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刀仔锯大树
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$DBS (D05.SG)$ when is the div payout?
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$Super Micro Computer (SMCI.US)$ pole-vaulted over $Tesla (TSLA.US)$ to become the second most active stock option amid increasing demand for protective put options that could shield the holder from further downside potential.
SMCI shares gapped down 30% to the lowest level since January after the IT solutions provider that sells liquid-cooling solutions to $NVIDIA (NVDA.US)$ said its auditor, Ernst & Young, ...
SMCI shares gapped down 30% to the lowest level since January after the IT solutions provider that sells liquid-cooling solutions to $NVIDIA (NVDA.US)$ said its auditor, Ernst & Young, ...

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$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ Our Top Picks - Bernstein
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
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$NVIDIA (NVDA.US)$ From the chart, it looks like NVIDIA (NVDA) might be forming a potential double bottom pattern around the $100-$105 range, which is typically seen as a bullish reversal signal. The price seems to be rebounding from this level, indicating buying interest. If the stock continues to rise and breaks above the $125-$130 resistance level, it could confirm the double bottom and suggest a potential continuation of the uptrend.
However, the price also shows signs of previou...
However, the price also shows signs of previou...
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