Notes

unusual_whales
unusual_whales
$ARM earnings: - Revenue: $1.24 billion, est: $1.23 billion - EPS: $0.55, est: $0.52
$ARM
Phyrex
Phyrex
有兴趣的小伙伴可以看看
Compute King
Compute King @Compute_King · 
重要提醒：数据，信息和分析仅供参考，不做投资指引。 作为一个在半导体行业多家核心公司工作贡献了20多年的老人，我的推主要是关于对半导体和芯片产业，以及AI，HPC，以及算力的产业链研究。 欢迎大家看看我的历史文章，已经详细扒了如下AI产业链的公司： Broadcom博通 $AVGO Part 1 ——
$AVGO $MRVL $AMD $ALAB $CRDO $APH $SMCI $VRT $INTC $NVDA
+5.46%
$ARM $QCOM
yiqifacai.eth
yiqifacai.eth
收藏
Compute King
Compute King @Compute_King · 
重要提醒：数据，信息和分析仅供参考，不做投资指引。 作为一个在半导体行业多家核心公司工作贡献了20多年的老人，我的推主要是关于对半导体和芯片产业，以及AI，HPC，以及算力的产业链研究。 欢迎大家看看我的历史文章，已经详细扒了如下AI产业链的公司： Broadcom博通 $AVGO Part 1 ——
$AVGO $MRVL $AMD $ALAB $CRDO $APH $SMCI $VRT $INTC $NVDA
+5.46%
$ARM $QCOM
Mr Panda
Mr Panda
厉害呀👍
Compute King
Compute King @Compute_King · 
重要提醒：数据，信息和分析仅供参考，不做投资指引。 作为一个在半导体行业多家核心公司工作贡献了20多年的老人，我的推主要是关于对半导体和芯片产业，以及AI，HPC，以及算力的产业链研究。 欢迎大家看看我的历史文章，已经详细扒了如下AI产业链的公司： Broadcom博通 $AVGO Part 1 ——
$AVGO $MRVL $AMD $ALAB $CRDO $APH $SMCI $VRT $INTC $NVDA
+5.46%
$ARM $QCOM
unusual_whales
unusual_whales
Today, $ARM secured $META as its first chip customer. However people were unusually trading $ARM beforehand and made 100% returns in hours. Using our tools, numerous traders followed and profited. You can see in our Discord, for example. Come join and learn our trading tools!

unusual_whales

Today, $ARM secured $META as its first chip customer. However people were unusually trading $ARM beforehand and made 100% returns in hours. Using our tools, numerous traders followed and profited. You can see in our Discord, for example. Come join and learn our trading tools! https://t.co/tqT3keLsN0

unusual_whales
$ARM $META
+1.03%
unusual_whales
unusual_whales
BREAKING: Nvidia $NVDA has released its 13F-HR. The company added $NBIS and $WRD as new positions, removed $NNOX, $SOUN, and $SERV, and cut its stake in $ARM by 43%.
$NVDA
+5.46%
$NBIS $WRD $NNOX $SOUN $SERV
+4.94%
$ARM
unusual_whales
unusual_whales
Today, $ARM secured $META as its first chip customer. However people were unusually trading $ARM beforehand and made 100% returns in hours. Using our tools, numerous traders followed and profited. You can see in our Discord, for example. Come join and learn our trading tools!
$ARM $META
+1.03%
unusual_whales
unusual_whales
$ARM has secured Meta $META as its first customer for their new chip project, per FT
$ARM $META
+1.03%
*Walter Bloomberg
*Walter Bloomberg
$AMD $INTC $ARM - AMD GAINS CPU SHARE OVER INTEL – BOFA 🔸 AMD continues to gain market share over Intel in Q4 2024. 🔸 Intel regained some desktop unit share but lost value share due to pricing cuts. 🔸 ARM adoption slower than expected but projected to accelerate in 2025. 🔸 BofA Ratings: Buy on ARM, Neutral on AMD, Underperform on Intel.
$AMD $INTC $ARM
unusual_whales
unusual_whales
$ARM earnings: - Revenue: $982 million, est: $948 million - EPS: $0.39, est: $0.34
$ARM
Fuck.toshi 🔆
Fuck.toshi 🔆
盘前有点猛
Sebastian Seliga
Sebastian Seliga @Flynchenberg · 
🚨 Chip Stocks Pre-Market Reaction to @deepseek_ai : 1. @Broadcom , $AVGO: -11.9% 2. @nvidia , $NVDA: -11.5% 3. Taiwan Semi, $TSM: -11.2% 4. Super Micro, $SMCI: -10.8% 5. @Arm, $ARM: -10.0% 6. @MicronTech Technology, $MU: -8.7% 7. @AMD , $AMD: -5.6% 8. @Qualcomm , $QCOM: https://t.co/Ba4XS98VVQ
$AVGO $NVDA
+5.46%
$TSM
-8.8%
$SMCI $ARM $MU
-32.3%
$AMD $QCOM $INTC
SweetY🍐
SweetY🍐
. $arm 从140-170 随着特朗普的加持，会逐渐被发现。 $djt 的暴富机会被 $trump 取代，但因为一直研究买入djt所以没有错过 $trump 向上科技唯一没有发力的选择 小米持续貔貅走势 年初的选择没有错 希望继续好下去 美股不多操作研究 拿好大仓位arm就是上上签 全心全意all in crypto
SweetY🍐 (꧁IP꧂) 🔺
SweetY🍐 (꧁IP꧂) 🔺 @shirleyusy · 
美股和港股的持仓 大伙还有啥推荐么 https://t.co/MwZA6tL9bS
$arm $djt
+8.24%
$trump
+0.24%
SweetY🍐
SweetY🍐
我的美股持仓占比 $arm 不再看了 其他时间正心正念all in crypto
$arm
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