Dae won Yoon’s Post

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

Stock Analysis & Ideas Nvidia Stock (NASDAQ:NVDA): Cheaper after the Stock Split, Yet Priceless Story Highlights Nvidia recently hit the $3 trillion market capitalization milestone, making it the world’s second-highest-valued company. On top of that, the recent stock split has made NVDA more attractive to retail investors. Combined with its dominant position in the AI sector and the growing adoption of AI across various industries, which keeps demand robust, I am inclined to buy NVDA stock at its current levels.

Stock Analysis & Ideas Nvidia Stock (NASDAQ:NVDA): Cheaper after the Stock Split, Yet Priceless Story Highlights Nvidia recently hit the $3 trillion market capitalization milestone, making it the world’s second-highest-valued company. On top of that, the recent stock split has made NVDA more attractive to retail investors. Combined with its dominant position in the AI sector and the growing adoption of AI across various industries, which keeps demand robust, I am inclined to buy NVDA stock at its current levels.

🚨 #SP2Trends: Nvidia's Stock Plunge & Semiconductor Impact 🚨 In this week's edition of #SP2Trends, we dive into the reasons behind the significant decline in Nvidia's share price, marking a historic market drop.   🔻 Historic Stock Drop: On September 3rd, Nvidia's shares plummeted, wiping off an astounding ~$279 billion in market value—the largest single-day fall in U.S. stock history. The decline sent ripples across the global semiconductor indices, showing broader industry impacts.   What are your thoughts on this news? Share your views in the comments below! 👇   #SP2Trends #Semiconductors #Nvidia #AI #StockMarket #InvestmentResearch #SP2Analytics #MarketUpdates

https://lnkd.in/gmi45HZn As anyone who follows the investment markets knows, Nvidia reported its first-quarter earnings yesterday. They not only exceeded the Street's lofty estimates but also increased their expectations AND announced a 10-for-1 stock split! Yesterday morning, I provided my commentary on Oliver Renick's show on Schwab Network. The question is, how fast can Microsoft, Google, Amazon, and the other Technology behemoths play catch-up? Because they will. Thanks to Oliver, his team, and Schwab Network for continuing to ask my opinion on semiconductor and software stocks. #OliverRenick. #SchwabNetwork. #Nvidia #AI

Taiwan Stock Index Climbs to Record High on Optimism Over AI The Taiex jumped as much as 3.5%, surpassing a January 2022 peak, as the market reopened after more than a weeklong Lunar New Year holiday. Taiwan Semiconductor Manufacturing Co. — the nation’s largest stock and the key provider of foundry services for Nvidia Corp. — climbed as much as 9.8% to a record high. https://lnkd.in/gYGVVK47

Week 21 - 5 Things to Know in Investing This Week Point 2) Nvidia Delivers the Most Important Earnings Call Ever - for Now: Nvidia $NVDA stock continues to surge due to incredible revenue growth from its position as the driving force behind the current AI revolution. The conversion of traditional data centers into AI focused data centers, termed "AI Factories" is behind much of that growth. Bolstered by remarkable increases in revenue and stock price, Nvidia has recently announced plans for a 10 to 1 stock split, scheduled to take effect on June 7, 2024, alongside a substantial increase in their quarterly dividend from $.04 to $.10. The dominance of Nvidia's growth trajectory has not only propelled the company's success, but has also been the primary driver behind positive S&P 500 returns so far this year. We can debate the valuation, but the fundamental performance has been incredible.

Here are the world’s top five #semiconductors by market cap, and how their valuation changed in a year by Forbes Middle East. Our insights on the industry, #nvidia and #TSMC in a conversation with Hagar Omran

#Nvidia Slides For Third Day!   Dow jumps, Nvidia's continued slide drags on #Nasdaq! Thursday’s intraday reversal in #Nvidia shares created a bearish engulfing pattern. Traders can use the bearish engulfing pattern as a signal to initiate short positions. Typically, a stop loss is set just above the high of the engulfing candle (the top of the second one) to mitigate risk.  This is a #candlestick formation that warns of a potential downside reversal, especially after a significant price advance.   Investors took profits after the stock’s “#parabolic rise” this year amid the AI boom.    FOLLOW UP: OSS.CC

Week 21 - 5 Things to Know in Investing This Week Point 2) Nvidia Delivers the Most Important Earnings Call Ever - for Now: Nvidia $NVDA stock continues to surge due to incredible revenue growth from its position as the driving force behind the current AI revolution. The conversion of traditional data centers into AI focused data centers, termed "AI Factories" is behind much of that growth. Bolstered by remarkable increases in revenue and stock price, Nvidia has recently announced plans for a 10 to 1 stock split, scheduled to take effect on June 7, 2024, alongside a substantial increase in their quarterly dividend from $.04 to $.10. The dominance of Nvidia's growth trajectory has not only propelled the company's success, but has also been the primary driver behind positive S&P 500 returns so far this year. We can debate the valuation, but the fundamental performance has been incredible.