Despite positive earnings growth, Hewlett Packard Enterprise's lower P/E ratio suggests shareholder doubt. Inconsistent earnings growth and potential risks may be pressuring the P/E ratio.
$超微電腦(SMCI.US)$, known for crafting high-performance server solutions, has significantly benefited from the AI industry. Recently, analysts at Rosenblatt have increased their price target for SMCI stock to $1300. Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years) but material share gains,...
The recent sale by David McQuarrie is seen as discouraging as it suggests he was happy with a lower valuation. Despite the fact that HP is growing earnings, the history of insider sales makes us cautious about the stock.
Nvidia dominates the artificial intelligence industry and, as a result, all coverage of it. This is perhaps the key fact that keeps NVDA stock holders interested. Nvidia chips and software are seen as vital for creating Large Language Models (LLMs) and calculating outputs from them. This has given Nvidia a $2 trillion market cap and, just as important, enormous power over the industry. Investors know it, analysts know it, and so do vendors...
Despite initial lukewarm response to HPE's earnings, the rise in Super Micro Computer shares and excitement about Dell Technologies has sparked reconsideration. HPE's shares are among the most affordable tech stocks. Its strong AI position and Juniper acquisition are appealing to investors.
Day & Night comparison! Dell & Smci will capture this Ai gold rush! HPE is a value trap! No wonder Warren Buffet has cut his holdings in HP! I cannot believe the HPE CEO calls the current Ai gold rush a bubble while Jensen Hwang calls it in the infancy! Time to double down shoting HPE. Put your money in DELL!
The surge in artificial intelligence has ignited a wave of excitement across the tech industry, with the upstream semiconductor sector gaining fervent attention. In 2024, global chip stocks have continued their meteoric ascent, rightfully earning the adulation of Wall Street and powerfully bolstering the$納斯達克綜合指數(.IXIC.US)$to record-breaking closes. In the first two months of 2024,$英偉達(NVDA.US)$'s shares have been persisten...
慧與科技股票討論區
專欄Super Micro Computer's Stock Dips Once More: Is the AI Boom Over for This High-Flying Tech Share?
Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years) but material share gains,...
hpe turn ?
All these stocks hit new 52 WEEK HIGHS at some point today
Walmart $沃爾瑪(WMT.US)$
$美國超微公司(AMD.US)$
Costco $好市多(COST.US)$
Taiwan Semiconductor $台積電(TSM.US)$
CrowdStrike $CrowdStrike(CRWD.US)$
JPMorgan $摩根大通(JPM.US)$
Airbnb $愛彼迎(ABNB.US)$
Palantir $Palantir(PLTR.US)$
Qualcomm $高通(QCOM.US)$
Target $塔吉特(TGT.US)$
Bank of America $美國銀行(BAC.US)$
Wells Fargo $富國銀行(WFC.US)$
Spotify $Spotify Technology(SPOT.US)$
...
The Nvidia Paradox: Skyrocketing Now, But for How Long?
Nvidia chips and software are seen as vital for creating Large Language Models (LLMs) and calculating outputs from them.
This has given Nvidia a $2 trillion market cap and, just as important, enormous power over the industry. Investors know it, analysts know it, and so do vendors...
專欄Unstoppable Chip Stocks: How Long Can the Frenzy Last?
In the first two months of 2024, $英偉達(NVDA.US)$'s shares have been persisten...
AI Boom or Bubble?
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$奈飛(NFLX.US)$$Marathon Digital(MARA.US)$ $C3.ai(AI.US)$ $超微電腦(SMCI.US)$$蔚來(NIO.US)$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US)$$Lululemon Athletica(LULU.US)$$Visa(V.US)$$萬事達(MA.US)$$PayPal(PYPL.US)$$CrowdStrike(CRWD.US)$$英特爾(INTC.US)$$赫爾默里奇和佩恩材料(HP.US)$$慧與科技(HPE.US)$$富敦新元貨幣基金(SG9999005961.MF)$$銀行指數ETF-SPDR KBW(KBE.US)$
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