VP 量价
commented on
$PIE (7095.BMS)$ why drop so suddenly?
2
VP 量价
liked and voted
TSM is releasing its Q2 earnings on July 18 before the bell.
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%.
How will the market react to the upcoming results? Make your guess now! ![]()
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%.
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
![TSM Q2 Earnings Preview: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20240716/1721097647343-d52529223b.png/thumb?area=100&is_public=true)
152
260
VP 量价
commented on
VP 量价
liked
$QES (0196.BMS)$ potential new player for the data center theme play?
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
![Data center theme play](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240705/1720190758358-random4287-104346370-android-org.png/thumb?area=104&is_public=true)
2
VP 量价
liked
ordain $NATGATE (0270.BMS)$ 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...
Note 1: $PIE (7095.BMS)$ It is also the foundry of Nvidia AI Server, but Natgate is the only one in MalaysiaOEM officially recognized by Nvidia. Generally speaking, OEM makes more money than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand dollars.
Note 2: Natgate will also replace Huawei's subsidiaryXFusion OEM Nvidia AI ServerIt's just that the video card model should be the cheaper castrated version of the A100.
2) $Coherent (COHR.US)$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) 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 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 electronic signals to optical signals quickly with optical fibers...
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...
Note 1: $PIE (7095.BMS)$ It is also the foundry of Nvidia AI Server, but Natgate is the only one in MalaysiaOEM officially recognized by Nvidia. Generally speaking, OEM makes more money than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand dollars.
Note 2: Natgate will also replace Huawei's subsidiaryXFusion OEM Nvidia AI ServerIt's just that the video card model should be the cheaper castrated version of the A100.
2) $Coherent (COHR.US)$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) 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 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 electronic signals to optical signals quickly with optical fibers...
Translated
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328476993-random386-104346370-android-compress.png/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479181-random3125-104346370-android-org.jpeg/thumb?area=104&is_public=true)
![The tenfold rise of stocks, The King Has Risen...](https://sgsnsimg.moomoo.com/sns_client_feed/104346370/20240707/1720328479360-random8031-104346370-android-org.jpeg/thumb?area=104&is_public=true)
+4
17
2
VP 量价
liked
$JCY (5161.BMS)$ This frog is boiled in warm water
Translated
1
7
VP 量价
voted
VP 量价
voted
VP 量价
commented on
$SIME (4197.BMS)$ Why did the stock price fall when the performance was good
Translated
3
8
VP 量价 : US Tech falls