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
04-25
$NVIDIA(NVDA)$ My target for this chart is 🎯$118There’s an Inverse Head and Shoulders Pattern which has a measured move to the $125 level 👀, with a 4hr hammer candlestick developing at the current candle 🔨 The Banana 325SMA sits just above $120 and I believe it will act as a magnet 🧲 to priceIndicators reflecting the move as they are well reset and MACD is in a bullish cross heading for the zero line and RSI has just broken above its own key pivot and uptrending as well🤔
RepostReply
avatarThomas Flynn
04-15
$NVIDIA(NVDA)$ is bringing AI supercomputer manufacturing to the U.S. in line with efforts to reshore tech production. Partnering with $Taiwan Semiconductor Manufacturing(TSM)$ , Foxconn, Wistron, Amkor, and SPIL, Nvidia will build and test chips in Arizona and supercomputers in Texas—over 1M sq ft of new space. Mass production begins in 12–15 months, with up to $500B in AI infrastructure planned over the next 4 years.[Duh][Duh][Tongue][Tongue][Shy][Shy]This chart shows Nvidia's meteoric rise as 'Jensenity' continues - MarketWatch
3Reply
avatarMarian Horace
04-16
$Intel(INTC)$ A lot of it is based on Macro pressure… if you look at the market YTD you will see that INTC is in line with market movements and even better than others in the same sector. That along with 18A not fully proving itself. I think by Q2 2026 we should see actual results on stock performance after 18A results start to become clearer and policy aligns with Intels strategic importance.[Sly][Sly][Sly]
RepostReply
avatarThomas Flynn
04-09
$NVIDIA(NVDA)$ I am starting to go back into stocks today. Tech only. The orange man doesn’t care about bringing jobs to America. It won’t work anyways. He already lied about claiming trade imbalance is the same as tariffs and people don’t care. He will remove tariffs slowly and claim a false victory in a month. Stocks will skyrocket up 40% this year. Tech will be up 60% this year. I did not vote for him but money is money. [Sly][Glance][Glance][Glance]
Repost1
avatarShayBoloor
02-05

Here’s the Harsh Truth About $AMD 🧐

If AI were truly diversifying hyperscaler demand beyond $NVIDIA(NVDA)$ , AMD’s earnings would have painted a very different picture. Instead, what we saw was another confirmation that Nvidia remains the default choice for AI infrastructure -- while AMD struggles to gain real traction in a market where speed and ecosystem lock-in determine everything.Despite beating revenue expectations with $7.7B (+24% YoY), AMD’s data center business -- the segment that’s supposed to drive its AI narrative -- fell short. Analysts were looking for $4.2B, and AMD delivered only $3.9B. That’s not just a slight miss -- it’s an undeniable signal that hyperscalers aren’t shifting their AI spending away from Nvidia in any meaningful way.
RepostReply
Here’s the Harsh Truth About $AMD 🧐
avatarMona Lowell
03-19
$NVIDIA(NVDA)$ NVDA, Jensen Huang, and GTC—what an incredible combination! The company's vision is unmatched, and its management team continues to execute flawlessly. There are few, if any, companies with such a strong leadership and forward-thinking strategy. At this current share price, it feels like an absolute steal. The long-term potential here is enormous, and I wouldn’t be surprised to see it hit 160+ by year-end!
RepostReply
avatarMona Lowell
03-20
$NVIDIA(NVDA)$ Shares of Nvidia are in the green after CEO Jensen Huang stated that demand for the company’s Blackwell chips is even higher than the 3.6 million orders placed by the four major cloud providers. Indeed, he clarified that this number does not account for the additional demand from Meta Platforms, which is one of Nvidia’s biggest customers
RepostReply
avatarMona Lowell
03-21
$NVIDIA(NVDA)$ Jensen just confirmed he's sourcing chips from TSMC while also ramping up production in the USA 🇺🇸. This marks a massive financial commitment, reinforcing NVIDIA’s resilience against potential tariffs. A strategic move that strengthens supply chain security and boosts domestic manufacturing.
RepostReply
avatarMona Lowell
03-11
$NVIDIA(NVDA)$ The business is booming. No recession or what so ever. It is totally the opposite, new production and shpments records are set week over week and month over month. The shorties are spreading the fear mongering for their gain. All the semiconductor manufacturers are strong buys especially when USA bringing the industry back home (USA). Please help stop the fear mongering by spreading the word and sharing this post. The reality is the semiconductor manufacturers are printing money every single second.
Repost2
avatarMona Lowell
03-18
$NVIDIA(NVDA)$ Google $Alphabet(GOOG)$ has unveiled its latest TPU processors, boasting impressive efficiency gains. However, in their presentation, they showcased a comparison graph using NVIDIA’s H100 GPUs as the benchmark for efficiency. This suggests that even Google acknowledges NVIDIA as the industry standard for AI hardware
RepostReply
avatarMona Lowell
03-17
$NVIDIA(NVDA)$ Last week was marvelous. S&P 500 and Nasdaq 100 down slightly, with Nvidia bucking the trend to finish up about $12. Also last year the GTC turned out to be a "buy the rumor, buy the news" event. With NVDA still at a seriously deflated price I'm saying this coming week should be phenomenal.
RepostReply
avatarMona Lowell
03-13
$NVIDIA(NVDA)$ NVDA will lead the tech sector as it rebounds to exceed recent all-time highs Ai build-out of over 3 trillion dollars to be spent in the next 4 years Ai infrastructure build in AMERICA will be the biggest economic achievement in this century We will be the semiconductor capital of the world . let others panic and try to invest in emerging markets. Just watch NVDA outperform them all
RepostReply
avatarMona Lowell
03-14
$NVIDIA(NVDA)$ The market needs to adjust to these tariff tantrums and move forward. It's widely understood that the administration is leveraging tariffs as a bargaining tool to renegotiate trade agreements. These measures are temporary and will likely be lifted once new trade deals are secured. Investors should focus on long-term fundamentals rather than short-term noise.
RepostReply
avatarMona Lowell
03-12
$NVIDIA(NVDA)$ With the Ukraine ceasefire holding, geopolitical tensions are easing, creating a more favorable environment for the markets. NVIDIA stands to benefit greatly as AI adoption surges and data center demand skyrockets. The stock’s momentum is unstoppable, and short sellers are on the verge of getting squeezed as NVIDIA continues its strong upward trajectory.
RepostReply
avatarMona Lowell
03-10
$NVIDIA(NVDA)$ GTC25 coming up next week will turn the entire stock market around given NVDA weight. Expecting this to go beyond $150 leading towards the event and jump straight to $165 after a stellar event revealing new ground breaking AI products and entirely new use cases beyond our understanding. 🚀🚀🚀
RepostReply
avatarMona Lowell
03-06
$NVIDIA(NVDA)$ Nvidia Invented the gpu and are light years ahead of any competition. They hold absolute domination to the picks and shovels to access to this occuring compute industrial revolution. Imo the entire world as far as digital is going from cpu to gpu. And who has the keys. Absolutely nothing is going to stop the gpu adaption process. The prospects are astronomical.
RepostReply
avatarMona Lowell
03-03
$NVIDIA(NVDA)$ NVDA is the most intelligent and highly innovative company in the world, I can’t even imagine what they will show on March 17th GTC!!! Spoilers for later, but it’s going to be insane! U think Blackwell Is the monster? lol, I wouldn’t surprise Jensen would show case something 🤫 even greater than Blackwell …
RepostReply
avatarMona Lowell
03-05
$NVIDIA(NVDA)$ I believe the industry is still in a good cycle, and AI hardware demand will eventually return. Buying just a few NVIDIA cards can already hit the limit up, so sooner or later, the focus will shift back to the supply chain. Let’s wait for the Q1 earnings report!
RepostReply
avatarMona Lowell
03-04
$NVIDIA(NVDA)$ Intel $Intel(INTC)$ is setting up the fab to produce NVDA chips. That is a fantastic news. This is what NVDA wants . Additional suppliers other than TSMC $Taiwan Semiconductor Manufacturing(TSM)$ . This means more blackwell and more sales. Intel will bend forward and backward to get it done quickly. Because it is important for them.
RepostReply
avatarMona Lowell
02-28
$NVIDIA(NVDA)$ Pullbacks before breakouts are the market’s way of testing conviction.When everything looks bearish, the reversal is usually closer than you think.Fear creates the best setups. Buy when no one else wants to. The market rewards patience and conviction, not panic and emotion.Sell offs are temporary. Trends are what matter.
RepostReply
Invest in Global Markets with Tiger Brokers!
Open App