Semi Rally: AI Hype to Next Level?

Nvidia stock jumped over 6% on January 8 after a series of announcements at Consumer Electronics Show (CES), which included new chips for generative AI technologies, PCs and gaming, and new partnerships. AMD stock was also up over 5%; the whole semiconductors sector closed green (SOXX +3.26%) ------------------------ [DISCUSSION] With Nvidia's share reaching a fresh all-time high, will it bring the AI hype to a new level? Is AI still the investing theme of 2024?

Riding on Semiconductor Surge? NVDA, TSM, MU, CRUS & CRDO Hit New Peaks!

Hello Tigers!On the US stock market, the $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ indices continue to reach new highs on Wednesday. [Miser]Semiconductor stocks like $NVIDIA Corp(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Micron Technology(MU)$ & $Lattice Semiconductor(LSCC)$ shot to all-time highs.Are you in on the semi-stock ride?​Key Factors Driving Each Stock Price Increase:1. NVIDIA's Market-Surfing Leap: Surpassing Apple and AI's Industrial Revolution"Computex 2024 Highlight: $NVIDIA
Riding on Semiconductor Surge? NVDA, TSM, MU, CRUS & CRDO Hit New Peaks!
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2024-06-05

Computex 2024| Intel joins the chip war to challenge Nvidia and AMD

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than
Computex 2024| Intel joins the chip war to challenge Nvidia and AMD
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2024-05-22

Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865
Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH
avatarSemi_Dig
2024-03-01

$AMD can 20X from here over the next decade

$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p
$AMD can 20X from here over the next decade