One piece of advice to lovely chipstock couple . Market can be very irrational so wait for the rotation to end before you buy any chip stocks. Wait for trend to turn. I would rather pay bit more because I don’t know where the bottom is
It's still crushing it. Look at TSM's earnings, they touch in NVDA and how they're a much larger part of their business percentage wise, they're building 20,000 more stacks. That's 50% more than anticipated. And we know NVDA cannot fill their demand for Blackwell and Jensen has said the demand for Hopper is greater than they anticipated since Blackwell, Blackwell Ultra and Rubin are all due to be out in the next 12 months. NVDA is going to come in around 30-31B in earnings and then the next 2 Quarters will be ~35 and 40B(conservatively) and their margins may drop as TSM has suggested they may raise their prices. So 68-73% margins may be more plausible.
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You two do an outstanding job analyzing and explaining the semiconductor industry. I have learned so much from your videos.
Great insight. I own ONTO for WFE metrology play. Like the growth prospects
One piece of advice to lovely chipstock couple . Market can be very irrational so wait for the rotation to end before you buy any chip stocks. Wait for trend to turn. I would rather pay bit more because I don’t know where the bottom is
Excellent focus on manufacturing potential.
What an impressive research thank you for the information.
Thank you both👍
I love chip stock investor
Thanks!
Thank you William!
10:26
Downturn is over, we're back in growth mode for this industry.
Great content, thank you!
This channel should get oscar award. Best
I like Micron and Lam Research even at those prices. Qualcomm is also not looking that expensive
Looking at the stock chart I'm not seeing a "dip"
KLA earns a lot of money.
Yes, buy or just hold onto existing positions. This rotation mantra is silly.
What do you say now about nvidia ?
It's still crushing it. Look at TSM's earnings, they touch in NVDA and how they're a much larger part of their business percentage wise, they're building 20,000 more stacks. That's 50% more than anticipated.
And we know NVDA cannot fill their demand for Blackwell and Jensen has said the demand for Hopper is greater than they anticipated since Blackwell, Blackwell Ultra and Rubin are all due to be out in the next 12 months.
NVDA is going to come in around 30-31B in earnings and then the next 2 Quarters will be ~35 and 40B(conservatively) and their margins may drop as TSM has suggested they may raise their prices. So 68-73% margins may be more plausible.
Go KLA!
When chips hurt you, they hurt you big…..often. Tight stop losses per your experience.