Goldman Sachs' financial report preview: Bullish on AMD and ARM, bearish on Intel.
Goldman Sachs expects that AMD's Q2 performance and guidance are expected to meet market expectations, and the data center business may achieve double-digit growth. ARM's Q2 performance and guidance both exceed market expectations, and the compound annual growth rate of revenue in the next three years may reach 23%. In contrast, Intel's Q2 performance and guidance may disappoint Wall Street, and its server CPU market share is still being squeezed by peers.
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S&P 500 Notches Best Day Since June As Investor Sentiment Improves: Fear Index Moves To 'Greed' Zone
US institutional investors survey: Nvidia still the most popular, Broadcom catching up, concerns with Micron, bearish on AMD.
According to Citigroup's survey, with Broadcom acquiring more AI customers and adding value from VMware, it is catching up with Nvidia as the largest holding for investors, while investor sentiment towards Nvidia has cooled down.
Aaron Invests (AI) : It's alright we are all learning. My first time in the stock want to be a Warren Buffett wannabe and hold only value stock. In return, under perform the market but made profits. Turtle
all the time. Learn to rebalance over time ![undefined undefined](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
lauwaijenOP Aaron Invests (AI): Thanks bro 🥹
151645539 : I am in a similar situation like you. You are not alone.
At what cost : What did you do to mitigate this?