AI Chip (BK2548) Stock Forum and Discussion

AI Chip Watchlist

Artificial intelligence (AI) is a technology that copies how people think and process information, making it useful for companies in many innovative fields. AI chips process large amounts of data in emerging AI technology. As an essential component, companies involved in the design and manufacturing of AI chips are likely to benefit from the growth of AI development. In 2023, the AI sector attracted a lot of media coverage and investors. The potential size of the AI market is still unknown because we keep finding new ways to use AI technology. AI chip companies in this list are likely to benefit from the growing interest in the AI market.

19105.408
-180.532-0.94%

Close Nov 27 16:00 ET

19187.231High18931.305Low

Constituent Stocks: 16Top Rising: BIDU+1.57%

tertm141

9 minutes ago

$Microsoft (MSFT.US)$ not going anywhere.

151867472

28 minutes ago

$Tesla (TSLA.US)$ dead just before december

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Xenon

49 minutes ago

Columns U.S. Stock Market Analysis and Recommendations

Market Overview:
On Wednesday, November 27, 2024, U.S. stocks closed lower across the board. The major indices performed as follows:
• Dow Jones Industrial Average fell by 138.25 points, or 0.31%, closing at 44,722.06 points.
• S&P 500 Index dropped 22.89 points, or 0.38%, closing at 5,998.74 points.
• Nasdaq Composite Index decreased by 115.10 points, or 0.60%, closing at 19,060.48 points.
Market Analysis:
1. Weak Economic Data and Inflation C...

Buffett sells 25% of Apple, boosts cash pile: Is a bear market incoming?

D3VIN

51 minutes ago

$NVIDIA (NVDA.US)$ It’s astounding how irrational this market can be. "They’re not growing enough anymore," yet the company is delivering record-breaking quarters and possesses a competitive moat strong enough to acquire some of the largest players in the industry. Do you honestly believe this stock won’t rise? Let’s leave the conspiracy theories aside and focus on the facts.

Weekly Buzz

Junius Falcon : Came across this recently, they are making language model as well and results seem great! They have many things under their sleeves. Many applications await for artificial intelligence, just like the internet isn't over after 20+ years.
Hymba Hybrid-Head Architecture Boosts Small Language Model Performance | NVIDIA Technical Blog https://developer.nvidia.com/blog/hymba-hybrid-head-architecture-boosts-small-language-model-performance/

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scarlight : The reason why of not growing enough.
1/ It's valuation in the previous years is incredibly smaller and now as you can see it is comparable to Apple the biggest company in the world. Then it is logical for it to slow down in growing.
2/ Sale: Its AI chips find more buyers but let us be realistic. Aside from big companies like the Magnificent 7 to buy AI chips who or what countries in the world actually has the money to buy more than US monopoly??? So sale's growth eventually reduce. Beat earning but yes slow down in growth.
3/ AI as you may know is not an innovative it is a quick charger. Instead of using people and ask them to learn they use AI to do the job faster. then when they get enough AI they make AI to make more AI. That is what Microsoft and Amazon are doing. AI replaces humans and then AI replaces AI.
AI is not making anything new they are there to make things faster. It fit the world dynamics that value efficiency but it will dissolve itself as well.

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Junius Falcon scarlight : 1. NVDA was selling GPU mostly for gaming and it is a very small market with limited growth, yet stock price kept up because it makes new cards sold to broader emerging markets. I believe using PE back then is inappropriate at least for the coming years.
2. Point 1 will apply the same way. India is not yet in. The world is big.
3. AI will make better automation and faster work in civil, industrial and military tasks. Imagine companies will get larger profits, pay more taxes, the government will become more rich and start to pay out universal income to its citizens. This can become an economy revolution as well as industrial one.

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scarlight Junius Falcon : hmm the thing is you want to analyse stock movement you have to follow the rule of wall street analysis.
They use their metric as comparable to the past and current economic situation to make stock movement.
If you do not follow Wall Street's rules, stocks' movement will not follow your ideas. Because Wall Street makes the rules to value and they are the ones who move stocks not us normal people.

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Junius Falcon scarlight : Wall Street says 150 to 200 next year lol, not 90 to 120. Usually companies with high growth potential have high PE, as the market is always forward looking.

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151867472

53 minutes ago

$Microsoft (MSFT.US)$ really ftc?

pootpoot

1 hour ago

$Advanced Micro Devices (AMD.US)$
interesting gap up candle. its been 1 month since earnings. in this 1 month, 6 green candles : 15 red candles. out of this entire month i would say more than 90% of the time if theres any pre market pump its easily a bulltrap.
2days ago AMD had a nice breakout setup which totally made me disappointed. but i guess its important to move on. im not sure when AMD is finally done with this correction.. but i believe it might take 1 more month and why. (broadcom earni...

Kevin Travers

1 hour ago

Columns Wednesday Ends With Index Decline | Wall Street Today

The S&P 500 and market fell Wednesday after a morning bump brought the Dow Jones Industrial Average to new highs. The market will close Thursday in observance of the Thanksgiving holiday.
Just past 4 pm ET, the $S&P 500 Index (.SPX.US)$ traded -0.38%, the $Dow Jones Industrial Average (.DJI.US)$ fell 0.31%, after hitting new high of 45,003, and the $Nasdaq Composite Index (.IXIC.US)$ fell 0.60%
MACRO
PCE numbers for October were right as expected ...

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$NVIDIA (NVDA.US)$ in February 2025 .. we blowing up

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