Share your thoughtsWhat's on your mind?
quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
It's the last trading day of this hectic week, where we've seen low downs prior to FED's decision as well as the post rate hike's uptrend. Today could be another consolidating day as investors digest the mid to long term implications of the recent rate hike (and potentially 1 more rate hike this year).
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
AMD, TSMC and OSAT Channel Check:
1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts.2. While ASE and Amkor still lead OSAT capacity, their capacity ramps are rumoured to be progressing slower than expected. This means that TSMC may be required to support CoWoS-L wafers for AMD's Venice CPU prodction which would further constrain internal capacity for MI455/MI450 production. Per MS, this would equate to TSMC supporting ~80k CoWoS-L for Venice production.$AMD(AMD.US) $Taiwan Semiconductor(TSM.US) $Amkor Tech(AMKR.US) $Advanced Semiconductor Engineering(ASX.US)
0918 | Dolphin Research Focus: 🐬 Macro/Industry 1) Saudi Arabia, via Oman, proposed a two-week ceasefire to the Houthi, sending crude lower again as WTI briefly slipped below $100 and Brent fell over 4% intraday. Cooling geopolitics eased energy and inflation fears.
This backdrop supported the post-hike U.S. equity rebound. If the truce breaks or Iran risk escalates, an oil rebound would again weigh on risk appetite and constrain the Fed's room to cut.🐬 Single Stocks 1) $NVIDIA(NVDA.US) Jensen Huang said next year's chip shipments will be twice this year's. Nvidia expects revenue of approx $673 bn for the fiscal year ending Jan 2028...
Only during the day of interest hike, theres more downward movement, but the rebound after that is fast, so it offset the interest hike news and get rid of those weak hands.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
Intel, AMD, Micron Tech, Nebius, Oracle, Arm, stocks increase. However, Coreweave decreases though has new bookings.
Local Straits Times and local banks stocks prices lower.
Good news for Hang Seng Index and Baba Hong Kong Stocks rise.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
Typical market over reaction to the Fed hikes before realising its all priced in. Institutions wait for retail to sell the news and promptly bought up the sale.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
The market wants certainty and the Fed provided that. So once the market had a rough idea of the way forward, they digested the information and realised that they could afford it. The end. 🤓
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
The Federal Reserve decided to hike the interest rate by 0.25%, The market expected another rate hike in October. Is REIT related stock in hot soup ?
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
What a surprise. A rally followed after the interest rate hike. Once again, showing time in the market is better than time in the market.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
