Jim Breyer, a well-known Silicon Valley investor, revealed in an interview with the media in Davos that he is "vigorously buying" $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ shares "heavily" and predicts that AMD will be the next company to join the "Big Seven". "I have not underestimated Nvidia. It's the leader, but having a second source (for AI French fries) will help solve the difficulties in the ecosystem."I would add AMD to the 'Magnificent Seven' stocks, says VC investor Jim BreyerBut AMD also faces the risk of overvaluation. Data shows that Nvidia's prospective price-to-earnings ratio is around 28 times, higher than the average semiconductor stock price of 23 times, while AMD's prospectiv
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VC Billionaire Jim Breyer, Buying NVDA & AMD Heavily
VC Billionaire Jim Breyer, Buying NVDA & AMD Heavily
$NVDA beautiful weekly chart, future most valuable company on Earth.
$NVIDIA Corp(NVDA)$closed the week at $547, up 11.6% from last week, vs $Invesco QQQ Trust-ETF(QQQ)$ up 3.2%.At FY 2025 EPS est. of $19.88 the stock is trading at forward PE of 27.5.Forward PE of some other stocks:$Advanced Micro Devices(AMD)$ : 38$Tesla Motors(TSLA)$ : 56$Apple(AAPL)$ : 26$Intel(INTC)$ : 25Nvidia is still cheap in the metric given the projected growth rate of ~20% in FY 2026.@The_AI_Investor $NVIDIA Corp(NVDA)$ is at ~50% of $Microsoft(MSFT
$NVDA beautiful weekly chart, future most valuable company on Earth.
Will NVDA Stock Soar Again After a 215% Rise in the Past Year?
Even though $NVIDIA Corp(NVDA)$ stock price has skyrocketed by two times in the past year, investors are still underestimating this GPU king. Since the beginning of last year, AI has sparked a paradigm shift in tech, and no company has benefited more than Nvidia.Nvidia's GPUs are the gold standard in AI, but some are worried about increasing competition. Toshiya Hari, an analyst from Goldman Sachs, has kept Nvidia on their "Strong buy list," maintaining a buy rating and bumping up the target price to $1,100.That's a potential 22% gain for investors in the next year, compared to last Wednesday's closing price. This analyst believes Nvidia's processors will remain the industry standard for the foreseeable future.He's got a point. Competitors have be
Will NVDA Stock Soar Again After a 215% Rise in the Past Year?
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
$Taiwan Semiconductor Manufacturing(TSM)$ reported strong earnings, potentially signaling another dominant earning season for the semiconductors -- let's see how they comp to one another based on current valuation.@StockSavvyShay $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $Analog Devices(ADI)$ $NVIDIA Corp(NVDA)$ $Texas Instruments(TXN)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$
Shay Boloor's top 10 favorite semiconductor companies for 2024
1. $NVIDIA Corp(NVDA)$ • Competitive Advantage: They're renowned for its graphics processing units (GPUs), which are essential in gaming, professional visualization, data centers, and artificial intelligence. Their pioneering work in GPU-accelerated computing has made them a leader in AI and deep learning technologies. NVIDIA's continuous innovation in chip design, combined with its expansion into AI, autonomous vehicles, and data center solutions, positions it at the forefront of several rapidly growing tech sectors. • CY24 Revenue Estimates: $89.7B • CY24 Growth Estimates: 52% 2. $Advanced Micro Devices(AMD)$ • Competitive Advantage: They specialize in CPUs and GPUs, competing directly with Intel and NVI
Shay Boloor's top 10 favorite semiconductor companies for 2024
20 Yr Annual Total Return Rank: ASML, LRCX, KLAC, AMAT
The semiconductor capital equipment space is fascinating. These companies provide the equipment necessary for semiconductor manufacturing, large players include $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ and Tokyo Electron. Over the last 40 years, the industry has consolidated to the point where most of these companies operate as a monopoly or duopoly in their vertical. Each step of the semi value chain has 40-50% gross margins. This results in numerous companies with high market share, wide moats, strong margins, and a good growth profile. These companies also return signif
20 Yr Annual Total Return Rank: ASML, LRCX, KLAC, AMAT
Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom
By Trevor Jennewine from The Motley Fool $NVIDIA Corp(NVDA)$ was the single best performing stock in the $.SPX(.SPX)$ in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a market where spending is projected to grow at 29% annually through 2030, according to Grand View Research. But there are less obvious factors at play, too.Weekly chartNvi
Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom
Cheers! INTC, TSM, MU, TXN & GFS Potential Third Beneficiaries of US Chip Subsidies
The Biden administration is expected to announce the third round of subsidies under the US Chips Act to help chip companies build new chip manufacturing factories in the United States. These high-end semiconductors will be used in smartphones, artificial intelligence (AI), and weapons. $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ may become the beneficiaries of these subsidies.In addition, chip companies such as $Micron Technology(MU)$ , $Texas Instruments(TXN)$, and $GLOBALFOUNDRIES Inc.(GFS)$ are also serious contenders.Moreover, executives in the chip industry predi
Cheers! INTC, TSM, MU, TXN & GFS Potential Third Beneficiaries of US Chip Subsidies
Intel Takes Aim at Nvidia's AI Dominance With Launch of Gaudi 3 Chip
$Intel(INTC)$ just unveiled its new AI accelerator processor called Gaudi 3 Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost".ImageAt the Intel Vision 2024 conference in Arizona, USA, chip giant Intel released the most powerful new generation Gaudi3 AI acceleration chip, as well as the new next generation Intel Xeon 6 processor and other products.Among them, the Intel Gaudi 3 AI chip uses TSMC’s 5nm process and supports 128GB HBMe2 memory. Compared with the previous generation product, Intel Gaudi 3 brings 4 times (400%) improvement in BF16 AI computing power, 1.5 times memory bandwidth and 2 times improvement in network bandwidth.Intel says
Intel Takes Aim at Nvidia's AI Dominance With Launch of Gaudi 3 Chip
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