Artificial intelligence (AI) benefits industries

This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.

How Vertiv, share price return 2.5 times of Nvidia, make money?

As of May 20, 2024, Vertiv’s stock price return in the past year exceeded 501%, surpassing the 204% of Nvidia, the king of artificial intelligence chips, and can be called the low-key growth champion of the US stock market.

Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level

Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.

Four chip companies account for one-third of S&P 500 gains so far this year

As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.

Satya Nadella brings Microsoft back to glory

Satya Nadella is the third CEO of Microsoft. He took over the job from the underperforming Steve Ballmer in 2014. His performance so far can only be described as impressive. To describe with admiration. Due to his highly recognized performance, Nadella also served as chairman of Microsoft on June 16, 2021.

Why is AMD’s performance so jaw-dropping?

The market has strong demand for artificial intelligence chips, and AMD’s newly released artificial intelligence chip MI 300 series products are regarded as another option to break Nvidia’s monopoly in this area, and have won immediate purchase order from several of the largest customers in the market.

Excluding top tech behemoths, US market grew almost zero in 2023

the U.S. stock market will have zero growth in 2023 excluding the tech behemoth. Among them, the magnificent 7 is the most critical and are also the protagonists of this article.

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