Per Reuters, $NVIDIA(NVDA)$  received orders from China for 2,000,000 H200 units but has only 700,000 available. $NVIDIA(NVDA)$  is working with $Taiwan Semiconductor Manufacturing(TSM)$  and other suppliers to secure additional supply. This is huge!

$Advanced Micro Devices(AMD)$  AMD is quietly becoming one of the strongest AI infrastructure stories in the market. It's only about 20% away from a $1T market cap, yet the growth profile remains impressive: Revenue +38% YoY Data center revenue +57% YoY to $5.8B Free cash flow +166% YoY Net income +95% YoY Next-quarter revenue guidance +46% YoY The key point is that data center is now both AMD's largest and fastest-growing segment, creating a powerful growth flywheel. With deployments from $Meta Platforms, Inc.(META)$ , OpenAI, and $Oracle(ORCL)$ , plus the MI450 still ahead, AMD's AI story may still be in its early in

Analyst projections for $Advanced Micro Devices(AMD)$  are pointing to $223 price target, fueled by AI and data center momentum. Gaming sector contributions add support, though market uncertainties remain as usual.

$Advanced Micro Devices(AMD)$ Wells Fargo analyst reaffirmed Overweight rating on the stock with $345.00 price target

$Gaotu Techedu Inc.(GOTU)$ Chen Xiangdong, founder, chairman and CEO of Gaotu, said: "In the fourth quarter of 2022, our business as a whole performed well, achieving three consecutive quarters of steady growth in revenue from the previous quarter, and the large-scale positive operating cash flow also demonstrated High-quality operating efficiencies and we are profitable in Q4 and full year 2022. Our organization is resilient and cohesive with healthy growth in the business. We have continued full-year profitability and scale in 2023 We have full confidence in making positive operating cash flow."

Semiconductor sector charts are showing highly synchronized technical setups today. $Advanced Micro Devices(AMD)$  is regaining traction near $490.33, $NVIDIA(NVDA)$  is holding its ground at $208.64, and $Micron Technology(MU)$  is flashing a massive breakout. I'm keeping a close eye on these relative strength trends for a broader sector rotation confirmation.

Looks like $Advanced Micro Devices(AMD)$  and $ARM Holdings(ARM)$  are still snatching market share from $Intel(INTC)$  in Q3, the silicon valley turf war never ends!

$Sea Ltd(SE)$ Unfortunately, there are many bad posts from negative people who do not support their position. It is boring because there are many other shares where there is really good communication. I think Sea deserves better, there is huge potential, remember about 70% of the shares are owned by insiders and institutional investors, and they can't all be wrong. Besides that, Sea has had a growth for many years of around 100% annually, now the growth is somewhat less, but they have understood to change the strategy for the situation now, with hardship from the macro economy and high interest rates from rising inflation. Conclusion: we see a company that may well increase 3 times, but at least 2 times in value, we will se