A bevy of semiconductor sector darlings report this week and are expected to pave out a longer runway of demand. Advanced Micro Devices$美国超微公司(AMD.US)$and Qualcomm$高通(QCOM.US)$Inc are expected to show strong data center customer growth and demand for new chips used for artificial intelligence. Qualcom could report sales above consensus as its Samsung partnership ma...
$高通(QCOM.US)$Qualcomm comes with the Snapdragon X Plus. This is a new entity-level chipset for laptops that is positioned below the Snapdragon X Elite. The American company has also presented three different SKUs of the Snapdragon X Elite. The Snapdragon The mobile chipset supports up to 64GB of Lppdr5x memory with data transfer speeds of up to 8448MT/s. that the Snapdragon The chipset comes with a built-in 5G modem that can handle download speeds of up t...
Results from$台积电(TSM.US)$will be out Thursday before the open. On last Wednesday, TSMC reported a significant 34% increase in revenue for March compared to the same month last year. This impressive performance is attributed to the surging demand for chips used in artificial intelligence applications. Here are key expectations to watch (in TWD): A Glimpse of the Upcoming Earnings Taiwanese chipmaker TSMC reported a 16.5% increase in rev...
Alright, so I'm trying to wrap my head around how IV (Implied Volatility) and option prices are connected to help me out in my trading game. Here's my notes below – i hope they're helpful. 1. What Makes Option Prices Tick First off, we've got the Black-Scholes model, the big cheese in the option pricing world. It's got six main ingredients: ① Strike Price: That's the price agreed upon in the option contract for buying or selling the asse...
EnjoyTheProcess :
I find your posts about options trading immensely useful in helping me formulate my own options trading strategy. Do u have your own group chat? And in case u r wondering, no, it doesn't have anything to do with ur display pic. From the way u write, i know u r a dude
The first earnings season for U.S. stocks this year is just around the corner, the major bank earnings reports set to be released this week will kick off the Q1 earnings season. Despite the S&P 500 Index climbing 10.16% in the first three months, the earnings guidance of S&P 500 companies in the first quarter is not optimistic. According to FactSet, 79 S&P 500 companies have issued negative earning...
高通股票讨论区
专栏Semiconductor sector darlings results full steam ahead. Analysts see 15% share price growth for the sector
Advanced Micro Devices $美国超微公司(AMD.US)$ and Qualcomm $高通(QCOM.US)$ Inc are expected to show strong data center customer growth and demand for new chips used for artificial intelligence.
Qualcom could report sales above consensus as its Samsung partnership ma...
本周前瞻
本周对美股而言是相对重要的一周
无论是美联储还是个别公司都有重要的数据要出炉
本周除了是非农周更是财报周
随着第一季财报季进行到中期,
标准普尔500指数已经有近半数的公司公布了财报。
迄今为止,约77%的公司公布的EPS高于市场预期,
其中Alphabet和微软优于预期的财报对市场情绪产生了正面影响,
相反地,Meta的表现则未能达到市场预期,
呈现出截然不同的景象,但他们都持续投入AI
进入新的一周,
市场的焦点将转向「七巨头」中的两家企业的重磅财报。
首先,在周二盘后,亚马逊将公布其业绩。
周四盘后,苹果将公布其财报。
考虑到中国智能手机市场出货量的下滑,
分析师已经下调了对苹果的业绩预期。
市场也将特别关注苹果的服务收入情况
以及其在人工智能领域的进一步计划。
在半导体行业方面,
周二盘后,AMD的财报预计将成为市场焦点。
数据中心的持续成长预计将是支撑因素,
然而PC端和游戏部门可能会因周期性因素而受到影响。
周三,高通将分享其对AI PC和AI手机的看法。
此外,服务器制造商SMCI也值得市场关注。
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Semiconductor analysis Snapdragon
The Snapdragon The mobile chipset supports up to 64GB of Lppdr5x memory with data transfer speeds of up to 8448MT/s. that the Snapdragon The chipset comes with a built-in 5G modem that can handle download speeds of up t...
专栏What to Expect From TSM's Upcoming Earnings
Here are key expectations to watch (in TWD):
A Glimpse of the Upcoming Earnings
Taiwanese chipmaker TSMC reported a 16.5% increase in rev...
To the moon!
Understanding Implied Volatility (IV) with Common Sense
Here's my notes below – i hope they're helpful.
1. What Makes Option Prices Tick
First off, we've got the Black-Scholes model, the big cheese in the option pricing world. It's got six main ingredients:
① Strike Price: That's the price agreed upon in the option contract for buying or selling the asse...
专栏The First U.S. Earnings Season This Year Is Around the Corner! Which Sectors Are Expected to Shine?
According to FactSet, 79 S&P 500 companies have issued negative earning...
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