👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our TH-cam channel: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin Support them on Ko-Fi: ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: finchat.io/csi/
Thanks great video as always.loved how you guys explain about the various sectors and company in the semiconductor industry. Also would be great if you guys can cover and review altair which is a competitor to ansys
I've seen your previous videos about Arcadium Lithium and have been doing some digging (pun intended) about it. The price has fallen ridiculously, so it seems really attractive at this valuation. Any update on your side? Do you think it's worth buying more now that it's below 3.5$ at P/E below 2?
A big thank you to the duo and the team foe another awesome video share. Its crisp, clear, concise and with value added information on certain technicalities too❤ Pls. do a deep dive on FIX, DELL, HPE, INTT and EXTR. Thank you 🙏👍 Have a great week ahead!!🎉
Great insight. Owned this until last year, sold for a very small profit. Originally bought it for its potential as a silicon carbide player, but then didn’t like the debt load and also had too many irons in the fire. Will keep on my watchlist as I am a big fan of Jim Anderson
I like this couple, the way they talk and converse (their rythem). It's reminiscent to listening NPR back in the day, before it got too woke.. I used to listen to NPR when I sat down to pay the bills, writing checks and mailing, before the internet. I found it soothing and non-offensive😂
Cool. I was looking at this stock not long ago. These 800 and 1.6g optics are apparently being used in these data center builds. Their financials did look messy.
I don't see a networking as a LONG TERM beneficiary of AI trend, think how many traditional CPU server replaces one NVIDIA DGX, the trend is to integrate chips in a single board, go 3D and place memory very near the big multi-core chips. The industry try to avoid networking as the pest because networking consumes a lot of energy and doesn't add value to the computing. Think in a GPU, it kills a CPU cluster in parallel task not because of the transistors who are the same, it kills the CPU because avoiding networking and reducing waiting times.
The main reason what I'm seeing is the separation of compute and data storage. When training a Neural Network, you typically put the whole training data set through the network to learn the weights and biases (called an epoch). Training a new Neural Network takes multiple epochs (10s/100s). Since AI nowadays is using bigger and bigger amount of data sets, the network between the data storage layer and compute layer increases.
Pure Storage just won't stop. This semi rally feels like a cheat code! Great work, I should be able to retire very soon if we keep these gains going to EOY!
Do you mean an update? It is a stock we cover regularly, here is a couple of videos where we talked about AEHR: th-cam.com/video/GRXBJCy3E8M/w-d-xo.html; th-cam.com/video/dnxbf4p49XA/w-d-xo.html We will provide an update after their next earning results in July!
👉👉 Chip Stock Investor offers a premium membership that gives you:
Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our TH-cam channel: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin
Support them on Ko-Fi: ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: finchat.io/csi/
Thanks great video as always.loved how you guys explain about the various sectors and company in the semiconductor industry. Also would be great if you guys can cover and review altair which is a competitor to ansys
Thanks for covering this stock, I came to the same conclusion. This is a wait and see stock!! Enjoy your vacay !!!
I've seen your previous videos about Arcadium Lithium and have been doing some digging (pun intended) about it. The price has fallen ridiculously, so it seems really attractive at this valuation. Any update on your side? Do you think it's worth buying more now that it's below 3.5$ at P/E below 2?
We're working on a midyear update of our top stock picks from the start of 2024, we'll have some comments on Arcadium
A big thank you to the duo and the team foe another awesome video share. Its crisp, clear, concise and with value added information on certain technicalities too❤ Pls. do a deep dive on FIX, DELL, HPE, INTT and EXTR. Thank you 🙏👍 Have a great week ahead!!🎉
Man this video makes me want to stay the heck away from this company
Me too 😂
Great insight. Owned this until last year, sold for a very small profit. Originally bought it for its potential as a silicon carbide player, but then didn’t like the debt load and also had too many irons in the fire. Will keep on my watchlist as I am a big fan of Jim Anderson
I like this couple, the way they talk and converse (their rythem). It's reminiscent to listening NPR back in the day, before it got too woke.. I used to listen to NPR when I sat down to pay the bills, writing checks and mailing, before the internet. I found it soothing and non-offensive😂
Amkr or camt any sign of a pull back insight... congrats ath everywhere lrcx avgo nvda amat
Thanks for the update and LSCC update!
You're welcome!
Cool. I was looking at this stock not long ago. These 800 and 1.6g optics are apparently being used in these data center builds. Their financials did look messy.
I don't see a networking as a LONG TERM beneficiary of AI trend, think how many traditional CPU server replaces one NVIDIA DGX, the trend is to integrate chips in a single board, go 3D and place memory very near the big multi-core chips. The industry try to avoid networking as the pest because networking consumes a lot of energy and doesn't add value to the computing. Think in a GPU, it kills a CPU cluster in parallel task not because of the transistors who are the same, it kills the CPU because avoiding networking and reducing waiting times.
The main reason what I'm seeing is the separation of compute and data storage. When training a Neural Network, you typically put the whole training data set through the network to learn the weights and biases (called an epoch). Training a new Neural Network takes multiple epochs (10s/100s). Since AI nowadays is using bigger and bigger amount of data sets, the network between the data storage layer and compute layer increases.
Pure Storage just won't stop. This semi rally feels like a cheat code! Great work, I should be able to retire very soon if we keep these gains going to EOY!
It does feel like a cheat code! We'll address this at the end of the week. Some stocks are getting out of hand.
@chipstockinvestor NVDA is getting out of hand I'm jumping out of it at 135
@@chipstockinvestorARM 👀
The roadshow continues.
But CSI never sleeps!
Actually, it does sleep, once in a while...
I'm so tired I'm Incoherent 😅
😂
😂
Can you talk about AIP stock ?
Any plans to cover AEHR?
Do you mean an update? It is a stock we cover regularly, here is a couple of videos where we talked about AEHR: th-cam.com/video/GRXBJCy3E8M/w-d-xo.html; th-cam.com/video/dnxbf4p49XA/w-d-xo.html
We will provide an update after their next earning results in July!