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Why has Broadcom's stock price doubled in a year?
Broadcom's rise this year has not been smooth sailing.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
Is NVIDIA's rise far from over? Analysts expect two major events to help push the stock price to new highs.
Analysts believe that NVIDIA's upward trend is far from over, and expect that Jensen Huang's speech next month and the upcoming GPU Technology Conference will continue to boost the stock price.
Why has Apple consistently refused to use NVIDIA? Retracing the historical grudges and business games.
In the 2000s, there was a brief "honeymoon period" between the two parties, but over time, the contradictions between business and technology have intensified. Apple has always aimed to create a complete ecosystem, and large-scale procurement of NVIDIA's GPUs will undoubtedly weaken Apple's dominance in the AI field.
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The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
Nvidia CES 2025 Keynote: How To Watch Jensen Huang Unveil The RTX 5000 Series GPUs
Beware of hedge fund sell-offs! The Technology bubble in the US stock market is becoming terrifying, and these Sectors may benefit greatly.
Analysts indicate that there was no obvious triggering factor that led to the collapse during the Internet Plus-Related bubble burst in 2000, "except for a few people eventually starting to Sell."
Daily Options Tracking | The "Christmas Market" has arrived as expected! MSTR's Call ratio has surged to 61%, and multiple Tesla Call orders have earned over 5 times; Apple is set to hit 4 trillion dollars, with trading in Call Options heating up.
Bitcoin ETF - IBIT rose over 6% overnight, with an Options Chain Volume of 0.19 million contracts, and Call options accounting for 76%; on the Options Chain, bulls are the market Block Orders, with the highest transaction volume for next year's expiry with a strike price of $55, totaling 8,600 contracts.
Asia-Pacific Markets Flat in Thin Holiday Trading, PBoC Holds MLF Rate Steady for Third Month
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OpenAI personally gets involved in considering the development of humanoid robots, but it is not a priority compared to large models.
①Currently, the focus is still on strengthening advanced reasoning models and developing AI assistants; ②The robotics companies Figure AI and 1X Technologies, invested by OpenAI, have both launched products; ③OpenAI's greatest advantage may lie in its powerful large models and its strong computing support.
The quantum computing Fund is wildly attracting capital, and the market is betting on the resurgence of the 'AI moment'.
The QTUM Fund is attracting inflow at an astonishing speed.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
Here's How Much You Would Have Made Owning NVIDIA Stock In The Last 15 Years
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.