TSLA
Tesla
-- 403.840 NVDA
NVIDIA
-- 134.290 MSTR
MicroStrategy
-- 289.620 FFIE
Faraday Future Intelligent Electric Inc.
-- 2.4300 PLTR
Palantir
-- 75.630 Is this stock also benefiting from AI? Check the list of AI semiconductor related stocks!
This article uses auto-translation in part.
Artificial intelligence (ai) has boosted the stock prices of a series of related companies, but the most popular among them is stem inc. $NVIDIA (NVDA.US)$On the other hand, nvidia's stock price has achieved growth of over 83% year-to-date, and there is a high possibility that its stock price may face new adjustments and risks.
If you do not want to bear such risks but do not want to miss out on the AI wave, then the "AI Semiconductors Value Chain" compiled by SPEAR might be helpful.
Inside the server are chip designs, IPs, components, manufacturers, and more. Among them, stem inc is a well-known company. $NVIDIA (NVDA.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Intel (INTC.US)$Is widely recognized.
In addition, within HBM, $Micron Technology (MU.US)$ including recently strong performers such as SK Hynix and Samsung Electronics.
Of note is the high potential to benefit from robust AI demand not only in the server-related industry but also in cooling equipment and power supply-related sectors.
Major companies in the USA $GE Aerospace (GE.US)$innovators in global temperature control systems $Trane Technologies (TT.US)$ global suppliers of air conditioning and refrigeration equipment $Carrier Global (CARR.US)$ global leaders in electric appliances $Emerson Electric (EMR.US)$realized increases of over 176%, 81%, 42%, and 21% respectively in the past year.
Source: SPEAR, moomoo
moomoo News Zeber
This article uses auto-translation in part.
moomoo News Zeber
This article uses auto-translation in part.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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徒然草子 : It's not a bubble, I think it's simply damaging the value of the currency.
I anticipate that stocks other than tech will gradually be selected, and the prices of everything, such as gold, real estate, commodities, and virtual currency, will rise.
POKI_Okinawa : Regarding NVIDIA, PER is not a heated figure; it is only about incorporating growth one year ahead, and it seems that stock prices will further rise as earnings continue to rise.
HONDA N-ONE : I think I can play it once
and slowly rising
181137087 : Because stocks are so profitable. I learned from Bachama
Z650 : Somehow the analysts are running a joint campaign to prevent people from buying NVIDIA.
麦マル Z650 : I feel that way too.
Currently, NVIDIA stock price increases are suppressed by all kinds of rumors, and sometimes information manipulation, etc., including analysts, etc., and individual investors and small investors are being forced to relinquish their holdings.
Also, I personally wonder if super large investors are aiming for mass purchases that are even slightly reasonable.
NVIDIA is a future-creating enterprise
These are words sung by people who respect elementary school students.
I hope it's helpful
It's definitely hold, hold
Z650 : Thank you for your encouraging comments!
Hold it like a softshell turtle
徒然草子 : Is the view that “current US stocks have come close to the IT bubble” correct (Toyo Keizai Online)
麦マル Z650 : I'll keep holding on too
徒然草子 : Developing countries where currency values have been damaged are Venezuela or Turkey...
I want them to intervene quickly and get the yen back to appreciating!!
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