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$NVIDIA (NVDA.US)$, as the most popular AI chip designer, has a supply chain that is extensively distributed across various segments of the semiconductor industry. The following figure breaks down NVIDIA's suppliers.
It should be noted that different companies have slightly different disclosure timelines, so the data may vary slightly from the actual proportions. The supply chain data reveals the following characteristics:
Char...
It should be noted that different companies have slightly different disclosure timelines, so the data may vary slightly from the actual proportions. The supply chain data reveals the following characteristics:
Char...
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Found on Reddit…. $Reddit (RDDT.US)$ Is it rumor?!?
Intel's leadership has placed the fate of its 14A process on confirmed commitments, following CEO Lip-Bu Tan's statement that future spending will require confirmed external orders. Speaking on a recent earnings call, Tan signaled a departure from the previous build-first mindset and warned that Intel could pause or cancel 14A unless viable clients step forward. That message focused ind...
Intel's leadership has placed the fate of its 14A process on confirmed commitments, following CEO Lip-Bu Tan's statement that future spending will require confirmed external orders. Speaking on a recent earnings call, Tan signaled a departure from the previous build-first mindset and warned that Intel could pause or cancel 14A unless viable clients step forward. That message focused ind...
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$NVIDIA (NVDA.US)$
Back in January this year, NVDA dropped nearly 20%. Many started to question whether AI was just a bubble, or if the market was heading for a downturn. But I remember it clearly — that was right around the time when Deepseek made its debut. It was a breakthrough moment that convinced me AI wasn’t slowing down; it was just getting started. The pace of innovation was accelerating, and I saw this pullback not as a warning sign, but as an opportunity. At the same ti...
Back in January this year, NVDA dropped nearly 20%. Many started to question whether AI was just a bubble, or if the market was heading for a downturn. But I remember it clearly — that was right around the time when Deepseek made its debut. It was a breakthrough moment that convinced me AI wasn’t slowing down; it was just getting started. The pace of innovation was accelerating, and I saw this pullback not as a warning sign, but as an opportunity. At the same ti...
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$NVIDIA (NVDA.US)$
looks like it will break 160 easily this week
looks like it will break 160 easily this week
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$NVIDIA (NVDA.US)$ Nvidia is not a cheap stock, trading at 48 times trailing 12-month earnings and about 34 times sales. But it isn't necessarily an expensive one.
Nvidia's revenue growth (both past and projected) clearly justifies a higher P/E ratio. Analyst estimates call for 44% year-over-year earnings growth in the current fiscal year (ending January 2026) and another 34% in the following year. Plus, the combination of this growth rate and Nvidia's stellar margins (net margin over 50%) warra...
Nvidia's revenue growth (both past and projected) clearly justifies a higher P/E ratio. Analyst estimates call for 44% year-over-year earnings growth in the current fiscal year (ending January 2026) and another 34% in the following year. Plus, the combination of this growth rate and Nvidia's stellar margins (net margin over 50%) warra...
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“In every major tech revolution, there’s always one company that becomes the picks-and-shovels provider. Today, that company is NVIDIA.”
While the market fluctuates and investors chase short-term noise, one truth remains consistent: NVIDIA doesn’t just ride trends — it builds them. And tomorrow, the uptrend is likely to continue, not due to hype, but because the core logic of supply and demand is still unshake...
While the market fluctuates and investors chase short-term noise, one truth remains consistent: NVIDIA doesn’t just ride trends — it builds them. And tomorrow, the uptrend is likely to continue, not due to hype, but because the core logic of supply and demand is still unshake...
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Nvidia poise for further climb
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Slay2dudes : ok
106073303 : Advantest (stock code 6857) was established in 1954 and is headquartered in Tokyo, Japan. It is a global leader in semiconductor automatic test equipment (ATE) manufacturing, with products covering memory, SoC, and system-level testing systems. In recent years, the company has actively expanded into AI, 5G, and cloud testing solutions, leading the field of generative AI chip inspection. As of early July 2025, the stock price was approximately ¥10,675, with a Market Cap of 7–8 trillion yen.