Trading the stockmarket (NO Referrals)

[LostCorpse]

certainly makes you think

 

[kai]

Intel did well yesterday lots of mixed news and a 3.5 percent pop
Not sure if trumps has chip tariff updates today. So not sure about making an Nvidia play today until things start moving (my puny day trade fund is getting bigger but also kills the boredom at work)

Im still buying NVDA in what i consider the dip. Can only see it going up before the earnings report (Feb 26th).

 

[Rob_B]

What’s Behind OpenAI’s First Custom Chip Design With TSMC?

OpenAI partners with TSMC and Broadcom to develop custom processors for ML and AI model training as firms seek alternatives to Nvidia's dominant position

aimagazine.com

Not sure how much and still very early days but might put a stop to Nvidia's dominance. This (for inference) + potentially reduced training compute required isn't good for NVDA surely.

 

[413x]

Same

Some are nicely up.

Eagerly awaiting either a "down 5 pc" or "up 5 pc" t212 notification for shopify tomorrow.

Got a feeling results will be good and guidance bad so a chunky drop. So I'll hold.

105 percent up so happy to hold.

Feb 11 (Reuters) - Shopify's (SHOP.TO), opens new tab downbeat first-quarter profit outlook spooked investors on Tuesday, even as the e-commerce company posted better-than-expected holiday-quarter sales on the back of healthy consumer spending and its rollout of AI features.

So yeah. Good results, poor guidance. And a fall