I think $NVIDIA(NVDA.US$ will continue to outperform for the foreseeable future. AI is the world’s most important tech imo and to get to AGI will require more and more GPU power. Nvidia is leap and bounds ahead of any competitor in this market. Each big tech CEO is putting AI in the forefront of their roadmap, if they don’t, they loose any competitive advantage they might have. Countries are going to start massively investing in sovereign AI infrastructures. More companies outside of big tec...
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Shaaaw
liked
$Advanced Micro Devices(AMD.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 MediaTek developing Arm-based chip for Microsoft Windows AI laptops.
📍 Chip aims to power AI applications in next-gen consumer computing.
📍 Microsoft targets Apple with optimized Windows for Arm technology.
📍 MediaTek chip to launch after Qualcomm's exclusive deal ends in 2024.
📍 Chip based on Arm's ready-made designs, speeding development.
📍 Unclear if MediaTek chip...
👉 Key Highlights:
📍 MediaTek developing Arm-based chip for Microsoft Windows AI laptops.
📍 Chip aims to power AI applications in next-gen consumer computing.
📍 Microsoft targets Apple with optimized Windows for Arm technology.
📍 MediaTek chip to launch after Qualcomm's exclusive deal ends in 2024.
📍 Chip based on Arm's ready-made designs, speeding development.
📍 Unclear if MediaTek chip...
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I bought $Advanced Micro Devices(AMD.US$ at $60.
I bought $NVIDIA(NVDA.US$ a pull back to $760.
I bought $Taiwan Semiconductor(TSM.US$ at $85 amid invasion fears.
I have very low cost bases in very expensive stocks.
I can afford to hold through downturns.
How did I do that?
Buy quality when everbody escapes in fear. Simple.
I bought $NVIDIA(NVDA.US$ a pull back to $760.
I bought $Taiwan Semiconductor(TSM.US$ at $85 amid invasion fears.
I have very low cost bases in very expensive stocks.
I can afford to hold through downturns.
How did I do that?
Buy quality when everbody escapes in fear. Simple.
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8
Shaaaw
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$NVIDIA(NVDA.US$ Do yall think the values gonna drop right after the split? Cuz im thinking of selling right after the split and buying more afterwards(if the value drops)
Also if so, should i sell on friday before the market closes or on monday right after the market opens?
Also if so, should i sell on friday before the market closes or on monday right after the market opens?
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Shaaaw
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After the split I think $NVIDIA(NVDA.US$ will not only be #1 company, surpassing MSFT, but also will be incorporated into Dow Jones. Which means brokerages who do not own it would have to buy into it. Stock will probably go to 160 per share (post split) and retrace to 140 after integration. Hope I am right, next month will tell.
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$Broadcom(AVGO.US$ $Alphabet-A(GOOGL.US$
JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom(AVGO.US$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C(GOOG.US$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom(AVGO.US$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C(GOOG.US$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240605/09ac4175808141be89605888de0cba5c.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240605/516d64d91e74445eb76d6bbe7e03ef6f.png/thumb?area=100&is_public=true)
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Shaaaw
liked
$Arm Holdings(ARM.US$ | Arm Holdings
• Enterprise Value | $113.7B
• Semiconductor Niche | Processor Design & IP Licensing
• 2024 Key Metrics | 29.2x EV/S; 59x EBITDA; 74x P/E; 23% rev growth
• Competitive Advantage: Their unique IP and licensing model offer a compelling value proposition in the semiconductor industry, enabling widespread adoption of its energy-efficient architectures across a myriad of devices, from mobile phones to servers. This ubiquity creates a strong network ...
• Enterprise Value | $113.7B
• Semiconductor Niche | Processor Design & IP Licensing
• 2024 Key Metrics | 29.2x EV/S; 59x EBITDA; 74x P/E; 23% rev growth
• Competitive Advantage: Their unique IP and licensing model offer a compelling value proposition in the semiconductor industry, enabling widespread adoption of its energy-efficient architectures across a myriad of devices, from mobile phones to servers. This ubiquity creates a strong network ...
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$Viking Therapeutics(VKTX.US$ yes company very cheap considering how much total market valuations the other three companies have achieved from just GLP-1 market (Obesity) contribution alone
$Eli Lilly and Co(LLY.US$ easily 400+ Billion valuation from Obesity drug
$Novo-Nordisk A/S(NVO.US$ 50-100 Billion if not wrong
$Amgen(AMGN.US$ 20+ Billion on no data yet
$Eli Lilly and Co(LLY.US$ easily 400+ Billion valuation from Obesity drug
$Novo-Nordisk A/S(NVO.US$ 50-100 Billion if not wrong
$Amgen(AMGN.US$ 20+ Billion on no data yet
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Shaaaw
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In the last 18 months, $Eli Lilly and Co(LLY.US$ 's mkt cap has moved from $340B to roughly $770B today, there has to be close to $300-$400B attributed to GLP-1, agree? If close to being true, this just simply points to dramatic undervaluation of $Viking Therapeutics(VKTX.US$ with only a $7B mkt cap and what looks like a better GLP-1 franchise. Big pharma wastes a lot of money on stupid deals but this one at $15B is a lay-up. I think a BO happens any day and at a huge premium. Anyone smart enough to buy...
3
Shaaaw
liked
Eric Schmidt (former Google $Alphabet-A(GOOGL.US$ CEO) on AI:
“I think this stuff is under-hyped, not over-hyper. Because the arrival of intelligence of a non-human form is really a big deal for the world.”
On AI capex:
“The scaling laws of these systems are continuing to go up without any loss or degradation of power”
“The big winner, right now, is still $NVIDIA(NVDA.US$ Nvidia. And the reason is that they have a virtual monopoly on the software stack between the hardware and the softwa...
“I think this stuff is under-hyped, not over-hyper. Because the arrival of intelligence of a non-human form is really a big deal for the world.”
On AI capex:
“The scaling laws of these systems are continuing to go up without any loss or degradation of power”
“The big winner, right now, is still $NVIDIA(NVDA.US$ Nvidia. And the reason is that they have a virtual monopoly on the software stack between the hardware and the softwa...
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