151457816
liked
China invested $25 billion in semiconductor equipment in the first half of 2024, surpassing the combined spending of the US, Taiwan, and South Korea. This massive investment aims for semiconductor independence, potentially impacting global chipmakers like Nvidia and ASML.
Despite US-led sanctions, China remains a major buyer of semiconductors, with Nvidia's China sales up 33.8% YoY to $3.7 billion. However, the global push for ...
Despite US-led sanctions, China remains a major buyer of semiconductors, with Nvidia's China sales up 33.8% YoY to $3.7 billion. However, the global push for ...
4
1
151457816
voted
Hi mooers!
$NVIDIA (NVDA.US)$ is releasing its Q2 earnings on August 28 after the bell. Unlock insights with NVDA Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its last earnings release, shares of $NVIDIA (NVDA.US)$ have seen an increase of 35.64%. What do you think of this earnings report? Let's see if you can be motivated by the following information!
Mooer's insights:
· @Mr Long Te...
$NVIDIA (NVDA.US)$ is releasing its Q2 earnings on August 28 after the bell. Unlock insights with NVDA Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its last earnings release, shares of $NVIDIA (NVDA.US)$ have seen an increase of 35.64%. What do you think of this earnings report? Let's see if you can be motivated by the following information!
Mooer's insights:
· @Mr Long Te...
+8
100
115
151457816
commented on
$NVIDIA (NVDA.US)$ today gonna close at 888USD.
5
3
151457816
commented on
$NVIDIA (NVDA.US)$ we rally up to the 28th maybe? and then Jensen drops the bombshell that Blackwell is delayed for how long?
this clearly will impact the earnings for at least one quarter I would think.. do you agree disagree??
and upon confirmation of a delay even if they exceed the earnings the revenue The whisper number do you believe it's going to Gap higher on a delay?
I don't think so I think it would drop quite significantly because it would represent a disappointment and it represents...
this clearly will impact the earnings for at least one quarter I would think.. do you agree disagree??
and upon confirmation of a delay even if they exceed the earnings the revenue The whisper number do you believe it's going to Gap higher on a delay?
I don't think so I think it would drop quite significantly because it would represent a disappointment and it represents...
6
13
151457816
voted
I. What happened last week?
In recent days, global markets, led by the U.S. stock market, seem to be struggling.
Last Friday, the U.S. non-farm payroll data and unemployment rate came in worse than expected, sparking fears of an economic recession and widespread market panic.
U.S. technology stocks were especially hard hit. In the Mag7 group, only $Apple (AAPL.US)$ saw a slight increase, while the rest declined, with $NVIDIA (NVDA.US)$ falling s...
In recent days, global markets, led by the U.S. stock market, seem to be struggling.
Last Friday, the U.S. non-farm payroll data and unemployment rate came in worse than expected, sparking fears of an economic recession and widespread market panic.
U.S. technology stocks were especially hard hit. In the Mag7 group, only $Apple (AAPL.US)$ saw a slight increase, while the rest declined, with $NVIDIA (NVDA.US)$ falling s...
46
5
151457816
voted
The recent market crash felt like a gut punch, especially for those of us holding onto tech darlings like NVDA😭. My portfolio was a graveyard of plummeting stocks💔, and watching NVDA tumble to a shocking $91.30 felt like a nightmare come true. It was like watching my life savings evaporate before my eyes.
But amidst the wreckage, I saw a glimmer of hope. The opportunity to buy low, to gamble on a rebound, was too tempting to ignore. I took a risk...
But amidst the wreckage, I saw a glimmer of hope. The opportunity to buy low, to gamble on a rebound, was too tempting to ignore. I took a risk...
54
15
151457816
voted
$Advanced Micro Devices (AMD.US)$are rallying following the company's second quarter earnings report, which beat expectations on both revenue and profit margins primarily due to strong AI chip sales.
Chip stocks were rallying across the board on Wednesday, driven by a big earnings beat from AMD and Morgan Stanley naming Nvidia a top stock pick.
$Advanced Micro Devices (AMD.US)$ spiked as much as 11% before paring gains to about 5% high...
Chip stocks were rallying across the board on Wednesday, driven by a big earnings beat from AMD and Morgan Stanley naming Nvidia a top stock pick.
$Advanced Micro Devices (AMD.US)$ spiked as much as 11% before paring gains to about 5% high...
+2
42
6
151457816
voted
Seems like something is brewing over at $Tesla (TSLA.US)$ will the much anticipated robotaxi be launched on schedule or will it be delayed? What will be the surprise?
Taking a look at the analyst ratings, it is a hold
Let us dive deeper into Tesla's Q2 2024 earnings prospects from analyst:
▶EPS: Analysts estimate that Tesla's EPS will come in at $0.61, lower than the $0.91 in Q2 2023, but higher than the $0.45 in Q1 2024
▶Revenue: The revenue forecast is $20.16 billion, 5% lowe...
Taking a look at the analyst ratings, it is a hold
Let us dive deeper into Tesla's Q2 2024 earnings prospects from analyst:
▶EPS: Analysts estimate that Tesla's EPS will come in at $0.61, lower than the $0.91 in Q2 2023, but higher than the $0.45 in Q1 2024
▶Revenue: The revenue forecast is $20.16 billion, 5% lowe...
+1
17
11