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$NVIDIA(NVDA.US$ looks like it will take ages to come back to 135 now
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$NVIDIA(NVDA.US$ today sure up to usd135
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$NVIDIA(NVDA.US$ see u at 118 next week.
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ordain $NATGATE(0270.MY$ The three main products for revenue growth in the next few years:
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY$ Also for another customer...
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY$ Also for another customer...
Translated
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328476993-random386-104346370-android-compress.png/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479181-random3125-104346370-android-org.jpeg/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479360-random8031-104346370-android-org.jpeg/thumb?area=104&is_public=true)
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Hello Mooers!
As May 2024 fades into memory, we reflect on a market landscape that was as electrifying as it was unpredictable. Starting with the annual information imparted at the Berkshire Hathaway shareholders' meeting, where Warren Buffett continued to champion the art of value investing, the month soon picked up momentum with the resurgence of "Meme Stocks," reminding us of the potential influence and associated volatility of trading moveme...
As May 2024 fades into memory, we reflect on a market landscape that was as electrifying as it was unpredictable. Starting with the annual information imparted at the Berkshire Hathaway shareholders' meeting, where Warren Buffett continued to champion the art of value investing, the month soon picked up momentum with the resurgence of "Meme Stocks," reminding us of the potential influence and associated volatility of trading moveme...
![May's Market: Mooers' triumphs, trials, and lessons](https://ussnsimg.moomoo.com/sns_client_feed/77777077/20240704/1720079351795-7d5204791b.jpeg/thumb?area=100&is_public=true)
![May's Market: Mooers' triumphs, trials, and lessons](https://ussnsimg.moomoo.com/sns_client_feed/77777077/20240704/1720079354802-3b646b65f3.jpeg/thumb?area=100&is_public=true)
![May's Market: Mooers' triumphs, trials, and lessons](https://ussnsimg.moomoo.com/sns_client_feed/77777077/20240704/1720079805887-8cb84b8dc2.png/thumb?area=100&is_public=true)
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$Vertiv Holdings(VRT.US$ 84.01 support on daily moving avg. weekly support 84.29. it better hold because there's a big leg down if it doesn't.
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Columns Tesla Attracts $190 Million in Short Call Positions Even as Stock Soars After Deliveries Beat
$Tesla(TSLA.US$attracted almost $190 million in short call positions at a time when the stock is soaring to its highest level since January.
Shares of the electric vehicle maker jumped 9% to $228.83 Tuesday after Tesla reported second quarter deliveries that beat analysts' estimates. Wedbush analyst Daniel Ives said the results represented "a huge comeback performance" for the company that's widely expe...
Shares of the electric vehicle maker jumped 9% to $228.83 Tuesday after Tesla reported second quarter deliveries that beat analysts' estimates. Wedbush analyst Daniel Ives said the results represented "a huge comeback performance" for the company that's widely expe...
![Tesla Attracts $190 Million in Short Call Positions Even as Stock Soars After Deliveries Beat](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240703/1719948401457-9724bdf47f.png/thumb?area=100&is_public=true)
![Tesla Attracts $190 Million in Short Call Positions Even as Stock Soars After Deliveries Beat](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240703/1719948596594-ceba067eaf.png/thumb?area=100&is_public=true)
![Tesla Attracts $190 Million in Short Call Positions Even as Stock Soars After Deliveries Beat](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240703/1719948556812-8e3ae0694b.png/thumb?area=100&is_public=true)
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$Micron Technology(MU.US$ going to 128 - 130 in the next few days.
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不同凡響 Kimberly808 : It won't be 110 today