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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 $175, which is more than 25% higher than the current level.
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$NVIDIA (NVDA.US)$ The weakest broadcom of the Four Heavenly Kings has been defeated, and there is no longer any material to rise. There is no longer any meaning to cling to here. Goodbye.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ I cut my losses today. -1.5 million.
The reason for this is that, due to the nature of leverage, I thought that even if "sox" returned to its highest value in July, soxl would stop at around 30 to 40, so I made the decision.
I think that for soxl to reach its highest value, it would require a performance similar to NVIDIA in the first half of this year, but I don't think it will happen for at least a few years.
I concluded that soxl is not suitable for long-term holding.
Since I am still in my first year of investing in stocks, I would like to hear your thoughts on this determination.
The reason for this is that, due to the nature of leverage, I thought that even if "sox" returned to its highest value in July, soxl would stop at around 30 to 40, so I made the decision.
I think that for soxl to reach its highest value, it would require a performance similar to NVIDIA in the first half of this year, but I don't think it will happen for at least a few years.
I concluded that soxl is not suitable for long-term holding.
Since I am still in my first year of investing in stocks, I would like to hear your thoughts on this determination.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ インテルが酷い決算… 今日も厳しいかも
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Even if we rebound tomorrow, I think it has become hopeless to aim for the highest price by the end of the year.
Even if we rebound tomorrow, I think it has become hopeless to aim for the highest price by the end of the year.
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$NVIDIA (NVDA.US)$ $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
エヌビディアで需要があるということ🤫
サムスン電子、エヌビディア向けAI用メモリーチップで追い上げへ
Yoolim Lee、Ian King
2024年7月30日 13:40 JST
更新日時 2024年7月30日 15:14 JST
HBM3チップをエヌビディアが承認、HBM分野で前進と関係者
韓国サムスン電子は人工知能(AI)市場に不可欠なメモリーチップの開発で幾度も挫折を経験したものの、ようやくライバルのSKハイニックスとの差を縮めようとしている。
事情に詳しい複数の関係者によると、サムスンは高帯域幅メモリー(HBM)の第4世代「HBM3」チップがAI向け半導体最大手のエヌビディアから待望の承認を得るなど、復活に向けて大きく前進している。内部情報を理由にこれら関係者が匿名で明らかにしたところでは、第5世代の「HBM3E」についても2-4カ月で承認...
エヌビディアで需要があるということ🤫
サムスン電子、エヌビディア向けAI用メモリーチップで追い上げへ
Yoolim Lee、Ian King
2024年7月30日 13:40 JST
更新日時 2024年7月30日 15:14 JST
HBM3チップをエヌビディアが承認、HBM分野で前進と関係者
韓国サムスン電子は人工知能(AI)市場に不可欠なメモリーチップの開発で幾度も挫折を経験したものの、ようやくライバルのSKハイニックスとの差を縮めようとしている。
事情に詳しい複数の関係者によると、サムスンは高帯域幅メモリー(HBM)の第4世代「HBM3」チップがAI向け半導体最大手のエヌビディアから待望の承認を得るなど、復活に向けて大きく前進している。内部情報を理由にこれら関係者が匿名で明らかにしたところでは、第5世代の「HBM3E」についても2-4カ月で承認...
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$Snowflake (SNOW.US)$
It seems that it will be bought due to FANG+ rebalance
if the stocks aren't replaced...
It seems that it will be bought due to FANG+ rebalance
if the stocks aren't replaced...
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$Snowflake (SNOW.US)$ Funds were exhausted at 144 dollars even though the difficulties continued (T_T)
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