#инвестиции #AMD #NVDA смотрю эти акции по мультипликаторам и удивился крайне высокими уровнями по показателям P/E у AMD около 600 а у NVDA 210 при норме в индустрии 30. Такое ощущение, что из за прорыва ИИ рынок оторвался от реальности, а технологический сектор #NASDAQ слишком перегрет. У крайне недооценённого #INTC P/E 16. Лично держу 2% акции интела в портфеле.
#инвестиции #amd #nvda #nasdaq #intc
Saw this shared in the Theta Gang discord and it really helps you break down the big names in the semiconductor world.
#semiconductors #amd #nvda #intc #txn
Canadian Letter: Intel Corp is still a pass, says Roth Capital https://www.cantechletter.com/2023/02/intel-corp-is-still-a-pass-says-roth-capital/ #canada #tech #Technology #Allposts #Analysts #Hardware #intc
#Canada #Tech #technology #Allposts #Analysts #hardware #intc
Oh dang. WSJ is getting salty with Intel's dividend reduction with a Dad joke headline:
Tech January 2023
#AAPL +15%
#MSFT +3%
#GOOG +11%
#AMZN +20%
#TSLA +60%
#NVDA +36%
#TSM +25%
#META +19%
#BABA +20%
#ASML +20%
#AVGO +6%
#ORCL +6%
#CSCO +2%
#CRM +25%
#TXN +9%
#NFLX +20%
#QCOM +24%
#SAP +14%
#PDD +16%
#IBM -5%
#AMD +17%
#INTU +8%
#INTC +6%
#SONY +17%
#BKNG +20%
#AMAT +15%
#ADP -5%
#PYPL +9%
#NOW +18%
#ADI +6%
#ABNB +31%
#EQIX +11%
#LRCX +21%
#MU +20%
#SHOP +38%
#UBER +22%
#ATVI +0%
#MELI +43%
#NTES +16%
#KLAC +4%
#SNPS +11%
#VMW +0%
#SNOW +15%
#CDNS +15%
#PANW +15%
#WDAY +7%
#aapl #msft #goog #amzn #tsla #nvda #tsm #meta #baba #asml #AVGO #orcl #csco #crm #txn #nflx #qcom #sap #pdd #ibm #amd #intu #intc #sony #bkng #amat #adp #pypl #now #adi #ABNB #eqix #lrcx #mu #shop #uber #atvi #meli #ntes #klac #snps #VMW #snow #cdns #PANW #wday
#AAPL +15%
#MSFT +3%
#GOOG +11%
#AMZN +20%
#TSLA +60%
#NVDA +36%
#TSM +25%
#META +19%
#BABA +20%
#ASML +20%
#AVGO +6%
#ORCL +6%
#CSCO +2%
#CRM +25%
#TXN +9%
#NFLX +20%
#QCOM +24%
#SAP +14%
#PDD +16%
#IBM -5%
#AMD +17%
#INTU +8%
#INTC +6%
#SONY +17%
#BKNG +20%
#AMAT +15%
#ADP -5%
#PYPL +9%
#NOW +18%
#ADI +6%
#ABNB +31%
#EQIX +11%
#LRCX +21%
#MU +20%
#SHOP +38%
#UBER +22%
#ATVI +0%
#MELI +43%
#NTES +16%
#KLAC +4%
#SNPS +11%
#VMW +0%
#SNOW +15%
#CDNS +15%
#PANW +15%
#WDAY +7%
#ROP -2%
#aapl #msft #goog #amzn #tsla #nvda #tsm #meta #baba #asml #AVGO #orcl #csco #crm #txn #nflx #qcom #sap #pdd #ibm #amd #intu #intc #sony #bkng #amat #adp #pypl #now #adi #ABNB #eqix #lrcx #mu #shop #uber #atvi #meli #ntes #klac #snps #VMW #snow #cdns #PANW #wday #rop
Canadian Letter: Take a pass on Intel, says Roth https://www.cantechletter.com/2023/01/take-a-pass-on-intel-says-roth/ #canada #tech #Technology #AmericanTech #Allposts #Analysts #intc
#Canada #Tech #technology #AmericanTech #Allposts #Analysts #intc
Well, so much for trying to sell my #INTC stock and buying a new PM with it.
Il 16 novembre, Lip-Bu Tan ha acquistato circa 50.000 azioni on-market a circa 29,49 dollari per azione per 1,5 milioni di dollari. Questa operazione ammontava al 99% della loro partecipazione individuale diretta ... https://stocktwits.com/massy978/message/497217499
Patentstreit mit VLSI: Intel will 949 Millionen US-Dollar Strafe nicht akzeptieren https://www.computerbase.de/2022-11/patentstreit-mit-vlsi-intel-will-949-millionen-us-dollar-strafe-nicht-akzeptieren/ #INTC #VLSI #patents
Patentstreit mit VLSI: Intel will 949 Millionen US-Dollar Strafe nicht akzeptieren https://www.computerbase.de/2022-11/patentstreit-mit-vlsi-intel-will-949-millionen-us-dollar-strafe-nicht-akzeptieren/ #INTC #VLSI #patents
L'8 novembre, Lip-Bu Tan ha acquistato circa 48k azioni on-market a circa 27,98 dollari per azione per un valore di 1,3 milioni di dollari. Questa transazione ha aumentato la partecipazione individuale diretta di ... https://stocktwits.com/massy978/message/496465784
L'8 novembre, Lip-Bu Tan ha acquistato circa 48k azioni on-market a circa 27,98 dollari per azione per un valore di 1,3 milioni di dollari. Questa transazione ha aumentato la partecipazione individuale diretta di Lip-Bu di 20 volte al momento della negoziazione.
Questo è stato il più grande acquisto da parte di un insider negli ultimi 3mesi.
Gli addetti ai lavori hanno acquistato collettivamente 3,4 milioni di dollari in più in azioni rispetto a quelle vendute negli ultimi 12 mesi.