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$Arm Holdings (ARM.US)$ The relationship between Microsoft and Intel has built the foundation of the IT industry over several decades. Intel processors, along with Microsoft's Windows OS, have become the standard for desktop and laptop PCs, and their relationship has become known as "Wintel." However, one day, Microsoft made a decision that shook the industry. They announced a transition from Intel processors to ARM architecture.
Prologue: Ripples
In early 2023, a secret and important meeting was being held at Microsoft Headquarters in Redmond. CEO Satya Nadella, along with top executives from engineering, marketing, and finance, were in attendance. The agenda was the "Selection of the Next-Generation Computing Platform." The options included Intel, their long-standing partner, as well as ARM, which was rapidly expanding its market.
A few years ago, the performance and power efficiency of the ARM architecture were reevaluated due to its dominance in the smartphone market. Apple's announcement of their self-developed M1 chip for Mac, which boasted impressive performance, prompted Microsoft to consider their own future.
Prologue: Ripples
In early 2023, a secret and important meeting was being held at Microsoft Headquarters in Redmond. CEO Satya Nadella, along with top executives from engineering, marketing, and finance, were in attendance. The agenda was the "Selection of the Next-Generation Computing Platform." The options included Intel, their long-standing partner, as well as ARM, which was rapidly expanding its market.
A few years ago, the performance and power efficiency of the ARM architecture were reevaluated due to its dominance in the smartphone market. Apple's announcement of their self-developed M1 chip for Mac, which boasted impressive performance, prompted Microsoft to consider their own future.
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$Intel (INTC.US)$
Intel CEO and executives announced plans at the mid-September Board of Directors meeting - Bloomberg.
Intel CEO and executives announced plans at the mid-September Board of Directors meeting - Bloomberg.
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$Tesla (TSLA.US)$
It is an innovative attempt to fundamentally change the concept of asset depreciation for vehicles with the concept of assets.
And as time passes, all assets increase in value. Tesla FSD has succeeded in offering strong used car protection, as FSD works with any model.
This is the strong reason why Tesla is a software and AI company.
And that is the investment period allowed to us until it is fully recognized by the general public.
All new technologies are expensive.
They only become cheaper as they receive the choice of the masses.
And money will flow madly from the masses to the corporations.
It is an innovative attempt to fundamentally change the concept of asset depreciation for vehicles with the concept of assets.
And as time passes, all assets increase in value. Tesla FSD has succeeded in offering strong used car protection, as FSD works with any model.
This is the strong reason why Tesla is a software and AI company.
And that is the investment period allowed to us until it is fully recognized by the general public.
All new technologies are expensive.
They only become cheaper as they receive the choice of the masses.
And money will flow madly from the masses to the corporations.
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![Tesla FSD](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240902/66ba2749e843c74385f131d473f772e2.jpg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Major technology companies have spent $104 billion on capital expenditures in the first half of this year, and there is a high possibility that spending will accelerate in the second half.
Major technology companies have spent $104 billion on capital expenditures in the first half of this year, and there is a high possibility that spending will accelerate in the second half.
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![Equipment investment outlook](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240901/e14fd6fc89e8107c9525b23ee58962f7.jpg/thumb?area=105&is_public=true)
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$Microsoft (MSFT.US)$
1. ARM Holdings
A company that designs ARM architecture, which will attract more attention as microsoft pushes for adoption. This will lead to an increase in ARM's licensing revenue and is expected to drive growth of the entire ecosystem.
2. Qualcomm
Qualcomm offers the Snapdragon series, an ARM-based SoC, not only for smartphones but also for PCs. With Microsoft's transition to ARM, Qualcomm's presence in the PC market may increase.
3. Apple
Apple has already achieved success by integrating their own Mac with the ARM-based M series chips, and with Microsoft's move, there is a possibility that ARM-based processors will become mainstream in the PC market. This further highlights Apple's architecture strategy.
4. NVIDIA
Not only does NVIDIA have strengths in GPUs, but recently it has also been trying to acquire ARM...
1. ARM Holdings
A company that designs ARM architecture, which will attract more attention as microsoft pushes for adoption. This will lead to an increase in ARM's licensing revenue and is expected to drive growth of the entire ecosystem.
2. Qualcomm
Qualcomm offers the Snapdragon series, an ARM-based SoC, not only for smartphones but also for PCs. With Microsoft's transition to ARM, Qualcomm's presence in the PC market may increase.
3. Apple
Apple has already achieved success by integrating their own Mac with the ARM-based M series chips, and with Microsoft's move, there is a possibility that ARM-based processors will become mainstream in the PC market. This further highlights Apple's architecture strategy.
4. NVIDIA
Not only does NVIDIA have strengths in GPUs, but recently it has also been trying to acquire ARM...
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$Arm Holdings (ARM.US)$
$ASML designs and manufactures advanced photolithography equipment essential for semiconductor chip production, and $TSM uses this to manufacture high-performance semiconductor chips.
$KLAC provides important measurement and inspection equipment, ensuring that semiconductor manufacturing processes meet strict quality standards - crucial for the reliability and performance of microchips.
3. ARM designs processor architectures that fundamentally supply power to all future devices.
4. NVDA accelerates efficient data analysis and complex computations essential for machine learning using GPUs.
5. MU provides essential memory technology for data storage and access, enhancing high-speed data processing capabilities.
6. $AMZN, $MSFT, $GOOGL, $DOCN make hosting and managing data environments easy, enabling scalable data aggregation and integration from various sources...
$ASML designs and manufactures advanced photolithography equipment essential for semiconductor chip production, and $TSM uses this to manufacture high-performance semiconductor chips.
$KLAC provides important measurement and inspection equipment, ensuring that semiconductor manufacturing processes meet strict quality standards - crucial for the reliability and performance of microchips.
3. ARM designs processor architectures that fundamentally supply power to all future devices.
4. NVDA accelerates efficient data analysis and complex computations essential for machine learning using GPUs.
5. MU provides essential memory technology for data storage and access, enhancing high-speed data processing capabilities.
6. $AMZN, $MSFT, $GOOGL, $DOCN make hosting and managing data environments easy, enabling scalable data aggregation and integration from various sources...
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$NVIDIA (NVDA.US)$
About Hans Mosesman.
He is one of the world's top analysts.
Among the 9,030 Wall Street analysts, he is ranked 4th!
He is a renowned analyst ranked 31st among 38,682 economic experts.
⭐️His forecast accuracy rate is 70% (the average accuracy rate of regular analysts is around 30%).
⭐️Thanks to his advice, annual return is an astonishing 32.10% 💗
His target price for NVDA is $200.
About Hans Mosesman.
He is one of the world's top analysts.
Among the 9,030 Wall Street analysts, he is ranked 4th!
He is a renowned analyst ranked 31st among 38,682 economic experts.
⭐️His forecast accuracy rate is 70% (the average accuracy rate of regular analysts is around 30%).
⭐️Thanks to his advice, annual return is an astonishing 32.10% 💗
His target price for NVDA is $200.
Translated
![Mr. Hans Mosensman](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240831/6dde27595f64ec04f26fdbbe79ca66df.jpg?area=105&is_public=true)
![Mr. Hans Mosensman](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240831/bbb487d0736a6f1460118b23784e8524.jpg/thumb?area=105&is_public=true)
![Mr. Hans Mosensman](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240831/822832cb70d57a9ce6835b67a8229c25.jpg/thumb?area=105&is_public=true)
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Tesla plans to announce 'Robo-Taxi' at Warner Bros. Studios - sources
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Magnificent7 : Sun will be happy when he reads it.![grinning 😀](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f600.png)