$Advanced Micro Devices(AMD.US)$ is on the verge of another large opportunity in the $80bn AI accelerator market (by CY27E) where AMD's share is again effectively zero against leader $NVIDIA(NVDA.US)$ - BofA
While strong growth, our forecast implies AI accelerators will be <3% of AMD total $27bn+ sales even by CY25E.
AI acceleration is a large market which we est. at $16bn in CY23E potentially growing to $80bn by CY27E. It is dominated by two large incumbents: 1) NVDA with 70-75% share offering...

$Advanced Micro Devices(AMD.US)$ 200 soon

$Sea(SE.US)$ is up 21% after market close. I’d like to hear your thoughts and opinions. How does their future look?
Sea Limited just released their earnings today and boy how the stock price reflected that. The main surprise is because their e-commerce branch (Shopee) just turned profitable for the first time ever.
It’s impressive that they executed this when they just promised the goal 2 earnings reports ago. The management accomplished this even when interest rates and cur...

$Sea(SE.US)$ just reported a surprise Q4 EPS of $0.72 which beats the estimated EPS loss of -$0.64, and that is largely due to significant cost reduction (i.e massive layoffs, slashing marketing expenses, and closing down some of their operations in India, Europe and Latin America)) and greater monetization of its e-commerce business.  
Financial summary of the quarter:
- Total GAAP revenue increased to US$ 3.5 bil (+7.1% y-o-y)
- Total gross profit increased to U...

started bright eyed about the potential of  $Sea(SE.US)$ , $NIO Inc(NIO.US)$ and other promising tech stocks. Needless to say, them hitting rock bottom before I could get out was such a setback! still looking towards the long term and believing in the market. does that make me a better investor? I don’t know. but I’ve definitely learnt that these fluctuations happen all the time and to take it as it is. here’s to the future!