Showing posts with label NVDA. Show all posts
Showing posts with label NVDA. Show all posts

Friday, February 7, 2025

What NOT to keep in your IRA, Leveraged Securities, please read more..

 Investing in TSLL and AMDL (assuming AMDL refers to a specific investment or stock, but it's not clearly defined in the context) involves different considerations for long-term IRA investments.


TSLL (Direxion Daily TSLA Bull 1.5X Shares)


- Nature: TSLL is a leveraged ETF designed to achieve 150% of Tesla's daily return. It is primarily for traders seeking short-term gains rather than long-term investors.

- Risks:

  - ==> Leverage Risk: The fund uses leverage, which amplifies both gains and losses.

  - ==> Compounding Effect: Daily compounding can lead to significant deviations from the underlying asset's performance over longer periods.

  - ==> Volatility: High volatility in Tesla's stock can negatively impact TSLL's performance.

- ==> Long-term Suitability: Not recommended for long-term IRA investments due to its high-risk nature and potential for negative compounding effects over time.


AMDL (Assuming AMD or Another Stock)


If AMDL refers to AMD (Advanced Micro Devices) or another stock, consider the following:


- AMD:

  - Growth Potential: AMD has shown strong growth in the semiconductor industry, making it a potential long-term investment.

  - Market Influence: AMD's position in the tech sector could provide stability and growth opportunities.

- Other Stocks:

  - Evaluate the specific stock's fundamentals, industry trends, and growth prospects.


Long-term IRA Investment Considerations


For a long-term IRA investment, it's generally safer to focus on stable, growth-oriented stocks or diversified funds rather than highly leveraged ETFs like TSLL. AMD, if referring to Advanced Micro Devices, might be a more suitable long-term investment due to its growth potential and market position.


Recommendations


1. Diversification: Spread investments across different asset classes to minimize risk.

2. Research: Conduct thorough research on any stock or ETF before investing.

3. Risk Tolerance: Align investments with your risk tolerance and long-term goals.

4. Consult a Financial Advisor: Consider seeking professional advice for personalized investment strategies.


In summary, while TSLL can offer short-term trading opportunities, it is not suitable for long-term IRA investments due to its high-risk nature. AMD, if referring to Advanced Micro Devices, could be a more stable long-term investment option. Always prioritize diversification and align investments with your financial goals and risk tolerance.


Sources

[1] TSLL: 8% Yield Looks Good, But This Is For Traders - Seeking Alpha https://seekingalpha.com/article/4689577-tsll-8-percent-yield-good-for-traders

[2] Tesla's Comeback Fuels ETF Opportunities for 2025 - Nasdaq https://www.nasdaq.com/articles/teslas-comeback-fuels-etf-opportunities-2025

[3] (TSLL) Direxion Shares ETF Trust Direxion Daily TSLA Bull 1.5X ... https://www.composer.trade/etf/TSLL

[4] Is AMD actually a stock to hold for 10-20 years? : r/investing - Reddit https://www.reddit.com/r/investing/comments/1dfj862/is_amd_actually_a_stock_to_hold_for_1020_years/

[5] Long Term Tesla Hold With TSLL : r/LETFs - Reddit https://www.reddit.com/r/LETFs/comments/11tul6f/long_term_tesla_hold_with_tsll/

[6] Innovate Your TSLA Trades: Single Stock Daily Leveraged & Inverse ... https://www.barchart.com/story/news/30618316/innovate-your-tsla-trades-single-stock-daily-leveraged-inverse-etf-strategies-for-earnings-season

[7] [PDF] TSLL TSLS Fact Sheet (pdf) - Direxion https://www.direxion.com/uploads/TSLL-TSLS-Fact-Sheet.pdf

[8] Tesla: Is the Dip a Buying Opportunity Ahead of FSD Potential? https://www.investing.com/analysis/tesla-is-the-dip-a-buying-opportunity-ahead-of-fsd-potential-200655893

[9] Direxion Daily Tsla Bull 1.5x Shares Stock Forecast - StockInvest.us https://stockinvest.us/stock/TSLL


Sunday, August 11, 2024

Fools is always on the money, NVDA no think this stock

 Time is driving changes on the AI front. Nvidia is no longer the market's top opportunity. This title is shifting toward Taiwan Semiconductor Manufacturing Company (NYSE: TSM), which is arguably better positioned to capitalize on the next chapter of AI's growth story.


https://finance.yahoo.com/news/forget-nvidia-buy-magnificent-artificial-150000398.html


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


Tuesday, May 14, 2024

NVDA +1.06% ALAB +2.93% MRVL -1.45% AVGO +3.18% AMD +1.73% SPX +0.48%

 https://www.marketwatch.com/articles/nvidia-stock-ai-chip-makers-f2312dc1?mod=mw_quote_news

“The key names in our AI basket are Nvidia, Astera Labs, Marvell Technology, Broadcom, and Advanced Micro Devices, ” analysts led by Blayne Curtis wrote. “There may need to be winner/losers eventually, but the time is not now with AI tide rising.” The team rates all five stocks at Buy.

Thursday, May 2, 2024

MRVL : 66 to 88

Wall Street analysts have a consensus "Strong Buy" rating on MRVL, with an average 12-month price target of $89.42, representing 34.59% upside potential


Key positives for Marvell include its strong position in next-generation AI accelerator ASICs, projected market expansion with a 29% CAGR in its total addressable market through 2028, and strategic acquisitions that have strengthened its competitive position


$MRVL

Follow @gnvenky

Monday, March 4, 2024

NVDA: $886.52, 900 ==> 1000

 https://www.tipranks.com/news/nvidia-stock-above-800-ivan-feinseth-looks-for-the-next-price-move

The article discusses Nvidia's stock performance, with analyst Ivan Feinseth predicting a rise above $800. Supported by a Strong Buy consensus rating from 37 analysts, the stock is expected to reach $886.52, reflecting an 8% premium in a year. Nvidia's success is attributed to its Data Center segment's revenue surge and collaborations, indicating further growth potential

Tuesday, February 20, 2024

NVDA new price targets

 https://www.msn.com/en-us/money/savingandinvesting/analysts-unveil-new-nvidia-price-targets-as-key-earnings-report-looms/ar-BB1iAqfU


Supply, not demand, is Nvidia's biggest risk

Taiwan Semiconductor  (TSM) , the world's biggest chip contractor, has been struggling to meet that demand surge, forcing Nvidia to source the high-end packaging technology elsewhere, including with Amkor Technology of Tempe, Ariz., and United Microelectronics  (UMC)  of Taiwan.

"The demand actually is very strong," Taiwan Semi CEO C.C. Wei told investors on a conference call in late January. "Today's situation (is) that we cannot offer enough capacity to support our customers, and that condition will continue probably all the way to next year, although we are working very hard to increase the capacity."

Tristan Gerra, a senior research analyst at Baird, notes that Taiwan Semi is on track to double its CoWoS capacity this year, a move that should "help supply notably" over the second half of the year.

Gerra lifted his price target on Nvidia by $300, to a Wall Street high of $1,050 per share, in a report published Tuesday.

"Per our Asia field trip, demand for Nvidia's AI solutions remains unabated, with momentum from enterprise customers now rapidly building," Gerra wrote. "Upcoming Blackwell architecture will drive another significant step up in performance, while [average selling prices] will increase as well."

Nvidia will launch the next-generation B100 Blackwell in its AI-focused lineup later this year, adding more heft to its second-half revenue prospects and easing some CoWoS issues tied to its H100 benchmark.

Related: Nvidia stock is key to the Nasdaq making new record high