$Tesla (TSLA.US)$ The Large Cap has stabilized, and the giants can blindly increase positions.

$Tesla (TSLA.US)$ Don't rush to increase positions, there are many tricks on the four witches' day.

$Tesla (TSLA.US)$ Institutions are eager to ship, indeed it is the power of faith in the trough.

$Broadcom (AVGO.US)$ $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
Broadcom's stock price has recently risen mainly due to the market's bullish outlook on its Application-Specific Integrated Circuits (ASIC) in the field of AI. ASIC is a highly customized chip with high performance and efficiency when handling specific tasks, making it an ideal choice for AI Datacenters and Edge Computing. Broadcom's strategy of providing customers with tailor-made ASICs through partnerships with large-scale cloud providers is expected to increase its AI revenue from $8 billion in 2024 to $20 billion in 2027.
The Threat of ASIC to NVIDIA
While ASIC performance excels in specific scenarios compared to general-purpose GPUs, its application range is relatively limited. NVIDIA's GPUs remain the mainstream choice for AI training and inference due to their versatility and powerful parallel computing capabilities. Additionally, NVIDIA is continuously introducing more powerful chips (such as the upcoming B100) and enhancing its software ecosystem (CUDA, AI libraries, etc.), which further solidifies its market dominance.
The future development of AMD
Although AMD's revenue in the AI ​​field is currently far lower than NVIDIA, its product line is rapidly expanding, especially the MI300X chip used for inference, positioned as high-performance but more cost-effective. Analysts predict that AMD's AI revenue will increase from $3.5 billion in 2024 to $18 billion in 2027...

$Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$
Chatting with friends on the street about using nvda, there are two lines of thinking: the opportunity of the continuous one-month box oscillation that has not effectively touched the MA20 and has not effectively broken through, one is the stock nature of infrastructure (cyclical trading), and the other is the policy bearishness - due to rumors that the US government recently, to prevent NVIDIA chips from entering embargoed countries through third countries, will impose more restrictions on the export areas of NVIDIA's general chips, leading to recent oscillations in NVIDIA and AMD. Currently, there is a buzz on the street about more easily regulated companies like Broadcom custom chips, which is considered selling the news for now. As for ASCI custom chips, it is still in the early stage of uncertain growth, and it is uncertain how much market share it can consume in the future, but Avgo and Marvell have certainty in terms of regulations, firstly because their main customers are in the US, and secondly because competitors are subject to policy restrictions, so it seems that the overall trend is to give ASCI development space. Another perspective is to look at ASCI from a pessimistic standpoint, unlike general AI chips that have broader applicability and iterative potential, if it is effective in the short term, it will definitely help giants reduce costs and increase efficiency, so the industry cycle is bound to be shorter than NVIDIA's, and the development potential and iterative capabilities still rely on NVIDIA as the industry leader in CUDA technology. Based on the above two lines of thinking, in the short term companies like AWS and AZURA are expected to benefit from ASCI to achieve cost reduction and efficiency improvement...

$Broadcom (AVGO.US)$ What's the situation, good or bad, can't bring up the Earnings Reports.