$Trump Media & Technology(DJT.US$ pump Again after Biden not running?
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Massive $Taiwan Semiconductor(TSM.US$ puts came in prior to today & they absolutely crushed that trade. Almost as if they knew what the candidate or candidates would be saying about semis and Taiwan.
If I'm that trader I'm booking massive gains ahead of $TSM ER. So was the trade thesis based on earnings knowledge or political knowledge?
We'll find out soon enough but at the moment it smells like the latter. Here's to hopium 🥂.
Sidenote; if the news is good & it still gets sold? Be afraid. Be very af...
If I'm that trader I'm booking massive gains ahead of $TSM ER. So was the trade thesis based on earnings knowledge or political knowledge?
We'll find out soon enough but at the moment it smells like the latter. Here's to hopium 🥂.
Sidenote; if the news is good & it still gets sold? Be afraid. Be very af...
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Valuation wise Big Tech is currently in three brackets:
1. EV/EBITDA (NTM) 14-15x = $Meta Platforms(META.US$ , $Amazon(AMZN.US$ , $Alphabet-A(GOOGL.US$
2. EV/EBITDA (NTM) 24-26x = $Microsoft(MSFT.US$ , $Apple(AAPL.US$
3. EV/EBITDA (NTM) 37-43x = $NVIDIA(NVDA.US$ , $Tesla(TSLA.US$
1. EV/EBITDA (NTM) 14-15x = $Meta Platforms(META.US$ , $Amazon(AMZN.US$ , $Alphabet-A(GOOGL.US$
2. EV/EBITDA (NTM) 24-26x = $Microsoft(MSFT.US$ , $Apple(AAPL.US$
3. EV/EBITDA (NTM) 37-43x = $NVIDIA(NVDA.US$ , $Tesla(TSLA.US$
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102418389/20240709/84233d7920fb4d3bb752be5e397a29a0.png/thumb?area=101&is_public=true)
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Apple $Apple(AAPL.US$ has reportedly increased its chip order with TSMC $Taiwan Semiconductor(TSM.US$ , With the increased order in place, Apple is supposedly preparing to sell between 90M and 100M units of the iPhone 16
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$Apple(AAPL.US$ has already expanded orders to $Taiwan Semiconductor(TSM.US$ for A18 smartphone chips meant for a 90-100 million iPhone 16 series build, media report, citing unnamed supply chain sources. iPhone 16 will also come with improved camera and memory specs. The A18 will be made on TSMC’s N3E process, and boasts a more powerful neural engine than the M4, media say.
Apple will also upgrade the onboard DRAM memory chip spec to 8GB from 6GB as AI requires more memory, another report says...
Apple will also upgrade the onboard DRAM memory chip spec to 8GB from 6GB as AI requires more memory, another report says...
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$Apple(AAPL.US$ has surpassed $Microsoft(MSFT.US$ and $NVIDIA(NVDA.US$ to once again becoming the most valuable company in the world 👑
People are saying NVDA won't have a 10, 15, 20 trillion dollar market cap someday but it's great that companies like MSFT and AAPL are ahead to further prove the point that markets will keep growing as usual. The competition is great for us. If this is the beginning of the new industrial revolution, we sti...
People are saying NVDA won't have a 10, 15, 20 trillion dollar market cap someday but it's great that companies like MSFT and AAPL are ahead to further prove the point that markets will keep growing as usual. The competition is great for us. If this is the beginning of the new industrial revolution, we sti...
![Why AAPL being #1 by market cap again is good for NVDA](https://sgsnsimg.moomoo.com/sns_client_feed/102418389/20240613/83c9ccc2e16646e8a8402f741ad0a3f7.jpg/thumb?area=101&is_public=true)
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$NVIDIA(NVDA.US$
I’ve been short-term holder since March of this year but I plan on staying in the NVDA game for the long haul especially after seeing the exponential growth of this stock. My question is, after the 10-1 split on Monday what is your prediction of what will happen?
I get that we can’t time the market but after missing the wave three times I have a head full of steam now! With that being said, will...
I’ve been short-term holder since March of this year but I plan on staying in the NVDA game for the long haul especially after seeing the exponential growth of this stock. My question is, after the 10-1 split on Monday what is your prediction of what will happen?
I get that we can’t time the market but after missing the wave three times I have a head full of steam now! With that being said, will...
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Elon Musk posted this saying xAI’s next big step would probably be getting ~300K of Nvidia’s $NVIDIA(NVDA.US$ Blackwell chips next summer
Jensen Huang said each chip will cost at least $30K
That means xAI may be about to spend at least $9 Billion on Nvidia chips
Jensen Huang said each chip will cost at least $30K
That means xAI may be about to spend at least $9 Billion on Nvidia chips
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102418389/20240604/170e9a9bdff743fd84fa23561fdd4672.jpg/thumb?area=101&is_public=true)
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