To The Moon

On Nov. 9, just weeks after the US government tightened regulations on exporting high-end AI chips to China, unconfirmed reports said that the chipmaker $NVIDIA Corp(NVDA)$ is set to announce a new series of AI chips for customers in China. The new Nvidia chips are reportedly designed to comply with the latest U.S. government export restrictions. The news cheered investors, because the curbs were seen leading to a possible $5 billion in order cancellations for $NVIDIA Corp(NVDA)$ .The exclusive report suggests that Nvidia has created three customized versions of AI chips for Chinese customers: HGX H20, L20 PCle, and L2 PCle. The official announcement is anticipated on Nov. 16, with insiders revealing

Unusual Options of October 9th, $NVIDIA Corp(NVDA)$ accounted for a lot, with many end-of-day PUT orders. The fundamental reason is clear:Nvidia intends to announce three new chips for China, weeks after the company was restricted by the U.S. from selling two high-end artificial intelligence chips and another top gaming chip to Chinese companies.Of course, this does not mean that the chip-ban has been broken. It’s just business. Jenson Huang is from Taiwan, and the business mode is much like asian.Nvidia is also important for Chinese technology companies, as it is indispensable in AI competitions. Therefore, the market's movement has already boosted Nvidia's stock price from less than 400 ten days ago to 480, the level of last report. More importa

$GLOBALFOUNDRIES Inc.(GFS)$ , chip foundry leader, issued third quarter results yesterday, and the stock price rose more than 9% at one point in intraday trading, the largest increase in recent months.In terms of performance, although revenue and profit in the third quarter exceeded analysts' expectations, the growth rate is still deteriorating in terms of trend.Specifically, GlobalFoundries's revenue in the third quarter was $1.852 billion, down 10.7% year-on-year, and slightly better than analysts' expectations of $1.85 billion:Obviously exceeding expectations was profit, with adjusted net profit in the third quarter of $308 million, significantly exceeding analyst expectations of $279 million, showing GlobalFoundries's strong ability to maintain

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TSN, TSM, ASML. Invest in the companies that have the strugglehold over the production of microchips as they control the supply and demand as compared to chip designers such as Nividia and Intel. 

Oo I don't know. Possibly a great idea

Just having a look around please don't mind me 

Is a better option to trade with?

Much needed retreat before a bigger move up The semiconductor sector has been on a roll ever since last week rebounding strongly off the lows. The SMH looks like it might have a five wave pattern off the lows which is bullish but it faces a hurdle in the form of the upper downtrend line resistance from the July top. As such and especially after such a strong rally in the past week, caution must prevail and a retreat seems to be in the makings. A bullish scenario will see the retreat as a second wave that holds the necesary supports. A short retreat to the 38.2% Fib retrace levels might bode well and see a strong rally into the year end. A deeper retreat to the 50% levels and beyond might still see a year end rally but probably not as strong.  Of all the semi names, the usual names suc

AI chip market ( Chip War that worth investing!) AI chip market will be one of the top growing markets, with a 50% CAGR to ~$300B by 2030 -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examining where they stand based on the NTM P/E ratio 👇 $Advanced Micro Devices(AMD)$ (Advanced Micro Devices) • Competitive Advantage: Their key innovator in high-performance computing and graphics technologies, leveraging their Ryzen and EPYC processors to disrupt the market with high-caliber performance that captures increasing market share. $NVIDIA Corp(NVDA)$ (NVIDIA) • Competitive Advantage: Their

Nice reward to me good

Good project for now

$Advanced Micro Devices(AMD)$Buy Alert AMD With Deep ITM Covered CallBuy 100 Share at $ 100.10 and Sell Covered Call for $ 96 for for 17 Nov for $ 8.25 and collect $ 825AnalysisOur pivot point is at 110.6.Our preferenceUnder pressure below 110.6.Alternative scenarioThe upside breakout of 110.6 would call for 116.9 and 120.7.Downside Bottom at $ 90.90 if stock drop to thsi price then we will close the covered call Hold share and buy same call for 15 March for Upside runKeep printing $$$$$$$$$$、

$Advanced Micro Devices(AMD)$ AMD had an amazing day launching higher after their earnings report.That being said... a trap is forming.We have detected a rug pull event on the 30 min. timeframe at the $97 price level. This brings a high probability that price action will drop back to $97 sometime in the near future.

$Advanced Micro Devices(AMD)$ here is a technical analysis description of AMD stock, observing a double bottom pattern, indicating a potential rebound:AMD Stock Technical Analysis: Double Bottom PatternAdvanced Micro Devices, Inc. (AMD) stock has been in a downtrend since the beginning of the year. However, in recent weeks, it has formed a double bottom pattern, which is a bullish reversal signal.A double bottom pattern is formed when a security's price falls to a low, rebounds, falls back to the same low, and then rebounds again. The second rebound is typically accompanied by an increase in volume, which confirms that buyers are gaining control of the market.In the case of AMD stock, the first bottom was formed in June at

$Intel(INTC)$ I've followed and traded Intel for many years. I can't remember a year when they were attempting even half as much as the next 12-14 months. Any one of these big innovations would have been market moving 10-30 years ago. If they get all them right, it should be an historic year to own INTC. The fact that Mr. Market has put Intel on ignore produces quite the opportunity over the next five years imo. There is a lot of great competition, but the semi TAM isn't shrinking. Somebody will be producing the trillion dollar transistors in 2030. Intel seems like a logical winner because of the massive R&D advances Gelsinger is stoking. Should be a fascinating *two years* to watch. If they execute, Gelsinger will en

Yesterday, the shares of $NVIDIA Corp(NVDA)$, the king of GPU, once plunged nearly 8%. On the news, the United States announced that the ban on chips in China had been upgraded, and the H100 and H800 series GPU for China had been added to the restrictions. Investors were worried that the Sino-US chip war would affect Nvidia's performance.But don't worry, Nvidia is not afraid of the escalating chip export curbs in the United States！On the surface, Nvidia's revenue from China accounts for as much as 20%, but the company has a lot of ways to mitigate the impact of the ban. First, Nvidia sells not only data center GPU to China, but also games and car chips, and the combined revenue of the latter two is similar to that of data centers:Second, Nvidia ca

$GLOBALFOUNDRIES Inc.(GFS)$ , chip foundry leader, issued third quarter results yesterday, and the stock price rose more than 9% at one point in intraday trading, the largest increase in recent months.In terms of performance, although revenue and profit in the third quarter exceeded analysts' expectations, the growth rate is still deteriorating in terms of trend.Specifically, GlobalFoundries's revenue in the third quarter was $1.852 billion, down 10.7% year-on-year, and slightly better than analysts' expectations of $1.85 billion:Obviously exceeding expectations was profit, with adjusted net profit in the third quarter of $308 million, significantly exceeding analyst expectations of $279 million, showing GlobalFoundries's strong ability to maintain

Recently, semiconductor companies intensively released third-quarterly results, but most of the stock prices plummeted after that.On October 24, the global analog chip giant $Texas Instruments(TXN)$ released financial results, performance and guidance fell short of expectations, the stock price hit a three-year low;On October 26, $STMicroelectronics NV(STM)$ released financial results, guidance was was lower than expected, and the stock price hit a new low since the adjustment;On October 30, automotive chip giant $ON Semiconductor(ON)$ released financial results, guidance missed expectations, and its share price plummeted 21.77%;On October 31,

Yesterday after the US stock market, $Intel(INTC)$, the former chip hegemon, released its third quarterly results that exceeded expectations. The company is expected to return to double-digit growth in the fourth quarter, triggering a 7.66% rise in after-hours shares.Intel is the birthplace of Moore's law, once leading the chip market for decades. However, with the rise of $Taiwan Semiconductor Manufacturing(TSM)$, Intel's core business was eroded by $Advanced Micro Devices(AMD)$ and $NVIDIA Corp(NVDA)$, and chip manufacturing process improved slowly, dubbed by investors as "toothpaste factory".Two years ago, Intel release

After the US market closed yesterday, $Qualcomm(QCOM)$ released the fourth quarter (corresponding to the third quarter of the natural year) financial results, performance guidance exceeded expectations. Although the after-hours rise was only 3.83%, it issued a signal that consumer electronics is about to usher in a roaring bull market!Specifically, Qualcomm's revenue in the fourth quarter of fiscal year 2023 (as of September 24) was $8.63 billion, down 24.3% from the same period last year, and slightly exceeding analyst expectations of $8.51 billion.The most explosive news is that Qualcomm expects revenue in the next quarter to be between $9.1 billion and $9.9 billion, with a median of $9.5 billion. Year-on-year growth will reverse four consecutiv

On Nov. 9, just weeks after the US government tightened regulations on exporting high-end AI chips to China, unconfirmed reports said that the chipmaker $NVIDIA Corp(NVDA)$ is set to announce a new series of AI chips for customers in China. The new Nvidia chips are reportedly designed to comply with the latest U.S. government export restrictions. The news cheered investors, because the curbs were seen leading to a possible $5 billion in order cancellations for $NVIDIA Corp(NVDA)$ .The exclusive report suggests that Nvidia has created three customized versions of AI chips for Chinese customers: HGX H20, L20 PCle, and L2 PCle. The official announcement is anticipated on Nov. 16, with insiders revealing

Yesterday, $ON Semiconductor(ON)$, automotive chip giant, released third-quarter results. Although revenue and profit exceeded expectations, the performance guidance was poor, and the stock price plummeted 21.77%.ON Semiconductor has been ahead of the pack, standing proudly at the bow when the semiconductor giant's share price collapsed, hitting an all-time high three months ago.The key to standing out is the explosion of the automotive chip business of ON Semiconductor, especially the boom of the new energy vehicle market, which makes it make a lot of money. However, the third-quarter result was a wake-up call for ON Semiconductor.Specifically, revenue of ON Semiconductor in the third quarter was $2.18 billion, down 0.5% year-on-year, exceeding ana

AI chip market ( Chip War that worth investing!) AI chip market will be one of the top growing markets, with a 50% CAGR to ~$300B by 2030 -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examining where they stand based on the NTM P/E ratio 👇 $Advanced Micro Devices(AMD)$ (Advanced Micro Devices) • Competitive Advantage: Their key innovator in high-performance computing and graphics technologies, leveraging their Ryzen and EPYC processors to disrupt the market with high-caliber performance that captures increasing market share. $NVIDIA Corp(NVDA)$ (NVIDIA) • Competitive Advantage: Their

Photolithography industry giant $ASML Holding NV(ASML)$ unveiled its mixed Q3 financial report.In comparison to the expectations, the Q3 revenue was 6.67 billion euros, falling short of both the analysts' estimates of 6.73 billion euros and the midpoint of the management's previous quarter's forecast.However, the profitability exceeded expectations, with a Q3 gross profit margin of 51.9%, significantly surpassing the management's projected 50%. And net profit reached 1.89 billion, outperforming the analysts' expected 1.83 billion:While the results are mixed, it's worth noting that ASML's Q3 order intake of only 2.6 billion euros marked a staggering 70.8% year-on-year decline. This decline represents the most significant downturn since data has bee

Much needed retreat before a bigger move up The semiconductor sector has been on a roll ever since last week rebounding strongly off the lows. The SMH looks like it might have a five wave pattern off the lows which is bullish but it faces a hurdle in the form of the upper downtrend line resistance from the July top. As such and especially after such a strong rally in the past week, caution must prevail and a retreat seems to be in the makings. A bullish scenario will see the retreat as a second wave that holds the necesary supports. A short retreat to the 38.2% Fib retrace levels might bode well and see a strong rally into the year end. A deeper retreat to the 50% levels and beyond might still see a year end rally but probably not as strong.  Of all the semi names, the usual names suc

Just now, $Taiwan Semiconductor Manufacturing(TSM)$ released its third quarterly results, with revenue and profit exceeded expectations, and US stock market shares rose 2.4% before trading.Specifically, TSMC's revenue in the third quarter was $17.28 billion, down 14.6% from a year earlier. In New Taiwan dollars, revenue NT$546.7 billion, slightly exceeding analyst expectations of NT$537.3 billion:By business, smartphones contributed 39% of revenue in the third quarter, HPC (High performance computing) contributed 42%, and autonomous driving contributed 5% :Compared with the second quarter, the growth rate of smartphone, HPC and IOT business increased, and the automatic driving business declined quarter-on-quarter, mainly due to the impact of car fa

Yesterday, the shares of $NVIDIA Corp(NVDA)$, the king of GPU, once plunged nearly 8%. On the news, the United States announced that the ban on chips in China had been upgraded, and the H100 and H800 series GPU for China had been added to the restrictions. Investors were worried that the Sino-US chip war would affect Nvidia's performance.But don't worry, Nvidia is not afraid of the escalating chip export curbs in the United States！On the surface, Nvidia's revenue from China accounts for as much as 20%, but the company has a lot of ways to mitigate the impact of the ban. First, Nvidia sells not only data center GPU to China, but also games and car chips, and the combined revenue of the latter two is similar to that of data centers:Second, Nvidia ca

Unusual Options of October 9th, $NVIDIA Corp(NVDA)$ accounted for a lot, with many end-of-day PUT orders. The fundamental reason is clear:Nvidia intends to announce three new chips for China, weeks after the company was restricted by the U.S. from selling two high-end artificial intelligence chips and another top gaming chip to Chinese companies.Of course, this does not mean that the chip-ban has been broken. It’s just business. Jenson Huang is from Taiwan, and the business mode is much like asian.Nvidia is also important for Chinese technology companies, as it is indispensable in AI competitions. Therefore, the market's movement has already boosted Nvidia's stock price from less than 400 ten days ago to 480, the level of last report. More importa

$Advanced Micro Devices(AMD)$ here is a technical analysis description of AMD stock, observing a double bottom pattern, indicating a potential rebound:AMD Stock Technical Analysis: Double Bottom PatternAdvanced Micro Devices, Inc. (AMD) stock has been in a downtrend since the beginning of the year. However, in recent weeks, it has formed a double bottom pattern, which is a bullish reversal signal.A double bottom pattern is formed when a security's price falls to a low, rebounds, falls back to the same low, and then rebounds again. The second rebound is typically accompanied by an increase in volume, which confirms that buyers are gaining control of the market.In the case of AMD stock, the first bottom was formed in June at

$Intel(INTC)$ I've followed and traded Intel for many years. I can't remember a year when they were attempting even half as much as the next 12-14 months. Any one of these big innovations would have been market moving 10-30 years ago. If they get all them right, it should be an historic year to own INTC. The fact that Mr. Market has put Intel on ignore produces quite the opportunity over the next five years imo. There is a lot of great competition, but the semi TAM isn't shrinking. Somebody will be producing the trillion dollar transistors in 2030. Intel seems like a logical winner because of the massive R&D advances Gelsinger is stoking. Should be a fascinating *two years* to watch. If they execute, Gelsinger will en

$Advanced Micro Devices(AMD)$Buy Alert AMD With Deep ITM Covered CallBuy 100 Share at $ 100.10 and Sell Covered Call for $ 96 for for 17 Nov for $ 8.25 and collect $ 825AnalysisOur pivot point is at 110.6.Our preferenceUnder pressure below 110.6.Alternative scenarioThe upside breakout of 110.6 would call for 116.9 and 120.7.Downside Bottom at $ 90.90 if stock drop to thsi price then we will close the covered call Hold share and buy same call for 15 March for Upside runKeep printing $$$$$$$$$$、

TSN, TSM, ASML. Invest in the companies that have the strugglehold over the production of microchips as they control the supply and demand as compared to chip designers such as Nividia and Intel. 

$Advanced Micro Devices(AMD)$ AMD had an amazing day launching higher after their earnings report.That being said... a trap is forming.We have detected a rug pull event on the 30 min. timeframe at the $97 price level. This brings a high probability that price action will drop back to $97 sometime in the near future.

Just having a look around please don't mind me 

Jjjskkss snskskiskdodoodososkm skeins e e