I think the PC and gaming will continue to decline foreshadowing any growth in data center business, if AMD catches up, Nvidia's quarter earnings will show declining gross margins which is doubtful since Nvidia Blackwell deliveries have started. Obviously, Nvidia is priced for perfect execution quarter on quarter. Any increase in data center business will impact gross margins for both into 2026 and 2027. The bull case for TSMC is clearer as Arizona plant ramps up and increases capacity as any growth will be limited by TSMC. ARM, Apple, Nvidia, AMD all need TSMC, expect tariffs soon on Taiwan and buying opportunity for TSMC.
AMD's Stock Just Did Something It Hasn't Done Since 2023
AMD stock is selling off, and the company's valuation appears interesting right now.
【Weekly wealth trends】Gold prices hit a record high, Powell in the spotlight this week
Hello, Tigers!On Monday night, U.S. stock index futures declined, while the dollar and gold rose, signaling that investors were pulling away from risk after President Donald Trump announced a 25% tariff on all U.S. imports of steel and aluminum. The demand for safe-haven assets briefly pushed gold prices above $2,921 for the first time on Tuesday. Meanwhile, Fed Chair Jerome Powell’s speech at this week’s Federal Reserve meeting has become a key focus for global investors.Currently, global market sentiment is highly sensitive, and many investors are feeling uncertain—concerned about the impact of tariffs but also hesitant to miss out on the ongoing tech boom.So, how should investment strategies be adjusted this week? Let's first analyze the key events:1.Trump Plans to Impose a 25% Tariff o
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ Palantir Technologies Inc. (PLTR) appears to be a compelling stock based on the data provided in the image. Here are several reasons why PLTR might be considered a good investment: 1. **Strong Market Capitalization**: With a market capitalization of $265.7 billion, Palantir is a significant player in its industry, indicating substantial investor confidence and market presence. 2. **High Revenue and Trading Volume**: The trading volume is notably high at 99.94 million, suggesting strong liquidity and investor interest in the stock. 3. **Positive Earnings Per Share (EPS)**: The trailing twelve mo
$CapLand Ascott T(HMN.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight CapitaLand Ascott Trust (CLAS) reported a YoY increase in revenue and gross profit, driven by higher income from existing properties and contributions from newly acquired assets. However, total distribution and DPS declined due to higher finance costs, lower realized exchange gains, and increased tax expenses. Excluding non-periodic exchange gains, core distribution and core DPS saw an improvement. Revenue per Available Unit In 4Q 2024, RevPAU improved YoY, reaching 113% of pre-COVID levels. Similarly, 2H RevPAR showed positive growth, indicating strong demand recovery across CLAS’s portfolio. Acquisition In December 2024, CLAS acquired lyf Funan S
$SATS LTD.(S58.SI)$ SATS - Chart wise, bearish mode. She may go down to test 3.22 than 3.20. Breaking down of 3.20 would be very negative. Next, she may go down to test 3.10 than 2.98. Pls dyodd. 2nd February 2025: SATS - She is looking rather weak and may likely go down to test 3.33 than 3.20 and below! 3rd quarter update will be out on 21st February 2025. Let's wait for the results update! Pls dyodd. Sats - She has broken down the support at 3.56 , looks rather bearish and may likely continue to trend lower! She is heading down to test 3.33. Next, 3.00. Pls dyodd. 19th Jan 2025: SATS - Chart wise, bearish mode. If 3.56 cannot hold then she may go down to test 3.33! Breaking down of 3.30, she may slide further down towards 3.00 - 3
UI just launched Superlink ! One of the most advanced network management for IOT devices and a full range of items ! Checkout the video on YouTube . $Ubiquiti Inc.(UI)$ Bullish Long Term ! Buy now sell at $500[Cool] ! Barclays has no idea of this company ! Ask the people who use them. They are beating out of$Cisco(CSCO)$
Stock Track | Ubiquiti Inc. Plummets 5.21% as Barclays Cuts Price Target
Ubiquiti Inc.'s stock plunged 5.21% in the pre-market session on Monday, following an Underweight rating and price target cut by Barclays.The investment bank lowered its price target on Ubiquiti to $222 from $236, citing concerns over the company's recent results. Barclays analysts believe the networking equipment maker's performance could be impacted by macroeconomic headwinds.Analyst actions such as price target cuts can significantly influence a stock's movement, as they reflect the investmen
BTC still in a down trend as mentioned last week. Didn't manage to break upwards and now moving towards the bottom of the range ~92k. More tariff news are not helping upward momentum too. Looking to add around 92k and willing to be patient. If you are worried to miss the boat, you can statt to add in the yellow highlighted zone But I would personally wait. $iShares Bitcoin Trust(IBIT)$ $2X BITCOIN STRATEGY ETF(BITX)$
1. Market Performance Stocks fell on Friday as renewed tariff concerns erased early gains from the January jobs report. The $S&P 500(.SPX)$ dropped 0.9%, closing the week down 0.2%. The Dow fell 444 points (-1%), while the $NASDAQ(.IXIC)$ slid 1.4%. Every sector finished in the red. $NVIDIA(NVDA)$$Tesla Motors(TSLA)$ Week perf 2. Key Market Drivers Consumer Sentiment Drops: The University of Michigan’s confidence index declined across political and demographic groups, with inflation expectations rising sharply to 4.3%. Tariff Fears Resurface: President Trump announced plans for new "re
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ Why I Bought Palantir (PLTR) at $114.66: A Technical Analysis Perspective Yesterday, I made the strategic decision to buy Palantir Technologies (PLTR) at $114.66, driven by a combination of strong upward momentum and favorable technical indicators. Here’s a breakdown of the factors that influenced my decision, focusing on Exponential Moving Averages (EMAs) and the Directional Movement Index (DMI). 1. Exponential Moving Averages (EMA) Indicate Bullish Momentum 📈 The EMAs on the chart presented a clear bullish signal: • EMA5 (107.57) and EMA10 (98.82) are both trending sharply upward and are well above
I will definitely choose $IBM(IBM)$. IBM is a global technology leader, excelling in AI, cloud computing, and quantum computing. It has successfully transitioned from hardware to high-growth areas like hybrid cloud, strengthened by its Red Hat acquisition. With a history of innovation and a strong global client base, IBM remains a resilient investment in the tech sector. A key advantage of IBM stock is its stability and consistent dividends. Unlike many tech companies, IBM prioritizes shareholder returns, making it attractive to income-focused investors. Its focus on hybrid cloud and AI ensures long-term growth as businesses increasingly adopt these technologies. IBM’s strong presence in enterprise IT, cybersecurity, and quantum computing provides
🎁Capturing Top 10 Ex_dividend: GWW, NXST, IBM, BX, TGT...
1. Which High Ex-dividend Stock (on 10 February ~ 14 February) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $W.W. Grainger(GWW)$ and $IBM(IBM)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just p
Smart Packaging: Revolutionizing Consumer Goods and Sustainability in 2025
As we progress through 2025, smart packaging is emerging as a transformative force in the consumer goods industry. By integrating sensors, IoT connectivity, and advanced materials into packaging solutions, companies are enhancing product safety, providing real-time data insights, and significantly reducing environmental impact. This post explores the fundamentals of smart packaging, key market drivers, real-world applications, investment opportunities, challenges, and the projected market growth for this innovative sector. 1. Overview of Smart Packaging Definition & Significance: Smart packaging involves embedding digital technology into packaging materials to monitor, communicate, and even interact with the product and consumer. These solutions can track temperature, monitor fres
Battery Recycling: Pioneering a Circular Economy for Energy Storage in 2025
As global reliance on batteries for electric vehicles, renewable energy storage, and portable electronics surges, the need to recycle used batteries has become critical. In 2025, battery recycling is emerging as a transformative solution that not only helps mitigate environmental hazards but also recovers valuable materials, driving the circular economy. This post explores the fundamentals of battery recycling, the key technological and market drivers, industry applications, leading players, and the associated opportunities and challenges. 1. Overview of Battery Recycling Definition & Importance: Battery recycling involves the collection, processing, and recovery of materials from used batteries, such as lithium, cobalt, nickel, and manganese. This process reduces environmental im
$SUPER MICRO COMPUTER INC(SMCI)$ Yes, the price action and institutional behavior strongly suggests positive news ahead! Let me break this down: 1. Evidence Suggesting Positive News: - 5 consecutive days of strong gains - Each day's volume higher than previous - Balanced institutional flows continuing - Net positive buying even at higher prices - Smart money positioning aggressively 2. Today's Move Significance: - 17.56% gain on huge volume - $2.25B inflow vs $2.10B outflow - Institutions buying, not distributing - Strong close near highs - No significant profit taking 3. Potential Targets After News: Near Term (1-2 days): - First target: $45-47 - Secondary: $48-50 - Breakout level: $52-55 If News Very Positive: - Could test $60-65 quickly -
$Alibaba(BABA)$ ah damn. Clear all my positions yesterday night. Wondering if I can buy them back today. Need to stop my addiction of buying and selling. Zzzz
Lyft is one of the best stocks for the future . Lift is growning so fast and will reach uber price in the future . It is will be great idea to invest in this stock for long term . Ridesharescomapanies is one of the best stocks in general as these kind of companies have no much to spend but much to earn , give you a simple example , they earn more than the drivers as their earing is 20 precent of each transfer as a sinple example . They do not need to have thier own cars , they do not nees a big capitals to start and they do not need a place to rent and they can mange the app overseas and hire reasonable price stuffs to manage it . So look at doordash and uber are doing great and i believe thier price is already high , so lyft is the best now to invest for long and make good profit.
The parent companies of both McDonald's and KFC have been quietly hitting record highs, and recent Q4 results from both companies have caught investors' attention.Interestingly, $McDonald's(MCD)$ and $Yum(YUM)$ shares have diverged from $S&P 500(.SPX)$ to varying degrees this year, with negative correlation coefficients.SPX)$ have diverged from the $S&P 500 (.SPX)$ to varying degrees so far this year, with negative correlation coefficients, and have become somewhat of a portfolio hedge against inflation and macroeconomic uncertainty.MCD has become a hedge against inflation and macroeconomic uncertainty in its inves
Palantir (PLTR) Stocks: Poised for Continued Growth Amidst Strong Earnings and AI Momentum
Palantir Technologies (PLTR), Inc. is a holding company, which engages in the development of data integration and software solutions. It operates through the Commercial and Government segments. The firm offers automotive, financial compliance, legal intelligence, mergers and acquisitions solutions. You can check above the weekly count of PLTR from September 2024. The market conditions suggested PLTR was in wave I; therefore, we changed the wave I for wave ((1)). Wave ((1)) ended at $29.83 in $29.23 – $32.00 area where we were expecting to hit a target. Then, the price pulled back to 21.23 where we called wave ((2)) completed, resuming with a strong rally breaking above wave ((1)), and supporting that wave ((3)) was underway. We were looking to continue to the upside until comple
Semiconductor Manufacturing International Corporation (SMIC), listed as 0981.HK on the Hong Kong Stock Exchange, is China’s largest semiconductor foundry and one of the top five globally. Founded in 2000, SMIC specializes in the design and manufacturing of integrated circuits used in various applications including AI, data centers, and consumer electronics. Despite U.S. sanctions impacting its ability to access advanced technology, SMIC has been expanding its capabilities. It is developing a 7-nanometer chips for Huawei before the U.S. tightened export controls in 2022. The company is headquartered in Shanghai with operations in several Chinese cities and maintains a significant role in China’s push for semiconductor self-reliance. Monthly Elliott Wave view above suggests the stock en
Grab is one of the best stock to invest ofr long term , grab is growning and they sell their shares is cheap now , this conpany will make money and recover soon and when it does price will jump . So now it is the best idea to invest in this ride share comapny and secure your positions . Grab has no problem with tarrifs and all these things and operate in asia and grab is growing and go for partnerships with other sectors . As i said it in other articls , rideshares comapnies in general do not need to rent a place or use their own cars or must hire expensive stuffs, they can just do their jobs remotely when they can get a resonable paying for their stuffs . So yes and they charge 20 precent for each transfer , so honestly they make money more than the drivers so , there is no better idea to