To The Moon

SK Hynix, one of the world's largest memory chipmakers, cited semiconductor demand uncertainties for 2025 as Nvidia faces votatility in premarket trading Friday.GuruFocus has detected 4 Warning Signs with NVDA.Key supplier of memory chips for Nvidia GPUs for AI applications, SK Hynix, sounded a note of caution about future demand. Although the company still sticks to its key long-term outlook of 2025, CFO Woo-Hyun Kim mentioned on a post-earnings call Thursday that it could be hit by risks such as inventory adjustments at PC and smartphone OEMs, trade protectionism and geopolitical risks.Nvidia bounced back from comments like these, bouncing up to close the Thursday session off flat and down as much as 2% after the comments from them.SK Hynix's cautions seem to indicate that the cyclic nature of memory chip suppliers would always remain fragile in terms of demand swings. However, with the company's stock outperforming the estimates, the company's cautious outlook meshes with worries a

New chip rules won’t help national security, Nvidia saysCEO said this week that Trump would bring less regulationNvidia Corp. criticized new chip export restrictions that are expected to be announced

SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At

Palantir Technologies exhibited exceptional performance during fiscal Q3 2024 and experienced robust growth across its government and commercial business segments with increasing use of its AI-based solutions. The consolidated Q3 revenue increased 30% year-over-year to $726 million, topping guidance by $24 million . This represented a dramatic increase from the 17% YoY growth rate in Q3 2023, which clearly shows t

Nvidia's upcoming Blackwell launch could push the stock higher.

Nvidia Corporation's stock and the broader market received a boost on Monday after CEO Jensen Huang made bullish comments about soaring demand for the company's AI chips.Speaking at the Goldman Sachs Communacopia & Technology Conference, Huang said: "The demand on [chips] is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can.". Huang's remarks highlighting intense