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$NVIDIA (NVDA.US)$
Some people were saying that the semiconductor bubble burst even after the previous earnings, but how did they look when the prices hit new highs afterwards?
Some people were saying that the semiconductor bubble burst even after the previous earnings, but how did they look when the prices hit new highs afterwards?
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$NVIDIA (NVDA.US)$ Whenever I buy, any wonderful stocks immediately plummet!
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$Coca-Cola (KO.US)$
US stocks are soaring, but defensive stocks are still weak.
US stocks are soaring, but defensive stocks are still weak.
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$NVIDIA (NVDA.US)$
On August 30th (US time), analysts from major Wall Street institutionsnvidia (NVDA.US)Updated the rating to 200 dollars from 138 dollars.
On August 30th (US time), analysts from major Wall Street institutionsnvidia (NVDA.US)Updated the rating to 200 dollars from 138 dollars.
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$NVIDIA (NVDA.US)$
It will drop soon.
It will drop soon.
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$Taiwan Semiconductor (TSM.US)$
The semiconductor industry has an economic cycle of prosperity and recession alternating every 3 to 4 years, known as the Silicon Cycle.
Figure 1 shows the fluctuation rates of the SOX index (Philadelphia Semiconductor Stock Index) composed of major semiconductor stocks in the USA, and the growth rate of global semiconductor revenue (both compared to the same month of the previous year). It can be seen that these are generally correlated. Semiconductor revenue hit bottom at the beginning of 2023 and is currently at a stage of expanding growth rate.
With the advancement of digitization, it is expected that semiconductor demand will increase in a wide range of applications in the future. Recently, the practical use of AI has been rapidly progressing, which will drive demand for further performance improvement and data processing efficiency. Therefore, entering a "Super Cycle" where semiconductor prosperity lasts longer than usual, there is a possibility that the stock prices of related companies may rise not on the usual 3-4 year cycle, but rather over the medium to long term.
The semiconductor industry has an economic cycle of prosperity and recession alternating every 3 to 4 years, known as the Silicon Cycle.
Figure 1 shows the fluctuation rates of the SOX index (Philadelphia Semiconductor Stock Index) composed of major semiconductor stocks in the USA, and the growth rate of global semiconductor revenue (both compared to the same month of the previous year). It can be seen that these are generally correlated. Semiconductor revenue hit bottom at the beginning of 2023 and is currently at a stage of expanding growth rate.
With the advancement of digitization, it is expected that semiconductor demand will increase in a wide range of applications in the future. Recently, the practical use of AI has been rapidly progressing, which will drive demand for further performance improvement and data processing efficiency. Therefore, entering a "Super Cycle" where semiconductor prosperity lasts longer than usual, there is a possibility that the stock prices of related companies may rise not on the usual 3-4 year cycle, but rather over the medium to long term.
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$NVIDIA (NVDA.US)$
Break through here and set a new high in earnings!!
Break through here and set a new high in earnings!!
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