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  We know that technology is the future of mankind.  In the past 40 years, there has been a major technological change almost every 10 years, and every technological wave has brought new winners, and some people have become rich as a result. For example, in the personal computer era, IBM and Microsoft became popular, and the mobile Internet era became Apple and Google. And we are now at the crossroads of technological change. As investors, whoever can grasp the next technological change will be more likely to be the winner in the next 10 years.  So what will the upcoming technological change be? I think it will be artificial intelligence AI. This is not what I said by myself. Catherine Wood, president of Ark Fund, believes that AI will be an industry in the future. Various research reports by investment banks Goldman Sachs and Morgan Stanley have also regarded AI as the most important investment layout in the next 10 years. So here comes the problem. Who will stand...

What are the 3 opportunities and 2 risks for NVIDIA? How to invest in NVIDIA stock? NVIDIA(NVDA) stock buy or sell？ NVIDIA Stock Forecast and Analysis 2021 First, because in the third quarter of 2020, NVIDIA's revenue and profit have set record highs. Among them, revenue was 4.73 billion U.S. dollars, an increase of 57% year-on-year, and analysts expected it to be 4.41 billion U.S. dollars. NVIDIA's revenue Earnings per share were 2.91 US dollars, analysts expected to be 2.57 US dollars. It can be seen that both revenue and profit have exceeded analysts’ expectations. NVIDIA expects its fourth-quarter revenue to be US$4.8 billion, in line with analysts’ expectations of US$4.42 billion. Second, the current market value of NVIDIA is much higher than the combined market value of Intel and AMD. From the beginning of the year to now, NVIDIA has risen by 123%, AMD has risen by 87%, Intel has fallen by 24%, TSMC has risen by 64%, and the Nasdaq has risen by 33%. It can be seen that bo...

The general pattern of the semiconductor industry, the overall trend and target price of TSMC in 2021, how the Nvidia(NVDA), AMD, and Intel(INTC) semiconductor stocks are laid out, what is the decisive factors, and whether there is a predictable time point, we conducted a more systematic discussion.  The big picture of the semiconductor industry The semiconductor industry is cyclical. Since the second half of 2019, global semiconductors have entered a new round of the business cycle. This is very important. Only when you understand this reason can you hold stocks with peace of mind. The following analysis is based on the time dimension. In the short term, looking at one to three months now, with the outbreak of the epidemic again, the production capacity of 8-inch wafers are in short supply, the semiconductor industry chain is out of stock, wafer foundry, packaging, and testing links have seen price increases, and production capacity is in short supply. High economic situation, In ...