1. Gold has experienced a significant bull run, with prices jumping by nearly 30% since January 2024; 2. Global instability, central bank purchases, and AI demand could continue to impact gold prices; 3. Despite potential headwinds, strong global demand and a high gold-silver ratio suggest further upside for gold.
Recent #investment news in the semiconductor industry
1. AMD's recent earnings report fell short of Wall Street expectations due to lower-than-expected Data Center sales. 2. Despite a 69% YoY growth in data center revenue, it missed the consensus estimate of $4.14 billion. 3. AMD's management has announced the early launch of MI350 chips to boost sales momentum. 4. AMD stock has dropped nearly 50% since its peak in early 2024, making it an attractive bet if the company can exceed AI chip sales expectations.
➀ Cambridge GaN Devices (CGD) has completed a $32 million Series C funding round;
➁ British Patient Capital invested £5 million into CGD as part of the round;
➂ The funds will be used to expand CGD's operations and focus on the delivery of efficient GaN products.
1. Broadcom's acquisition of VMware potentially enhances its position in Artificial Intelligence; 2. CEO Hock Tan's strategic move into software positions Broadcom as a comprehensive infrastructure technology company; 3. Broadcom's shift towards a combined hardware-software model differentiates it in a competitive market.
1. Nebius Group N.V. is a European AI leader, backed by Nvidia; 2. NBIS's AI-centric cloud platform offers a cost-efficient, vertically integrated stack; 3. Despite market uncertainties and competition, NBIS's partnership with Nvidia and robust fundamentals suggest a 45% upside potential.
➀ Two GaN projects in China and India have made significant progress;
➁ Bo Wei Integrated's GaN project is expected to be completed by the end of 2025, with an investment of approximately 2.5 billion yuan;
➂ The project is mainly for GaN microwave circuit research, development, and sales, applying to high-tech fields such as 5G communication;
➃ India's government has allocated 33.4 billion rupees for GaN technology research, and the first GaN power transistor has been developed by a multidisciplinary faculty group at the Indian Institute of Technology.
➀ Quantum computing, despite being dominated by big players, is surprisingly fragmented with numerous research initiatives in the UK;
➁ Ed plans to identify promising projects, offer support to spin them out as startups, and use his connections to boost their profile;
➂ He aims to attract investment while maintaining a low profile through his offshore trust.
1. Novartis' Q4 2024 results exceeded expectations with 16% net sales growth and a 55% increase in operating income; 2. The acquisition of Anthos Therapeutics and strategic investments in R&D support Novartis' position as a leader in innovative medicines; 3. Novartis' strong free cash flow generation, supportive dividend yield, and ongoing buyback make it an attractive investment.
1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information and the availability of additional resources through the Dividend Kings marketplace service. 3. The author, Justin Law, is a contributor to The Dividend Kings and has a Ph.D. in Chemistry from Rice University.
➀ SFAL, a semiconductor accelerator lab in India, provides support to fabless startups through mentorship, EDA tools, and connections with investors.
➁ Five startups have been selected for DLI, with three securing funding and two exiting SFAL successfully.
➂ SFAL aims to foster the development of critical IPs in India's nascent semiconductor ecosystem, positioning the country as a global hub for fabless semiconductor innovation.
1. I recommend buying Alphabet shares after 4Q24 earnings due to strong YouTube performance and fair valuation; 2. Alphabet's net revenue fell short of expectations, but search and YouTube ad revenue showed strength; 3. Despite concerns over high CapEx investments in AI, cost control and a 25% upside potential make Alphabet a compelling buy.
1. Airbnb's shares surged 14% after earnings, reflecting a fair valuation at 20x forward free cash flow with 12% y/y growth expected in 2025. 2. Heavy investments and over 500 new features aim to enhance the platform, setting Airbnb up for long-term growth beyond 2025. 3. Despite low double-digit revenue growth, Airbnb's strong free cash flow generation and nearly 9% net cash position provide a margin of safety.
➀ A blog post titled 'The Short Case for Nvidia Stock' gained over 500,000 views in 24 hours, despite the author not being a prominent figure in the investment community.
➁ The post linked DeepSeek's technical details to Nvidia's valuation, sparking a debate on Nvidia's future.
➂ Despite a significant drop in Nvidia's stock value, investors like Cathie Wood and Aswath Damodaran remain optimistic, highlighting the company's strengths and the evolving AI market.
➃ The article discusses the challenges Nvidia faces, such as in the AI chip market and the impact of DeepSeek's technology.
➄ It also examines Nvidia's competitive advantages, including cost-effectiveness and system architecture.
➀ Multiple SiC-related projects in China have made new progress, including the commencement and production of new projects.
➁ Fastest has accelerated the progress of its SiC electro-control project, aiming to produce 2.5 million sets of synchronizers and 100,000 sets of motor electro-control systems annually.
➂ Tianyi Semiconductor is conducting pilot studies on SiC crystal rod processes.
➃ The project for producing Moissanite and SiC materials in Gongcheng, Guilin, has commenced.
➄ Daye Carbon is set to produce ultra-fine and ultra-pure graphite powder and other products for semiconductor chips and SiC chips.
➅ YiYuan Semiconductor's SiC project is expected to be completed and put into production next year.
1. Quantum computing is a disruptive innovation attracting billions of dollars and poised for long-term growth; 2. Tech leaders like Bill Gates and Jensen Huang have expressed optimism and skepticism; 3. Expected to deliver a 34.8% CAGR by 2032, leveraging evolving technologies and industry breakthroughs.
➀ The UK's £1.137 billion Future Fund has suffered a loss of £263 million, reducing its value to £799m;
➁ The Future Fund has provided loans to 1,192 companies, but many have failed to repay, blaming strict loan terms;
➂ Investments include companies like Killing Kittens and Bolton Wanderers Football Club, with 202 firms becoming insolvent and 107 going bankrupt.
1. This month's Mailbox Money report highlights five top monthly paying REITs, including Healthpeak, with an average yield of 5.3% and an 18% annualized return forecast; 2. The featured REITs have strong fundamentals, diversified portfolios, and attractive dividend yields ranging from 4.2% to 6.3%; 3. Healthpeak Properties, now paying monthly dividends, offers a 6.1% yield and significant upside due to its focus on life science and outpatient medical properties.
1. Intel's Panther Lake node, launching in 2H 2025, aims to surpass Taiwan Semiconductor's 2nm; 2. Despite a 7% YoY revenue drop, Intel's $14 billion revenue exceeded expectations; 3. Intel's foundry business is crucial for future growth, with breakeven expected by 2027.
1. Intel reported a good yearly result despite the glut in traditional semiconductor segments and limited exposure to AI. 2. Intel Products' CCG experienced a revenue decline YoY due to competition, which is concerning as new entrants are expected to increase competition. 3. Intel Foundry is a future growth driver but will take time due to the long product cycle and experience curve associated with 18A. 4. At the current share price of around $19, investors are getting half the intrinsic value of the Product team for free.
1. Nvidia's stock dropped 17% following news of DeepSeek's cost-effective AI model, raising concerns about AI CAPEX spending and the valuation of US tech companies. 2. Despite the market's reaction, the author remains bullish on Nvidia, highlighting its technological advantage and aggressive product cycles. 3. DeepSeek's claims may be exaggerated, but Nvidia's long-term growth prospects remain strong with expected revenue growth and high net margins. 4. The AI race is intensifying, benefiting NVDA as CAPEX spending on AI infrastructure continues to rise, presenting a buying opportunity.