dont have much updates on my outlook. not planning to enter new positions maybe until June. Currently i have$英偉達(NVDA.US)$and still accumulating$萊特幣(LTC.CC)$daily
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...
AMD is set to report earnings for the first quarter of its 2024 fiscal year on Tuesday, Apr. 30, after the close of the market. The chipmaker is up about 3% year-to-date, underperforming its rival Nvidia's 77% and the Semiconductor Philadelphia Index's 13%. Consensus Estimates •Analysts project AMD's Q1 revenue at $5.45 billion, up slightly from year-ago period. •Earnings per share (EPS) are expected to be $0.17, compared with $-0....
For those who have been in the market for many years and have navigated numerous ups and downs, what advice would you offer for achieving greater success in investments? Personally, I've learned that treating my investments with detachment, as if I were a disinterested observer reading the newspaper, has been effective for me. I've found that enjoying following the markets has sparked my curiosit...
Maintain Buy on$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 $205bn or...
1) There’s plenty of bad news within$英特爾(INTC.US)$'s report, and recent news/reports about competitors ($台積電(TSM.US)$'s A16 commentary, reported demand for$英偉達(NVDA.US)$'s Arm-powered GB200, reported IPC gains for$美國超微公司(AMD.US)$'s Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...
After$谷歌-A(GOOGL.US)$,$微軟(MSFT.US)$and$Meta Platforms(META.US)$, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from$亞馬遜(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...
英偉達股票討論區
Next week
專欄Super Micro Computer Shares Tumbled 30% from Peak: Will Earnings Results Shift Investor Sentiment?
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...
專欄AMD Earnings Preview: Could AI Chips Revenue Surprise the Market?
Consensus Estimates
•Analysts project AMD's Q1 revenue at $5.45 billion, up slightly from year-ago period.
•Earnings per share (EPS) are expected to be $0.17, compared with $-0....
還可以在上多一點
To the old investors out there with 40+ years in the market, what would be your best piece of advice?
Personally, I've learned that treating my investments with detachment, as if I were a disinterested observer reading the newspaper, has been effective for me.
I've found that enjoying following the markets has sparked my curiosit...
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 $英偉達(NVDA.US)$ , $超微電腦(SMCI.US)$ , $美光科技(MU.US)$ , $博通(AVGO.US)$ , $美國超微公司(AMD.US)$ & $邁威爾科技(MRVL.US)$ 🤩
Random thoughts on semis:
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...
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