Buying opportunity, as same rumor/news gets recylcled again. This stock is so volatle that one can just trade back and forth, sold yesterday at 40 and bought back at 38, a little high but no worries.
$Sea(SE.US$
$Sea(SE.US$
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FearGreed
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Very nice summary. It’s important to remember semiconductor industry is very cyclical and a lot of fabs are being built now not for economic but for geopolitical reasons.
FearGreed
commented on
ColumnsCheck Out Which 'Magnificent Seven' Company Spends the Most on Research and Development
Over the last five quarters, tech giants are investing heavily in R&D on the heels of AI disruption and the rapid speed of innovation. As these technologies become more pervasive in our daily lives, so too has investment in R&D across major companies.
This graphic shows the scale the 'magnificent seven' companies are spending on R&D:
$Amazon(AMZN.US$invested over $21 billion in R&D the latest quarter, more th...
This graphic shows the scale the 'magnificent seven' companies are spending on R&D:
$Amazon(AMZN.US$invested over $21 billion in R&D the latest quarter, more th...

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Nice summary. Stock to own for 2024.
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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American Eagle's commendable revenue beat and same-store sales growth are positive. However, its full year gross margin and operating income guidance missed forecasts. At a drop of 12.8% to $17.22 per share, investors should remember these alongside the firm's valuation.
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FearGreed
commented on
ColumnsCountdown to US Government Shutdown: Potential Impacts on Financial Markets and Investments.
US government faces shutdown as extreme right-wing Republicans in the House of Representatives refuse to approve a new funding arrangement with their party and the Democrat-controlled Senate. If unresolved by October 1, around 4 million employees will go unpaid.
Key reason
The shutdown occurs when Congress fails to pass funding legislation, causing federal agencies to halt nonessential work and stop payin...
Key reason
The shutdown occurs when Congress fails to pass funding legislation, causing federal agencies to halt nonessential work and stop payin...


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