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Nvidia's stock pares losses and remains on track for yet another monthly gain | marketwatch.com • |
Wall Street sets Nvidia stock price for the next 12 months | finbold.com • |
VST Outperforms Nvidia (NVDA), Utilities "Front & Center" in A.I. Race | youtube.com • |
China Pushes Against Nvidia (NVDA) & A.I. Safety Bill Vetoed | youtube.com • |
David Shaw's Hedge Fund Is Buying These 3 Stocks | 247wallst.com • |
Nvidia Share Price Faces Pressure At $120, But An Uptrend Is Cooking | news.google.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-11-19 | 2024-10 | 0.74 | N/A | N/A | N/A |
2024-08-28 | 2024-07 | 0.64 | 0.68 | 0.04 | 6.25% |
2024-05-22 | 2024-04 | 0.55 | 0.61 | 0.06 | 10.91% |
2024-02-21 | 2024-01 | 0.46 | 0.52 | 0.06 | 13.04% |
2023-11-21 | 2023-10 | 0.34 | 0.4 | 0.06 | 17.65% |
2023-08-23 | 2023-07 | 0.21 | 0.27 | 0.06 | 28.57% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2024-06-03 | Mizuho | Upgrade | Buy | Buy |
2024-05-22 | Wolfe Research | Upgrade | Outperform | Outperform |
2024-05-22 | Goldman Sachs | Upgrade | Buy | Buy |
2024-05-22 | Needham | Upgrade | Buy | Buy |
2024-05-22 | B of A Securities | Upgrade | Buy | Buy |
2024-05-22 | Evercore ISI Group | Upgrade | Outperform | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-06-26 | BURGESS ROBERT KENNETH | Director | 304.37K | Stock Award(Grant) |
2024-09-19 | COXE TENCH C | Director | 0.00 | Sale |
2024-09-19 | HUANG JEN-HSUN | Chief Executive Officer | 0.00 | Stock Gift |
2024-06-26 | JONES HARVEY C JR. | Director | 7.50M | Stock Award(Grant) |
2024-09-19 | KRESS COLETTE M. | Chief Financial Officer | 5.73M | Sale |
2024-07-11 | PURI AJAY K | Officer | 0.00 | Sale |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Group Inc | 2.13B | 192.76B | 86.72% |
2024-03-30 | Blackrock Inc. | 1.82B | 164.66B | 74.08% |
2024-03-30 | FMR, LLC | 1.15B | 104.00B | 46.79% |
2024-03-30 | State Street Corporation | 904.89M | 81.76B | 36.78% |
2024-03-30 | Geode Capital Management, LLC | 524.94M | 47.43B | 21.34% |
2024-03-30 | Price (T.Rowe) Associates Inc | 461.50M | 41.70B | 18.76% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Total Stock Market Index Fund | 746.56M | 67.46B | 30.35% |
2024-03-30 | Vanguard 500 Index Fund | 622.45M | 56.24B | 25.30% |
2024-04-29 | Fidelity 500 Index Fund | 299.16M | 25.85B | 12.16% |
2024-04-29 | SPDR S&P 500 ETF Trust | 292.23M | 25.25B | 11.88% |
2024-04-29 | iShares Core S&P 500 ETF | 254.37M | 21.98B | 10.34% |
2024-03-30 | Vanguard Growth Index Fund | 222.70M | 20.12B | 9.05% |
Dividend | Date |
---|---|
0.01 | 2024-09-12 |
0.01 | 2024-06-11 |
0.04 | 2024-05-29 |
0.4 | 2024-03-05 |
0.4 | 2023-12-05 |
0.4 | 2023-09-06 |
Split | Date |
---|---|
10 : 1 | 2024-06-10 |
4 : 1 | 2021-07-20 |
1.5 : 1 | 2007-09-11 |
2 : 1 | 2006-04-07 |
2 : 1 | 2001-09-17 |
2 : 1 | 2001-09-12 |
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Why China’s AI chips are inferior to NVdA and AMD!!
SMIC (Semiconductor Manufacturing International Corporation) and TSMC (Taiwan Semiconductor Manufacturing Company) are both key players in the semiconductor industry, but there are significant differences in terms of technological advancement and performance between the two companies.1. Technological Nodes (Process Technology):
- TSMC is the world leader in semiconductor manufacturing and is known for its cutting-edge technologies. It has achieved mass production of chips using 3nm process technology and is already developing smaller nodes, like 2nm. This advanced node technology is crucial for high-performance chips used in AI, smartphones, and other high-end applications.
- SMIC, on the other hand, lags behind in terms of node development. It has been producing chips on the 14nm process since around 2019 and has reportedly made some progress in developing 7nm chips. However, SMIC's ability to mass-produce at 7nm is limited, and it lacks the same level of efficiency and yield as TSMC. SMIC faces challenges in further developing smaller nodes (5nm, 3nm, etc.), especially due to restrictions on accessing advanced equipment like EUV (Extreme Ultraviolet) lithography machines from companies like ASML, which are necessary for manufacturing chips at these advanced levels.
2. Performance and Power Efficiency:
- TSMC's advanced nodes (like 5nm and 3nm) offer significant improvements in power efficiency, performance, and transistor density. These advancements allow devices to have longer battery life, faster processing power, and reduced heat generation. TSMC’s technology is widely used in high-end products, such as Apple’s A-series and M-series chips, as well as AI accelerators and GPUs from NVIDIA and AMD.
- SMIC's chips, at 14nm and below, can support mid-tier performance but are not as power-efficient or powerful as TSMC's. While 7nm from SMIC represents a breakthrough, it’s still several generations behind TSMC’s most advanced chips, which significantly impacts performance, especially for high-end applications like AI, 5G, and advanced computing.
3. Manufacturing Capacity and Scale:
- TSMC has a massive global footprint and capacity, producing the vast majority of the world’s advanced semiconductors. It dominates the market, with a substantial lead in terms of production volume and efficiency. TSMC also has deep relationships with many top-tier tech companies.
- SMIC is much smaller in terms of both capacity and scale. It has been expanding but faces limitations due to U.S. sanctions, which prevent it from acquiring the latest semiconductor equipment and technologies, particularly for nodes below 10nm.
4. Supply Chain and Ecosystem:
- TSMC has access to the most advanced chip-making equipment and a robust ecosystem of suppliers, including leading companies in the U.S. and Europe. It can leverage technologies like EUV lithography and advanced packaging to further enhance chip performance and efficiency.
- SMIC faces significant challenges in obtaining some of the latest technologies due to sanctions and export controls from the U.S. and its allies. For instance, SMIC does not have access to EUV machines, which are critical for producing chips at 7nm and below. This limits its ability to compete on the same level as TSMC in terms of advanced chip manufacturing.
5. Research and Development:
- TSMC invests heavily in R&D, with one of the largest budgets in the semiconductor industry. This ensures continuous technological innovation and improvement, keeping it far ahead of competitors.
- SMIC is investing in R&D as well, especially in collaboration with Chinese governmental support, but it remains behind TSMC due to technological bottlenecks and lack of access to cutting-edge tools.
Conclusion:
In summary, TSMC is far ahead of SMIC in terms of technological advancement, node development, and performance. TSMC’s chips are more power-efficient, high-performance, and produced at a larger scale. SMIC, while making progress, particularly with its 7nm process, still lags behind due to restrictions on accessing the most advanced manufacturing tools and expertise. SMIC is more competitive in mid-tier and older technology nodes (14nm and above), whereas TSMC dominates the high-end, cutting-edge market.
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$NIO In all respects, what do we have right now on positive side?
1.China is lack of oil but has electric energy surplus;
2.Access to local government and foreign fund for money if needed;
3.EV is over 51% market share and still low in ROW;
4.Trend is rising and hard to kill just by tariff lift and SW ban. Who started this?
5.Own both Pure EV and hybrid EV, choose to drive pure EV naturally all the time;
6.Only NIO offers energy anxiety relief by 3-minute battery swap solution;
7.Swap network coverage becomes decent just recently to 7x7x12;
8.Custom experience is unique and halo effect around this brand;
9.Expending target group with ONVO and Firefly, and ONVO preorder was 5 times more than expected and sold out for the year already;
10.Yet still holds 40% high-end EV market share;
11.It is the #1 brand with the lowest depreciation rate by a recent survey;
12.Sharing contracts signed for charging/swap stations makes it close to profitable on usage surge;
13.Sharing cost/benefit for swap stations speeds up network expansion;
14.Swap policy gets adjusted to benefit both ends, BaaS battery rental monthly cost is little more than the cost of 1 tank of gas;
15.Battery producers joined to build network, leads the national standardization process;
16.New battery check policy may be a headache but a opportunity for NIO as swap station has built-in test;
17.Heavily invested in R&D and network, 40% manager are from Tesla;
18.ONVO has advantages to Model Y in price, cost and usability, share BaaS network with the main brand;
19.$142B stimulus boost from China government, large transactions started seen in dark pool right after market session;
20.NIO has lowest price-to-sales ratio 1.5 (Tesla’s 8.7 and Lucid 12.6), still a 10X bagger even at current price! -
Calls at 130 are numerous
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TRAPPED SO MANY NEW PEOPLE ONCE AGAIN
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AND SO IT BEGINS AGAIN
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This ended exactly how we called it and trapped so many new NVIDIA victims
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David Shaw's Hedge Fund Is Buying These 3 Stocks
247wallst.com • -
Nvidia Share Price Faces Pressure At $120, But An Uptrend Is Cooking
news.google.com • -
Nvidia Reverses Lower On China News; But Is Nvidia A Buy Now?
news.google.com • -
NVIDIA 2025 GPU unit forecast raised at Mizuho
news.google.com • -
Nvidia Slips As China Tells Companies Not To Buy Its Chips
investors.com • -
Broadcom stock has turned $1,000 into $9,000 in 4 years: what’s next?
news.google.com • -
Nvidia Corp (NVDA-Q) Quote- The Globe and Mail
news.google.com • -
Nvidia CEO on AI Computing and Powering Data Centers
youtube.com • -
Meta's Zuckerberg outlines bull case for NVDA stock
finbold.com • -
Meta’s Zuckerberg outlines bull case for NVDA stock- Finance in Bold
news.google.com • -
Top 5 ETFs to Own Now and Into 2025
marketbeat.com • -
Nvidia Stock Falls. China Just Made This Move.
barrons.com • -
NVIDIA Corporation (NASDAQ:NVDA)’s $990 Billion Opportunity
news.google.com • -
NVIDIA Corporation (NASDAQ:NVDA)’s $990 Billion Opportunity
news.google.com •