiconductor capacity is projected to surge by 6.4% in 2024, crossing the 30 million wafers per month (wpm) milestone for the first time, following a 5.5% increase to 29.6 wpm in 2023, as reported in the World Fab Forecast by SEMI. The growth is attributed to capacity expansions in advanced logic and foundry, applications like artificial intelligence and high-performance computing, and recovering chip demand. Increased global attention to semiconductor manufacturing's strategic importance for national and economic security, coupled with resurgent market demand and government incentives, is driving a rise in fab

Find out more here:Tiger Tycoon Get ready to WIN up to $888!

Hey there The best thing about 

Semiconductors have had a great year, with the $Philadelphia Semiconductor Index(SOX)$ soaring 63% to a record high! $NVIDIA Corp(NVDA)$ has soared 237%, with a market cap of over US$1.2 trillion!After the surge, where will semiconductors go next year?From the fundamental perspective, AI demand remains robust.Limited by production capacity, Nvidia's GPU remains in short supply. Analysts predict that the company's revenue growth for fiscal year 2025 (ending January 31, 2025) will still be as high as 56.4%.$Advanced Micro Devices(AMD)$ expects its AI GPU revenue to reach US$2 billion in 2024, and Intel will also launch its AI chip Gaudi 3 to compete with Nvidia's H10

Good work☺️😆😆😆😆😆😆😆

$Advanced Micro Devices(AMD)$ I wanted to post on AMD today as it recently made news for challenging $NVIDIA Corp(NVDA)$ 's control over the market. Looking at the weekly chart, it appears clear to me we are coming to the end of this move up that started in July 2015. Thats over 8 years' worth of price action that is about to begin consolidation. The retrace could last as short as a couple years to a couple decades. Due to this being with-in a wave ((3)), I imagine it will be on the shorter side. This still means we will be in a corrective move downward for a couple years at minimum IMHO.Check out how low I am predicting this thing can go. No, I don't think it will drop that low,

$Advanced Micro Devices(AMD)$ Naz -0.03%, $NVIDIA Corp(NVDA)$ +0.21%, $Intel(INTC)$ -0.73%, $Advanced Micro Devices(AMD)$ +1.84% (broke 150 intraday) closed at $148.76 today.It seemed many people began to realize Amd's AI upside potential is tremendous and are waiting sidelines looking for opportunities to get in!Shorts still trying to use the current high PE as an excuse to knock it down. Not sure what will happen before Q4 ER in late January?Will it pull back some because of the over-bought situation, or the continuous buying will test the ATH of $164.46?If Q1 guidance further confirms the sharp

$Advanced Micro Devices(AMD)$ Maybe, AMD will pull back. Nothing goes straight up. Longs know that. Pullbacks are natural. Eventually, over time, AMD trends upward and longs will make money without having to stress over one minute candles. It’s not worth the stress. AMD is a great company. With great leadership in Lisa Su and executive management. They have great products. The have a great product roadmap. They have an outstanding balance sheet. Oh, and they happen to be in an industry that will be growing exponentially over the next several years. Until that narrative changes, longs will prosper.[Miser][Miser][Miser]

$Advanced Micro Devices(AMD)$ I am super happy with AMD’s price action today, more so because of the 63M-share volume than the $2.69 price gain (though I am grateful and appreciative of every penny I can have). The volume of 63M shares in a slow trading day such as today on Wall Street is very significant, for it is equivalent to 120M shares in a regular trading session. 63M shares traded with a $2.69 gain signify that there were a lot of buyers for AMD today. We have a high probability of taking out $150 tomorrow. AMD will fly into 2024. Like I said $300 to $400. Be patient our rewards will come huge. Congrats all the long investors.Happy New Year to all!

$Intel(INTC)$ There is clear resistance at the all time high from previous price levels.Unfinished auctions below, but good fundamentals have me thinking it will dip, as it did today, where I traded a Put Debit Spread and made 70% on top of my debit.Above average amount of new short positions have been reported.I believe what we are about to see with INTC and across the broader tech sector is a bit of a correction and some consolidation.We are at all time highs, the only problem is that the bears don't seem to be willing to give much more ground on SPX/NDX. Buyer exhaustion/Absorption will set in soon, in time for the new year. I remember falling hard last year in early January after December highs.I am bearish on INTC un

Intel is gaining its share back in chip manufacturing.It is getting orders from various countriesTechnical points:Volume is increasing month on month basisBouncing back after hitting bottom and consolidating there for a while.Big bullish candles on monthly chart50% price correction is done along with PERSI is above 60 which is again bullish momentumTARGET -1 : $55TARGET -2 : $65STOP LOSS: $44

$Intel(INTC)$ Intel will keep improving its ARC GPU's. Next version of "battleimage" released next year, will beat AMD's MI300 and Nvidia's H100.Therefore, Intel scheduled for technology leadership in manufacturing with Intel 20A and 18A processesincluding gate-all-around transistors and backside power delivery in 2024 and beyond.CEO Gilsinger displayed a wafer with Arrow Lake CPUs manufactured using Intel 20A process with gate-all-around transistors and backside power delivery for 2024.[Cool][Cool][Cool]

$Intel(INTC)$ 's EPS will be ramping over the next several years.I consider Intel the best long term investment.Long term defeats the Algos.eWhat’s more, Argus research corrected their 12 month target price to $60.[Cool][Cool][Cool]Eventually, Argus Research will probably need to double the target price in a few years based on earnings. Intel could hit triple digits earlier based on momo.Intel Stock Analysis | MOBILEYE | Stocks to Buy Now | INTC Stock - YouTube

$Intel(INTC)$ Northland Capital Markets analyst (top 1 %) increased Intel's target price to $68.Argus Research analyst increased $Intel(INTC)$ 's target price to $60.Which analyst will be next ? My target price is triple digits long term (years).Long term will include Intel building 6 new fabs and 1 new fab expansion, at the leading edge,Opening and operating over the next few years. Intel will own and operate 21 fabs including 6 newbuilds. Majority of Intel's fabs located in the US.[Miser][Miser][Miser]

$Advanced Micro Devices(AMD)$ The thing about running benchmarks is that results vary somewhat with each run. Sometimes there will be outliers. It’s easy enough to compare your best run with your competitors worst run. MLPerf was setup by industry and academia as a way to get a fair and real comparison for benchmarking AI workloads. When running MLPerf benchmarks you only run on your own hardware and software to squeeze out your best results. You then submit your results to the MLPerf consortium for peer review. The results are published quarterly. Many companies have submitted results. For example Dell has run tests with their Epyc based hardware. $Alphabet(GOOG)$ ,

Next year (2024), one of the technology trend I shared in my earlier article is AI advancements Increases. Stocks To Trade Around Top Technology Trends In 2024! Organizations will be shifting from table top planning to actual implementation. In order to have a better and more efficient Generative AI model, large language models, or LLMs would be run. We should be seeing lesser developers running smaller workloads with $NVIDIA Corp(NVDA)$ GPU chips either on the cloud or on their personal computing devices. AMD newly unveiled Instinct MI300X accelerator and the Instinct M1300A accelerated processing unit (APU), is said to has 1.5 times more memory capacity than the previous M1

AI will drive demand in semiconductors related stocks

Semi always shines. Calls on calls

$NVIDIA Corp(NVDA)$ BUY. A client just added on to security of bus, paratransit and commuter rails in large city and suburbs in TX with over 500 square miles of service and more than 1,600 bus stops and 80 routes supporting a ridership of over 21 million people, or approximate 81,000 per weekday. KSCP’s advanced public safety technology not only builds fully autonomous security robots with NVDA chips, but their Blue Light ER communications systems help protect citizens in public and private settings by providing highly visible points to establish reliable, one-touch communication with ER services. Blue Light Towers are always “on” and are very helpful when cell phone service is scarce or a phone’s battery dies. Importantl

$Snowflake(SNOW)$ 2 months 

I think it is undisputable that $NVIDIA Corp(NVDA)$ is currently the world’s leading chip maker in all fronts when it comes to artificial intelligence (AI). However, with the latest ban by the Biden administration on exporting technologically advanced AI chips to China and a list of other countries (of less business significance), its beginning to take its toll on Nvidia. Coupled with the lack of a possible “replacement chip” for the Chinese market, it is likely that Nvidia’s Q4 2023 earnings will be impacted when the chip maker next announces its results for end 2023. At the same time, other chip makers are making inroads in the AI-chip space that was initially dominated by Nvidia. By this, I am referring to

Last night, semiconductor giant Broadcom soared, with its stock price surging by 9%,breaking the $1000 milestone and reaching a historic high!On the news front, Citigroup released a research report yesterday, stating that Broadcom $Broadcom(AVGO)$ is poised to benefit from AI. It is reported that the related revenue is expected to increase from $4 billion in the fiscal year 2023 to $8 billion in the fiscal year 2024, with the revenue share rising from 11% to 17%. This is expected to mitigate the risks stemming from the downturn in demand for other semiconductor products.Additionally, Citigroup forecasts that following Broadcom's acquisition of VMware, its earnings per share for the fiscal year 2025 could potentially increase by over 30%. Ulti

The December FOMC concluded last week with interest rate results in line with expectations, but the unexpected "dovish" turn by Fed Chairman Powell brought excitement to the market. At the same time, the Fed's dot plot showed that the median interest rate for 2024 indicates three rate cuts throughout the year, exceeding the previous market expectation of two cuts.This move, which aligns with market expectations rather than surprises them, has led to a frenzy in both the stock and bond markets.A step interest rate cutsThe slowdown in economic growth is the primary consideration for the Fed's interest rate cuts, and the current economic data does not show obvious signs of slowing down, and a "soft landing" is the consensus expectation. Therefore, the Fed's third-in-command has come out with

Next year (2024), one of the technology trend I shared in my earlier article is AI advancements Increases. Stocks To Trade Around Top Technology Trends In 2024! Organizations will be shifting from table top planning to actual implementation. In order to have a better and more efficient Generative AI model, large language models, or LLMs would be run. We should be seeing lesser developers running smaller workloads with $NVIDIA Corp(NVDA)$ GPU chips either on the cloud or on their personal computing devices. AMD newly unveiled Instinct MI300X accelerator and the Instinct M1300A accelerated processing unit (APU), is said to has 1.5 times more memory capacity than the previous M1

Semiconductors have had a great year, with the $Philadelphia Semiconductor Index(SOX)$ soaring 63% to a record high! $NVIDIA Corp(NVDA)$ has soared 237%, with a market cap of over US$1.2 trillion!After the surge, where will semiconductors go next year?From the fundamental perspective, AI demand remains robust.Limited by production capacity, Nvidia's GPU remains in short supply. Analysts predict that the company's revenue growth for fiscal year 2025 (ending January 31, 2025) will still be as high as 56.4%.$Advanced Micro Devices(AMD)$ expects its AI GPU revenue to reach US$2 billion in 2024, and Intel will also launch its AI chip Gaudi 3 to compete with Nvidia's H10

In the ever-evolving landscape of technology, the surge in artificial intelligence (AI) is propelling the semiconductor sector to new heights. For investors, this surge presents both a promising opportunity and a nuanced risk. Let’s delve into the dynamics of this AI boom, highlighting key semiconductor players and strategies for navigating this transformative wave. The Powerhouses: NVIDIA, AMD, ASML$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$  NVIDIA (NASDAQ: NVDA) NVIDIA stands at the forefront of the AI revolution, with its graphics processing units (GPUs) being inst

$Intel(INTC)$ appears to be planning for a comeback as shown in the stock price over the last week of trading in 2023. The company develops artificial intelligence compatible chips for personal computers, servers and other applications. I feel that Intel stock would be interesting to watch for 2024, but if you plan to load up on Intel stock, you might want to look at some challenges Intel is facing Intel still faces fierce competition from highly favored AI chip makers like $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ and new incumbent, $ARM Holdings Ltd(ARM)$ I would think time will be needed fo

The digital tide continues to rise, fuelled by the relentless march of artificial intelligence (AI). Investors, eager to catch the wave, are understandably eyeing both AI-focused companies and the essential hardware powering their innovations: semiconductors, often referred to as "chip stocks." However, before diving headfirst, a measured approach is crucial. Let's dissect the market forces shaping these sectors and assess their current buying potential. The question remains: will I invest? AI Concepts: Hype vs. Substance AI stocks present a tantalising mix of sky-high promises and intricate risks. Analysts are divided on their immediate buying potential. Optimists highlight the burgeoning AI market, projected to reach £1.5 trillion by 2028. Companies developing cutting-edge applications i

**Rising Demand for Artificial Intelligence (AI) Applications:** As the world becomes increasingly digitized, the demand for AI applications continues to surge across various industries. From healthcare and finance to automotive and manufacturing, AI is transforming processes, improving efficiency, and driving innovation. Companies are incorporating machine learning algorithms, deep learning models, and AI-driven solutions to gain a competitive edge. This growing reliance on AI technologies positions companies specializing in AI hardware, such as Advanced Micro Devices (AMD) and Nvidia, as key players in the tech landscape. Both AMD and Nvidia are pivotal in providing the semiconductor infrastructure necessary for AI applications. AMD's CPUs and GPUs, along with Nvidia's GPUs, are widely u

$Advanced Micro Devices(AMD)$ hit $135.04 yesterday, reaching 52 week high.The semiconductor company’s heat follow its AI chip competition with $NVIDIA Corp(NVDA)$ .AMD launched new AI chip - MI300X several days ago, claiming superior performance compared to Nvidia's current offering, the H100 chip.AMD is also expanding its XGMI technology (Infinity Fabric) to a broader scope, with $Broadcom(AVGO)$ announcing support for XGMI/Infinity Fabric in their upcoming PCIe switches.Analysts upgrades $Advanced Micro Devices(AMD)$ ‘s target price to $140-$150, with the highest PT of $190. When will AMD break its all-time-high of $16

The three major US stock indexes touched 52-week highs during Tuesday's trading, with $S&P 500(.SPX)$ hitting its highest level since January 2022. Chip stocks show strength on Tuesday. They benefit from AI heat in 2023. $Broadcom(AVGO)$ and $KLA-Tencor(KLAC)$ reached all-time-highs of $1079.39 and $564 respectively. $Advanced Micro Devices(AMD)$ hit another 52 week high of $139. $Qualcomm(QCOM)$ closed at $136, one step closer to 52 week high of $139. $Adobe(ADBE)$ , the generative AI concept stocks, continued to break record an

Cathie Wood increased stakes in $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ ,Bloomberg reported that Wood’s $ARK Next Generation Internet ETF(ARKW)$ boosted its stake in these two stocks to capitalize on the Artificial Intelligence (AI) boom. Per the report, $ARK Next Generation Internet ETF(ARKW)$ bought 8,810 shares of $Microsoft(MSFT)$ . Moreover, it purchased 10,212 shares of $Meta Platforms, Inc.(META)$ Platforms. With these recent transactions, MSFT and META constitute 1.01% and 1.07% of ARKW’s overall p

The semiconductor capital equipment space is fascinating. These companies provide the equipment necessary for semiconductor manufacturing, large players include $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ and Tokyo Electron. Over the last 40 years, the industry has consolidated to the point where most of these companies operate as a monopoly or duopoly in their vertical. Each step of the semi value chain has 40-50% gross margins. This results in numerous companies with high market share, wide moats, strong margins, and a good growth profile. These companies also return signif

Investing in AI (Artificial Intelligence) and chip stocks can offer potential opportunities, but it's important to consider various factors before deciding to include them in your portfolio. AI technology continues to play a significant role in various industries, including healthcare, finance, and technology. Companies involved in AI development, machine learning, and data processing may experience growth as these technologies become more integral to business operations. Similarly, chip stocks are crucial, as semiconductors are essential components in electronic devices, ranging from smartphones to cars. The increasing demand for advanced technologies, such as 5G, IoT (Internet of Things), and electric vehicles, contributes to the growth potential of chip manufacturers. Here are some cons

Surging Chip Stocks: Philadelphia Semiconductor Index Reaches a Two-Year High Recently, semiconductor stocks are gaining momentum as the $Philadelphia Semiconductor Index(SOX)$   hit its highest level in nearly two years. The best performers, including $NVIDIA Corp(NVDA)$  and $Advanced Micro Devices(AMD)$  , saw their shares surging 226.26% and 112.46% this year, respectively. The expansion of the artificial intelligence (AI) market has driven the prices of relevant stocks upwards on the stock market. The technology sector and overall market were boosted by the strength of chip stock

[Miser][Miser][Miser] $Advanced Micro Devices(AMD)$ 's CEO Lisa Su predicts the AI chip market will explode from $150B to $400B in four years. This kind of growth is unheard of, and many companies would benefit from these wave.Below are some semiconductor companies with NTM P/E by @StockSavvyShay, Co-Host of@PoundingDaTable.He said: the AI chip sector is not just growing, it's exploding.ImageHe listed the stocks rank by Next Twelve Months (NTM ) P/E: $Cadence Design(CDNS)$ , $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ , $Intel(INTC)$

Will I buy into the AI revolution? Will I power up my portfolio with these cutting-edge stocks? These questions linger as I reflect on the potential and risks associated with investing in the ever-evolving field of artificial intelligence. In contemplating this decision, I find myself drawn to the concept of embracing innovation and staying ahead of the curve. AI, with its transformative capabilities, has already begun reshaping industries and redefining the way we live and work. Charles Munger, a stalwart in the investment world who passed away recently at the age of 99, often emphasized the importance of adapting to change and understanding the forces that drive progress. Munger's contributions to the investment world were vast, and his timeless wisdom continues to guide many investors.

$Broadcom(AVGO)$ $Oracle(ORCL)$ has had explosive growth in the dotcom period and then took a long time to recover to its former high after the crash. I suspect Broadcom might face similar prospect after this round of bubble pops.Broadcom, CA, VMWare have one thing in common, which is accounting fraud at various times. So I don't doubt they have the tendency to manipulate books to show revenue growth in a rosier picture given the pressure of justifying share price appreciation. However, it is hard to perpetuate a fraud this long. Maybe they do have something in the networking business. Still, where does the growth come from? All Broadcom did was mouse sensor at its start and the

$Philadelphia Semiconductor Index(SOX)$ is the index for semiconductor stocks. in order to gather insights about the semiconductor industry through technical analysis, we will have to take a look at the index and compare it with$NASDAQ(.IXIC)$  . from the pnf charts, you can observe that both of them are at all time highs. the upward trend is there.  the fed projects 3 rate cuts in 2024. the semiconductor industry is very sensitive to interest rates. this along with the ai craze fueled the rally to all time highs. the market is forward looking, usually 6 months ahead. rather than invest in individual stocks, it would be wiser to invest in the etf such as $