$SUPER MICRO COMPUTER INC(SMCI)$ I wouldn't recommend buying Super Micro Computer right now, even though the stock has dropped over 50% in the past year. I know in value investing these is good opportunity, so in this article, we're going to dive into the risks and potential rewards of this company. Normally, I add a disclaimer at the end of my articles not to buy a stock just because someone talks about it, but Super Micro Computer is a company that I think carries significant risks, and it's important to fully understand those before making any purchase decisions. Keep that in mind as you watch this video, and if you enjoy it, be sure to like and subscribe for more content like this. In addition to Super Micro. I’m particularly excited about Pal

I find myself drawn to Advanced Micro Devices (AMD) like a moth to a flame. But before we dive into whether AMD is poised for greatness—or if this is just another tech hype cycle—let’s take a measured look at the numbers, the narrative, and the nuances that could make $Advanced Micro Devices(AMD)$ your next big win. Reinventing the game, one breakthrough at a time The Numbers Game: A Financial Snapshot Let’s start where every good analysis should—with cold, hard facts. As of Q3 2024, AMD reported revenue growth of approximately 18% year-over-year, reaching $6.8 billion. That’s no small feat in an industry rife with volatility. Their gross margin sits at 50% on a GAAP basis and 54% on a non-GAAP basis, reflecting strong pricing power despite ongoing

What US Tariffs Will Mean for the Semiconductor Sector The U.S. government’s decision to impose new tariffs on semiconductor-related imports is poised to have far-reaching effects on the industry. Given that semiconductors are a critical component in everything from consumer electronics to artificial intelligence (AI) and defense systems, any disruption in the supply chain could have global repercussions. This article explores the implications of these tariffs on semiconductor manufacturing, supply chains, pricing, and long-term industry dynamics. 1. The Semiconductor Industry’s Global Supply Chain The semiconductor industry is highly globalized, with different stages of production occurring in various regions. The U.S. leads in semiconductor design and innovation, while countries like Tai

$Advanced Micro Devices(AMD)$  should see good numbers of this stock with undercutting competion at most places. A lot of short selling keeping this price down⭐

Chip Stocks Overnight: 1. Super Micro, $SMCI: -8.8% 2. Nvidia, $NVDA: -7.0% 3. Arm, $ARM: -6.2% 4. Broadcom, $AVGO: -6.0% 5. Micron, $MU: -5.1% 6. AMD, $AMD: -4.5% 7. Taiwan Semi, $TSM: -4.0% 8. Intel, $INTC: -3.0% Chip stocks have now erased over $1.5 TRILLION in combined market cap over the last week. Markets are bracing for trade war retaliation from China, chip sale restrictions from the U.S., and more AI competition. Is big tech’s historic run over?

AMD Q4 Earnings Preview: Could AI Chips Revenue Surprise the Market and Boost AMD's Stock Price? As $Advanced Micro Devices(AMD)$   prepares to release its Q4 earnings on February 4th, focus intensifies on its AI chip sector performance amidst a volatile start for semiconductor stocks. The sector faced upheavals from new tariff announcements and market reactions to cost-effective AI models like DeepSeek, challenging the demand for high-cost chips. AMD stands at a pivotal point, with its upcoming earnings set to reveal how well it's adapting to these industry shifts. How do you expect AMD's stock price to respond following the earnings release? Happy Financial Forecasts Analysts anticipate AMD will post earni

$美国超微公司(AMD)$  

*ASML's earnings beat = good news for chip stocks?* As a key supplier to giants like TSMC and Intel, ASML's performance often reflects the health of the semiconductor industry. Could this be the catalyst for a sector-wide rally? 

TL;DR If you want to invest in ASML, but you are cautious about the entry price, my advice is to set a price alert on your brokerage app. I'm setting one right now at a 10% price drop, and when that alert hits I might open a small position, I’m also setting another alert at a 20% price drop and if that alert hits I will open a larger position.  Quick analysis of ASML ASML is a company that specializes in the manufacturing of photolithography machines, Extreme Ultraviolet (EUV) systems critical for producing our modern semiconductor chips. The company holds a near-monopoly on EUV technology and is the main provider for the chip manufacturers like $Intel(INTC)$  $Taiwan Semiconductor Manufacturing

Big names reporting this week. $PLTR, $GOOGL, $AMZN, $PYPL, $SNAP, $AMD, $ARM and $QCOM. Events this week: • ISM MANUFACTURING PMI (MON.) • JOLTS JOB OPENINGS (TUES.) • ADP NONFARM PAYROLLS (WED.) • ISM SERVICES PMI (WED.) • JOBLESS CLAIMS (THURS.) • NONFARM PAYROLLS (FRI.) • UNEMPLOYMENT RATE (FRI.) • AVERAGE HOURLY EARNINGS (FRI.) • CONSUMER SENTIMENT (FRI.)

$Intel(INTC)$ Intel has just released its latest quarterly figures, and as expected, they posted solid results with easy beats across the board. However, the issue lies with the guidance for Q1. Typically, Q1 is a seasonally weak quarter, but the outlook this time was a miss across the board. There are some positives, but also some negatives, and I’d say there are more answers than questions this time around—though there’s still no new CEO announcements or significant updates as of the time this video was made. The stock is currently up 3.32% after hours, and the implied volatility suggests a potential 10% move, so we’ll see what happens tomorrow. Earning Overview As for the Q1 outlook, it was a miss across the board, as expected, with seasonal we

Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat

$NVIDIA(NVDA)$ 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺💹 📈🚨📰🚀   The DeepSeek Conundrum A Market Correction Masquerading as the Overture to a Bear Market According to Goldman Sachs 📊🚀📈 The precipitous decline in equity valuations on Monday which sent shockwaves through global markets has prompted a notably composed response from Goldman Sachs The esteemed investment bank asserts that this is not the onset of a bear market but rather a necessary recalibration of overheated valuations amidst a fundamentally robust macroeconomic environment Monday’s dramatic plunge marked the first single day decline exceeding 3.5% for the Magnificent 7 tech titans since last autumn inciting fears of a broader market downturn Yet Goldman’s strategists maintain that bear markets ar

**Reasons Behind Nvidia's Stock Price Drop**      - Analysis of market trends affecting Nvidia's stock.      - Impact of global chip shortages on Nvidia's performance.      - Competition from AMD, Intel, and other tech giants.