$YTLPOWR (6742.MY)$ nvdia share price dropped yesterday but ...
$YTLPOWR (6742.MY)$ nvdia share price dropped yesterday but amd and tsmc earnings is good. This is indication on the performance of semiconductor sector. Expect nvdia to do well too in their upcoming earnings and ytlpower will rise in tandem.
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101601389 : next target is 165 soon?
Buddhist Jesus OP 101601389 : dont know. need to ask my Father.
Dragon Fish : Microsoft QR is better than expected but Cloud business looks like not so promising any more and Capex is higher than last Qtr. Will this affect Nvidia as 4 out of 7 in the Magnificent 7 are Nvidia customers with 40% total revenue?
Buddhist Jesus OP Dragon Fish : don't know in the far future but for the upcoming earnings, i don't think it is affected at all because the upcoming NVDIA earnings reflects on the PAST purchase of chips.
Dragon Fish Buddhist Jesus OP : Ya. Coming QR will be better but the percentage higher could be lower than the past and the future earning also depends on how the other competitors are catching up. Nvidia can't monopolize the whole market no matter how strong they are now. One Nvidia against so many Heavyduty companies out there.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Dragon Fish : Dont forget US sanction China and not allow any US company to sell high end chips to China already affected Nvidia China Sales so far. Nvidia without China market is very hard to grow like in the past with more competitors in the same business now. Nvidia will be like Tesla sooner later when China owns chips will be flooding the market in the near future.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")