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$Apple (AAPL.US)$ Will this share goes up or down after earning ? let vote
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Artificial intelligence wave swept nearly half a year, also let Nvidia Corporation a push open the door of the U.S. stock trillion club.
Nvidia, which initially just wanted a piece of the game image computing, was not expected to become the leader in AI computing more than two decades later, almost monopolizing the entire AI server chip market.
The last to take over the server market was Intel, but its CPU lost to Nvidia's GPU in high-performance computing. at the same t...
Nvidia, which initially just wanted a piece of the game image computing, was not expected to become the leader in AI computing more than two decades later, almost monopolizing the entire AI server chip market.
The last to take over the server market was Intel, but its CPU lost to Nvidia's GPU in high-performance computing. at the same t...
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Columns NVIDIA - The AI boom is real
The most anticipated quarterly results did not disappoint.
In fact, it was a treat that no one expected.
Post results, and after-market, $NVIDIA (NVDA.US)$ shares went up 30%.
So what made the shares pop so much?
1. Partly due to good results
Where $Advanced Micro Devices (AMD.US)$falter, NVIDIA seemed to prosper. Revenue was up 19% QoQ, albeit down 13% YoY.
Data center revenues smashed records, up 14% a year ago, led by demand for generative AI and large language model...
In fact, it was a treat that no one expected.
Post results, and after-market, $NVIDIA (NVDA.US)$ shares went up 30%.
So what made the shares pop so much?
1. Partly due to good results
Where $Advanced Micro Devices (AMD.US)$falter, NVIDIA seemed to prosper. Revenue was up 19% QoQ, albeit down 13% YoY.
Data center revenues smashed records, up 14% a year ago, led by demand for generative AI and large language model...
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[Rewards] Nvidia spiked on Q1 earnings' jaw-dropping beat, driven by A.I. chip demand
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Q1 revenue was $7.19 billion, down 13% YoY (year-on-year) but up 19% from the previous quarter. Specifically, Data Center revenue was a record, up 14%, led by growing demand for generative AI and large language models.
● Quarterly GAAP net income was $2,043 millio...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Q1 revenue was $7.19 billion, down 13% YoY (year-on-year) but up 19% from the previous quarter. Specifically, Data Center revenue was a record, up 14%, led by growing demand for generative AI and large language models.
● Quarterly GAAP net income was $2,043 millio...
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Tesla's profit dropped 24% with margin compressed after global price cuts
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
Key Takeaways:
Attitude: Tesla sees 2023 as a unique opportunity. As many carmakers are working through challenges with the unit economics of their EV programs, Tesla aims to leverage its position as a cost leader. The management pointed out that the current macro environment remains uncertain....
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
Key Takeaways:
Attitude: Tesla sees 2023 as a unique opportunity. As many carmakers are working through challenges with the unit economics of their EV programs, Tesla aims to leverage its position as a cost leader. The management pointed out that the current macro environment remains uncertain....
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Michael Burry — who issued a dire warning to investors by simply tweeting the word "Sell" in January — just admitted he was wrong.
The "Big Short" investor, who is the founder of Scion Asset Management, spooked the market with his one-word tweet on January 31. At the time, it was read as a signal to investors that they shouldn't be fooled by a rebound in stocks and should ...
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$NVIDIA (NVDA.US)$ 空军们，英伟达发金条了
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Shares of $NVIDIA (NVDA.US)$ popped after releasing better-than-expected results.
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
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I believe everyone has heard that Berkshire Hathaway, owned by Warren Buffett, has sold its previous holdings. $Berkshire Hathaway-B (BRK.B.US)$ Although they made a lot of profits, the selling price was not at a high level. $Taiwan Semiconductor (TSM.US)$ The stock god has always advocated heavy buying and long-term holding. There are basically three possibilities for this time of selling. Which one do you think it is? Let's take a vote first:
My personal opinion: The stock god would not change his own image just to exploit others.![]()
If it was done by his temporary workers without his knowledge, that's not possible either. I haven't heard anything about him being itchy. So I think either the stock god made a mistake or Taiwan Semiconductor is currently not doing well.
I have always believed that the current popular semiconductor stocks are significantly overvalued, especially $Taiwan Semiconductor (TSM.US)$, $NVIDIA (NVDA.US)$ ， $Advanced Micro Devices (AMD.US)$ And $ASML Holding (ASML.US)$ . Among them, nvda is the most seriously overvalued. Will it drop due to overvaluation? Not necessarily, as long as no one thinks of themselves as a bargain hunter, the game of passing the buck can continue.
If we say nvda is like the game of passing the buck, even if you accidentally become a bargain hunter, at least you have a bouquet of flowers.![]()
However, many junk stocks are just passing 💩. If you accidentally buy them, you can only keep them to yourself. That's why I won't touch these junk stuff...
My personal opinion: The stock god would not change his own image just to exploit others.
I have always believed that the current popular semiconductor stocks are significantly overvalued, especially $Taiwan Semiconductor (TSM.US)$, $NVIDIA (NVDA.US)$ ， $Advanced Micro Devices (AMD.US)$ And $ASML Holding (ASML.US)$ . Among them, nvda is the most seriously overvalued. Will it drop due to overvaluation? Not necessarily, as long as no one thinks of themselves as a bargain hunter, the game of passing the buck can continue.
If we say nvda is like the game of passing the buck, even if you accidentally become a bargain hunter, at least you have a bouquet of flowers.
Translated
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