📊 Investment Calendar 📆

Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.

Monday: I'll only be watching company results.

📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI and ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit...
Read more

Shares of AI chip companies plunged several percent yesterday📉

Shares of Nvidia $NVDAwere in a selling trend after an analyst pointed out that Super Micro Computer $SMCI, another big player in AI, failed to present preliminary earnings, raising doubts about upcoming results.

A look at Advanced Micro Devices $AMD!

AMD has seen its stock rise an impressive more than 123 %primarily due to the trend of artificial intelligence (AI). However, it is worth questioning whether this growth reflects future...
Read more

$AMD posted Q4 results that were in line with Wall Street's expectations, but the company's stock still took a 6% write-down in extended trading.

How do you think the company will fare this year and with its competition with $NVDA ?

📊 Interesting events of the coming week! 🚀

Have a nice Sunday evening, here's a list of what I think are the most important news items coming up next week.

Keeping a close eye on these events can be key to successful investing and...
Read more

Hello, investors. As you can see the stock of $INTC, 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 or $NVDA?

Nvidia is strengthening its dominance in the chip markets.

Today I read a new report that Nvidia $NVDA and AMD $AMD 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 +231.9% Facebook $META +146.3% Tesla $TSLA +98.9% Royal Caribbean $RCL +97.7% Carnival $CCL +95.2% PulteGroup $PHM +81.5% General Electric $GE +74.7% Palo Alto $PANW +73.9% West Pharma $WST +73.2% AMD $AMD +69% Adobe $ADBE +67.4% Salesforce $CRM +67.1% Lam Research $LRCX +67% Amazon $AMZN +64.4%.

Were you able to...
Read more

Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.

Apple Inc $AAPL, Nvidia Corp $NVDA, Alphabet Inc $GOOGL and Advanced Micro Devices Inc $AMD have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.

Intel Corp $INTC, Samsung Electronics Co Ltd, Cadence Design Systems...
Read more

Meanwhile, since $NVDA is shooting us up to the moon, how about taking a closer look at its competitor $AMD? 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?

What do you think of the AMD $AMD 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.

Advanced Micro Devices $AMD 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.

So finally, neither $NVDA nor $AMD 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...
Read more

Simple question but more complicated answer, what do you prefer as a better investment at the moment and why? $INTC or $AMD?

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...
Read more