Mr. Sambar's appointment comes at a pivotal time for AST SpaceMobile, as the Company plans to deliver its first commercial satellites to Cape Canaveral for launch into low Earth orbit this summer. His deep understanding of network infrastructure, strategy, and global markets, honed through over two decades at AT&T, will be instrumental in guiding AST SpaceMobile's deployment of its revolutionary space-based cellular broadband service.
Sunday, June 30, 2024
Tuesday, June 25, 2024
Saturday, June 22, 2024
NVDA and PLTR
The top analyst goes on to put a Buy rating on NVDA shares, with a $150 price target that implies room for a one-year upside of 18.5%. (To watch Kelleher’s track record, click here)
Overall, NVDA has picked up no fewer than 40 analyst reviews recently, and the lopsided 37 to 3 split favoring Buys over Holds gives the stock its Strong Buy consensus rating. Yet, the average price target stands at $132.88, suggesting a modest 5% upside from current levels
PLTR
While Bonner’s outlook is optimistic, the broader consensus among analysts leans towards a Hold (i.e. Neutral) rating based on 6 Hold, 4 Sell, and 4 Buy recommendations. The average price target currently stands at $22.55, indicating a potential downside of ~5% from the current share price of $23.84. (See PLTR stock forecast)
Wednesday, June 19, 2024
Rag to Riches: $MRVL $AMD and more..
https://investorplace.com/2024/06/rag-to-riches-7-5g-stocks-that-could-make-patient-investors-rich/
- Advanced Micro Devices (AMD): Advanced processors and strategic focus on 5G technologies.
- Verizon Communications (VZ): Leader in 5G space with extensive coverage and high reliability.
- Skyworks Solutions (SWKS): Supplies critical analog semiconductors for 5G infrastructure.
$ INTC
$CSCO
Click on the article to find more stocks.
Tuesday, June 18, 2024
Monday, June 17, 2024
MU to 160
Susquehanna boosted Micron Technology, Inc.
price target from $143 to $185. Susquehanna analyst Mehdi Hosseini maintained a Positive rating. Micron shares fell 1.2% to close at $141.36 on Friday.
Its just getting started..
Eventually: 185
Sunday, June 16, 2024
Don't miss out on AMD
Best, still bound to grow based on AI growth projections.
AMD's Instinct MI300 data center chips are a strong challenger to NVIDIA's AI dominance, offering competitive performance and memory capacity:
- The MI300X boasts over 150 billion transistors, 2.4 times the memory of NVIDIA's H100 GPU, and 1.6 times the memory bandwidth at 5.3 TB/s[1][2]. This allows the MI300X to deliver comparable AI training performance and significantly higher AI inferencing performance compared to the H100[1].
- AMD CEO Lisa Su expects the AI chip market to reach $400 billion or more by 2027[1]. Major tech companies like Meta, OpenAI, and Microsoft have announced they will use AMD's MI300 AI chip[1].
- However, NVIDIA has leapfrogged ahead of AMD in AI for now[4]. NVIDIA's H100 remains the market leader, and the company's CEO stated there is $1 trillion worth of installed data centers globally, with $250 billion in annual expenditures growing 20% per year[4].
- AMD redid its tests comparing the MI300X to the H100 using NVIDIA's optimized software and found the MI300X is still 1.3x faster on inferencing[2]. Using latency results, the MI300X is 1 second faster than the H100[2].
In summary, while AMD's MI300 chips offer impressive performance and memory capacity, NVIDIA's H100 remains the dominant AI chip currently. But there appears to be significant growth potential for both companies in this rapidly expanding market[4].
Sources
[1] AMD launches MI300 chips: a challenger to Nvidia's AI dominance? https://techwireasia.com/12/2023/can-amd-mi300-chips-really-challenge-nvidia-ai-dominance/
[2] AMD vs Nvidia -- MI300x vs H100 - YouTube https://www.youtube.com/watch?v=12MwExDku4Y
[3] NVDA vs. AMD: Battle of the Chip Stocks - TipRanks.com https://www.tipranks.com/news/article/nvda-vs-amd-battle-of-the-chip-stocks
[4] Why AMD Doesn't Have To Beat Nvidia To Be A Winner In AI Chips https://www.investors.com/news/technology/ai-chips-amd-stock-vs-nvidia-stock/
[5] NVDA vs. AMD: Which Chip Stock is the Better Buy? - TipRanks.com https://www.tipranks.com/news/article/nvda-vs-amd-which-chip-stock-is-the-better-buy
$191.03
▲(19.67% Upside)
NVDA and MSFT: Two in a Pod
https://www.tradingview.com/chart/NVDA/j1cwONQD-NVDA-is-gaining-all-the-way-upto-160/
If there are two stocks that really stand out winners in a 3 yr time window from here, its MSFT and NVDA hands down.
Apart from betting NVDA will be 160 in short order and MSFT breaching 500, what do you think these stocks will gain in value by 2026
By 2028, NVDA may even split again
Start parking your lots in both.
Best
Saturday, June 15, 2024
Companies with supply demand issues like NVDA
Several companies are facing supply constraints and struggling to keep up with demand for their products, similar to Nvidia's situation in the AI/data center market:
Nvidia itself is grappling with overwhelming demand for its AI chips and data center products that is outpacing its ability to increase supply quickly enough[5]. The company expects this supply-demand imbalance to continue in the near term.
Advanced Micro Devices (AMD) is another semiconductor company that has seen demand for its chips, especially data center CPUs and GPUs, exceed supply[2]. AMD is working to ramp up production to meet this demand.
In the networking space, companies like Arista Networks and Broadcom are benefiting from strong demand for high-speed Ethernet solutions needed for AI/data center workloads, as an alternative to Nvidia's InfiniBand offerings[3]. However, they may also face constraints in scaling supply.
Outside of semiconductors, electric vehicle makers like Tesla have faced production bottlenecks and struggled to increase manufacturing output fast enough to satisfy high consumer demand for their vehicles[1].
The supply chain challenges and inability to quickly boost production capacity to match escalating demand is a common issue faced by many companies across various sectors that are experiencing rapid growth driven by new technologies or product categories[4][5]. Careful supply chain management and capital investments in new manufacturing capacity are critical to alleviating these constraints.
Do add orcl to the list btw
Sources
[1] Which companies (will) compete with NVIDIA for AI ? : r/stocks - Reddit https://www.reddit.com/r/stocks/comments/183y1p8/which_companies_will_compete_with_nvidia_for_ai/
[2] The NVDA Alternatives: 3 Stocks Offering Superior Growth ... - Nasdaq https://www.nasdaq.com/articles/the-nvda-alternatives:-3-stocks-offering-superior-growth-prospects-to-nvidia
[3] The lesser-known stocks competing with Nvidia - Investors' Chronicle https://www.investorschronicle.co.uk/news/2024/05/21/the-lesser-known-stocks-competing-with-nvidia/
[4] Forget Nvidia: Billionaires Are Selling It and Buying These 2 ... https://www.fool.com/investing/2024/05/21/forget-nvidia-billionaires-sell-buy-supercharge-ai/
[5] Nvidia: Supply Growth Not Keeping Pace With Demand https://seekingalpha.com/article/4676087-nvidia-supply-growth-not-keeping-pace-with-demand
Thursday, June 13, 2024
Goldman Sachs maintains neutral on Baxter with $36 target
BAX is a great value play with target set to 44 actually
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 60.96M | Mar 31, 2024 | 11.96% | 2,030,739,303 |
| Vanguard Group Inc | 59.75M | Mar 31, 2024 | 11.72% | 1,990,191,305 |
| Dodge & Cox Inc | 27.5M | Mar 31, 2024 | 5.40% | 916,088,160 |
| Pzena Investment Management Llc | 24.41M | Mar 31, 2024 | 4.79% | 812,944,573 |
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