Nvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function Upwards
Nvidia beats 3Q25 guidance. 4Q25: Blackwell revenue several billions. Blackwell is the product driving revenues up by a step function higher. The...
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Qualcomm Investor Day: Based on Management Forecasts, Best Case 13% Operating Profit Cagr to FY29
QCOM expects 5% Android revenue growth, 22% in Automotive, 21% in IoT to FY29. Opex target at 22% of revenue, implying 13% Operating Profit Cagr....
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Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC
TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip...
498 Views
TSMC Has Increased Its Dividend. Again. It Will Keep Increasing.
TSMC's cash dividend has surged by 65% in 2 years and is expected to keep increasing. Consensus forecasts show TSMC's EPS growth matching ASML's,...
315 Views
Applied Materials: The Stock Is Reasonably Valued on Modest Expectations. More Attractive than ASML.
AMAT 4Q24: small beat, 1Q25 guidance inline. The stock is reasonably valued on reasonable / modest Consensus expectations. We think AMAT is more...
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