The importance of this article is: the Nvidia’s new business discussed in this article will determine the boundaries of Nvidia’s future market value growth! What kind of new records its stock price can continue to set depends entirely on these new businesses, not the existing old business areas.
Category: EV
Capital operations are the root cause General Motors’ 30% rise so far this year
Stock repurchase is the most typical and most effective method of capital operation. The total stock repurchase amount of US$16 billion accounts for approximately 50% of the company’s total market value when GM announces this plan in November 2023.
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
Should investors chase the ESG?
Should investors chase the ESG?
Inventors are rarely successful, but improvers are successful and profitable
Successful businesses are improvers, not inventors. Many investors are working hard to find companies that can disrupt the market or fundamentally change technology, hoping to seize the opportunity and gain the first opportunity to invest,
The hot gen 3 silicon carbide (SiC)
We mentioned in the article “3rd gen semiconductor” that silicon carbide (SiC) is one of the two main protagonists of the third generation of semiconductors.
The impact of the Inflation Reduction Act on US stocks
In order to reduce the impact of inflation on the US economy, raise more taxes to fight inflation. U.S. President Joe Biden sign a $430 billion “Inflation Reduction
Act” on August 16, 2022.
Strong reasons not to invest in non-broad market ETFs
Invest in non-broad market ETF is actually the same as investing in individual stocks, go back to the original point and turn the headache of “selecting stocks” into “selecting ETFs.”
Wolfspeed, the upstar of gen 3 semiconductor
Wolfspeed is the world’s largest silicon carbide substrate factory, and its patent strength in silicon carbide substrates and crystallization is far ahead. Its global silicon carbide substrate market share in 2021 is estimated by TrendForce to be as high as 62%.