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$Arm Holdings (ARM.US)$
The stock price of Arm Holdings (ARM) surged on Wednesday as Morgan Stanley analysts evaluated the company's entry into artificial intelligence (AI) products and selected its chip design business as "Our New Top Pick".
The same analyst writes that Arm plays a crucial role in the shift to edge AI. Morgan Stanley's research report highlights the iPhone 16 from Apple and the Arm architecture adopted by its A18 processor.$Apple (AAPL.US)$points out that Arm's architecture is used in the iPhone 16 from Apple and its A18 processor.
Analysts call the company a "strong option" for emerging edge AI technologies and expect mobile devices to drive the initial surge of AI deployment, followed by infrastructure and automobiles.
Morgan Stanley rates the stock as "overweight" and has a target price of $175, which is more than 25% higher than the current level.
The stock price of Arm Holdings (ARM) surged on Wednesday as Morgan Stanley analysts evaluated the company's entry into artificial intelligence (AI) products and selected its chip design business as "Our New Top Pick".
The same analyst writes that Arm plays a crucial role in the shift to edge AI. Morgan Stanley's research report highlights the iPhone 16 from Apple and the Arm architecture adopted by its A18 processor.$Apple (AAPL.US)$points out that Arm's architecture is used in the iPhone 16 from Apple and its A18 processor.
Analysts call the company a "strong option" for emerging edge AI technologies and expect mobile devices to drive the initial surge of AI deployment, followed by infrastructure and automobiles.
Morgan Stanley rates the stock as "overweight" and has a target price of $175, which is more than 25% higher than the current level.
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$Micron Technology (MU.US)$
DRAM, even Chinese companies have entered mass production, and the price here is also declining. NAND is not really expected much in the first place, but the yield of HBM will be key from now on, and when the highest profit and EPS9 to 10 for next year can be seen, PER 6 times???
What? Is someone who doesn't know about HBM just casually talking?
It's a totally different zone from the past silicon cycle...you're kidding too much 🤬
DRAM, even Chinese companies have entered mass production, and the price here is also declining. NAND is not really expected much in the first place, but the yield of HBM will be key from now on, and when the highest profit and EPS9 to 10 for next year can be seen, PER 6 times???
What? Is someone who doesn't know about HBM just casually talking?
It's a totally different zone from the past silicon cycle...you're kidding too much 🤬
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
It seems unlikely to see a surge for the time being, I suppose.
The selling pressure is strong 👍
It seems unlikely to see a surge for the time being, I suppose.
The selling pressure is strong 👍
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$NVIDIA (NVDA.US)$
Anyway, it's just a slight adjustment after yesterday's explosive rise.
Well, I won't sell. This place will continue to rise.![]()
Anyway, it's just a slight adjustment after yesterday's explosive rise.
Well, I won't sell. This place will continue to rise.
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$NVIDIA (NVDA.US)$ There's no doubt about it from now on! The financial statements are excellent.
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$CBOE Volatility S&P 500 Index (.VIX.US)$
Yesterday, I was moving around without any reason before opening, so I couldn't sleep well. But today, it seems like I can relax.![]()
Yesterday, I was moving around without any reason before opening, so I couldn't sleep well. But today, it seems like I can relax.
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$NVIDIA (NVDA.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
Please secure enough funds for a possible second bottom as we have already taken profits as shown below during the day.
We plan to reinvest in NVDA, NVDU, and SOXL after the employment statistics or around the 27th before or after the chairman election.
I still have a considerable shareholding in investment trusts such as FANG+, Leveraged FANG, Leveraged Dollar, and Leveraged Nasdaq (including 3 times leverage), so Nvidia is currently indirectly held.
Please be cautious for a while as various economic indicators in the US are weak.
Please secure enough funds for a possible second bottom as we have already taken profits as shown below during the day.
We plan to reinvest in NVDA, NVDU, and SOXL after the employment statistics or around the 27th before or after the chairman election.
I still have a considerable shareholding in investment trusts such as FANG+, Leveraged FANG, Leveraged Dollar, and Leveraged Nasdaq (including 3 times leverage), so Nvidia is currently indirectly held.
Please be cautious for a while as various economic indicators in the US are weak.
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![The additional investment funds have been secured.](https://sgsnsimg.moomoo.com/sns_client_feed/181498031/20240904/87332560a07329408911228953cee0ae.jpg?area=105&is_public=true)
![The additional investment funds have been secured.](https://sgsnsimg.moomoo.com/sns_client_feed/181498031/20240904/85648e4033f8880285f26fd7e337a349.jpg?area=105&is_public=true)
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