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... 11:38
It's Still One of The BEST AI Stocks to Buy in 2025

Couch Investor

1+ months ago 4K views

Micron's latest quarterly figures show strong performance, exceeding market expectations for revenue and earnings per share (EPS). Despite a minor miss in gross margin, the overall outlook appears solid with anticipated growth in high-bandwidth memory (HBM) segments. The company achieved significant year-over-year growth in crucial segments, particularly compute and networking, where revenue rose notably due to rising HBM sales. Micron remains competitive in investing in capacity expansion and innovation, positioning itself favorably for continued growth and margin improvement, particularly as it faces short-term headwinds in some sectors.
08:14 - 08:16

Demand for HBM expected to surge, with strong adoption anticipated in 2026.

Micron Finance
... 8:6
Best AI Stocks: Taiwan Semiconductor vs. Broadcom | TSM Stock vs. AVGO Stock | Semiconductor Stocks

Parkev Tatevosian, CFA

1+ months ago 4K views

Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom are two semiconductor companies experiencing strong growth due to rising demand for artificial intelligence (AI) technologies. While TSMC has shown stronger revenue growth due to its significant manufacturing capacity and relationships with leading tech companies like NVIDIA and Apple, Broadcom recently bolstered its revenue through its acquisition of VMware. Both companies demonstrate impressive profitability and operational margins, but geopolitical risks related to TSMC may affect its valuation. In terms of investment recommendation, given current valuations and risks, Broadcom is suggested as the better buy.
02:12 - 02:28

Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.

Taiwan Semiconductor AI hardware Finance
... 1:1:52
LET'S TALK STOCKS! BIG AI NEWS & EARNINGS

Jose Najarro Stocks

1+ months ago 1K views

Intel's new CEO, Lee Bhutan, previously associated with Cadence Systems, has sparked enthusiasm among shareholders as Intel's stock surges by 15-16% post-announcement. Discussions covered the semiconductor industry, with a focus on AI news and market trends. Strategies were highlighted for navigating current volatility in the market, encouraging long-term investment approaches instead of short-term reactions to red days. Participants shared insights on other companies like AMD, Nvidia, and Adobe, along with economic indicators and future guidance for the semiconductor segment.
05:58 - 06:19

Nvidia's Queen discussion indicates strong competition in AI and robotics.

Big Data Analytics Finance
... 8:35
Should Artificial Intelligence (AI) Stock Investors Buy ASML Stock?

Parkev Tatevosian, CFA

1+ months ago 3K views

ASML sells high-end semiconductor manufacturing equipment, and its major customers include companies like Taiwan Semiconductor Manufacturing and Intel. ASML's stock price has fallen from over $1,000 to around $700 a share, prompting discussions on whether this represents a buying opportunity for long-term investors. The video evaluates ASML's revenue growth, operating profit margins, and return on invested capital, concluding that the stock appears undervalued despite geopolitical challenges. Ultimately, the recommendation is updated to suggest that ASML remains a strong buy for long-term investors.
04:51 - 05:54

ASML shows excellent returns on invested capital, positioning it favorably against competitors.

ASML Finance
... 17:2
This Tiny 1TB Memory Chip Will Change AI Forever!

ipXchange

1+ months ago 4K views

Micron's latest innovations in memory and storage focus on enhancing mobile devices with low-power LPDDR memory and UFS 4.1 storage, enabling up to a terabyte of data storage on a compact chip. As AI continues to evolve, understanding latency and memory efficiency becomes essential for improving application performance. Faster memory reduces processing time for AI models, which is critical for enhancing user experience, particularly in generative AI applications. Future mobile devices are expected to incorporate AI more seamlessly, allowing for proactive interactions that adapt to user habits and preferences, all while maintaining privacy and efficiency.
07:46 - 09:00

Future AI integration will enable proactive user interactions and personalized experiences.

Micron AI hardware Tech & Hardware
... 13:23
Is Broadcom About to Destroy Nvidia's AI Dominance?

Couch Investor

1+ months ago 6K views

Broadcom's recent quarterly report showed significant earnings growth and guidance improvements, resulting in the stock price rising after hours. The report indicated a market cap nearing $1 trillion, highlighting Broadcom's financial resilience despite a broader market pullback affecting the semiconductor industry, which has seen significant corrections. The focus was placed on robust growth in AI and infrastructure software, with predictions of continued strength in AI semiconductor revenue, marking Broadcom’s positioning against competitors, particularly Nvidia. The CEO discussed strategic partnerships with major tech companies to develop custom silicon for future AI applications.
Broadcom AI hardware Tech & Hardware
... 8:44
Broadcom Rallies After AI Fuels Stronger-Than-Expected Forecast

Bloomberg Podcasts

1+ months ago 1K views

Broadcom's strong earnings highlight ongoing AI and semiconductor spending, despite mixed results from Nvidia and Marvell. CEO Hock Tan emphasizes continued investment from hyperscale partners in AI chips and infrastructure. The industry does not need saving but shows resilience amid fluctuating expectations. Advances in AI technology, including cost-effective model development, have been showcased, driving infrastructure demands. Apple's significant contributions to Broadcom's revenue remain crucial, with discussions around the company's future performance and the overall market outlook for AI-related spending.
02:04 - 02:12

Infrastructure costs for maintaining AI models highlight industry challenges.

Broadcom AI hardware Tech & Hardware
... 8:
Dickens: AVGO "Mag 8" Company in "Early Days" of A.I.

Schwab Network

1+ months ago 3K views

Broadcom shows strong fundamentals with solid exposure to key markets, particularly in AI. The company is executing well on product innovation and adapting to shifts in demand. Despite market volatility, expectations lean towards a positive earnings report. Broadcom's integration into AI-centric growth paths, especially with partnerships in hyperscale technology, highlights its potential for growth despite macroeconomic pressures. The discussion addresses concerns over timing with earnings and comparisons to industry peers while emphasizing AI's increasing importance in various tech areas.
Broadcom AI hardware Finance
... 8:
Dickens: AVGO "Mag 8" Company in "Early Days" of A.I.

Schwab Network

1+ months ago 3K views

Broadcom shows strong fundamentals with solid exposure to key markets, particularly in AI. The company is executing well on product innovation and adapting to shifts in demand. Despite market volatility, expectations lean towards a positive earnings report. Broadcom's integration into AI-centric growth paths, especially with partnerships in hyperscale technology, highlights its potential for growth despite macroeconomic pressures. The discussion addresses concerns over timing with earnings and comparisons to industry peers while emphasizing AI's increasing importance in various tech areas.
Broadcom AI hardware Finance