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... 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
... 12:34
This Unknown AI Security Company Is Landing HUGE Government Deals!

Will Rich

1+ months ago 2K views

ctm stock, a small market cap cybersecurity and AI company, is securing significant government contracts, indicating growth potential. Its recent financial performance showed consistent revenue around $11 million per quarter, with a market cap of only $79 million. The lack of hype surrounding the stock suggests a sleeper investment opportunity instead of speculative risks. Their recent contracts further highlight a growing market, especially in AI, with services relating to large data management and machine learning, positioning them for sustained expansion as government spending in this sector likely increases.
09:44 - 09:51

CTM focuses on cybersecurity software development, essential for U.S. government operations.

Cybersecurity Cybersecurity
... 14:15
We're at The Bottom of The Third Inning in the AI Race: Gregory Allen

Bloomberg Podcasts

1+ months ago 2K views

Nvidia's dominance in the AI market faces challenges from competitors like Huawei and technologies such as Deep Seek. The increasing efficiency of AI models creates demands for more GPU chips rather than fewer, yet questions arise regarding the competitive advantages and the ownership of advanced AI intellectual property. TSMC's alleged provision of AI chips to Huawei raises significant export control concerns, highlighting the geopolitical implications of AI technology development. Nvidia remains strong primarily due to its software ecosystem, even as competitors attempt to innovate and rival its established dominance.
01:28 - 01:48

Export controls on AI chips raise concerns about TSMC's sales to Huawei.

Machine Learning Research & Innovations
... 9:50
Its Now Or Never - Top 3 AI Stocks To Buy Now - These Will Make You Millionaire In 2025 - Get In Now

Millionaires Investment Secrets

1+ months ago 6K views

Current market strategies advocate for buying into the recent dips in mega-cap technology stocks and emerging tech firms, particularly those linked to AI. Despite negative headlines and fears of recession, strong fundamentals in companies like Nvidia and TSMC indicate continued bullish trends for at least the next two to three years. Historical data shows that such pullbacks often lead to significant recoveries, with Nvidia, TSMC, and Amazon set to benefit from the expanding AI market and innovation in robotics. Overall, the dips are viewed as opportunities for long-term investors.
05:18 - 06:14

TSMC crucial for AI chip manufacturing, positioned for massive growth in profits.

Machine Learning Finance
... 4:33
VIAVI on AI, Digital Twins, and the Future of Network Automation

Fierce Network TV

1+ months ago 2K views

The transition from telco to techco focuses on reducing friction in business operations through digitization and automation. This evolution emphasizes the importance of AI in network operations centers, driving efficiency and modern infrastructure management. The concept of 'dark knock' involves operating networks autonomously, requiring a deep understanding of operational intent. Lab as a service facilitates automated testing and operational continuity, ensuring issues can be addressed without compromising live networks. Digital twins are utilized for predictive analytics and operational planning, supporting the integration of AI in managing networks effectively.
03:58 - 04:21

Testing and validating AI functions have become critical for improving AI network management.

VIAVI Big Data Analytics Tech & Hardware
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance
... 43:26
Hack CX: Digital Transformation in the Age of AI, Cloud & Edge with SUSE APAC CTO Vishal Ghariwala

CXposeTech

1+ months ago 3K views

Souza is a prominent German company founded in 1992, primarily known for its flagship product, SUSE Linux Enterprise, the first enterprise Linux distribution. The focus lies on leveraging open-source innovations to enhance enterprise solutions, including providing support and expertise to transform these technologies into practical applications. The mission emphasizes flexibility, security, and the ability to adapt to various customer environments, with key areas of engagement including enterprise Linux, cloud-native solutions, edge computing, and artificial intelligence developments. The speaker highlights the democratization of technology through open source and the importance of customer choice in uncertain times.
40:05 - 41:09

Security and observability are critical in cloud-native and AI applications.

SUSE AI cloud services Tech & Hardware
... 7:36
SMCI STOCK PREDICTION TOMORROW (SUPERMICRO Stock Trading) AI Best Short Squeeze Stocks to Buy Now

PROSTOCKMARKETS

1+ months ago 4K views

Super Micro Computer Inc. (SMCI) shows a strong stock performance with a 15-16% gain, indicating a rising trend in the market. However, the stock has reached a crucial price target of $64 per share, suggesting it may be overbought and poised for a reversal. The relative strength index (RSI) indicates that the stock is in overbought territory above 85. Concerns are raised regarding the stock's sustainability, given bearish divergence in momentum indicators and accounting concerns. Prior investment strategies highlighted buying at lower prices for good returns.
01:29 - 01:41

RSI above 85 signals a potential unsustainable reversal in stock price.

Supermicro Predictive Analytics Finance
... 7:36
SMCI STOCK PREDICTION TOMORROW (SUPERMICRO Stock Trading) AI Best Short Squeeze Stocks to Buy Now

PROSTOCKMARKETS

1+ months ago 4K views

Super Micro Computer Inc. (SMCI) shows a strong stock performance with a 15-16% gain, indicating a rising trend in the market. However, the stock has reached a crucial price target of $64 per share, suggesting it may be overbought and poised for a reversal. The relative strength index (RSI) indicates that the stock is in overbought territory above 85. Concerns are raised regarding the stock's sustainability, given bearish divergence in momentum indicators and accounting concerns. Prior investment strategies highlighted buying at lower prices for good returns.
01:29 - 01:41

RSI above 85 signals a potential unsustainable reversal in stock price.

Supermicro Predictive Analytics Finance