Which Stock Will Benefit From AI Race?

The AI sector is undoubtedly one of the hottest sectors in the market, which pushed SaaS stocks and chip stocks to go higher. Microsoft surged to a fresh record high after the company announced the launch of its latest AI assistant, Microsoft Copilot for Security. Adobe becomes the victim of AI development and plunged 11% in the extended trading. ----------------- Which AI stock is your TOP pick? Is it a software company that develops AI? Or is it a chip company that provides computing power?

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付雪雁

2024-03-16

$微软(MSFT)$ much potential of Microsoft. First of all, Microsoft has his own completed ecosystem. Secondly, as the largest AI software company, he has the advantage of both cash and technology. Finally, every time of the new developed platform get successful feedback from marketing, e.g. ChatGTP, AI for auto driving etc.

ELFINA

2024-03-15

@TigerBrokers nice, i like it

Pluto891

2024-03-15

Why choose either software firms or chips making companies? Just buy ETF that include both chips and software companies. :)

TechnicalHunter

2024-03-15

$MSFT breaking out, and it could do so again today

$Microsoft(MSFT)$ hit a new record high yesterday. And it could do so again today. $MSFT up nearly 1%$Microsoft(MSFT)$ stock surged to a fresh record high on Thursday after the company announced the launch of its latest artificial-intelligence assistant, Microsoft Copilot for Security.Microsoft plans to further integrate/monetize this technology in the future. This will fuel vigorous growth. The stock’s price continues to appreciate strongly.Generative AI is affecting the tech giant’s fiscal performance, but it’s still early stages. Microsoft is just beginning to benefit from this groundbreaking technology.Still Not Too Late to Buy This Unstoppable Artificial Intelligence (AI) Stock？Will

$MSFT breaking out, and it could do so again today

Matt Diamond

2024-03-15

Day Trading $MSFT All Time High

skythelimit

2024-03-15

May be some profit taking but there is no change with their AI story. Multi-billion dollar backlog with over 40% AI server growth only means one thing — we are going a lot higher.You first need to understand the AI demand and be patient. Otherwise, sell or short as you prefer. $Dell Technologies Inc.(DELL)$ can provide the unique hardware for AI! Top pick is DELL!

Cheers!

predator007

2024-03-15

Two years ago i had the choise to buy $Adobe(ADBE)$ or Salesforce, kind of "under valued magnificient 7". People said "Buy Adobe, Buy Adobe ! "However, just like ADBE moved in $Docusign(DOCU)$ market, MSFT will make ADBE irrelevant in 2-3 years.AI is the future! And $Microsoft(MSFT)$ will be the new king in the software promoting the development of AI!

sunshineboy

2024-03-15

$Microsoft(MSFT)$ outperformed in the field of AI! The Winner will be the leader of AI! $Advanced Micro Devices(AMD)$ is fundamentally strong with CPU, GPU, and FPGA. I have been owning AMD since 2016, and added more ever since. I trust CEO Dr. Lisa Su. She is my main reason to own about 5000 shares AMD.I am waiting for AMD to update AI MI300 guidance. If the guidance is increased to 6+B, the stock price will be instantly jumped by 20%.Dr. Lisa Su is usually conservative.

Under the AI game, the series of hardware will be the most competitive edge in the future.I always trust AMD!

marketpre

2024-03-15

$Microsoft(MSFT)$ 500 before earnings please.Semiconductors are taking a breather we need to circle back to all things AI.The semiconductors and chip companies are the core part in the AI!MSFT brings the advance hardware for AI game!

I prefer to pick MSFT as the top choice!

XianLi

2024-03-15

$Microsoft(MSFT)$ breaking the ATH in early tradingMajor price breakout session Friday is likely to happen。MSFT has long been the world TOP SW stock.

MSFT strategy to supercharge AI revenue.

MSFT making $3.5 for every $1 invested. AI is a vast field for MSFT growth and development.AI leads the world and MSFT provide the software for AI!

I will always choose MSFT!

ElsieDewey

2024-03-15

$微软(MSFT)$ 微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。安全业务一年有200亿美元的收入，微软开始用AI发力消费端了，$NVIDIA Corp(NVDA)$ 基础龙头，现在转换成应用龙头微软。

daz888888888

2024-03-15

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ Intel, Nvidia, Advanced Micro Devices and other chip names were contributing to the market’s downturn on Thursday. Shares of Nvidia, one of the biggest artificial intelligence names on the Street, fell 3.9% after declining 1.1% the day before. ON Semiconductor’s stock was down 3.5%. Other chip companies like Intel and AMD fell 0.8% and 1.5%, respectively. All three stocks also fell on Wednesday. Traders saw a slate of economic readings come in Thursday morning, none moving the needle substantially on rate-cut projections. All three major indexes were marking one-day losse

付雪雁

2024-03-14

$英伟达(NVDA)$ vote to Nvidia. The chips is the base for AI. Only if chips improve, then application can be more effective. Software or applications is a business model only. No foundation how to build up the buildings?

fluffik

2024-03-14

Missed out on GOOGL, MSFT, or NVDA? Want to join the AI race? Pick SaaS now!$C3.ai, Inc.(AI)$ is my TOP pick, which is a software-as-a-service (SaaS) business that makes AI applications for things like demand forecasting and supply chain management. It also offers an AI platform. The company's technology might indicate it's seeing much demand from the AI boom. $C3.ai, Inc.(AI)$ has been one of the poster children of the AI boom, with shares up 120% year to date even as they've come down substantially from their peak earlier in the year.

Trevelyan

2024-03-14

Without chips, where does SaaS come from?

CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?

Without chips, where does SaaS come from?

EricVaughan

2024-03-14

$SoundHound AI Inc(SOUN)$ is like the underdog among Nvidia's crew, but its liquidity is off the charts. Despite the not-so-great financial reports, I'm still bullish on it. Holding strong and patiently waiting. 📈

FabianGracie

2024-03-14

$SoundHound AI Inc(SOUN)$ did u peep that mad spike in Soundhound? OpenAI's ChatGPT-based AI apps are blowing up, man. Brace yourselves for a tsunami of AI apps, it's gonna be insane!

zookie

2024-03-14

$甲骨文(ORCL)$ tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some "very exciting joint announcements" with $英伟达(NVDA)$ in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two yearsCould GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀

kookiz

2024-03-14

Let's go, $甲骨文(ORCL)$ ! Charging ahead, hitting $200 is within reach, not just a dream! 🚀💰

Invest in Global Markets with Tiger Brokers!

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And it could do so again today. $MSFT up nearly 1%<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> stock surged to a fresh record high on Thursday after the company announced the launch of its latest artificial-intelligence assistant, Microsoft Copilot for Security.Microsoft plans to further integrate/monetize this technology in the future. This will fuel vigorous growth. The stock’s price continues to appreciate strongly.Generative AI is affecting the tech giant’s fiscal performance, but it’s still early stages. Microsoft is just beginning to benefit from this groundbreaking technology.Still Not Too Late to Buy This Unstoppable Artificial Intelligence (AI) Stock？Will","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> hit a new record high yesterday. 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Microsoft is just beginning to benefit from this groundbreaking technology.Still Not Too Late to Buy This Unstoppable Artificial Intelligence (AI) Stock？Will","images":[{"img":"https://community-static.tradeup.com/news/5a81822d72ca9db3aa03e6eb1ce3547f","width":"1782","height":"829"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":408,"commentSize":1,"repostSize":77,"link":"https://ttm.financial/post/284668939456512","isVote":1,"tweetType":1,"viewCount":3806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284630106415160,"gmtCreate":1710495948553,"gmtModify":1710504669132,"author":{"id":"10000000000010735","authorId":"10000000000010735","name":"Matt Diamond","avatar":"https://community-static.tradeup.com/news/a3f58cc750b439dfaef3d36c0f641c01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010735","authorIdStr":"10000000000010735"},"themes":[],"htmlText":"\n \n \n  Day Trading $MSFT All Time High\n \n","listText":"Day Trading $MSFT All Time High","text":"Day Trading $MSFT All Time High","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284630106415160","isVote":1,"tweetType":2,"object":{"id":"12b6fa3450314404a8b1507f667df807","tweetId":"284630106415160","title":"Day Trading $MSFT All Time High","videoUrl":"http://v.tigerbbs.com/1710495945724e17d1c88cfe902e356ed2f9f23b77f78.mp4","poster":"https://static.tigerbbs.com/94d126dc404eef2512eda3e547a7929c","shareLink":"http://v.tigerbbs.com/1710495945724e17d1c88cfe902e356ed2f9f23b77f78.mp4"},"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284591979004112,"gmtCreate":1710486557380,"gmtModify":1710486561750,"author":{"id":"3479274743139604","authorId":"3479274743139604","name":"skythelimit","avatar":"https://static.tigerbbs.com/9aa6cfc781341a2317d2cca41267dd98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274743139604","authorIdStr":"3479274743139604"},"themes":[],"htmlText":"May be some profit taking but there is no change with their AI story. Multi-billion dollar backlog with over 40% AI server growth only means one thing — we are going a lot higher.You first need to understand the AI demand and be patient. Otherwise, sell or short as you prefer. <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <v-v data-views=\"1\"></v-v> can provide the unique hardware for AI! Top pick is DELL![Cool][Cool][Cool]Cheers!","listText":"May be some profit taking but there is no change with their AI story. Multi-billion dollar backlog with over 40% AI server growth only means one thing — we are going a lot higher.You first need to understand the AI demand and be patient. Otherwise, sell or short as you prefer. <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <v-v data-views=\"1\"></v-v> can provide the unique hardware for AI! Top pick is DELL![Cool][Cool][Cool]Cheers!","text":"May be some profit taking but there is no change with their AI story. Multi-billion dollar backlog with over 40% AI server growth only means one thing — we are going a lot higher.You first need to understand the AI demand and be patient. Otherwise, sell or short as you prefer. $Dell Technologies Inc.(DELL)$ can provide the unique hardware for AI! Top pick is DELL![Cool][Cool][Cool]Cheers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284591979004112","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284591830368464,"gmtCreate":1710486521091,"gmtModify":1710486793820,"author":{"id":"3479274768507387","authorId":"3479274768507387","name":"predator007","avatar":"https://static.tigerbbs.com/36540923bc93a18316f866ad230d4dc3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274768507387","authorIdStr":"3479274768507387"},"themes":[],"htmlText":"Two years ago i had the choise to buy <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"0\"></v-v>or Salesforce, kind of \"under valued magnificient 7\". People said \"Buy Adobe, Buy Adobe ! \"However, just like ADBE moved in <a href=\"https://ttm.financial/S/DOCU\">$Docusign(DOCU)$</a> market, MSFT will make ADBE irrelevant in 2-3 years.AI is the future! And <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>will be the new king in the software promoting the development of AI![Smart][Smart][Smart]","listText":"Two years ago i had the choise to buy <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"0\"></v-v>or Salesforce, kind of \"under valued magnificient 7\". People said \"Buy Adobe, Buy Adobe ! \"However, just like ADBE moved in <a href=\"https://ttm.financial/S/DOCU\">$Docusign(DOCU)$</a> market, MSFT will make ADBE irrelevant in 2-3 years.AI is the future! And <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>will be the new king in the software promoting the development of AI![Smart][Smart][Smart]","text":"Two years ago i had the choise to buy $Adobe(ADBE)$ or Salesforce, kind of \"under valued magnificient 7\". People said \"Buy Adobe, Buy Adobe ! \"However, just like ADBE moved in $Docusign(DOCU)$ market, MSFT will make ADBE irrelevant in 2-3 years.AI is the future! And $Microsoft(MSFT)$ will be the new king in the software promoting the development of AI![Smart][Smart][Smart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/284591830368464","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092896272700520","authorId":"4092896272700520","name":"KelW87","avatar":"https://static.tigerbbs.com/5ee68e8306172e06e12c6723b73ebdb8","crmLevel":4,"crmLevelSwitch":0,"idStr":"4092896272700520","authorIdStr":"4092896272700520"},"content":"What the hard evidence of such claims? Any products that can disrupt adobe core business at the moment?","text":"What the hard evidence of such claims? Any products that can disrupt adobe core business at the moment?","html":"What the hard evidence of such claims? Any products that can disrupt adobe core business at the moment?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284591050154040,"gmtCreate":1710486413333,"gmtModify":1710486419445,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799087381","authorIdStr":"3479274799087381"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>outperformed in the field of AI! The Winner will be the leader of AI! <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> is fundamentally strong with CPU, GPU, and FPGA. I have been owning AMD since 2016, and added more ever since. I trust CEO Dr. Lisa Su. She is my main reason to own about 5000 shares AMD.I am waiting for AMD to update AI MI300 guidance. If the guidance is increased to 6+B, the stock price will be instantly jumped by 20%.Dr. Lisa Su is usually conservative.[Shy]Under the AI game, the series of hardware will be the most competitive edge in the future.I always trust AMD![Strong][Strong][Strong]","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>outperformed in the field of AI! The Winner will be the leader of AI! <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> is fundamentally strong with CPU, GPU, and FPGA. I have been owning AMD since 2016, and added more ever since. I trust CEO Dr. Lisa Su. She is my main reason to own about 5000 shares AMD.I am waiting for AMD to update AI MI300 guidance. If the guidance is increased to 6+B, the stock price will be instantly jumped by 20%.Dr. Lisa Su is usually conservative.[Shy]Under the AI game, the series of hardware will be the most competitive edge in the future.I always trust AMD![Strong][Strong][Strong]","text":"$Microsoft(MSFT)$ outperformed in the field of AI! The Winner will be the leader of AI! $Advanced Micro Devices(AMD)$ is fundamentally strong with CPU, GPU, and FPGA. I have been owning AMD since 2016, and added more ever since. I trust CEO Dr. Lisa Su. She is my main reason to own about 5000 shares AMD.I am waiting for AMD to update AI MI300 guidance. If the guidance is increased to 6+B, the stock price will be instantly jumped by 20%.Dr. Lisa Su is usually conservative.[Shy]Under the AI game, the series of hardware will be the most competitive edge in the future.I always trust AMD![Strong][Strong][Strong]","images":[{"img":"https://community-static.tradeup.com/news/d96d42cce1ce9b361f1f98411161a4f0","width":"500","height":"254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/284591050154040","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284590819622968,"gmtCreate":1710486357051,"gmtModify":1710486838732,"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>500 before earnings please.Semiconductors are taking a breather we need to circle back to all things AI.The semiconductors and chip companies are the core part in the AI!MSFT brings the advance hardware for AI game![Cool][Cool][Cool]I prefer to pick MSFT as the top choice![Grin][Grin][Grin]","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>500 before earnings please.Semiconductors are taking a breather we need to circle back to all things AI.The semiconductors and chip companies are the core part in the AI!MSFT brings the advance hardware for AI game![Cool][Cool][Cool]I prefer to pick MSFT as the top choice![Grin][Grin][Grin]","text":"$Microsoft(MSFT)$ 500 before earnings please.Semiconductors are taking a breather we need to circle back to all things AI.The semiconductors and chip companies are the core part in the AI!MSFT brings the advance hardware for AI game![Cool][Cool][Cool]I prefer to pick MSFT as the top choice![Grin][Grin][Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":166,"commentSize":2,"repostSize":8,"link":"https://ttm.financial/post/284590819622968","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136520445389312","authorId":"4136520445389312","name":"Alex Puffin On Two Smokes","avatar":"https://community-static.tradeup.com/news/02a5c7550b4b282dc538c7ff633227a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"4136520445389312","authorIdStr":"4136520445389312"},"content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284590994067664,"gmtCreate":1710486316916,"gmtModify":1710486322556,"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.tigerbbs.com/908158bebd81330f593db2d217da7481","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274726989542","authorIdStr":"3479274726989542"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v> breaking the ATH in early tradingMajor price breakout session Friday is likely to happen。MSFT has long been the world TOP SW stock.[Happy]MSFT strategy to supercharge AI revenue.[Cool]MSFT making $3.5 for every $1 invested. AI is a vast field for MSFT growth and development.AI leads the world and MSFT provide the software for AI![Smart]I will always choose MSFT!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v> breaking the ATH in early tradingMajor price breakout session Friday is likely to happen。MSFT has long been the world TOP SW stock.[Happy]MSFT strategy to supercharge AI revenue.[Cool]MSFT making $3.5 for every $1 invested. AI is a vast field for MSFT growth and development.AI leads the world and MSFT provide the software for AI![Smart]I will always choose MSFT!","text":"$Microsoft(MSFT)$ breaking the ATH in early tradingMajor price breakout session Friday is likely to happen。MSFT has long been the world TOP SW stock.[Happy]MSFT strategy to supercharge AI revenue.[Cool]MSFT making $3.5 for every $1 invested. AI is a vast field for MSFT growth and development.AI leads the world and MSFT provide the software for AI![Smart]I will always choose MSFT!","images":[{"img":"https://community-static.tradeup.com/news/c8c0103ace3e98f331f082eba9c3eee8","width":"500","height":"889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284590994067664","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284586911387648,"gmtCreate":1710485490471,"gmtModify":1710485494584,"author":{"id":"9000000000000603","authorId":"9000000000000603","name":"ElsieDewey","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000603","authorIdStr":"9000000000000603"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。安全业务一年有200亿美元的收入，微软开始用AI发力消费端了，<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 基础龙头，现在转换成应用龙头微软。","listText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。安全业务一年有200亿美元的收入，微软开始用AI发力消费端了，<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 基础龙头，现在转换成应用龙头微软。","text":"$微软(MSFT)$ 微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。安全业务一年有200亿美元的收入，微软开始用AI发力消费端了，$NVIDIA Corp(NVDA)$ 基础龙头，现在转换成应用龙头微软。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284586911387648","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284456136318984,"gmtCreate":1710463224430,"gmtModify":1710463231481,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz888888888","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>&nbsp; <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp; <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>&nbsp; Intel, Nvidia, Advanced Micro Devices and other chip names were contributing to the market’s downturn on Thursday. Shares of Nvidia, one of the biggest artificial intelligence names on the Street, fell 3.9% after declining 1.1% the day before. ON Semiconductor’s stock was down 3.5%. Other chip companies like Intel and AMD fell 0.8% and 1.5%, respectively. All three stocks also fell on Wednesday. Traders saw a slate of economic readings come in Thursday morning, none moving the needle substantially on rate-cut projections. All three major indexes were marking one-day losse","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>&nbsp; <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp; <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>&nbsp; Intel, Nvidia, Advanced Micro Devices and other chip names were contributing to the market’s downturn on Thursday. Shares of Nvidia, one of the biggest artificial intelligence names on the Street, fell 3.9% after declining 1.1% the day before. ON Semiconductor’s stock was down 3.5%. Other chip companies like Intel and AMD fell 0.8% and 1.5%, respectively. All three stocks also fell on Wednesday. Traders saw a slate of economic readings come in Thursday morning, none moving the needle substantially on rate-cut projections. All three major indexes were marking one-day losse","text":"$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ Intel, Nvidia, Advanced Micro Devices and other chip names were contributing to the market’s downturn on Thursday. Shares of Nvidia, one of the biggest artificial intelligence names on the Street, fell 3.9% after declining 1.1% the day before. ON Semiconductor’s stock was down 3.5%. Other chip companies like Intel and AMD fell 0.8% and 1.5%, respectively. All three stocks also fell on Wednesday. Traders saw a slate of economic readings come in Thursday morning, none moving the needle substantially on rate-cut projections. All three major indexes were marking one-day losse","images":[{"img":"https://community-static.tradeup.com/news/a980674046044ce80e4d145ec38b9313","width":"750","height":"355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284456136318984","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284292315836520,"gmtCreate":1710423230927,"gmtModify":1710423234152,"author":{"id":"3572775288524113","authorId":"3572775288524113","name":"付雪雁","avatar":"https://static.tigerbbs.com/5c6c738c7c8b00d9f52682e5dbe37dda","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572775288524113","authorIdStr":"3572775288524113"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> vote to Nvidia. The chips is the base for AI. Only if chips improve, then application can be more effective. Software or applications is a business model only. No foundation&nbsp;how to build up the buildings?&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> vote to Nvidia. The chips is the base for AI. Only if chips improve, then application can be more effective. Software or applications is a business model only. No foundation&nbsp;how to build up the buildings?&nbsp;","text":"$英伟达(NVDA)$ vote to Nvidia. The chips is the base for AI. Only if chips improve, then application can be more effective. Software or applications is a business model only. No foundation how to build up the buildings?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/284292315836520","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284266413449392,"gmtCreate":1710417022387,"gmtModify":1710426140052,"author":{"id":"9000000000000356","authorId":"9000000000000356","name":"fluffik","avatar":"https://static.tigerbbs.com/7b0d9918c0ae3b5288d953af85e09579","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000356","authorIdStr":"9000000000000356"},"themes":[],"htmlText":"Missed out on GOOGL, MSFT, or NVDA? Want to join the AI race? Pick SaaS now!<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> is my TOP pick, which is a software-as-a-service (SaaS) business that makes AI applications for things like demand forecasting and supply chain management. It also offers an AI platform. The company's technology might indicate it's seeing much demand from the AI boom. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"1\"></v-v> has been one of the poster children of the AI boom, with shares up 120% year to date even as they've come down substantially from their peak earlier in the year.","listText":"Missed out on GOOGL, MSFT, or NVDA? Want to join the AI race? Pick SaaS now!<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> is my TOP pick, which is a software-as-a-service (SaaS) business that makes AI applications for things like demand forecasting and supply chain management. It also offers an AI platform. The company's technology might indicate it's seeing much demand from the AI boom. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"1\"></v-v> has been one of the poster children of the AI boom, with shares up 120% year to date even as they've come down substantially from their peak earlier in the year.","text":"Missed out on GOOGL, MSFT, or NVDA? Want to join the AI race? Pick SaaS now!$C3.ai, Inc.(AI)$ is my TOP pick, which is a software-as-a-service (SaaS) business that makes AI applications for things like demand forecasting and supply chain management. It also offers an AI platform. The company's technology might indicate it's seeing much demand from the AI boom. $C3.ai, Inc.(AI)$ has been one of the poster children of the AI boom, with shares up 120% year to date even as they've come down substantially from their peak earlier in the year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/284266413449392","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284249515409408,"gmtCreate":1710412978477,"gmtModify":1710427511898,"author":{"id":"9000000000000599","authorId":"9000000000000599","name":"Trevelyan","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000599","authorIdStr":"9000000000000599"},"themes":[],"title":"Without chips, where does SaaS come from?","htmlText":"CHIP STOCKS for SURE!!! By 2026, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?","listText":"CHIP STOCKS for SURE!!! By 2026, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?","text":"CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":15,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/284249515409408","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284221012197376,"gmtCreate":1710406019684,"gmtModify":1710406023693,"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <v-v data-views=\"1\"></v-v>is like the underdog among Nvidia's crew, but its liquidity is off the charts. Despite the not-so-great financial reports, I'm still bullish on it. Holding strong and patiently waiting. 📈","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <v-v data-views=\"1\"></v-v>is like the underdog among Nvidia's crew, but its liquidity is off the charts. Despite the not-so-great financial reports, I'm still bullish on it. Holding strong and patiently waiting. 📈","text":"$SoundHound AI Inc(SOUN)$ is like the underdog among Nvidia's crew, but its liquidity is off the charts. Despite the not-so-great financial reports, I'm still bullish on it. Holding strong and patiently waiting. 📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/284221012197376","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284221377683728,"gmtCreate":1710405939846,"gmtModify":1710405944582,"author":{"id":"9000000000000590","authorId":"9000000000000590","name":"FabianGracie","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000590","authorIdStr":"9000000000000590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <v-v data-views=\"1\"></v-v> did u peep that mad spike in Soundhound? OpenAI's ChatGPT-based AI apps are blowing up, man. Brace yourselves for a tsunami of AI apps, it's gonna be insane!","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <v-v data-views=\"1\"></v-v> did u peep that mad spike in Soundhound? OpenAI's ChatGPT-based AI apps are blowing up, man. Brace yourselves for a tsunami of AI apps, it's gonna be insane!","text":"$SoundHound AI Inc(SOUN)$ did u peep that mad spike in Soundhound? OpenAI's ChatGPT-based AI apps are blowing up, man. Brace yourselves for a tsunami of AI apps, it's gonna be insane!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284221377683728","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284218198126592,"gmtCreate":1710405332655,"gmtModify":1710405337360,"author":{"id":"9000000000000571","authorId":"9000000000000571","name":"zookie","avatar":"https://static.tigerbbs.com/a5910169214c6f20eeaaa4bc8906945a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000571","authorIdStr":"9000000000000571"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some \"very exciting joint announcements\" with <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two yearsCould GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀","listText":"<a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some \"very exciting joint announcements\" with <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two yearsCould GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀","text":"$甲骨文(ORCL)$ tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some \"very exciting joint announcements\" with $英伟达(NVDA)$ in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two yearsCould GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284218198126592","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284217407299584,"gmtCreate":1710405139583,"gmtModify":1710405143496,"author":{"id":"9000000000000568","authorId":"9000000000000568","name":"kookiz","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000568","authorIdStr":"9000000000000568"},"themes":[],"htmlText":"Let's go, <a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> <v-v data-views=\"1\"></v-v>! Charging ahead, hitting $200 is within reach, not just a dream! 🚀💰","listText":"Let's go, <a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> <v-v data-views=\"1\"></v-v>! Charging ahead, hitting $200 is within reach, not just a dream! 🚀💰","text":"Let's go, $甲骨文(ORCL)$ ! Charging ahead, hitting $200 is within reach, not just a dream! 🚀💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284217407299584","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[]}