📊🚀 What to watch this week! 🌐💡
President's Day - Monday: The US stock market will be closed!
Walmart $WMT Earnings - Tuesday: Retail giant Walmart will release its earnings! 🛒💰 What will be the impact on their stock and the overall retail sector?
Home Depot $HD Earnings - Tuesday:🏡💼 What will be the impact on the construction and home building sector?
Fed FOMC -. Wednesday: Let's...
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I don't own stock in either Intel or AMD, but if I had to pick one I'd pick amd
Patience pays off!🗓️🌹
Exactly 25 years ago yesterday, Nvidia $NVDAwent public on the stock market ! 🎉 In 1999, CEO and co-founder Jensen Huang became the owner of 3 million shares worth $59 million after the first day of trading.
Today, those shares are worth a whopping $85.8 billion! 🤯
...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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I think it has almost no chance against these companies. But Intel is a great and quality company.
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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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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It's very possible that the tech companies will make the chips themselves and won't be so dependent on Nvidia.
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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I was very interested in this company, but somehow I forgot about it, so thank you for reminding me. I'll have to take a quick look at the company and I'll definitely be following the IPO at least a little :)
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.
You're already recapping the year like this? Wait at least 2 more months, only autumn will be a ride! :-D
Super thanks for the recap, I just didn't have time to make it myself now :)