NVIDIA WKN: 918422 ISIN: US67066G1040 Forum: Aktien Thema: Hauptdiskussion

Rip

Ich bin weiter voll investiert Upgrader. Und im Gegensatz zu meinem anderen Investments (‚Corona, Dell…) sogar noch leicht im Plus. Werde halten und ggf. aufstocken

Micron - wieso macht mein iPhone Corona daraus 😂👍🏼

March 10, 2025 4:49 AM TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand by Rishabh Mishra What Happened: TSM reported on Monday that its February 2025 revenue rose 43.1% to $7.911 billion or NT$260.01 billion from $5.527 billion or NT$181.648 from the same month in the last year. This was aided by the robust demand of its chips used for artificial intelligence applications worldwide. However, the company’s sales declined by 11.3% monthly as its January sales stood at $8.923 billion or NT$293.288. Compared to the first two months of 2024, the sales rose by 39.2% in 2025 as the revenue increased from $12.092 billion or NT$397.433 billion to $16.835 billion or NT$553.297 billion for January and February combined. Why It Matters: The Taiwanese company is a major supplier of U.S.-based chipmaker Nvidia Corporation NVDA and it recently announced about $165 billion of investment in the U.S. to power the future of AI. According to its press release, it plans to increase U.S. investment in advanced semiconductor manufacturing with three new fabs, two advanced packaging facilities, and an R&D center. Over the four years, TSMC’s investment will create 40,000 construction jobs, tens of thousands of high-tech jobs, and drive over $200 billion in U.S. economic impact over 10 years, benefiting key tech clients. In addition to its newly announced manufacturing site in Phoenix, TSMC operates a fab in Camas, Washington, and design service centers in Austin, Texas, and San Jose, California. The U.S. listed stock remains 12.14% lower on a year-to-date basis, however, it's up 27.39% over a year. Benzinga tracks six analysts with an average price target of $203.8 for the stock, reflecting a "hold" rating. Estimates range widely from $89 to $255. Recent ratings from Barclays, and Needham average at $235, suggesting a potential 32.76% upside. www.benzinga.com/25/03/44213860/tsmc-...

Foxconn (HNHPF) Unveils Nvidia-Trained FoxBrain LLM Neil Wilson Mar 10, 2025, 10:25 AM Foxconn trained its first large language AI model in just four weeks using Nvidia chips. Foxconn (HNHPF) on Monday unveiled its first Chinese large language model (LLM), which it intends to use to improve manufacturing processes and supply chain management. The AI model, called FoxBrain, was trained in just four weeks on 120 Nvidia H100 GPUs, using a “more efficient and lower-cost training method,” the world’s largest electronics manufacturer said in a statement. www.tipranks.com/news/foxconn-hnhpf-u...

Was los hier

https://www.forbes.com/sites/investor-hub/article/palantir-vs-nvidia-which-is-the-better-ai-stock-buy/

Bist Du weiter voll investiert?

GTC wird ned viel bringen, zahlen und ausblick haben ja auch nix gebracht. Und die normalen Grafikkarten schaffen es in die news auch nur wegen permanenter probleme

Wenn sich die gesamtstimmung am Markt nicht aufhellt - dürfte v.a. Trumpel in der Hand haben - wird auch die GTC den Kurs nicht nennenswert hochziehen

Und seit Juli in einer Seitwärtsbewegung mit dem erstmaligen Unterschreiten der 200 Tage Linie. 🤷‍♂️ Warten wir mal ab, was Trump noch so alles raushaut... Palantir und Broadcom sehen aktuell vom Chart noch besser aus.

Die GTC vom 17. bis 21. März 2025 lässt Woife natürlich bei den Impulsen aus

vom Jahreschart sind wir noch in der Aufwärtsbewegung.

So leid mir Neueinsteiger im Moment tun, auf dem Langfristchart ist alles nur eine Minikorrektur

nö die stimmung ist schlecht und es kommt in nächster zeit nix was den kurs pushen kann