$Micron Technology (MU.US)$Their Earnings will be released tonight after market and I’m very optimistic with it. I believe Micron movement will be most likely like$Broadcom (AVGO.US)$and$Marvell Technology (MRVL.US)$and do not forget that Micron CEO is very good at giving optimistic guidance🥰 However, I’ll still close half of my Micron Call Option while letting the half to gamble on its Earning. $NVIDIA (NVDA.US)$Yeah I’m glad that I was fast enough to p...
The market fell Tuesday, but stepping back, the view of tech stocks looks like a mountain range that has not peaked yet- for all of December, the Nasdaq has arched upward into all-time highs. After Monday's record, the index pulled back, following a pullback for Nvidia and Broadcom, falling after Broadcom's post-earnings stock jump finally took a pause. Just past 4 pm ET they$S&P 500 Index (.SPX.US)$traded down 0.39%,...
Happy Tuesday, December 17th. The market was falling, the Nasdaq hit a record high Monday, and it was a hard act to follow. Bitcoin hit a new high at 108k. $Marvell Technology (MRVL.US)$fell 8%, the lowest on the Nasdaq 100, as the competitor to Braodcomm followed the freshly minted tech giant lower.$Broadcom (AVGO.US)$Climbed 24 and 11% in the past two sessions after its AI-based earnings impressed the market- its stock pulled ...
Space Dust
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Moore's Threads.. something behind the scenes is happening there. 1. CEO is former Nvidia 2. MUSA is pretty much CUDA 3. Moore's Law. the whole 2 year law , last time I heard, is down to 6 months . so, with the most recent releases of their products being benchmarked within that timeframe.. who actually believes China can't get an EUV machine, or scrap something together competitive. GPU's, and semiconductors are much like engine and racing.. one side may have a better machine shop, ASML. but, then we meet Moore's Law and reality sets in. how long before ASML is not ahead and alone, or restricted? And if the end result of the GPU's ends up a larger factor, than the manufacturing of them, it may not matter. How possible is it to actually restrict a country from accessing a computer technology? Maybe I can teach their spies a thing or two, that is IF they really are being thwarted from Nvidia chips. which on the surface, knowing the underbelly, seems wholly preposterous and totally ludicrous. as more Nvidia chips are put out, Semiconductors will become less profitable as proliferation dictates. one company or government can only throttle innovation for so long in a monopoly.
Dan’l
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Thank you, and well done, as usual… America is in for a time of growth, with or without any cut(s), despite the likelihood that inflation will persist. As the US Dollar gets stronger, some stocks related to gold mining are becoming an even better value lately. Similarly, talk of tariffs, and isolationism, drag the price of uranium-related stock down, despite new contracts and growing future demand. I’ve mostly leaned into swing trading, and learning to actually *not* invest every penny I have available (but, instead, to have it available *to* invest). God bless/protect Trump/America, buUut… the markets will reward those with the wisdom to see beyond what he’s saying (and how others respond), so as to better understand what he’s doing (and how others respond to that).
$Broadcom (AVGO.US)$stock surged 11.2% this Monday, following a 24.4% leap on last Friday's trading, marking its largest single-day percentage gain in history. According to Dow Jones Market Data, Friday's rally added $206 billion to its market value, which is the sixth-largest one-day gain for a U.S. company. Broadcom is having its 'Nvidia moment'. It has become the third semiconductor company in the world, after$NVIDIA (NVDA.US)$and$Taiwan Semiconductor (TSM.US)$, to su...
$Marvell Technology (MRVL.US)$ Marvell potentially will have be 10x bigger in capital in the next decade due to it's special position in custom AI chip and optical interconnects for data center and AI clusters. Just like what $Broadcom (AVGO.US)$ was just achieved the milestone
Marvell Technology Stock Forum
However, I’ll still close half of my Micron Call Option while letting the half to gamble on its Earning.
$NVIDIA (NVDA.US)$ Yeah I’m glad that I was fast enough to p...
Just past 4 pm ET they $S&P 500 Index (.SPX.US)$ traded down 0.39%,...
$Marvell Technology (MRVL.US)$ fell 8%, the lowest on the Nasdaq 100, as the competitor to Braodcomm followed the freshly minted tech giant lower. $Broadcom (AVGO.US)$ Climbed 24 and 11% in the past two sessions after its AI-based earnings impressed the market- its stock pulled ...
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