Super Micro Computer, Inc. (SMCI) is gearing up to unveil its fiscal third-quarter results on April 30, riding the wave of its innovative offerings in AI, core computing, GPUs, storage, and 5G technology. The company's robust AI-enhanced software pipeline is not just a testament to its technical prowess but also a key factor poised to cement its foothold in the explosive AI market. Moreover, the int...
The AI movement is like the internet in the 90s. People are very excited and everyone wants to be part of it. Valuation are extremely high within VC and for public companies. Despite the high prices I want to focus on the second wave, the actual monetization of AI. After the dot-com crash, we slowly started the grind back towards the prior highs. The tech was now being monetized and we saw the biggest businesses ever develop from it. I expect something similar in AI where initially excited p...
After$谷歌-A(GOOGL.US)$,$微软(MSFT.US)$and$Meta Platforms(META.US)$, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from$亚马逊(AMZN.US)$,$甲骨文(ORCL.US)$and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment. And in terms of use cases, copilots are s...
What a crazy and volatile week we had! Tesla reported super poor earnings - share price popped 12%. Meta beat estimates - share price plunged 10%. But the market managed to finish last week on a strong note as Google and Microsoft carried the market. In my latest video, I discussed on the things that we should look out for as we enter a new month this week. Have also included 2 other Mag 7 stocks under the technical analysis segment. So do watch on to find out mor...
$Meta Platforms(META.US)$$特斯拉(TSLA.US)$$微软(MSFT.US)$$谷歌-A(GOOGL.US)$$英伟达(NVDA.US)$ 👉 Key Highlights: 📍 Homeland Security announces new AI safety advisory board. 📍 Notable CEOs from OpenAI, Microsoft, Google, Nvidia included. 📍 Zuckerberg and Musk conspicuously absent from the board list. 📍 Board to guide on protecting against AI-related disruptions. 📍 Advisory includes corporate executives and civil rights advocates. 📍 Fei...
The U.S. stock market is a fascinating realm, brimming with opportunities and challenges. For us ordinary investors, it's a vast landscape of discerning promising companies while exploring diverse investment avenues to reap profits. Unlike the A-share market, where profit typically hinges on buying low and selling high, the U.S. stock market offers options trading, a vehicle that can potentially yield higher returns. For most...
Hey, mooers! Last week saw a strange situation where Tesla underperformed but the stock skyrocketed and Meta did very well but the stock plummeted. We were impressed by the insights offered by mooers in posts and comments. Here, we've selected some quality shares from our community. Enjoy your snacks! *Every mooers listed below will receive 500 points for their contributions to the community. Tesla soared: @ZnWC: Mainstream media will only focu...
Hello Mooers! A short overview of equal weighted FANG, FAANG, the Magnificent Seven, the Fab Five, and the Fantastic 4 YTD performance, rounded to 2 decimal places. A quick overview of the stocks and their YTD performance inside them is provided below. Do you think their YTD will continue to rise next week (29 Apr to 3 May 2024)? That's all for today, and always remember to DYODD (Do your own due diligence) when making any kind of i...
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I , like others, believe the rise of these legit and even higher valued AI stocks will be seriously blunted by a huge market selloff the likes of which not seen since 29. Conditions in the world are being meticulously replicated, you could say, to be around that year. After that they will rise from the ashes but how many will be rekt may impact the rise or rise timeline, post crash.
见好就收知足常乐 : 你持有它吗?
Ab Razak Aripin : ok