Christian Loebering’s Post

AMD more than doubled its data center business in the most recent quarter. 115% YoY growth. And: MI300 quarterly revenue exceeded $1 billion for the first time. There’s much discuss on how hyperscalers and other enterprise companies are using AMD’s AI accelerator. And that, in turn, speaks to the efforts AMD is making to chip away at a market where Nvidia will likely have $100 billion in sales, AMD is fighting to get above $4 billion and Intel is bringing up the rear with $500 million in 2H 2024. Fortunately we will get the chance to ask and discuss. I’m very focused on why MI300 might get chosen over Hopper (Blackwell) or Gaudi. AMD CEO Dr. Lisa Su joins us live on Bloomberg Technology show tomorrow - 11:10ET

The latest 8 NEW ETPs on London Stock Exchange by Leverage Shares: Semiconductors: The first-ever 4x Long & -4x Short Semiconductor exchange traded products. Magnificent 7: The world’s first 5x ETP with exposure to the tech titans. 3x leveraged access to AI leaders. Plus, 3x Long IONQ and 2x Long SMCI ETPs - the latest additions to our single stock suite. #LeverageShares #AI #Magnificent7 #Semiconductors Capital at risk. For professional investors only.

Earnings Alert: TSMC reported 1Q24 earning results early this morning, achieving net revenue ahead of guidance, up 12.9% Y/Y and down 3.8% QoQ to $18.87. Revenue comes at the higher end of its guided $18.0B-$18.8B based on continued AI strength, with NVDA as TSMC’s second largest customer after AAPL. Management now guides for revenue between $19.6B-$20.4B with CEO C.C. Wei stating, "AI-related data center demand is very, very strong... Almost all the AI innovators are working with TSMC to address the insatiable AI-related demand for energy-efficient computing power.” Follow us for more updates and insights: https://lnkd.in/e8EUB3AN #stocks #earnings #markets #finance #investors #invest #chips #artificalintelligence #TechnologyNews #techstocks #TSMC

🏭 Elevating Manufacturing with Smart IT: Dive into our latest success story where Matt, a manufacturing leader, unveils how Intelecis revolutionized his operations. Discover the journey from tech turmoil to triumph, highlighting the pivotal role of proactive IT support in streamlining production processes and enhancing efficiency. 🚀 If your manufacturing business is in or around Orange County, Matt's insights could be the game-changer you need. #manufacturinginnovation #itsupport #orangecounty #techtransformation #manufacturers #manufacturingindustry

S&P Global's ChartIQ thought leaders ask... NVIDIA, Nvidia, Nvidia... Are they the ONLY chip-maker? Where's Intel Corporation been amidst all this #AI hype? #SeeBeyondTheNumbers with #ChartIQ. Check out the video then head to https://lnkd.in/eZcdz7wQ to learn more. #DataVisualization #TradingTechnology #FinTech #CapitalMarkets #ChartOfTheWeek

Analyst presentation of Fingerprint Cards- Accelerates transformation Find the presentation here: https://lnkd.in/dNUz4HPT Equity analyst Markus Almerud follows up on Fingerprint Cards after the announcement of the rights issue and the decision to exit hardware sales to mobile OEMs. He discusses the reasons for closing down mobile, touches on the transition plan and goes into detail about the portfolio refresh and the cost optimisation. Finally he discusses the time line of the rights issue. $FING.B

AI Boom to Accelerate Semiconductor Supercycle Explosive artificial-intelligence growth over the next 24 months and beyond underpins our view of strengthening chipmaker fundamentals, even with pockets of slack demand and political challenges. Evolving credit quality across semis is more strong-to-stronger than good-to-worsening, and on the equity side the iShares Semiconductor ETF has soared over 200% in the past five years, with Nvidia up 2,500%. Full report: https://lnkd.in/e8TKAVN9 Bloomberg Intelligence #bloombergintelligence Alex Reid

#ChartOfTheWeek : The Tale of Two Giants, NVIDIA and Intel Corporation 💻🤖 I bet there are a LOT of us that "missed the boat" with NVDA and are still a little annoyed. However, in any industry or sector, there are always those who lead and those who lag. Some investors look towards the latter, since there can be opportunity if they believe that the company has the potential to turn things around. Will Intel be the underdog that takes the AI-world by storm in the next decade? With ChartIQ, we can analyze the landscape with S&P Global dataset integrations. Watch below to learn more! #DataVisualization #TradingTechnology #FinTech #CapitalMarkets

⏰ The Countdown to #CES2024 Is Here: At Nasdaq, we are driven by the belief that technology can solve the most complex challenges facing both industry and society. We look forward to Nasdaq Chair and CEO Adena Friedman joining the stage as a keynote speaker at the most powerful tech event in the world, CES, and discussions from leaders of #NasdaqListed companies including Arm, Intel Corporation and more at #CES2024. 👏 Here’s to implementing tech solutions that solve some of the world’s most complex challenges. ➡️ Learn more about CES: http://spr.ly/6045Rmj1b

A year from now you may wish you had started today Invest in Marvell Technology: The AI Chip Maker Generating Remarkable Returns In a rapidly evolving technological landscape, Marvell Technology has positioned itself as a leading player in the AI chip market. With its innovative approach and cutting-edge solutions, Marvell is set to outpace broader market returns in 2024 and beyond. Embrace the Future and Seize the Opportunity with Marvell Technology 🚀 Investing in Marvell Technology offers an incredible opportunity to tap into the growing potential of artificial intelligence and its applications across various industries. As AI continues to transform healthcare, finance, autonomous vehicles, and many other sectors, Marvell's dedicated focus on developing AI-based chips makes it a standout choice for investors seeking exceptional growth potential. Why Choose Marvell Technology? 1. Pioneering AI Solutions 📈 Marvell possesses a deep understanding of the evolving AI landscape, allowing them to develop groundbreaking chips that power AI-driven technologies. Their commitment to innovation and investment in research and development gives them a competitive edge in the market. 2. Strong Financial Performance 💰 With a solid track record of financial success, Marvell has consistently demonstrated strong revenue growth and profitability. Investors can trust that their investments are backed by a financially stable and thriving company. 3. Exceptional Management Team 👥 Marvell's leadership team comprises seasoned professionals with extensive industry experience. Their strategic vision and expertise ensure that the company remains at the forefront of technological advancements, driving future growth and success. Take action now to avoid the Fear of Missing Out! Invest in Marvell Technology and position yourself for tremendous returns in the exciting world of AI technology. Don't miss this chance to grow your Health Savings Account while contributing to the advancement of healthcare, wellbeing, and overall family wellness. 📈💪 #hsa #investing #healthcare #health #family #wellness