This is the wrong way to look at it.
Anyone investing heavily this year??
- Thread starter rph2005
- Start date
I see Nike in the 70’s soon. I’ll wait. What’s gonna happen is all that overstock they have will be liquidated, making the ROSS, TjmAxx and Burlington the winners next year when all the major box stores have unsold shit they can’t even move on clearance.
I didn’t put a large buy in. Just enough to see if my shares would stop the bleeding or just get run over.
Making $ money on the way down?
Tesla (TSLA) is reportedly set to unveil its humanoid robot Optimus on Friday evening during the company's AI Day, according to media reports.
The electric vehicle maker will roll out thousands of humanoid robots in its factories, "with an eye ultimately toward consumer applications in the home," CNBC reported Friday.
During the event, "there will be lots of technical detail & cool hardware demos," Chief Executive Elon Musk said in a Twitter post on Thursday. Tesla will also recruit AI and robotics engineers, as well as advanced chip and supercomputer engineers, he added.
The electric vehicle maker will roll out thousands of humanoid robots in its factories, "with an eye ultimately toward consumer applications in the home," CNBC reported Friday.
During the event, "there will be lots of technical detail & cool hardware demos," Chief Executive Elon Musk said in a Twitter post on Thursday. Tesla will also recruit AI and robotics engineers, as well as advanced chip and supercomputer engineers, he added.
..I see he has that 1 second disclaimer at the very beginning now, so shit must be ALL good. "It's whateva"
Intel's Mobileye files for listing in first sign of thawing tech IPO market
Intel Corp's self-driving unit Mobileye on Friday unveiled its filing for a U.S. initial public offering, testing support for a high profile stock debut even as the market for new issues has virtually collapsed.
Ok $INTC...I'll be on the lookout.
*Edit: $INTC definitely need the cash infusion considering 2nd quarter Net operating income, 3rd quarter is considered to be pretty rough, and they're planning to spend quite a bit in CAPEX for these new fabs.
I'm curious to see how this goes. Could be a good get.
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Intel's Mobileye files for listing in first sign of thawing tech IPO market
Intel Corp's self-driving unit Mobileye on Friday unveiled its filing for a U.S. initial public offering, testing support for a high profile stock debut even as the market for new issues has virtually collapsed.www.reuters.com
Ok $INTC...I'll be on the lookout.
I've been eyeing $INTC as well.
SOBR has been my best play for the past few weeks.
buying on the dips and selling on the highs.
has the potential to hit 5 next week....
stay away from AVCT.....it has created bagholders twice in a month with their reverse splits and offerings.
one at the beginning of the month and one on yesterday.
buying on the dips and selling on the highs.
has the potential to hit 5 next week....
stay away from AVCT.....it has created bagholders twice in a month with their reverse splits and offerings.
one at the beginning of the month and one on yesterday.
The dividend is good. The company makes revenue. It's the bottom number, net income, that's taking a beating from market conditions, competition, and building out fabrication/manufacturing plants.
This IPO could help with that in the short/medium term. $INTC just needs to get through the next few years (2025) when Patty G. says they'll gain "unquestioned leadership."
Can the stock price get lower?
Honestly, I never though we'd see $INTC at less than 30 bucks. There's still a few things that have to go $INTC way to get back to solid margins. Like, no delays in their advanced manufacturing process. Which, you think would be easy... But they're moving from using DUV to EUV $ASML machines for the first time. And that's not even mentioning moving on from FinFet to GAA (which all leading edge fabricators are trying to figure out now [ $TSM, Samsung]).
The dividend is good. The company makes revenue. It's the bottom number, net income, that's taking a beating from market conditions, competition, and building out fabrication/manufacturing plants.
This IPO could help with that in the short/medium term. $INTC just needs to get through the next few years (2025) when Patty G. says they'll gain "unquestioned leadership."
Can the stock price get lower?
Where is the Semiconductor sector on this graph?
IMHO, I still see it as growth, but not all semis are created equal. Think of all the things that run on silicon: vehicles, military defense weapons, cloud computing, AI/ML, household appliances, phones, computers... everything, right.
If you're looking at right now, consumer/retail products are seeing declines: desktop, phones, etc given the looming recession & inflation. These things will drag down revenue on the consumer side. Will it always be like this, I hope like hell not. But it's what's happening now.
However, cloud vendors ($AMZN, $MSFT, $GOOGL, Oracle, Alibaba...) are seeing big growth. Machine learning is still a growing market and needs accelerators for training/inferencing. Automotive is interesting because there has to be consumer demand, but the vehicle can't be made without the needed CPUs, FPGAs, etc. Same with military defense.
Demand for Global Cloud Computing Market Size & Share to Surpass USD 1025.7 Bn by 2028, Exhibit a CAGR of 15.80% | Cloud Computing Industry Trends, Dynamics, Growth, Value, Analysis & Forecast Report by Facts & Factors
[219+ Pages Report] According to a market research study published by Facts and Factors, the demand analysis of Global Cloud Computing Market size & share...
Roundup Of Machine Learning Forecasts And Market Estimates, 2020
The global machine learning market is projected to grow from $7.3B in 2020 to $30.6B in 2024, attaining a CAGR of 43%
www.forbes.com
I think if you're looking at investing Semi companies now, you'll want those that have a diverse amount of products such that they're not overexposed to one segment or another. However, I think you start to worry if cloud starts scaling back.
One of my favorite YouTube couples
504 pages and counting!
Credit to all the posters.
Credit to all the posters.
This is good general info.
As they point out, everyone's situation is different. For me, things change when talking about strategies for Backdoor Roth contributions or Mega backdoor Roth contributions.
IMHO, I still see it as growth, but not all semis are created equal. Think of all the things that run on silicon: vehicles, military defense weapons, cloud computing, AI/ML, household appliances, phones, computers... everything, right.
If you're looking at right now, consumer/retail products are seeing declines: desktop, phones, etc given the looming recession & inflation. These things will drag down revenue on the consumer side. Will it always be like this, I hope like hell not. But it's what's happening now.
However, cloud vendors ($AMZN, $MSFT, $GOOGL, Oracle, Alibaba...) are seeing big growth. Machine learning is still a growing market and needs accelerators for training/inferencing. Automotive is interesting because there has to be consumer demand, but the vehicle can't be made without the needed CPUs, FPGAs, etc. Same with military defense.
Demand for Global Cloud Computing Market Size & Share to Surpass USD 1025.7 Bn by 2028, Exhibit a CAGR of 15.80% | Cloud Computing Industry Trends, Dynamics, Growth, Value, Analysis & Forecast Report by Facts & Factors
[219+ Pages Report] According to a market research study published by Facts and Factors, the demand analysis of Global Cloud Computing Market size & share...www.globenewswire.com
Roundup Of Machine Learning Forecasts And Market Estimates, 2020
The global machine learning market is projected to grow from $7.3B in 2020 to $30.6B in 2024, attaining a CAGR of 43%
I think if you're looking at investing Semi companies now, you'll want those that have a diverse amount of products such that they're not overexposed to one segment or another. However, I think you start to worry if cloud starts scaling back.
Self-Driving Cars Technology & Solutions | NVIDIA Automotive
AI-defined vehicles are transforming the future of mobility. Learn how the NVIDIA DRIVE AGX™ platform is the end-to-end development platform for autonomous vehicles.
www.nvidia.com
Mobileye | Driver Assist and Autonomous Driving Technologies
Leading the evolution of automobility from advanced driver-assistance systems to autonomous driving through world-renowned expertise in artificial intelligence.
I knew of Intel, but I had no idea the other 2 were jumping into these areas. I learned something today. Question though - How much revenue are they seeing coming from this?
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Self-Driving Cars Technology & Solutions | NVIDIA Automotive
AI-defined vehicles are transforming the future of mobility. Learn how the NVIDIA DRIVE AGX™ platform is the end-to-end development platform for autonomous vehicles.www.nvidia.comMobileye | Driver Assist and Autonomous Driving Technologies
Leading the evolution of automobility from advanced driver-assistance systems to autonomous driving through world-renowned expertise in artificial intelligence.www.mobileye.com
I knew of Intel, but I had no idea the other 2 were jumping into these areas. I learned something today. Question though - How much revenue are they seeing coming from this?
I think Automotive is still pretty young for the big 3: $NVDA (Nio, Li Auto) & $INTC with AI...hell even $AMD is in there with it's acquisition of Xilinx. $AMD supplied the APU (Cpu GPU combo chip) for Tesla's entertainment system but I don't know how significant it was since $AMD doesn't break out automotive revenue.
$NVDA & $INTC say they are seeing nice growth YoY ($220M and $460M in the latest quarter, respectively) $AMD mentioned they see a $27B TAM in automotive at their financial analyst day. How big of a slice can they carve...who knows. Texas Instruments ($TXN) is a decent player here as well and automotive is one of it's big segments.
Appreciate this.
The market is going to fall Monday. It may open in the green but I don’t see any good news to make it stay green. I see a few more stocks I’m eyeing dipping lower for me to buy. I increased my monthly 401k automatic payment deposits to $1200 a month for the next 18 months or so. I’m going to risk some dough some individual stocks like Draft Kings, Lucid, Rivian and a few small EV penny stocks. I just bought 1000 shares of MULN, fuck it. I’m waiting for CANOO to dip to half and I’ll grab 500 shares; if I lose it, so be it but I don’t think I will. I’m eyeing United Airlines and JetBlue as well. I already bought 100 shares of JetBlue at $7. I also want Ford at maybe $8. Next week should get me into some of these names.
