Maintain Buy on$英伟达(NVDA.US)$,$博通(AVGO.US)$,$迈威尔科技(MRVL.US)$,$美国超微公司(AMD.US)$,$美光科技(MU.US)$- BofA CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...
Last Friday night,$英伟达(NVDA.US)$plummeted by 10%, a level of decline unprecedented in the past year. Particularly in the past six months, the US stock market has been heavily reliant on NVIDIA's performance. When NVIDIA dips, the entire market is immediately shrouded in panic. Today, I'd like to discuss why NVIDIA suddenly fell, institutional attitudes toward NVIDIA, and potential investment strategies going forward. Hop...
101817832 :
wow your analysis is impressive and detail. It shows that you really know your stuff. May I know how do you decide your expiration date for your call regardless of it's earning date?
美光科技股票讨论区
In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $英伟达(NVDA.US)$ , $超微电脑(SMCI.US)$ , $美光科技(MU.US)$ , $博通(AVGO.US)$ , $美国超微公司(AMD.US)$ & $迈威尔科技(MRVL.US)$ 🤩
Any recommendations?
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Can NVIDIA Make a Comeback? Is it Risk or Opportunity to Enter Now?
Today, I'd like to discuss why NVIDIA suddenly fell, institutional attitudes toward NVIDIA, and potential investment strategies going forward. Hop...
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