Super Micro Computer $SMCI ⚙️🖥️

The San Jose-based company, which focuses on database equipment such as servers, routers or switches and complete IT solutions, may benefit from relaxed monetary policy in 2024 🤯

Being in the IT field myself, I can say that $SMCI 's equipment is used a lot. The servers contain the latest processor from $INTC called Xeon! I started following the...
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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 AND THE CHINA CHALLENGE

Shareholders of Nvidia Corporation $NVDA were disappointed over the Thanksgiving holiday as renewed focus on the company's hardware export problems to China impacted share prices, but experts suggest that a broader understanding of its technology could reveal potential investment benefits. In early trading on Monday, the shares rose a marginal 0.4%...
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Investors, which company's results will interest you most next week?

I'm definitely interested in the results of $MDT, $NVDA and $DE.

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.

Microsoft plans to launch its own AI chip next month!

Microsoft is reportedly planning to launch its own AI chip to reduce its dependence on Nvidia in particular.

The chip will be similar to Nvidia's GPUs and is designed to run data center servers. This makes the chip less power-hungry. For data centers, power consumption is critical because data centers run 24/7.

The emergence of...
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Investors, which stock in your portfolio is the most profitable this year and how much % is it up ?

In my portfolio, $GOOGL stock is the most in profit this year by 39%. I would very much like to see $NVDA stock in my portfolio, however somehow I have not focused on this company and unfortunately I have not bought the stock :D.

Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT $GOOGL $AMZN on artificial intelligence chips from $NVDA?

These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power...
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ARM HOLDINGS is gearing up for a spectacular initial public offering to test the market's interest in a major technology company. But its target valuation suggests it is resigned to not being the next Nvidia.

According to The Wall Street Journal, citing people familiar with the matter, British chipmaker Arm is seeking a valuation for its initial share offering on the Nasdaq...
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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...
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Investors, what stocks have you been most interested in this year and which companies have you bought the most shares of this year?

I've been very interested in $NVDA stock this year, as it's been growing incredibly fast this year, and I've bought the most shares of $ASML and $CVS so far this year.

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...
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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?

Shares of $NVDA have been rising incredibly fast this year and are up over 220% so far this year and the stock is slowly approaching the $500 price. Unfortunately, I'm currently only following $NVDA stock from afar and I'm very sorry I didn't buy the stock. However, if the share price were to drop below $350, I would be buying.

I would be very interested to know if you have $NVD...
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This week, most are probably waiting for the $NVDA results. Today $BIDU reported results and they didn't do badly at all. Operating profit was RMB 5.210 billion (about $718 million), up 53% year-over-year and 5% quarter-over-quarter. Baidu's net profit was RMB 5.210 billion (about $718 million), down 11% year-over-year and 11% quarter-over-quarter.