NVIDIA Corp $NVIDIA(NVDA.US)$ and Advanced Micro Devices Inc $Advanced Micro Devices(AMD.US)$ appear poised to keep growing firmly in gaming, as just 23% of Nvidia gamers have a GPU that is on par with the latest consoles, BofA said.
BofA analyst Vivek Arya reiterated a Buy rating on Nvidia with a $375 price target (35.8% upside).

$Intel(INTC.US)$ Semiconductor revenue is poised to top half a trillion dollars in 2022 for the first time ever.
But chipmakers are pursuing another milestone that may be even more ambitious given their famously boom-and-bust past: sustained growth. If estimates hold, 2022 will represent a rare third straight year of revenue increases for the industry.
Sales are jumping as computer chips spread to every part of consumers’ lives, becoming essent...

Roku $Roku Inc(ROKU.US)$ shares dropped more than 11.7% on Wednesday amid an Underweight initiation by Atlantic Equities over concerns of slowing growth and weak penetration in markets abroad. 
"We estimate that 80% of Roku's active accounts are located in the U.S., implying 34% penetration in that market and just 6% in the other markets in which it operates," analyst Hamilton Faber wrote in a note to investors. The streaming device ...

Conventional wisdom tells us that the decline of bitcoin’s price affects the whole crypto ecosystem, in turn driving down trading activity, including on leading exchange Coinbase $Coinbase(COIN.US)$ .
However, following BTC’s most recent drop – from ~$68,000 on November 8 to $48,000 on December 31 - Oppenheimer’s Owen Lau has something to say about that perceived notion, as the increased volatility appears to have resulte...

General Motors $General Motors(GM.US)$ made a veiled challenge to Tesla $Tesla(TSLA.US)$ while introducing its fully electric Chevrolet Silverado on Wednesday. The reveal followed Tuesday's news that demand had soared for Ford Motor's $Ford Motor(F.US)$ F-150 Lightning pickup electric trucks. GM stock rose Wednesday.
At CES Wednesday, the Detroit automaker said that the new electric Silverado full-size pickup will target...

No difference. GOOGL gives you voting rights, GOOG doesn't. $Alphabet-A(GOOGL.US)$

With the bear market in growth stocks pretty much starting in Feb '21, and the average bear lasting 289 days, I'm starting to wonder if it's time to move into high conviction growth stocks again. Some of my favorites (DOCN $DigitalOcean(DOCN.US)$ , SQ $Block(SQ.US)$ , ROKU $Roku Inc(ROKU.US)$ ) are looking really attractive right now.

$NVIDIA(NVDA.US)$ The 2022 Consumer Electronics Show begins this week, and despite many major companies pulling their booths from the show floor--thanks Omicron--the online showcases are still moving forward as scheduled.
Among them is Nvidia, coming off of a 2021 filled with continued supply issues surrounding its 30-series graphics cards. The company's 2022 CES showcase will highlight these cards--Nvidia's official ...

A big milestone $Apple(AAPL.US)$
Many investors had been calling for Apple's market cap to hit $3 trillion in 2022, and the stock didn't waste any time accommodating them. Apple's stock price has soared more than 360% in the past three years, and that doesn't even include the dividend income that shareholders have received along the way.
Part of Apple's appeal in recent years has been the fact that its stock often lacked the sky-high valuations that t...