Let’s blow some smoke into this bubble, baby!
FearGreed
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$Taiwan Semiconductor(TSM.US$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$ASML Holding(ASML.US$: A leadin...
Equipment Suppliers:
$ASML Holding(ASML.US$: A leadin...
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FearGreed
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Despite Dropbox's Q4 results exceeding revenue and EPS estimates, the market perceived them as mediocre due to the company's challenges. The market now favors operating leverage and free cash flow over 'growth at all costs' for software firms.
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The “surprise” loss was due to large loan loss provisions, not necessarily actual losses. Most of their loans are to co-ops, not offices. They also have a big mortgage business which should do well as rates come down. The dividends cut is the real culprit. The stock price drop seems excessive.
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$Richtech Robotics(RR.US$
Such a big drop on no news! It seems to be a real company with very interesting products. It went public last November raising only $10 million, peanuts in todays market. It must have other funding to develop and manufacture their products. Or it could be just selling products of some Chinese companies under their brand. The stock doubled in the new year, perhaps on CES enthusiasm, but today it gave all back and then some. Lots money changed hands without any news.
Such a big drop on no news! It seems to be a real company with very interesting products. It went public last November raising only $10 million, peanuts in todays market. It must have other funding to develop and manufacture their products. Or it could be just selling products of some Chinese companies under their brand. The stock doubled in the new year, perhaps on CES enthusiasm, but today it gave all back and then some. Lots money changed hands without any news.
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FearGreed
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NVDA’s sales momentum is unsustainable. We know there were hoarding by Chinese companies ahead of US restrictions. And these chips are not consumables, ie once a datacenter is built its chip demand will drop off. Besides the compitition is heating up and some customers are starting to design their own chips. Therefore NVDA is a long term short candidate. NVDS is the way to go.
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FearGreed
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As we look to 2024, Wall Street analysts express optimism about the prospects of tech giants that shined in 2023, along with the potential for growth among under-the-radar tech firms. Here's a roundup of the leading tech stocks for 2024 according to industry experts.
Semiconductor
Despite $NVIDIA(NVDA.US$'s remarkable performance, analysts forecast further growth, with predictions of a 17.91% increase in the stock price. I...
Semiconductor
Despite $NVIDIA(NVDA.US$'s remarkable performance, analysts forecast further growth, with predictions of a 17.91% increase in the stock price. I...
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FearGreed
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Entering 2024, Nvidia has shown an impressive performance, with its shares having risen by 14% as of Jan 16th. UBS analysts maintain that the rationale for investing in AI and affiliated firms will remain strong in 2024, with the potential for further reinforcement.
AI Revenue Forecasts to 15x Growth Between 2022 And 2027
UBS has revised its industry revenue forecast upward, projecting a surge to US$420 billio...
AI Revenue Forecasts to 15x Growth Between 2022 And 2027
UBS has revised its industry revenue forecast upward, projecting a surge to US$420 billio...
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FearGreed
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As we bid farewell to 2023 and welcome 2024, let's revisit the impactful moments, inspirational ideas, and insightful knowledge from the moomoo community.
Thanks to the growing participation of our mooers, the community has turned into a dynamic environment for discussing trending topics, personal investment stories, and valuable educational content.
Now, let's travel back to 2023, a year of ups and downs, but filled with potent...
Thanks to the growing participation of our mooers, the community has turned into a dynamic environment for discussing trending topics, personal investment stories, and valuable educational content.
Now, let's travel back to 2023, a year of ups and downs, but filled with potent...
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FearGreed
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The US Securities and Exchange Commission (SEC) has given the green light to the first spot bitcoin exchange-traded funds (ETFs) on Wednesday, a significant milestone anticipated to attract both retail and institutional investors to the cryptocurrency market.
We think that the SEC approval, should we and others get it, is a green light for institutions. We've been talking to quite a few of them, and they're much more interested now that...
We think that the SEC approval, should we and others get it, is a green light for institutions. We've been talking to quite a few of them, and they're much more interested now that...
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