aistyle
voted
$Advanced Micro Devices (AMD.US)$ with $Intel (INTC.US)$ Probably in the AI field $NVIDIA (NVDA.US)$ They are the two main competitors, but no one knows when they will actually be able to compete, or whether they will be able to compete.
The two companies don't have enterprise hardware that can be deployed at the same scale or performance as Nvidia, but they have sufficient resources to scale faster than the others, making them the two closest companies.
This is not a move based on actual or predicted numbers; rather, it means that Nvidia has been extremely successful, and investors are looking for other hardware vendors that can get close to Nvidia.
If you miss a train, you may have to transfer 3 buses that take twice as long to get to your destination.
AI hardware is on par with energy production and data center deployment...
The two companies don't have enterprise hardware that can be deployed at the same scale or performance as Nvidia, but they have sufficient resources to scale faster than the others, making them the two closest companies.
This is not a move based on actual or predicted numbers; rather, it means that Nvidia has been extremely successful, and investors are looking for other hardware vendors that can get close to Nvidia.
If you miss a train, you may have to transfer 3 buses that take twice as long to get to your destination.
AI hardware is on par with energy production and data center deployment...
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aistyle
voted
This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
Translated
![Isn't the fall in US stocks over yet?! Check out a list of the latest views from Wall Street experts!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/82111399519205b4757da843e7698ce6.jpg/thumb?area=105&is_public=true)
![Isn't the fall in US stocks over yet?! Check out a list of the latest views from Wall Street experts!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/f3973db6665629d2de353e70019be3f3.jpg/thumb?area=105&is_public=true)
![Isn't the fall in US stocks over yet?! Check out a list of the latest views from Wall Street experts!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c478d514d2d6ba0a01ef7db7914cbc32.jpg/thumb?area=105&is_public=true)
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aistyle
voted
Good evening to all Moomoo users!
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 130.49 dollars to 38116.89 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 15396.13 with a 114.12 point increase. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 20.10 points to 4987.33.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Can Magnificent Seven change the trend of stock declines - financial results starting this week
The financial results of major US technology companies are in high gear this week. The S&P 500 stock price index fell drastically for the first time in about 1 year in the week ending on the 19th, and it can be said that the timing is perfect for investors who expect a backlash from artificial intelligence (AI) related stocks.
ECB senior officials are concerned that FRB dot charts will lead to political pressure = related sources
European Central Bank (ECB) system...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 130.49 dollars to 38116.89 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 15396.13 with a 114.12 point increase. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 20.10 points to 4987.33.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Can Magnificent Seven change the trend of stock declines - financial results starting this week
The financial results of major US technology companies are in high gear this week. The S&P 500 stock price index fell drastically for the first time in about 1 year in the week ending on the 19th, and it can be said that the timing is perfect for investors who expect a backlash from artificial intelligence (AI) related stocks.
ECB senior officials are concerned that FRB dot charts will lead to political pressure = related sources
European Central Bank (ECB) system...
Translated
![US Market Outlook: Buybacks to IT and Hi-Tech Stocks Start at $130 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/f6ce1ee13f7de4cabddf71fe94d00f7f.png/thumb?area=105&is_public=true)
![US Market Outlook: Buybacks to IT and Hi-Tech Stocks Start at $130 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/68bc29f43c8f6abea4e16332890ab12d.png/thumb?area=105&is_public=true)
![US Market Outlook: Buybacks to IT and Hi-Tech Stocks Start at $130 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/1712013733110-cb72a3c00e.png/thumb?area=105&is_public=true)
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aistyle
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
It's L, but if you go down to 38 or 14, if you head to 35 and break the 35.50 wall,
In the worst case, it falls to 30![]()
N heads to 825 when it falls below 845
855.49
SMCI will head towards 850 if it falls to 870![]()
An apple is 172
AMD is 150
Intel is at least 33![]()
This is an analysis of the current situation, so I'll update it again![]()
I will update it from time to time in the comments section below 👇👇
It's L, but if you go down to 38 or 14, if you head to 35 and break the 35.50 wall,
In the worst case, it falls to 30
N heads to 825 when it falls below 845
SMCI will head towards 850 if it falls to 870
An apple is 172
AMD is 150
Intel is at least 33
This is an analysis of the current situation, so I'll update it again
I will update it from time to time in the comments section below 👇👇
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aistyle
commented on
$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
SOXS went up to 36.75, but tonight, it will go up to 40
The possibilities are increasing.
It's definitely over 37, so there's a chance to escape this week
It's just a little more patience![]()
SOXS went up to 36.75, but tonight, it will go up to 40
The possibilities are increasing.
It's definitely over 37, so there's a chance to escape this week
It's just a little more patience
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aistyle
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
tonight is going to be difficult too![]()
Right now, N is 870, but after opening it is below 865.62
If so, it will drop and I think it will go to 858.43.
If it's a bullish bull, advance towards 877.25 and reach this level
We aim to establish it as an important level of support.
If Bull's efforts come to fruition, it will rise to 882.97![]()
The bull trajectory is 898.13, and if it exceeds this,
It's 900, but I don't know if it will continue to rise![]()
Also, there was a comment saying they didn't understand the direction of SOXS,
Right now, L is 42.710 and S is 3.47![]()
Currently, I think S will continue to move between 3.0 and 3.7![]()
I think semiconductors will continue to be bullish, but if there is an opportunity
It's May isn't it![]()
Will you hold until then or cut your losses when it's around 3.7![]()
As of 4/15, SOXS is...
$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
tonight is going to be difficult too
Right now, N is 870, but after opening it is below 865.62
If so, it will drop and I think it will go to 858.43.
If it's a bullish bull, advance towards 877.25 and reach this level
We aim to establish it as an important level of support.
If Bull's efforts come to fruition, it will rise to 882.97
The bull trajectory is 898.13, and if it exceeds this,
It's 900, but I don't know if it will continue to rise
Also, there was a comment saying they didn't understand the direction of SOXS,
Right now, L is 42.710 and S is 3.47
Currently, I think S will continue to move between 3.0 and 3.7
I think semiconductors will continue to be bullish, but if there is an opportunity
It's May isn't it
Will you hold until then or cut your losses when it's around 3.7
As of 4/15, SOXS is...
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aistyle
liked
A person who started date training while on childcare leave came to today's concert and asked, “Please do a swing or medium to long term” lol
Whether you earn money or not, date trading overwhelmingly takes your heart and time. Pouring your heart and time into your child is the best thing, and I personally recommend swinging or above.
Whether you earn money or not, date trading overwhelmingly takes your heart and time. Pouring your heart and time into your child is the best thing, and I personally recommend swinging or above.
Translated
32
aistyle
liked
The market has been very very extended after S&P500 clocked about 15 all time highs this year.
Enjoy this ride if you have the various tech stocks in your portfolio. But be very careful if you want to chase the high / rally. If not, one can be patient to wait for pullbacks to pick up more shares.
Sometimes when it rains, it pours.
l $Apple (AAPL.US)$ $Coinbase (COIN.US)$ $Sea (SE.US)$ $Zoom Video Communications (ZM.US)$ $Teladoc Health (TDOC.US)$ $XPeng (XPEV.US)$ $Rivian Automotive (RIVN.US)$ $GE Aerospace (GE.US)$ $The Trade Desk (TTD.US)$ $Vanguard Growth ETF (VUG.US)$ $GameStop (GME.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $Snowflake (SNOW.US)$
Enjoy this ride if you have the various tech stocks in your portfolio. But be very careful if you want to chase the high / rally. If not, one can be patient to wait for pullbacks to pick up more shares.
Sometimes when it rains, it pours.
l $Apple (AAPL.US)$ $Coinbase (COIN.US)$ $Sea (SE.US)$ $Zoom Video Communications (ZM.US)$ $Teladoc Health (TDOC.US)$ $XPeng (XPEV.US)$ $Rivian Automotive (RIVN.US)$ $GE Aerospace (GE.US)$ $The Trade Desk (TTD.US)$ $Vanguard Growth ETF (VUG.US)$ $GameStop (GME.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $Snowflake (SNOW.US)$
6
aistyle
voted
exhaustive
・Capturing huge demand for industry-leading artificial intelligence chips, quarterly sales are predicted to increase 265%, which slightly exceeded expectations, and overtime stock prices rose 10%. The company's stock price in Santa Clara, California skyrocketed towards the end, and the total market value increased by more than 80 billion dollars to 1.75 trillion dollars.
・As companies rush to expand AI products, large demand for the company's data center chips and graphics processing units (GPUs) continues to increase. NVIDIA $NVIDIA (NVDA.US)$ Is the silicon of Microsoft $Microsoft (MSFT.US)$ It has a monopoly on the global market for AI chips, which are on par with the like.
Will the rise continue?
・Insider Intelligence analyst Jacob Bourne said, “NVIDIA's new blockbuster quarter has raised questions about how long its skyrocketing performance will continue.” “The company maintains a significant lead in the growing global AI chip field, but it cannot rest on its laurels...
・Capturing huge demand for industry-leading artificial intelligence chips, quarterly sales are predicted to increase 265%, which slightly exceeded expectations, and overtime stock prices rose 10%. The company's stock price in Santa Clara, California skyrocketed towards the end, and the total market value increased by more than 80 billion dollars to 1.75 trillion dollars.
・As companies rush to expand AI products, large demand for the company's data center chips and graphics processing units (GPUs) continues to increase. NVIDIA $NVIDIA (NVDA.US)$ Is the silicon of Microsoft $Microsoft (MSFT.US)$ It has a monopoly on the global market for AI chips, which are on par with the like.
Will the rise continue?
・Insider Intelligence analyst Jacob Bourne said, “NVIDIA's new blockbuster quarter has raised questions about how long its skyrocketing performance will continue.” “The company maintains a significant lead in the growing global AI chip field, but it cannot rest on its laurels...
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