Yee
@YeeTak8Stocks & Cryptos are my opinions only. Do your own DD.
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Global chip sales in Q3 totaled $166B, rising 23.2% YoY and 10.4% QoQ, with the Americas leading growth once again with a 16.7% QoQ increase. $NVDA $AMD $AVGO $QCOM $INTC $MU
Global semiconductor sales reached their highest ever monthly total at $55.3B in September, driven by AI demand and a 46.3% YoY increase in the Americas. $NVDA $AMD $AVGO $QCOM $INTC $MU
Amazon $AMZN is a cash machine – operating cash flow increased 57% YoY to $112 billion on a TTM basis, while FCF rose more than 122% YoY to $47.7 billion.
$NVDA plans to launch its Jetson Thor AI computers for humanoid robots in early 2025 -- targeting a fragmented robotics market with hundreds of manufacturers 👀
Nvidia $NVDA was just named the best company to work for in America 🇺🇸 by Forbes
xAI is said to be raising up to $6 billion in funding at a $50 billion valuation, with the funding expected to be used to purchase 100,000 GPUs from Nvidia $NVDA for its data center in Memphis.
SoftBank will receive the first Nvidia $NVDA Blackwell DGX B200 systems, as it works to build out a new supercomputer in Japan.
BlackRock, $BLK, has increased its holdings of GameStop, $GME, by 42.67% in the third quarter. The filing showed a position of 32,241,728 shares in $GME, which is 9,642,309 more than the previous quarter. This position was worth approximately $739,302,823.
Nvidia-backed CoreWeave closed its $650M secondary share sale at a $23B valuation, up from its $19B valuation in May, as Cisco and Pure Storage joined as investors. $NVDA $CSCO $PSTG $MSFT $AMZN
HSBC today raised its price target on Nvidia $NVDA to $200 up from $145 while maintaining its Buy rating Susquehanna today raised its price target on Nvidia $NVDA to $180 up from $160 while maintaining its Positive rating Raymond James today raised its price target on Nvidia…
Foxconn forecast AI servers would account for 50% of its total server revenue next year. $NVDA
$NVDA TO LAUNCH JETSON THOR FOR HUMANOID ROBOTS IN H1 2025 - WSJ Nvidia plans to release its Jetson Thor computers for humanoid robots in early 2025, targeting a fragmented robotics market of hundreds of thousands of manufacturers. Unlike $TSLA's direct robot manufacturing,…
SoftBank acquired a 4.9% stake in Nvidia but sold it for around $4 billion in 2019. If they had held onto it, that stake would now be valued at over $175 billion. And Son believes $NVDA is still undervalued. Respect!
$NVDA HUGE $1 BILLION in dark pool orders hitting the tap deep after hours 👀
AI Agents are coming, much sooner than most expected. "OpenAI Nears Launch of AI Agent Tool to Automate Tasks for Users. The new software, codenamed “Operator,” is set to be released in January. " - BB $NVDA
Amazon $AMZN is considering a second multi-billion dollar investment in AI startup Anthropic, following a $4B investment in the firm just over a year ago. $MSFT $GOOG $ORCL $META $NVDA
Mizuho just raised its price target on Nvidia $NVDA to $165 up from $140 while maintaining its Buy rating
Nvidia $NVDA is reportedly shifting orders away from Super Micro $SMCI to other suppliers following accounting concerns and EY’s resignation as SMCI’s auditor. $DELL $HPE $AMD
Elon says AI is improving 10x each year and could do anything a human can within a year or two. Knowledge-based jobs are about to be disrupted before our eyes. $NVDA
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