Posts
News
Latest
Hot
As Apple Inc. (AAPL) continues its relentless march of innovation, the tech juggernaut is poised to redefine the landscape of personal computing with its next-generation M4 processors, which are set to supercharge Macs with an unprecedented focus on artificial intelligence (AI).
Despite the company's progress with its transition to in-house silicon, some Wall Street analysts and investors have expressed concern ever since Apple's per...
Despite the company's progress with its transition to in-house silicon, some Wall Street analysts and investors have expressed concern ever since Apple's per...
43
4
4
News Highlights
$Tesla (TSLA.US)$ shares rose by 2.25%, closing at $176.88. Its options trading volume was 1.82 million. Call contracts account for 51.2% of the total trading volume. The most traded calls are contracts of $170 strike price that expire on Apr. 12th. The total volume reaches 88,501 with an open interest of 16,579. The most traded puts are contracts of a $...
$Tesla (TSLA.US)$ shares rose by 2.25%, closing at $176.88. Its options trading volume was 1.82 million. Call contracts account for 51.2% of the total trading volume. The most traded calls are contracts of $170 strike price that expire on Apr. 12th. The total volume reaches 88,501 with an open interest of 16,579. The most traded puts are contracts of a $...
37
4
27
Results from $Taiwan Semiconductor (TSM.US)$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...
Here are key expectations to watch (in TWD):
A Glimpse of the Upcoming Earnings
Taiwanese chipmaker TSMC reported a 16.5% increase in rev...
38
2
32
$NVIDIA (NVDA.US)$ its so strange that people feel that intel chips can win over nvidia chips just by listening to claims from intel
8
10
$Intel (INTC.US)$
Gaudi 3 has 40% faster time-to-train large language models versus NVIDIA’s H100 AI chip and is 50% faster inferencing on LLMs versus the NVIDIA H100, Intel said.
The Gaudi 3 will launch with Dell, Hewlett Packard Enterprise, Lenovo and Supermicro as OEM partners.
Gaudi 3 has 40% faster time-to-train large language models versus NVIDIA’s H100 AI chip and is 50% faster inferencing on LLMs versus the NVIDIA H100, Intel said.
The Gaudi 3 will launch with Dell, Hewlett Packard Enterprise, Lenovo and Supermicro as OEM partners.
9
6
4
Comparative Analysis of 5 Hot Chip Stocks: Below are the 3-month and 6-month price trends of AMD, Nvidia, TSMC, Intel, and Meta.
1) Price Trend:
All stocks are showing varying degrees of volatility. So far this year, $NVIDIA (NVDA.US)$ has shown strong upward momentum and is leading by a wide margin. Looking at the performance over the past six months, both $Advanced Micro Devices (AMD.US)$ and $NVIDIA Portfolio (LIST20882.US)$ have seen significant price increases, while...
1) Price Trend:
All stocks are showing varying degrees of volatility. So far this year, $NVIDIA (NVDA.US)$ has shown strong upward momentum and is leading by a wide margin. Looking at the performance over the past six months, both $Advanced Micro Devices (AMD.US)$ and $NVIDIA Portfolio (LIST20882.US)$ have seen significant price increases, while...
+2
19
2
7
The demand for AI Chip is insatiable. Nvidia’s $NVDA revenue growth for the most recent quarter sits miles ahead of the rest of the Magnificent 7.
The next closest company is Meta $META, with 27% growth, followed by Microsoft $MSFT at 17%.
And not all companies in the Magnificent 7 fared well. Both Apple $AAPL and Tesla $TSLA saw negative revenue growth. This has translated into a weak start to the year for their stocks, with Apple up just 2%, and Tesla down -28%.
Me...
The next closest company is Meta $META, with 27% growth, followed by Microsoft $MSFT at 17%.
And not all companies in the Magnificent 7 fared well. Both Apple $AAPL and Tesla $TSLA saw negative revenue growth. This has translated into a weak start to the year for their stocks, with Apple up just 2%, and Tesla down -28%.
Me...
14
2
$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ There is another "recycled" hit piece today (this time by Wall Street Journal) to spread FUD on AMD & Intel. Source: China tells telecom carriers to phase out foreign chips in blow to Intel, AMD - WSJ | Reuters
Just read the 1st para in the linked article ->
"April 12 (Reuters) - Chinese officials had earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core ...
Just read the 1st para in the linked article ->
"April 12 (Reuters) - Chinese officials had earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core ...
7
16
1
$Taiwan Semiconductor (TSM.US)$
TSMC Q1 2024 earnings conference call is scheduled for April 18 at 2:00 AM ET /April 18 at 2:00 PM SGT/April 18 at 5:00 PM AEST. Subscribe NOW to join the live earnings conference and hear directly from TSMC's management!
Beat or Miss?
What do you expect from TSMC's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get whatTSMC'smanagement has to say!
Disclaimer:
This presentation is for inf...
TSMC Q1 2024 earnings conference call is scheduled for April 18 at 2:00 AM ET /April 18 at 2:00 PM SGT/April 18 at 5:00 PM AEST. Subscribe NOW to join the live earnings conference and hear directly from TSMC's management!
Beat or Miss?
What do you expect from TSMC's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get whatTSMC'smanagement has to say!
Disclaimer:
This presentation is for inf...
TSMC Q1 2024 earnings conference call
Apr 18 14:00
13
5
$NVIDIA (NVDA.US)$ I believe you're going to see the failures within 1600 Pennsylvania avenue fire back at China by going to Nvidia and saying that they're going to prohibit them from selling any and all chips to China.. they already went to Nvidia and they said you can't sell your newest chip as a matter of national security so they're selling a lower version to China I think now because of China's strike with AMD and Intel saying that they're going to be phased out of their Telecom that they do...
6
3
Tan Chin Seng klang : buy more apples share. sure go moon
fadzil227 : good
71467993 : people are alive and I don't know eachother anymore it's too dirty used up and loose and floppy disk FUCKOFF
Winnerspayout : Yeah buddy we going in WILD THIS ROUND I KNOW I AM TGE ONLY ONE WIRH THIS MOVE !! RIGHTS