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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
... 10:40
⚡ Huawei’s AI Chip KILLED NVIDIA’s $593B Value?

Revo Now

1+ months ago 7K views

Huawei's AI advancements have caused NVIDIA to lose $593 billion in market value as Deep Seek's R1 model, built on Huawei's Ascend processors, claims to rival leading models like ChatGPT. This development signals a significant threat to NVIDIA, traditionally the champion of AI hardware. Despite being under U.S. sanctions, Huawei's Ascend 910c chip exhibits impressive performance. Investors are concerned about the implications of cheaper alternatives challenging NVIDIA's dominance, while US export restrictions potentially hinder NVIDIA's market in China. The evolving landscape points to increasing competition and innovation in the AI sector, marking a shift in the market balance.
04:42 - 06:06

NVIDIA faces panic as investors consider alternatives to their pricey GPUs.

Huawei AI hardware Tech & Hardware
... 5:52
SanDisk's New Memory Could Replace NVIDIA GPUs for AI Tasks

Fahd Mirza

1+ months ago 2K views

SanDisk's new high bandwidth flash (HBF) technology could revolutionize AI hardware, challenging Nvidia's dominance. By combining 3D NAND flash storage with high bandwidth memory characteristics, HBF significantly enhances AI model capabilities. It allows for increased capacity, reducing costs by simplifying hardware architecture and enabling parallel data access. This technology may democratize access to high-performance AI processing, making it more affordable, and could encourage competition among hardware manufacturers in the AI space.
03:38 - 03:48

HPF offers a high-capacity alternative, threatening Nvidia’s AI monopoly.

SanDisk AI hardware Tech & Hardware
... 9:27
#1 STOCK TOMORROW! WATCH THIS BEFORE OPEN! TINY .83 AI STOCK MASSIVE NEWS!

Brendan | Team Alpha Trading

1+ months ago 1K views

Hub Cyber Security (HUBC), initially priced at 68 cents, is now drawing attention again as it recently secured a six-month extension on $1 million notes, enhancing its financial stability and equity position. After experiencing a significant share price increase, the stock is poised for potential further growth, driven by rising interest in small-cap stocks and strategic moves to bolster operations and governance. With a solid foundation in advanced cyber security and strategic contracts with major firms, HUBC appears well-positioned for continued momentum in the market as it navigates the evolving landscape of cyber defense strategies.
Finance
... 14:37
We Installed a 122TB SSD in a $250 AI Dev Kit – Here’s What Happened

StorageReview

1+ months ago 1K views

The video explores the 122 terabyte P 5336 QLC SSD, delving into various mobile testing environments, including a Lenovo Legion gaming console and a Jetson Nano. Despite initial challenges with the gaming console failing to boot, the Jetson Nano successfully ran complex AI models, demonstrating the SSD's capabilities. The discussion highlights how such high-capacity SSDs can significantly enhance AI applications, especially in edge computing environments where data movement and storage limitations are prevalent. Overall, the session illustrates the potential of the 122 terabyte SSD in powering AI workloads in constrained systems.
12:33 - 12:43

Demonstrated practical application of GPU performance with high-capacity SSD.

Solidigm AI hardware Tech & Hardware
... 8:26
DeepSeek Proves H800-Based AI Performance… Will High-Performance GPU and HBM Demand Slow Down?

Unrealtech - IT, BigTech, Chips, EV

1+ months ago 1K views

Current advancements in NVIDIA's H800 GPU highlight its computational capabilities, emphasizing its similarity to the H100 model in core performance, memory size, and bandwidth. Utilizing PTX programming optimizes HBM effectiveness, addressing interconnect bottlenecks and maintaining efficient performance under regulatory constraints. Despite possessing fewer cores, H800 retains 80GB memory and achieves notable performance through data compression techniques. Key insights reveal how mixed precision and hardware optimizations enhance AI model efficiency, driving demand for high bandwidth solutions amidst evolving market regulations, centering discussions on AI's intersection with financial technology and performance optimization.
07:03 - 07:08

Efficiency maximization of NVIDIA GPUs through high bandwidth memory utilization.

Deepseek AI hardware AI Trends
... 8:26
DeepSeek Proves H800-Based AI Performance… Will High-Performance GPU and HBM Demand Slow Down?

Unrealtech - IT, BigTech, Chips, EV

1+ months ago 1K views

Current advancements in NVIDIA's H800 GPU highlight its computational capabilities, emphasizing its similarity to the H100 model in core performance, memory size, and bandwidth. Utilizing PTX programming optimizes HBM effectiveness, addressing interconnect bottlenecks and maintaining efficient performance under regulatory constraints. Despite possessing fewer cores, H800 retains 80GB memory and achieves notable performance through data compression techniques. Key insights reveal how mixed precision and hardware optimizations enhance AI model efficiency, driving demand for high bandwidth solutions amidst evolving market regulations, centering discussions on AI's intersection with financial technology and performance optimization.
07:03 - 07:08

Efficiency maximization of NVIDIA GPUs through high bandwidth memory utilization.

Deepseek AI hardware AI Trends