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Interview with a former $Intel(INTC.US$ employee who worked in the semiconductor industry for 30 years. Explaining the advantages and relationships between $NVIDIA(NVDA.US$ , $Taiwan Semiconductor(TSM.US$ , $Intel(INTC.US$ and others:
- He believes $Intel(INTC.US$ 's foundry is underloaded and subscale, which makes it inefficient. On the contrary, $Taiwan Semiconductor(TSM.US$ has a very clever model where they burden their suppliers with some of the development costs.
- In his view, because of...
- He believes $Intel(INTC.US$ 's foundry is underloaded and subscale, which makes it inefficient. On the contrary, $Taiwan Semiconductor(TSM.US$ has a very clever model where they burden their suppliers with some of the development costs.
- In his view, because of...
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Investors with a lot of money to spend have taken a bearish stance on $Zscaler(ZS.US$, Benzinga reported, citing 11 uncommon options trades for the stock. The trades signal 81% were leaning bearish while 18% were bullish, according to the report. Seven of them were puts, for a total amount of $352,274, and four were calls, for a total amount of $406,006.
The volume and open interest data on the contracts signal the big playe...
The volume and open interest data on the contracts signal the big playe...
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$Super Micro Computer(SMCI.US$
SMCI Q3 2024 earnings conference call is scheduled for April 30 at 5:00 PM ET /May 1 at 5:00 AM SGT&MYT /May 1 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from SMCI's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational u...
SMCI Q3 2024 earnings conference call is scheduled for April 30 at 5:00 PM ET /May 1 at 5:00 AM SGT&MYT /May 1 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from SMCI's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational u...
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FattyFaCai
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It’s crucial not just to own stocks but truly understand what these companies do. And if you can’t describe them in one sentence? Well, you might not know them well enough.
Here are the one-liners for each stock in my portfolio 👇
❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services.
🛡️ $CRWD - Their Falcon platform uses ar...
Here are the one-liners for each stock in my portfolio 👇
❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services.
🛡️ $CRWD - Their Falcon platform uses ar...
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