masa1213
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
It's the day after broadcom messed up, and employment statistics were quietly revised downward for the previous month. There are factors that could cause a decline, but there are no factors that could drive buying. I suppose...
It's the day after broadcom messed up, and employment statistics were quietly revised downward for the previous month. There are factors that could cause a decline, but there are no factors that could drive buying. I suppose...
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Other $Broadcom (AVGO.US)$ Do any of you have shareholding?
Do you think it's worth continuing to hold this stock?
Although the recent profit announcement exceeded financial estimates, the stock price dropped by more than 6% in post-market trading due to weak forecasts for the next quarter.
Do you think it's worth continuing to hold this stock?
Although the recent profit announcement exceeded financial estimates, the stock price dropped by more than 6% in post-market trading due to weak forecasts for the next quarter.
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masa1213
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$Broadcom (AVGO.US)$
Isn't it too early to give up yet?
If apple is still the number one customer, shouldn't you watch the new product announcement on September 9th? I think it was 20% or so, wasn't it?
If the iPhone 15 is not selling well, could it be that the sales are declining?
Isn't it too early to give up yet?
If apple is still the number one customer, shouldn't you watch the new product announcement on September 9th? I think it was 20% or so, wasn't it?
If the iPhone 15 is not selling well, could it be that the sales are declining?
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$NVIDIA (NVDA.US)$
nvidia broadcom
I acquired them around the end of December 2022.
Let's hold them for 3 years.
AI is still on the rise ↗️
nvidia broadcom
I acquired them around the end of December 2022.
Let's hold them for 3 years.
AI is still on the rise ↗️
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masa1213
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$Broadcom (AVGO.US)$
【To cut to the chase, it's a buying opportunity!】
*This is just my personal opinion. I'm not an investment expert or anything like that, I
*But I'm totally convinced myself, so even if I lose, I won't regret it.
[The following is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with a focus on semiconductor manufacturing.
Simply put, it's semiconductors that are embedded in network equipment like routers and switching hubs.
Although it is actually more diverse and complex, I will skip to the point because it is not important.
In traditional datacenter construction, multiple servers were connected using network equipment.
But now, with virtualization, multiple servers can be built within a single server and connected via a network.
It makes sense that Broadcom acquired the virtualization giant VMWare, as the demand for semiconductors for network equipment has decreased.
Now, leveraging their expertise in network semiconductor technology, they are shifting towards developing and providing virtualization-specific semiconductors and technologies.
Well, the internet has been the main thing until now...
【To cut to the chase, it's a buying opportunity!】
*This is just my personal opinion. I'm not an investment expert or anything like that, I
*But I'm totally convinced myself, so even if I lose, I won't regret it.
[The following is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with a focus on semiconductor manufacturing.
Simply put, it's semiconductors that are embedded in network equipment like routers and switching hubs.
Although it is actually more diverse and complex, I will skip to the point because it is not important.
In traditional datacenter construction, multiple servers were connected using network equipment.
But now, with virtualization, multiple servers can be built within a single server and connected via a network.
It makes sense that Broadcom acquired the virtualization giant VMWare, as the demand for semiconductors for network equipment has decreased.
Now, leveraging their expertise in network semiconductor technology, they are shifting towards developing and providing virtualization-specific semiconductors and technologies.
Well, the internet has been the main thing until now...
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$Intel (INTC.US)$ $Broadcom (AVGO.US)$
Intel, it's fine if you fail on your own, but please don't involve Broadcom.
Intel's contract manufacturing business failed to meet Broadcom's standards By Max A. Cherney September 4, 2024, 7:03 PM GMT+9 Updated 15 minutes ago
[September 4, Reuters] - US semiconductor giant Intel (INTC.O) has revealed that the contract production (foundry) business it received from Broadcom (AVGO.O) did not meet Broadcom's standards, according to multiple sources.
It is a blow to intel's turnaround global strategy.
Intel formed circuits on silicon wafers received from Broadcom using the latest manufacturing process '18A', but Broadcom's inspection determined that the transition to mass production is still difficult.
It is currently unclear whether Broadcom will postpone the order or not.
According to sources, Broadcom's engineers are currently unable to meet intel's manufacturing process...
Intel, it's fine if you fail on your own, but please don't involve Broadcom.
Intel's contract manufacturing business failed to meet Broadcom's standards By Max A. Cherney September 4, 2024, 7:03 PM GMT+9 Updated 15 minutes ago
[September 4, Reuters] - US semiconductor giant Intel (INTC.O) has revealed that the contract production (foundry) business it received from Broadcom (AVGO.O) did not meet Broadcom's standards, according to multiple sources.
It is a blow to intel's turnaround global strategy.
Intel formed circuits on silicon wafers received from Broadcom using the latest manufacturing process '18A', but Broadcom's inspection determined that the transition to mass production is still difficult.
It is currently unclear whether Broadcom will postpone the order or not.
According to sources, Broadcom's engineers are currently unable to meet intel's manufacturing process...
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masa1213
voted
It is the largest computer memory chip manufacturer in the United States $Micron Technology (MU.US)$ The company is prepared to obtain grants of 6 billion dollars or more from the Department of Commerce to support the costs of domestic factory projects as part of efforts to return semiconductor production to the US.
According to people familiar with this matter, it is still not a final decision, but there is a possibility that it will be announced as early as next week. It is unclear whether the company plans to receive loans under the 2022 Chips and Science Act (2022 Chips and Science Act) in addition to direct grants.
Micron, which is headquartered in Boise, Idaho, has built factories in New York and the local community. After the preliminary agreement was announced, the company began due diligence spanning several months, and then received funds by dividing them into tranches linked to benchmarks for each project.
Representatives from Micron, the Department of Commerce, and the White House declined to comment.
According to people familiar with this matter, it is still not a final decision, but there is a possibility that it will be announced as early as next week. It is unclear whether the company plans to receive loans under the 2022 Chips and Science Act (2022 Chips and Science Act) in addition to direct grants.
Micron, which is headquartered in Boise, Idaho, has built factories in New York and the local community. After the preliminary agreement was announced, the company began due diligence spanning several months, and then received funds by dividing them into tranches linked to benchmarks for each project.
Representatives from Micron, the Department of Commerce, and the White House declined to comment.
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masa1213
commented on
$Pixie Dust Technologies (PXDT.US)$
Everyone buy it!
Everyone buy it!
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masa1213
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Nvidia $NVIDIA (NVDA.US)$ is on a tear this year in 2023 with almost 240% gain as of September 1 closed. Recently there has been some battling around $500 mark. In general, one would think NVDA should be very expensive at this point and it's a strong sell at $500, but is it though?
92.4 trailing P/E on surface is outright expensive, we need to understand trailing P/E doesn't tell us the company's future growth. For example, we often see Banking sector tra...
92.4 trailing P/E on surface is outright expensive, we need to understand trailing P/E doesn't tell us the company's future growth. For example, we often see Banking sector tra...
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masa1213 182275073 : I think I will buy it too.