To The Moon

Hello Tigers!On the US stock market, the $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ indices continue to reach new highs on Wednesday. [Miser]Semiconductor stocks like $NVIDIA Corp(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Micron Technology(MU)$ & $Lattice Semiconductor(LSCC)$ shot to all-time highs.Are you in on the semi-stock ride?​Key Factors Driving Each Stock Price Increase:1. NVIDIA's Market-Surfing Leap: Surpassing Apple and AI's Industrial Revolution"Computex 2024 Highlight: $NVIDIA

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865

$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p

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

$Sociedad Quimica Y Minera De Chile SA(SQM)$  

AMD clears All Time High - Caution or to the moon? AMD has done it at long last! They have managed to clear that elusive all time high set at the 2021 highs which Nvidia already cleared a few months back. Does it mean to the moon then? Well.... I was tracking a diagonal and a wave 3 breakout move prior to this (kindly refer to my earlier article). However this move takes the diagonal off the table but still puts two possible counts on the board.  1. An expanded flat formation (Red count) 2. A wave 3 breakout to higher highs (Green count) So which one is it? Technically, an expanded flat formation is in play and to negate this, the 123.6% level needs to be cleared which means the 190 levels must be overcome and that price level defended to give the wave 3 breakout a chance. To play it

The semiconductor giant $NVIDIA Corp(NVDA)$ is undoubtedly the hottest stock in the field of artificial intelligence (AI) in 2023, with a market value that has exceeded $1 trillion.And the strong performance of Nvidia's stock price has continued into 2024, with a new record set on January 8. However, on the same day that Nvidia's stock price hit a new record, Cathie Wood, the CEO of ARK Investment Management, chose to buy shares of another semiconductor company.Specifically, Ms. Wood's two exchange-traded funds (ETFs) collectively bought about 58,000 shares of $Qualcomm(QCOM)$ .However, we cannot only see the trees and ignore the forest. Ms. Wood's chip stock investment is quite diversified.Currently, Qua

Ai is the new black, make money while the robots shine.

Leading semiconductor foundry $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth quarter financial report for 2023, with performance exceeded expectations and positive news at the conference call.Specifically, TSMC's revenue was $19.624 billion in the fourth quarter last year, a slight decline of 1.5% year-on-year, exceeding the management's guidance of $18.8-19.6 billion, and an increase of 13.6% compared with the third quarter of last year:In terms of process technology, 3nm process contributed 15% of the total wafer revenue in the fourth quarter; 5nm contributed 35% of the total wafer revenue, up 3% from the same period in 2022; 7nm contributed 17% of the total wafer revenue, down 5 percentage points from the same period in 2022.In te

[Smile]Hi Tigers,🚀Here, each prediction is a potential window that lets us glimpse into a future full of innovation, transformation, and, more importantly, opportunities.🌟In 2024, we are experiencing industry transformation, new skill demands, and even significant ethical issues.Today, artificial intelligence plays a similar role and is setting off the next industrial revolution.🎉The following are some predictions for the development of AI scenarios in 2024：🔮Generative Artificial Intelligence has transitioned from hype to the center stage.🧠The next generation of neural networks is starting to emerge.💡Data platforms are launching their own vector data solutions.🏆AI chip manufacturers and cloud computing companies are eagerly vying for dominance.🌈2024 is the year of AI wearables and XR (Exte

AI needs a breather or does it not?  AI has been a topic which keeps driving the markets and sentiments forward. Now that it has caught everybody's attention and especially wall streets' beliefs, has it propelled companies driving AI too much forward in terms of value or is there still value to be found at these levels? Again it boils down to time. I believe AI is here to stay but nothing goes up in a straight line. The AI hype has driven sentiments to a level where I believe the next stage is when people start asking if AI is worth the hype itself (Remember the tech and internet hype of the 2000s and where it led to?). So when that realisation sets in, price will correct to a more reasonable level in line with current profit estimates moving forward. And I believe that will be the ti

Think n tell me your views

🌟🌟🌟The prevailing theme for CES 2024 is undoubtedly AI.  There were Magic Carpet, Flying Cars and even Candy Land with a mini roller coaster.  It was simply amazing! However the star of  CES 2024 was $NVIDIA Corp(NVDA)$  which introduced the RTX 40 series Super Refresh, a trio of graphics cards.  Nvidia unveiled the RTX 4080 Super, the RTX 4070 Ti Super and the RTX 4070 Super.  These 3 new graphics chips will let gamers, designers and other computer users make better use of AI on their PCs.   The new GeForce RTX 4080 Super is expected to go on sale on January 31 for USD 999.  RTX 4070 Ti Super will cost USD 799 and 4070 Super is priced at USD 599.  Thes

One of best to invest.

I bet NVDA will have $10 T market cap. The question is when, not if. I predict it will happen within 5 years! AI will change everything. $NVIDIA Corp(NVDA)$

Remember this stock is very "cheap" Has near double market cap of Berkshire with 4% assests.Nvidia, which dwarfs Berkshire's $768 billion market value with its almost $1.3 trillion market cap, owned just $44 billion of assets or less than 1/20 of Berkshire's total of 1.09 Trillion in assests. $NVIDIA Corp(NVDA)$

I predict NVIDIA will reach $100B+ this year I remember a NVIDIA slide showing a $1T Total Addressable Market across all divisions combined. Even if NVIDIA secures an average market share of 50%, this represents $500B annual revenue which surpasses Apple and Microsoft, and puts the company between $6T and $8T market cap. Hang on to your shares. The best is yet to come. $NVIDIA Corp(NVDA)$

Since 2024 began, Nvidia has surged by 11.3%, according to data provided by S&P Global Market Intelligence. New uses for NVDA chips: at the J.P. Morgan conference, Nvidia revealed how computer aided drug discovery will accelerate progress similar to how computer aided design (CAD) did for chip design. NVDA's BioNeMo AI platform for drug discovery has already been deployed by an Amgen subsidiary for its genomics foundation molecular models. That, along with new gaming, generative AI, and robotics innovations revealed at the CES--we're doing fine. Go Long. $NVIDIA Corp(NVDA)$

Up about 40000usd last week. This is best risk reward investment out there if you look at the diverse industries and impact on automotive self driving and ai factories being built , data centres ( all to be upgraded), sovereign ai , gaming , design of factories and infrasructure using omniverse and robotics. Nvda main benefactor of all of these and more . $NVIDIA Corp(NVDA)$

Hello Tigers!On the US stock market, the $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ indices continue to reach new highs on Wednesday. [Miser]Semiconductor stocks like $NVIDIA Corp(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Micron Technology(MU)$ & $Lattice Semiconductor(LSCC)$ shot to all-time highs.Are you in on the semi-stock ride?​Key Factors Driving Each Stock Price Increase:1. NVIDIA's Market-Surfing Leap: Surpassing Apple and AI's Industrial Revolution"Computex 2024 Highlight: $NVIDIA

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865

$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p

Leading semiconductor foundry $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth quarter financial report for 2023, with performance exceeded expectations and positive news at the conference call.Specifically, TSMC's revenue was $19.624 billion in the fourth quarter last year, a slight decline of 1.5% year-on-year, exceeding the management's guidance of $18.8-19.6 billion, and an increase of 13.6% compared with the third quarter of last year:In terms of process technology, 3nm process contributed 15% of the total wafer revenue in the fourth quarter; 5nm contributed 35% of the total wafer revenue, up 3% from the same period in 2022; 7nm contributed 17% of the total wafer revenue, down 5 percentage points from the same period in 2022.In te

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

[Smile]Hi Tigers,🚀Here, each prediction is a potential window that lets us glimpse into a future full of innovation, transformation, and, more importantly, opportunities.🌟In 2024, we are experiencing industry transformation, new skill demands, and even significant ethical issues.Today, artificial intelligence plays a similar role and is setting off the next industrial revolution.🎉The following are some predictions for the development of AI scenarios in 2024：🔮Generative Artificial Intelligence has transitioned from hype to the center stage.🧠The next generation of neural networks is starting to emerge.💡Data platforms are launching their own vector data solutions.🏆AI chip manufacturers and cloud computing companies are eagerly vying for dominance.🌈2024 is the year of AI wearables and XR (Exte

🌟🌟🌟The prevailing theme for CES 2024 is undoubtedly AI.  There were Magic Carpet, Flying Cars and even Candy Land with a mini roller coaster.  It was simply amazing! However the star of  CES 2024 was $NVIDIA Corp(NVDA)$  which introduced the RTX 40 series Super Refresh, a trio of graphics cards.  Nvidia unveiled the RTX 4080 Super, the RTX 4070 Ti Super and the RTX 4070 Super.  These 3 new graphics chips will let gamers, designers and other computer users make better use of AI on their PCs.   The new GeForce RTX 4080 Super is expected to go on sale on January 31 for USD 999.  RTX 4070 Ti Super will cost USD 799 and 4070 Super is priced at USD 599.  Thes

Recently, the stock price of $NVIDIA Corp(NVDA)$ , the semiconductor giant, has broken the all-time high again, with a market value exceeding US$1.3 trillion!In addition to Nvidia, $Advanced Micro Devices(AMD)$ has also performed brilliantly, with its stock price nearing a record high!The recent surge in the semiconductor market is partly due to CES 2024, the world's largest consumer electronics show. At this event, Nvidia, AMD, $Intel(INTC)$ $Lenovo Group Ltd.(LNVGF)$ and other semiconductor companies launched new products, especially AI PC chips.If 2023 was the first year of generative AI, then 2024 is expected to beco

Nvidia Corporation $NVIDIA Corp(NVDA)$  , a Silicon Valley giant founded in 1993, has emerged as a leading force at the forefront of artificial intelligence (AI) and is instrumental in reshaping the landscape of modern computing. This deep dive into Nvidia's journey will explore the company's evolution, its pivotal role in AI development, groundbreaking technologies, strategic partnerships, and the broader implications for the future of technology. Introduction Nvidia's inception traces back to its early focus on graphics processing units (GPUs), initially designed for rendering graphics in video games. However, the company's trajectory took a transformative turn as GPUs proved to be exceptionally well-suited for parallel processing, a c

At my first brunch of 2024, over thick souflë pancakes, I was quizzed by my friend about investing in US stocks. Semiconductors to be exact. $NVIDIA Corp(NVDA)$ just rolled off my tongue, without nary a thought. Late in the evening, my earlier reply, set me thinking. When it comes to investing in semiconductor stocks — is Nvidia the end all, be all? On second thoughts, not necessarily. If there is an alternate semiconductor stock that I would recommend to my friend, it would be $Taiwan Semiconductor Manufacturing(TSM)$. So, I decided to dig further. Below is what I have found. Nvidia versus Taiwan Semiconductor Manufacturing. My homework, centred on four factors / themes: Company’s focus. Market dominance.

🌟🌟🌟Big Tech Stocks are sizzling hot today and the best performers are Nvidia and AMD.  $NVIDIA Corp(NVDA)$  has jumped 5.4% today while $Advanced Micro Devices(AMD)$  is up 5.6%. Nvidia has just announced that  its newest chips are designed to run AI at home.  The 3 new graphics cards are the RTX 4060 Super, RTX 4070 Ti Super and RTX 4080 Super - ranging in price between USD 599 and USD 999.  These cards have additional  tensor cores that are designed to run generative AI applications. Nvidia will also provide graphics cards in laptops from companies such as Acer, Dell and Lenovo. Nvidia has also launched its n

The semiconductor giant $NVIDIA Corp(NVDA)$ is undoubtedly the hottest stock in the field of artificial intelligence (AI) in 2023, with a market value that has exceeded $1 trillion.And the strong performance of Nvidia's stock price has continued into 2024, with a new record set on January 8. However, on the same day that Nvidia's stock price hit a new record, Cathie Wood, the CEO of ARK Investment Management, chose to buy shares of another semiconductor company.Specifically, Ms. Wood's two exchange-traded funds (ETFs) collectively bought about 58,000 shares of $Qualcomm(QCOM)$ .However, we cannot only see the trees and ignore the forest. Ms. Wood's chip stock investment is quite diversified.Currently, Qua

AMD clears All Time High - Caution or to the moon? AMD has done it at long last! They have managed to clear that elusive all time high set at the 2021 highs which Nvidia already cleared a few months back. Does it mean to the moon then? Well.... I was tracking a diagonal and a wave 3 breakout move prior to this (kindly refer to my earlier article). However this move takes the diagonal off the table but still puts two possible counts on the board.  1. An expanded flat formation (Red count) 2. A wave 3 breakout to higher highs (Green count) So which one is it? Technically, an expanded flat formation is in play and to negate this, the 123.6% level needs to be cleared which means the 190 levels must be overcome and that price level defended to give the wave 3 breakout a chance. To play it

At CES 2024, $Advanced Micro Devices(AMD)$ unveiled their AMD Radeon RX 7600 XT Graphics Card and expanded its portfolio of desktop and mobile processors. They are also bringing the power of a dedicated AI neural processing unit (NPU) to desktop PC processors for the first time with Ryzen AI to unlock more AI capabilities and improve productivity, efficiency and advanced collaboration.  This would be good news for developers who are testing models and workloads using mobile computing devices. This is especially useful for smaller organization who are worried about spending large amount of money on processors hardwares. I have shared how I managed to gain a quick trade upon this news, and I do see potential of AMD reaching a new high after they

Credit: CES 2024 BEIJING, January 11 (TMTPOST) – CES 2024 continued the trend of being shaped by the innovations showcased by automakers and mobility-focused entities in Las Vegas. While prominent players like Ford, GM, and Toyota had a subdued presence compared to previous years, the rivalry between car chip giants and AI-powered cars have been thrust into the spotlight. The 2024 Consumer Electronics Show (CES) in Las Vegas that kicked off on Monday has once again captured the global tech community's attention, with over 4,000 exhibitors, including major players like NVIDIA, Google, and Amazon, alongside automotive giants such as Mercedes-Benz, Honda, Bosch, and Faurecia. In contrast to the 2023 CES, where electric vehicles took center stage, this year's focus has

As the biggest "shovel seller" in the AI era and the biggest winner in the US stock market in 2023, $NVIDIA Corp(NVDA)$ once again triggered a frenzy in the capital market overnight, with its stock price soaring by 6% to a historic high.Nvidia launched the GeForce RTX 40 Super series graphics cards on Monday, claiming that they can inject powerful AI-driven performance into gaming and creative work, making it the ultimate way to experience AI on personal computers (PCs).Supporting PC, is the Super series leading the AI PC race?Nvidia stated that the Super series graphics cards allow users to better utilize artificial intelligence on PCs without relying on remote services accessed through the internet.The concept behind AI PCs is that consumers and

AI needs a breather or does it not?  AI has been a topic which keeps driving the markets and sentiments forward. Now that it has caught everybody's attention and especially wall streets' beliefs, has it propelled companies driving AI too much forward in terms of value or is there still value to be found at these levels? Again it boils down to time. I believe AI is here to stay but nothing goes up in a straight line. The AI hype has driven sentiments to a level where I believe the next stage is when people start asking if AI is worth the hype itself (Remember the tech and internet hype of the 2000s and where it led to?). So when that realisation sets in, price will correct to a more reasonable level in line with current profit estimates moving forward. And I believe that will be the ti

At the CES 2024, $Advanced Micro Devices(AMD)$ had brought the PC race in the world of desktop computers to a new level with AI. AMD has debut what is said to be the world’s first desktop processor with a dedicated neural processing unit (NPU). This new AMD’s upcoming Ryzen 8000G series chips, which will be available on the market 31 Jan, the NPU is designed to handle AI-based tasks on your desktop computer without having to send data to the cloud. This will help individual developers who are running smaller workload a great help. I foresee that the acceptance of such PC would be huge. In this article I am going to share how I went on to check the technical for AMD and prepare for a trade for AMD with a profit of 1 dollar per share. Technical Indic

CES 2024: 5 Stocks To Watch For At Large Technology Conference The CES 2024 conference kicked off this week and runs through Jan. 12 with themes highlighted this year including digital health, automotive, television, robots and artificial intelligence. What Happened: The media portion of CES 2024 kicked off and several companies including $NVIDIA Corp(NVDA)$   have already made the most of their time to announce several new products and partnerships. Here's a look at other companies that could make a big splash at the event later this week. $Wal-Mart(WMT)$  : The large retailer doesn't jump out as a company that will make a splash at a large technology conferen