Shares of AI chip companies plunged several percent yesterday📉
Shares of Nvidia $NVDA-7.4%were in a selling trend after an analyst pointed out that Super Micro Computer $SMCI-7.7%, another big player in AI, failed to present preliminary earnings, raising doubts about upcoming results.
I don't own stock in either Intel or AMD, but if I had to pick one I'd pick amd
Despite the drop, I managed to grab $30 on the demo where I'm trying to trade earnings.😉
Hello, investors. As you can see the stock of $INTC-11.5%, since the beginning of the year the stock price has increased by 90%. What do you think Intel's chances are in the market versus $AMD-8.6% or $NVDA-7.4%?
I think it has almost no chance against these companies. But Intel is a great and quality company.
Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA-7.4% and AMD $AMD-8.6% are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
The best-performing S&P 500 stock so far in 2023:
Nvidia $NVDA-7.4% +231.9% Facebook $META-5.1% +146.3% Tesla $TSLA-10.4% +98.9% Royal Caribbean $RCL-5.8% +97.7% Carnival $CCL-4.6% +95.2% PulteGroup $PHM3.5% +81.5% General Electric $GE-11.1% +74.7% Palo Alto $PANW-7.0% +73.9% West Pharma $WST-7.6% +73.2% AMD $AMD-8.6% +69% Adobe $ADBE-5.0% +67.4% Salesforce $CRM-5.7% +67.1% Lam Research $LRCX-9.4% +67% Amazon $AMZN-4.2% +64.4%.
Were you able to...
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Unfortunately, neither, but I did manage to buy at least $AAPL-7.3% and $GOOGL-3.4% shares.
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL-7.3%, Nvidia Corp $NVDA-7.4%, Alphabet Inc $GOOGL-3.4% and Advanced Micro Devices Inc $AMD-8.6% have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC-11.5%, Samsung Electronics Co Ltd, Cadence Design Systems...
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Meanwhile, since $NVDA-7.4% is shooting us up to the moon, how about taking a closer look at its competitor $AMD-8.6%? The latter isn't as priced and is even below its fair price according to Bulios indicators. How do you view this company? Can it ride the Nvidia-like wave over time?
The question is whether AMD will keep the +-100 support or go a notch lower. Personally in terms of product I don't like AMD I have a graphics card and I have to say it's sometimes extreme those drivers for their cards. But 😂 from an investment point of view it's a good stock and I'll wait to see how it performs on trend plus support. 🙂
What do you think of the AMD $AMD-8.6% results?
Bulios Flash News: Advanced Micro Devices (AMD) reported better-than-expected second quarter results. Earnings per share came in at $0.58, up from the estimated $0.57. Revenue fell 18% year-over-year to $5.4 billion, but still beat expectations of $5.32 billion.
I'm honestly surprised. Because the mines just aren't good yet, they're still going down, and that's where the other things are coming from, plus their P/E? ... like it's great, I wish them well and it pisses me off that I didn't buy. Plus the opportunity in India is great! ... they're different companies, but if I take $SBUX-7.0% for example which also had results yesterday and vice versa, the share price went down and a bit, even though their earnings are growing due to how the world is already open after Covid.
Advanced Micro Devices $AMD-8.6% announces results today after the markets close, let's hear the views. 😊
I'm pretty unsure here what to expect. The news of the last few days the company has unveiled some nice ones, like the future plan to invest $400 million in India in the next few years.
I've been thinking for a long time that it's time to check out the companies that are going into production here in India, so I might as well start resersi here :)
So finally, neither $NVDA-7.4% nor $AMD-8.6% have recovered from yesterday's losses, which they suffered before the market opened on reports that the US government could again adjust chip shipments to China.
Although they looked to take profits during trading to erase their losses, both firms ended the trading day in the red.
Is this a sign of slowing growth or just a slight wobble in the...
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I'm reading this status 3 days later and it looks like just a little blip :)
Simple question but more complicated answer, what do you prefer as a better investment at the moment and why? $INTC-11.5% or $AMD-8.6%?
For me it's more Intel, AMD seems overpriced to me. Let's see how Intel can handle the fight with other chipmakers and how it manages to develop its network of manufacturing factories around the world.
AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
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Nicely summed up and I'll join the Applaks here 😂 I also think they'll come up with something later when it's a blast
What do you think about the speculation about AMD $AMD-8.6% and Amazon $AMZN-4.2%? AMD has unveiled high-performance AI chips called MI300 and there is speculation that one of the biggest customers may be Amazon.
Wow, interesting news and I've been reading all about Amazon lately with interesting mergers or acquisitions, I read about another one today with iRobot, I'll add an article on that. So definitely great for both companies both $AMZN-4.2% and $AMD-8.6%
You can see the drop there nicely, but as Christopher writes, those prices are still high.