ANG WEE KEAT
reacted to
$NVIDIA(NVDA.US$ c'mon 140 today
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$NVIDIA(NVDA.US$ today 140
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ANG WEE KEAT
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7/18: Netflix Q2 earnings
7/23: Tesla Q2 earnings
7/25: Microsoft Q2 earnings*
7/25: Alphabet Q2 earnings
7/26: Meta Q2 earnings
7/31: Qualcomm Q3 earnings (including AI PC exploration)
8/1: Apple Q3 earnings
8/8: AMD Q2 earnings
8/8: Tesla autonomous taxi launch event
8/23: NVIDIA Q2 earnings
8/30: Broadcom Q3 earnings
*tentatively
7/23: Tesla Q2 earnings
7/25: Microsoft Q2 earnings*
7/25: Alphabet Q2 earnings
7/26: Meta Q2 earnings
7/31: Qualcomm Q3 earnings (including AI PC exploration)
8/1: Apple Q3 earnings
8/8: AMD Q2 earnings
8/8: Tesla autonomous taxi launch event
8/23: NVIDIA Q2 earnings
8/30: Broadcom Q3 earnings
*tentatively
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First, understand NVDA's upward logic: the core elements driving world economic growth are not the same in every era. The farming era was cotton, and the industrial age was oil. Now we are about to enter the smart era, and the core element of the intelligent era is chips. We are now in the post-industrial era's transition to the intelligent era. The essence of war is to create demand through war, raise oil prices, sell assets at a high level, let the world take over, and then build a system that uses chips to control world economic growth. In other words, the rise in NVDA is a planned and premeditated increase by the consortium behind it, and then let the world's retail investors take over, thus completing shipments. This is the upward logic behind it. The current stock price was split from 1 to 10 to allow retail investors who can't afford it to enter the market. Next, shareholders such as NVDA, Meta, and Dell have all recently reduced their holdings. It can be judged from these phenomena that the final stage has already been reached. Looking at the details of the trend in the chart over the past few days, the single-day decline has clearly increased, but it is not yet continuous. Next, we need to focus on the magnitude of the decline to determine the probability of escaping. However, once the top is formed, it will be the top of the next ten years. In the future, the chip industry will inevitably experience a major crisis, then complete major asset restructuring at a low price and transfer chips to a small number of people. Only then will Changbulu start rising. Use two charts to predict future trends
Translated
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ordain $NATGATE(0270.MY$ The three main products for revenue growth in the next few years:
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading market share of optical modules) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and the part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber lines. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
3) Bitmain Bitcoin mining machine Antminer
Due to...
1) $NVIDIA(NVDA.US$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US$ optical module
Since the largest customer (the world's leading market share of optical modules) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and the part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber lines. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
3) Bitmain Bitcoin mining machine Antminer
Due to...
Translated
+3
Unsupported module.
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ANG WEE KEAT
reacted to
$NVIDIA(NVDA.US$ obviously for these past few weeks, i believe most of us went through ups and downs. Too much scare tactics coming from the shortie. They kept convinced you to sell, so they can cover with much cheaper price. If you’re buy it at high price, just average it down, it is the simplest thing you can do. Why panic sell and make it lose? Anyway, the time is near. I cant tell you when is the lowest dip, but this may be your last chance to buy cheap price before we...
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Hi, mooers!
As the first half wraps up, we witnessed a series of remarkable events in the stock market that have captured the world's attention! The US stock market has maintained momentum, from the AI boom to meme stocks mania, the US election year, and the expectations of rate cuts; these events have created a lot of buzz.
Now, let’s take a trip down memory lane and revisit these key moments that have shaped our shared experiences.
As the first half wraps up, we witnessed a series of remarkable events in the stock market that have captured the world's attention! The US stock market has maintained momentum, from the AI boom to meme stocks mania, the US election year, and the expectations of rate cuts; these events have created a lot of buzz.
Now, let’s take a trip down memory lane and revisit these key moments that have shaped our shared experiences.