Money Thrill
liked and commented on
$Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $Tesla (TSLA.US)$ $Arm Holdings (ARM.US)$ $Marvell Technology (MRVL.US)$ $C3.ai (AI.US)$ $IBM Corp (IBM.US)$ $Palantir (PLTR.US)$ $UiPath (PATH.US)$ $Arista Networks (ANET.US)$ $CrowdStrike (CRWD.US)$
This is the follow-up to the post I wrote 3 days ago.
Yes, there are several other AI stocks worth considering beyond the top 10 mentioned earlier. While the initial list focused on established giants with significant AI investments, the AI landscape is dynam...
This is the follow-up to the post I wrote 3 days ago.
Yes, there are several other AI stocks worth considering beyond the top 10 mentioned earlier. While the initial list focused on established giants with significant AI investments, the AI landscape is dynam...
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Money Thrill
commented on
$Micron Technology (MU.US)$ this one really feel like cannot drop already
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Money Thrill
liked and commented on
$Adobe (ADBE.US)$
This may be one of the best times to start adding. While ppl are talking shit about this stock, u know that this is the time already.
This may be one of the best times to start adding. While ppl are talking shit about this stock, u know that this is the time already.
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Money Thrill
reacted to and commented on
$Super Micro Computer (SMCI.US)$ y are U up when market red
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Money Thrill
commented on
$Super Micro Computer (SMCI.US)$ The life sciences and pharma industries are undergoing a transformative revolution powered by AI—accelerating drug discovery, advancing gene sequencing, and ultimately saving lives. However, realizing this potential comes with challenges: integration, governance, security, and cultural shifts require strategic leadership as organizations face increasing pressure to adapt—or risk falling behind.
CXO INSIGHTS, hosted by S...
CXO INSIGHTS, hosted by S...
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Money Thrill
reacted to
Positive news from smci. As anticipated - volume shipments start.
https://www.stocktitan.net/news/SMCI/supermicro-begins-volume-shipments-of-max-performance-servers-3cs3idva935f.html
https://www.stocktitan.net/news/SMCI/supermicro-begins-volume-shipments-of-max-performance-servers-3cs3idva935f.html
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Money Thrill
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$ASML Holding (ASML.US)$ maybe this is ショーン’s no1 recommend for 2025.
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Money Thrill
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$Micron Technology (MU.US)$ In 2024, Samsung held the largest market share in the DRAM sector with 42.9% [ statista.com/st...]
SK Hynix followed closely with 34.5%,
Micron Technology held 19.6% of the market. But there are the differences.
The new 1-gamma (1γ) is the future: This is Micron's latest DRAM process technology, which uses extreme ultraviolet (EUV) lithography [ $ASML Holding (ASML.US)$ ] to produce the smallest memory cells. This...
SK Hynix followed closely with 34.5%,
Micron Technology held 19.6% of the market. But there are the differences.
The new 1-gamma (1γ) is the future: This is Micron's latest DRAM process technology, which uses extreme ultraviolet (EUV) lithography [ $ASML Holding (ASML.US)$ ] to produce the smallest memory cells. This...
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![[loading]](data:image/svg+xml;base64,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)
Money Thrill :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
but I still miss some, $ASML Holding (ASML.US)$ , leader Quantum lithography machine EUV,![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
... etcetera ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
also $Micron Technology (MU.US)$ better HBM 3e generation & 1- gamma than Samsung, revenue for microchips AI surpassed global revenue (> 50 % ) for FIRST time. Analysts don't see it ?
$Taiwan Semiconductor (TSM.US)$ greatest foundry in world
$Equinix Inc (EQIX.US)$, builder and renting of data centers that are already rented out before they are built
$ServiceNow (NOW.US)$
And i don't see $NVIDIA (NVDA.US)$ anymore, 80 % market share
don't forget the power plants like
$Constellation Energy (CEG.US)$ (50 dollars up in down market Friday) &
$Vistra Energy (VST.US)$ etcetera
Money Thrill : 100 miles from me us the greatest private research laboratory in World, connected with University, working for 600 companies (Nvidia, Mu, Intel, TSMC, Samsung etc ). 5500 sophisticated engineers. Belgium Leuven. The microchips for 2038 excist already but not in production. But for who is the research or patent is secretly?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
nanochips, the future is very, very complex. And that is needed for so much data.
i try to follow everything there ...