Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

avatarThomas Flynn
01-23 15:44
$SUPER MICRO COMPUTER INC(SMCI)$ is gearing up for a move with key milestones approaching. The company crossed an important compliance checkpoint, and if they couldn’t meet the Feb 25 deadline, they’d already be appealing.[Sly][Sly][Sly]Past actions show SMCI doesn’t wait until the last minute to announce delays — this is a strong indicator they’re on track. Buckle up for the next leg.[Smart][Smart][Smart]
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avatarMarian Horace
01-21 22:59
$Broadcom(AVGO)$ Things are just starting to heat up for AVGO in this AI space. That said, where do you think we will be in 5 years and 10 years from today 💭 Year | Return (%) | 2024 | 110.49 [Miser] | 2023 | 104.19 [Cool]| 2022 | -13.27 | 2021 | 56.48 | 2020 | 44.88 | 2019 | 29.05 | 2018 | 2.18 | 2017 | 48.19 | 2016 | 23.65 | 2015 | 46.05 So surprsing rate here!
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avatarMona Lowell
01-20
$NVIDIA(NVDA)$ Has anyone had the chance to listen to the 2023 podcast episode of Jensen on Acquired? I gave it a listen recently, and I have to say, it left a lasting impression. Perhaps I'm easily impressed, but the way Jensen describes the management and operations of the company is truly remarkable.
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avatarShayBoloor
01-17

TSM: The Backbone of the New Digital Economy

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t
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TSM: The Backbone of the New Digital Economy
avatarMona Lowell
01-15
$NVIDIA(NVDA)$ Jensen's comments on quantum sent that sector spiraling down. I think that they did not properly flesh his comments out and that Nvidia will actually be fully in . In fact , Nvdia is hosting a Quantum Day at the GTC on March 20, 2025. On the stage with Nvidia will be all of the execs of the leading quantum companies. I am not claiming that is Nvidia's focus right now by any means ; only that Nvidia imo will be involved and leading all sectors of ai, quantum etc. This was just announced so will have to see what emerges.
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avatarMona Lowell
01-14
$NVIDIA(NVDA)$ With clear signs of manipulation evident yesterday and an apparent awareness that the upcoming data might be favorable, I remain optimistic about the potential outcome. Additionally, with all analysts continuing to support this position, I am determined to hold on and aim for a target of at least $175. Fingers crossed! 🙏
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avatarMona Lowell
01-13
$NVIDIA(NVDA)$ Monday's market movement might offer a great chance to add more NVDA shares to your portfolio at significantly discounted prices. It's a potential opportunity for investors to capitalize on favorable conditions. Always keep the Golden Rule in mind: buy low and sell high to maximize your gains! 🤑
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avatarMona Lowell
01-10
$NVIDIA(NVDA)$ Anyone telling you that NVIDIA is going to crash clearly doesn't have a grasp on reality. There’s always a stark difference between fantasy and reality. The truth is, the first half of 2025 will likely see NVIDIA soaring, especially with Trump's influence boosting its prospects. Bet on it!
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avatarMona Lowell
01-07
$NVIDIA(NVDA)$ It was a good presentation outlining future growth opportunities and avenues that nvda was approaching them. However, heard a lot of what was discussed before and no material impact on earnings for the current or subsequent year. I think tomorrow’s investor day will have a better chance of moving the stock.
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avatarMona Lowell
01-06
$NVIDIA(NVDA)$ I’m hopeful that Jensen will reveal significant updates related to robotics technology at CES, as robotics has the potential to become the next transformative market driver. Companies like Figure AI and Apptronik are showing great promise in this space; however, both remain privately held.
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avatarMona Lowell
01-03
$NVIDIA(NVDA)$ Around this time last year, the price experienced a significant breakout, nearly doubling in value. Given the current market momentum, a 25% increase from this point seems highly plausible. Notably, the price surpassed the 50-day moving average yesterday, signaling potential for continued upward movement.
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avatarMona Lowell
01-02
$NVIDIA(NVDA)$ Volume may increase next week when everyone gets back in sync from holiday and with nvidia show Jan 6, Jan is likely be good month for institutions to hit their percentages - it will take patience and then head up again ahead of earnings based on Blackwell and mag7 orders -   Look for 150 in Jan and 160 in Feb, is my guesstimate. If it crashes and burns to 115 for whatever reason in Jan-Feb then it will rebound to 160 during the year based on sales. No reason to sell.  Still best stock for long term.
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avatarMona Lowell
2024-12-31
$NVIDIA(NVDA)$ What Nvda is doing has never been done before. Fastest company to a trillion dollar market cap etc…..Big problem for Bears trying to pick a top when what Nvda is doing is unprecedented. Good luck with that. Has not been working out for them at all.
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avatarMona Lowell
2024-12-30
$NVIDIA(NVDA)$ Over a decade ago, Jensen foresaw the incredible potential of the industry and has since executed his vision with remarkable precision and excellence. His leadership and innovation have not only transformed the company but also brought immense joy and satisfaction to countless investors, including myself. Thank you, Jensen! Here’s to another banner year!
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avatarMona Lowell
2024-12-27
$NVIDIA(NVDA)$ I would not expect any significant moves until Jensen speaks on January 7th at the CES in which he is expected to announce a more premium version of Blackwell. This is way in advance of its expected arrival. Patience is your best friend. Buy the dips and celebrate with me in the future. My expectation is we will see $180 by the end of January. My recommendation is to avoid all the noise (especially from shorts on this board) as they know nothing. Good luck and see me in January. I'll be the one with the champagne and Ferrari 👍.
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avatarEliteOptionsTrader
2024-12-27

$AMD Will it move back to $200+ Next year?

$Advanced Micro Devices(AMD)$ So many people have been quick to count out $Advanced Micro Devices(AMD)$ due to its lackluster performance this past year but I believe IT WILL outperform many other chip stocks next year. Smart money will buy up this stock starting next month. There's a key level to watch that will trigger more buyers to step in.Technical Setup: AMD has trended lower the past 10 months after topping out at 227 on 3/08/2024. Currently AMD is forming a bottom above 116, If it can get through a key resistance at 128 we will see a sustained move to the upside to 145 next. This 145 level will trigger a multi week rally setting us up for a retest of ATHs at 227. Earnings Highlight: Reported Q3’24 e
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$AMD Will it move back to $200+ Next year?
avatarMona Lowell
2024-12-26
$NVIDIA(NVDA)$ Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain,
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avatarMona Lowell
2024-12-25
$NVIDIA(NVDA)$ xAI is planning to incorporate a minimum of one million graphics-processing units (GPUs) at its supercomputer facility in Memphis, Tenn., according to a recent statement from the city’s chamber of commerce. The company has already said it intends to have a total of 200,000 of Nvidia’s Hopper AI chips. Long NVDA 🚀 🚀 🚀!!!
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avatarThomas Flynn
2024-12-24
$SUPER MICRO COMPUTER INC(SMCI)$ Catalysts coming up:1. Filing last year fiscal year 10k💰2. Filing Q1 FY25 10k🙌3. Earnings historically in late January, revenue of $7B with higher margins above 11%.. due to cold racks😏4. Cleared of all probes🙄5. News of Hindenburg short cover in Q1 filing 🥹6. Announcement of new high profile CFO 👨‍💼7. Capital Raise (not confirmed yet, but we paid back the loans means we need to go shopping again and that completely fine with high growth) 🙄8. ✅ Order Allocation confirmation (JPM 12/16/24 confirmed that no big orders turnovered) 🙌🎉
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avatarMona Lowell
2024-12-24
$NVIDIA(NVDA)$ Remember when Nvidia was approximately $200 and then increased to approximately $1,400 and split 10:1 while you were saying it is going down to $50. It happened just a little while back so you must be remembering it.
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