Muhd Azhad
voted
Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Three major indices moved downward, Russell 2000 Index decreased 2...
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Three major indices moved downward, Russell 2000 Index decreased 2...
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Muhd Azhad
voted
$Apple(AAPL.US$ $Taiwan Semiconductor(TSM.US$ $Advanced Micro Devices(AMD.US$
Apple's new product release, the new M1 Ultra chip that the market is concerned about, once again comes from TSMC. Also in the past two years, with TSMC's technology, Intel's AMD has been brought back to life. TSMC has become synonymous with high-end chips. Who would have thought that TSMC, which was trying to catch up with Intel ten years ago, has now b...
Apple's new product release, the new M1 Ultra chip that the market is concerned about, once again comes from TSMC. Also in the past two years, with TSMC's technology, Intel's AMD has been brought back to life. TSMC has become synonymous with high-end chips. Who would have thought that TSMC, which was trying to catch up with Intel ten years ago, has now b...
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Muhd Azhad
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$NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$
The big news in semiconductors Tuesday, after all, was Cowen's recommendation of AMD's larger competitor, Nvidia (NASDAQ:NVDA), which Cowen named a "top pick" in the industry based on projections the company could earn $28 a share in 2030, and book $140 billion in revenues. But as StreetInsider pointed out, Cowen's report actually noted that "we make NVIDIA our new top pick, along with AMD"
The big news in semiconductors Tuesday, after all, was Cowen's recommendation of AMD's larger competitor, Nvidia (NASDAQ:NVDA), which Cowen named a "top pick" in the industry based on projections the company could earn $28 a share in 2030, and book $140 billion in revenues. But as StreetInsider pointed out, Cowen's report actually noted that "we make NVIDIA our new top pick, along with AMD"
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Muhd Azhad
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Little known companies in Ukraine like Cryoin play large roles in the semiconductor supply chain. How will these disruption affect the global supply chain for semiconductors. $Microsoft(MSFT.US$ and $Intel(INTC.US$ have been resilient to the war so far, will their price see significant downturn as more price in this risk? $NVIDIA(NVDA.US$ $Taiwan Semiconductor(TSM.US$ $Advanced Micro Devices(AMD.US$
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Muhd Azhad
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$Micron Technology(MU.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$ Despite a massive shortage, the earnings for virtually all of them including MU which reported tonight, constantly beat and are exceeding expectations. MU had 20 downward revisions according to SA beforehand and yet still beat. TWENTY down, 0 upward revisions! Crazy! These analysts are clueless.
With more COVID, semiconductors are great for metaverse/at home plays, and of course with less COVID the reopening development helps semiconductors as well with massive demand.
This is one of the easiest calls you could make for 2022, other than Industrials, I could not be more bullish on these two sectors moving forward.
Some of my favorites: MU, On, Marvel, Qualcomm and of course AMD and NVDA.
With more COVID, semiconductors are great for metaverse/at home plays, and of course with less COVID the reopening development helps semiconductors as well with massive demand.
This is one of the easiest calls you could make for 2022, other than Industrials, I could not be more bullish on these two sectors moving forward.
Some of my favorites: MU, On, Marvel, Qualcomm and of course AMD and NVDA.
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Muhd Azhad
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Muhd Azhad
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$Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$ when everyone saying Fed rate hike Fed rate hike sell everything crash coming bearish everywhere, you know all of them already sold. Who is left to sell ? Retailers? This is when stock starts bouncing.
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