A bevy of semiconductor sector darlings report this week and are expected to pave out a longer runway of demand. Advanced Micro Devices$美國超微公司(AMD.US)$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...
Maintain Buy on$英偉達(NVDA.US)$,$博通(AVGO.US)$,$邁威爾科技(MRVL.US)$,$美國超微公司(AMD.US)$,$美光科技(MU.US)$- 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 $205bn or...
Deep-pocketed investors have adopted a bearish approach towards$邁威爾科技(MRVL.US)$, Benzinga reported, citing 13 extraordinary options activities. The heavyweight investors behind the trades are divided, with 53% of them bearish, and 38% leaning bullish, according to the report. The options include 3 puts, totaling $113,400, and 10 calls, amounting to $563,474. The trading activities signal significant investors ...
邁威爾科技股票討論區
專欄Semiconductor sector darlings results full steam ahead. Analysts see 15% share price growth for the sector
Advanced Micro Devices $美國超微公司(AMD.US)$ 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...
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 $英偉達(NVDA.US)$ , $超微電腦(SMCI.US)$ , $美光科技(MU.US)$ , $博通(AVGO.US)$ , $美國超微公司(AMD.US)$ & $邁威爾科技(MRVL.US)$ 🤩
Marvell Sees Deep-Pocketed Investors Take Bearish Stance, Benzinga Says
The heavyweight investors behind the trades are divided, with 53% of them bearish, and 38% leaning bullish, according to the report. The options include 3 puts, totaling $113,400, and 10 calls, amounting to $563,474.
The trading activities signal significant investors ...
Peak?
Here’s a roadmap showing how top semiconductor companies are driving production in the new digital economy
2. $台積電(TSM.US)$ manufactures the chips using equipment from $阿斯麥(ASML.US)$ & $泛林集團(LRCX.US)$ .
3. $英偉達(NVDA.US)$ & $美國超微公司(AMD.US)$ supply the GPUs and CPUs.
4. $美光科技(MU.US)$ will then provide the memory tech for data storage.
5. $超微電腦(SMCI.US)$ & $戴爾科技(DELL.US)$ integrate...
Algorithm Watchlist for week of April 8
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#TSM
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$DraftKings(DKNG.US)$
$高通(QCOM.US)$
$邁威爾科技(MRVL.US)$
$台積電(TSM.US)$
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