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?

The Nvidia-TSMC Connection

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha
The Nvidia-TSMC Connection

Here is my Full ASML Investment Thesis

$ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1
Here is my Full ASML Investment Thesis

$200 In Bound With $225 Price Target Update!

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro
$200 In Bound With $225 Price Target Update!

WHAT EVERYONE GETS WRONG ABOUT $HOOD VS $SOFI

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens and interest rates stay stubbornly high, that illusion is cracking. The market is starting to draw harder lines between fintechs that were built on low-rate enthusiasm and those with balance sheets hardened for the long haul. And in that divergence, Robinhood and SoFi have come to represent two fundamentally different paths forward. Robinhood was born in a zero-rate world and became the interface of a movement. It democratized acc
WHAT EVERYONE GETS WRONG ABOUT $HOOD VS $SOFI

THIS IS THE REAL STORY HEADING INTO NVDA EARNINGS NEXT WEEK

$NVIDIA(NVDA)$ The most powerful companies don’t just build products -- they build dependencies. And this earnings report isn’t just about what the company sold. It’s about how deeply it’s embedded in the modern enterprise operating system.CUDA isn’t an add-on. It’s not the feature that wins deals. It’s the dependency that makes deals inevitable. For nearly two decades, NVIDIA has been expanding CUDA from a GPU programming language into the foundation layer of the accelerated computing economy. The performance delta is no longer the reason enterprises adopt NVIDIA. It’s the ecosystem lock-in. Once a Fortune 500 builds a model in CUDA, that model is optimized for NVIDIA hardware, dependent on NVIDIA drivers, and scalable only through NVIDIA-compati
THIS IS THE REAL STORY HEADING INTO NVDA EARNINGS NEXT WEEK
avatarAI_Dig
05-23

Why Navitas Semiconductor Is Skyrocketing Today (Hint: Nvidia Has a New Partner)

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnership $Navitas Semiconductor Corp(NVTS)$ announced Wednesday that $NVIDIA(NVDA)$ has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips.Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generat
Why Navitas Semiconductor Is Skyrocketing Today (Hint: Nvidia Has a New Partner)

Which One is Better? AMD vs NVDA

$Tesla Motors(TSLA)$ is a great company, no question here.What permabulls don’t understand is that valuation and being a great company are two different things.They don’t understand this so they come up with fantasies to justify every valuation.Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…The global ride-hailing market now supports around $300-$500 billion EV.Robo-taxi needs to grow the total volume 100x to add $34 trillion.It’s not a capability problem, there is no such demand.Image2.AI spending is not an option for hyperscalers, it’s a necessity…None of them could afford to stop spending until all of them achieve AGI.We don’t even know what else will be needed after that. And we still have $A
Which One is Better? AMD vs NVDA
$Intel(INTC)$ Raytheon, who is behind lots of the military tech used by Israel and the US in anti-missile systems, is fabless and uses GlobalFoundries for a lot of their chips, as well as has secret deals with 3rd party foundries. It’s not far fetched to believe that in the future they will anlso contract Intel, which can make more advanced, power efficient and high performance chips for military applications. Intel already has contracts with DoD for their new 18a and 14a processes.[Smart][Smart][Smart]
$NVIDIA(NVDA)$ Should already be trading 170-200. Strong products and upcoming NPIs, strong revenue and marketing, great CEO. Seems like it's being held down for some reason. Nvda has been on one trajectory since April 9th!!I am the long bull of it!!!

WHAT MATTERS MOST IN THIS WEEKS $TSM & $ASML EARNINGS

$Taiwan Semiconductor Manufacturing(TSM)$ is the most systemically important manufacturer on the planet, and ASML is its enabler. Together, they sit at the center of the global compute stack -- not just facilitating growth, but defining its pace. The stakes of their earnings go far beyond revenue beats. They point to whether the fragile equilibrium that kept semiconductors globalized, efficient, and collaborative can survive in a world that’s rapidly re-fragmenting.Because under the surface of the AI boom, something deeper is happening. Capital isn’t just chasing performance. It’s navigating policy. Export controls, tech bans, reindustrialization subsidies, chip acts, tariff feints -- these aren’t isolated events. They’re part of a broader campaign
WHAT MATTERS MOST IN THIS WEEKS $TSM & $ASML EARNINGS

🔥 ​​Why NVDA Owns Your Future (and Your Gaming Rig)​​

$NVIDIA(NVDA)$ ​​​​The ​​”AI Tax” Enforcer™​**​​​95% market share​​ in the ​​”Make ChatGPT Less Dumb”​​ sector—charging $40K/H100 like it’s a Vegas bottle service.​​DGX SuperPods​​: ”A $1B disco ball for data centers—strobe lights sold separately.”​​Software Moats & Meme Magic​​​​CUDA Cult​​: 5M+ devs trapped coding for NVIDIA—”Stockholm Syndrome with better stock options.”​​Grace Hopper Superchips​​: ”Ate AMD’s MI300 for breakfast. Then took its lunch money.”​​Supply Chains? Nah, ​​Supply Chokes​​ 💀​​Blackwell GPUs sold out through ​​2026​​—”Demand so hot, TSMC fabs spontaneously combust.”CEO ​​Jensen Huang’s jacket​​: Allegedly woven from recycled FOMO.
🔥 ​​Why NVDA Owns Your Future (and Your Gaming Rig)​​

INTC: Wait for the Positive Announcement

$NVIDIA(NVDA)$ I honestly don't know if this can go down to $18 as it was a few weeks ago though this seems unlikely right this moment. I don't know if $22.50 is a fair price right now. What I do know is that Intel slipped up in 2022 and went from $5 steady trailing earnings in 3 quarters to negative. Now they have pulled back to breakeven while executing the process node catch up plan to 18A which I believe is now the world's cutting edge process node. They have test chips and are ramping production for H2 2025. All they will need is volume customers for their existing ramped N3 and N4 ( mostly in Ireland ) and a lets hope $Amazon.com(AMZN)$ and
INTC: Wait for the Positive Announcement
$NVIDIA(NVDA)$ is the ​​"Tesla of GPUs"​​—trading at ​​70x P/E​​ ("bro, it’s not a stock, it’s a future-of-AI loot box"), with ​​80% gross margins​​ (aka ”printing money while rendering it”). Bulls call it ​​”the Godfather of silicon dopamine”​​; bears mutter ”this valuation needs a DLSS upscale”.​​Why bulls love it​​:​​AI crack dealer​​: Chips powering ChatGPT, Tesla bots, and your existential dread—​​$26B data center revenue​​ (digital arms race go brrr).​​CUDA cult​​: Software moat thicker than Jensen’s leather jacket.​​Splitsville​​: Stock split 10:1 in 2024—”now even my pet hamster can afford a share!”[Grin][Grin][Grin]
$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.
$Microsoft(MSFT)$ Virtually every successful company (except BRK) splits their stock. For MSFT, it's not a matter of "if"---it's a matter of "when". And yes, I would rather have four $100 shares than one $400 share.[Great][Great][Great]Hope is not a strategy. Just hold MSFT for at least another year or 2 and you will be rewarded! MSFT Long and Strong!
$NVIDIA(NVDA)$ Just wanted to share some of my thoughts about what we’re about to go through with AI development.Everyone will be affected in some way. The successful will adapt by embracing the change. We will never be the same. And I mean really soon.I knew that NVDA was extremely important when I heard Jensen talk about using what was just 3D graphics tensor core processing for AI parallel processing back in 2023. I’d been using his GPU’s for over 10 years. What a perfect fit, especially with CUDA software. He truly is a visionary.Bottom line for NVDA investors is to invest as much as you can comfortably live without into this company.You will be rewarded 10x within 5-10 years. Just look away.[Lovely][Lovely][Lovely]
$Intel(INTC)$ is poised to become a major player in the AI and data centers sector and a strategic silicon supplier for companies like Nvidia, AMD, Apple, and Broadcom. As the only advanced foundry with significant domestic capacity, Intel is a key asset for U.S. national interests and supply chain resilience. Any expansion of its 18A node and foundry services could significantly shift market dynamics, especially amid increasing geopolitical risks surrounding overseas fabs. [Shy][Shy][Shy]

THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON

1.THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON $NVIDIA(NVDA)$ powers the compute layer. $ASML Holding NV(ASML)$ controls the production layer. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures the future at scale.The Foundry Three aren’t the future.They’re the infrastructure it runs on.Image3. $SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNINGWhatever you think about the $Robinhood(HOOD)$ vs. $SoFi Technologies Inc.(SOFI)$ rivalry for next-gen fintech, one thing’s clear: SoFi’s 58% membership CAGR over the past five y
THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON

THIS IS MY BIGGEST WORRY WITH $NVDA

1. $NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20
THIS IS MY BIGGEST WORRY WITH $NVDA

Are Semiconductors ($SMH) Signaling the Bottom Is In?

Hello everyone! Today i want to share some trading analysis with you!1.Many major semiconductor names like $Broadcom(AVGO)$ , $NVIDIA(NVDA)$ , and $Advanced Micro Devices(AMD)$ are down over 50% from their highs, a move few saw coming just four months ago. But now, there are signs this sector might be anchoring the next leg higher.If you look at $VanEck Semiconductor ETF(SMH)$ monthly chart it looks like we pinned at bottom near the 2022 highs. The recent 90-day pause on tariffs, announced by President Trump, triggered a buying frenzy across the market, with semiconductors leading the charge.As it stands, dips should conti
Are Semiconductors ($SMH) Signaling the Bottom Is In?
Invest in Global Markets with Tiger Brokers!
Open App