$AMD: The AI Challenger Closing 2024 Strong
Introduction
AMD’s 2024 journey has been marked by strong performance in AI and gaming, backed by solid product launches and strategic moves.
📈 As the year ends, AMD’s MI300 series has crossed $5 billion in data center GPU revenue, setting the stage for further growth in 2025.
💡 But is this momentum enough to solidify AMD as a long-term investment opportunity? Let’s explore. 🔍
Key Insights
1. Financial Highlights 💵
Stock Price: $119.21 (+0.28% today).
P/E Ratio: 45, showcasing high growth expectations.
Revenue Growth: +18% YoY in Q3, driven by data centers and gaming. 🎮
Note: While AMD’s valuation appears stretched compared to historical norms, its forward-looking growth potential justifies a deeper look. 👀
2. AI Market Expansion 🤖
MI300 Series Success: AMD’s data center GPU revenue surpassed $5 billion in 2024, boosted by adoption across cloud providers and enterprises. ☁️
Future Pipeline: The MI325X is set to launch in late 2024, and the MI350 series is planned for 2025. These products aim to strengthen AMD’s position in AI computing.
Analysis:
The global AI market, projected to reach $1 trillion by 2030 🌍, presents immense growth opportunities. AMD’s investment in AI-focused products and partnerships positions it well to capture a meaningful share of this expanding market. 🚀
3. Gaming and Esports Stability 🎮
Revenue: Gaming contributed $1.5 billion in Q3 (+4% YoY).
Growth Drivers: Ryzen CPUs and Radeon GPUs remain popular for gaming rigs, while console upgrades and esports continue to fuel demand.
Takeaway: Gaming remains a consistent revenue stream for AMD, complementing its more volatile AI and data center segments. 💻
4. Competitive Positioning ⚔️
Against Nvidia: AMD’s MI300 series competes in performance and adoption but remains a challenger to Nvidia’s dominance.
Against Intel: AMD continues to outpace Intel in CPU performance and market share growth, reinforcing its reputation as a reliable competitor. 🏆
5. Undervaluation Potential 📊
AMD trades below key moving averages, suggesting a potential opportunity for long-term investors.
Forward P/E could drop to 30 if 2025 earnings grow as projected, aligning with value-focused investment strategies. 📉➡️📈
What’s Next? 🔮
With 2024 closing on a strong note, AMD’s focus shifts to executing its 2025 product launches and capitalizing on AI market growth. Whether you see AMD as undervalued or overvalued depends on your confidence in its ability to sustain this momentum. 🧠
Disclaimer
This analysis is for informational purposes only and does not constitute financial advice. Always conduct your own research or consult a professional before making investment decisions. 📢
Artificialintelligence
TSM: Growth and Charts Align for 15%+ Target?Hey Realistic Traders, Will NYSE:TSM Create a New All-Time High? Let’s Dive In....
TSMC is the world’s largest contract chipmaker. Recent Earning Call reported whooping third quarter revenue of $759.69 billion, marking a YoY increase of 36.5%. The performance is beating the market forecast. Double Digit Revenue Growth is driven by demand for AI Chips especially with major client like NVIDIA & Apple and 3-nanometer &5 nanometer technology in Smartphones. TSMC Chief Financial Officer Huang Renzhao shared optimistic project for the company. TSMC expect Q4 quarterly revenue growth of approximately 13%, sligtly above the market the market expectation.
Strong AI-Related demand predicted to persist for year, inlined with the company’s perfomance and expectation. The positive sentiment support our bullish call on NVIDIA.
Technical Analysis
On the daily timeframe, TSM has remained above the EMA200 line for over a year, maintaining its bullish trend. On August 5, 2024, TSM rebounded impulsively from the EMA200 line after completing an ABC correction pattern, signaling the start of a new bullish wave.
The second and fourth corrective waves have retraced to the Fibonacci 0.382 and 0.618 golden ratios, respectively, aligning with Elliott Wave rules that typically indicate further upward movement.
In addition to the Elliott Wave analysis, a breakout from a Descending Broadening Wedge pattern has been identified. Such breakouts often signal the continuation of the prevailing market trend.
Therefore based on these technical analysis, I foresee a potential upward movement toward the first target at $217.85 or second target at 234.46
This outlook remains valid as long as the price holds above the stop-loss level at 177.95
Support the channel by engaging with the content, using the rocket button, and sharing your opinions in the comments below.
Disclaimer: "Please note that this analysis is solely for educational purposes and should not be considered a recommendation to take a long or short position on Taiwan Semiconductor."
PAI Parallel AI spotted something when messin' with Fib EXTFollowers know I am bullish as all get out on PAI, They can take any current computer language program today, run it thru the Parallel-izer AI and then it will execute running in a parallel format and therfore use less GPU Space and time, only $80 Mil M/C and Fully Diluted. No one else has this tech on the blockchain. $2-$4 bILLION M/C is possible,
I drew a Fib Extension in white and left in the trend line(dashed) and on the 6 hr PAI is breaking out of a down trend, and just re-tested it. Now for a run, but do watch out for a lower high, If that happen PAI would form a Head and Shoulders to the down side.
Get in now and ride the train! ATH 1.19 currently .80c
Strategy 2025. Introducing Palantir, BTC Killer Of The Year 2024It's gone 3 months or so since Palantir stock has joined on Friday, September 20 Stock Top Club, also known as S&P 500 stock index SP:SPX .
Palantir was one of the strongest contenders for inclusion in the broad market S&P500 Index.
This inclusion, as well as Dell (DELL), came after tech companies Super Micro (SMCI) and Crowdstrike (CRWD) also joined the index earlier in this year 2024.
Since that, Palantir stock became the best (i.e. #1) S&P500 index performer this year, with current +375% YTD return in 2024, being highlighted at 80.55 USD per share - the new all the history peak reached last Friday, December, 19 at regular session close.
What is most important also, even recent Federal Reserve (The US Central Bank) hawkish projections on monetary policy in 2025 were not able to stop the only game in the city, or even make a pause on Palantir leadership.
Since Palantir stock is rallying 7th month in a row, the stalkers remain decently far away, swallowing the galactic dust of Palantir shares.
Judge for yourself.
One of the nearest pursuer, Nvidia Corporation NASDAQ:NVDA (# 4 out of all S&P500 index performers in 2024) is nearly to finish the year of 2024 with +170% return, i.e. lagging against Palantir behind twice.
The quite similar things happen with the most popular and heavy c-coin, also known as Bitcoin BITSTAMP:BTCUSD that is currently +130% YTD return in 2024.
What is most important also, Palantir stock outperforms both - S&P500 index, Nvidia Corp. and Bitcoin 7th straight month in a row.
In human words that means, Palantir stock monthly returns (every single month from May to December 2024) were better against each of mentioned above assets.
What is Behind this?
On November 4, 2024 Palantir Technologies has announced financial results for the third quarter ended September 30, 2024.
“We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,” said Alexander C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies Inc.
Q3 2024 Highlights
• U.S. revenue grew 44% year-over-year and 14% quarter-over-quarter to $499 million
• U.S. commercial revenue grew 54% year-over-year and 13% quarter-over-quarter to $179 million
• U.S. government revenue grew 40% year-over-year and 15% quarter-over-quarter to $320 million
• Revenue grew 30% year-over-year and 7% quarter-over-quarter to $726 million
• Closed 104 deals over $1 million
• Customer count grew 39% year-over-year and 6% quarter-over-quarter
• GAAP net income of $144 million, representing a 20% margin
• GAAP income from operations of $113 million, representing a 16% margin
• Adjusted income from operations of $276 million, representing a 38% margin
• Rule of 40 score of 68%
• GAAP earnings per share (“EPS”) grew 100% year-over-year to $0.06
• Adjusted EPS grew 43% year-over-year to $0.10
• Cash, cash equivalents, and short-term U.S. Treasury securities of $4.6 billion
• Cash from operations of $420 million, representing a 58% margin and $995 million on a trailing twelve month basis
• Adjusted free cash flow of $435 million, representing a 60% margin and over $1 billion on a trailing twelve month basis.
Is the stock growth fundamentally deserved? Definitely, "Yes".
Palantir stock Alpha
What is Alpha?
Alpha (a) is a term used in investing to describe an investment's ability to beat (outperform) the market, or its “edge.” Alpha is thus also often referred to as excess return or the abnormal rate of return in relation to a benchmark, or any other asset (even against simple sitting in a cash) when adjusted for risk.
The main graph represents a comparison across Bitcoin and Palantir stocks. Since Palantir outperforms BTC twice over the past 12 months (watch lower "percent bar chart" subgraph), so why isn't to continue the play, by staying in a long with Palantir, and kill "the new oranges" respectively.
$NEAR Price Potential? Price Predictions That Will Surprise YouI was analyzing with the trend-based Fibonacci extension, looking for similar setups of significant price movements. In 2021, we can see that after that big dip, CRYPTOCAP:NEAR only reached the 1.0 level of the Fibonacci extension, which is a conservative or decent level. So, if we overlay the same retracement, we get a target of $40-$42. I think that's a decent return and definitely possible in the upcoming 90 days, which is usually how long the alt season lasts.
However , the AI narrative is quite big right now, and CRYPTOCAP:NEAR is the leading AI cryptocurrency at the moment. This could potentially help it reach the 1.618 level, or the blue zone, which is $66. If we take the average of the conservative price and the blue zone price, we get $53.
I would suggest taking profit at $35-$42 if you want to be conservative and $53-$66 if you're seeking more upside movement but are willing to take on more risk.
MarketCap needed for both prices:
40USD×1.22B CRYPTOCAP:NEAR =48.8BUSD
53USD×1.22B CRYPTOCAP:NEAR =64.66B USD
It's definitely doable in the Bullrun we're gonna have, CRYPTOCAP:NEAR is a great project but remember to DYOR !
Is $POET the next AI RUNNER?! 86% UPSIDENASDAQ:POET
A great looking H5 Setup that just needs a breakout!
Warning: High Risk/ High Reward Small Cap
-H5 indicator is GREEN
-Pennant breakout that needs a retest. Measured move is $6.13 which puts us to a breakout of the Cup&Handle!
-Williams Consolidation Box needs to create support and bounce in order to be live! A big pullback to retest the Pennant breakout then bounce would be a perfect area for an entry into this trade.
-Large Volume Shelf with nothing but SPACE above.
📏$6.13 🎯$7.75 📏$11
Not Financial Advice - NFA
Can Computation Transcend Its Own Limits?In the vast, unexplored terrain of technological innovation, D-Wave Quantum Inc. emerges as a pioneering navigator, challenging the fundamental constraints of computational science. Their groundbreaking 4,400+ qubit Advantage2™ processor represents more than a technological milestone—it is a quantum leap that promises to redefine the very boundaries of problem-solving across complex domains like materials science, artificial intelligence, and optimization.
The true marvel of this quantum revolution lies not merely in processing speed but in a fundamental reimagining of computational potential. Where classical computers navigate problems sequentially, quantum computing exploits the bizarre, counterintuitive properties of quantum mechanics—enabling simultaneous multiple-state calculations that can solve intricate challenges up to 25,000 times faster than traditional systems. This isn't incremental improvement; it's a paradigm shift that transforms computational impossibility into potential reality.
Backed by visionary investors like Jeff Bezos and strategic partners including NASA and Google, D-Wave is not simply developing a technology—it is architecting the future's computational infrastructure. By doubling qubit coherence time, increasing energy scale, and expanding quantum connectivity, the company is methodically dismantling the barriers that have historically confined computational thinking. Each breakthrough represents a portal to unexplored intellectual territories, where problems once deemed unsolvable become navigable landscapes of potential insight.
The quantum frontier beckons not just as a technological challenge, but as an intellectual invitation—a profound question of how far human knowledge can stretch when we liberate ourselves from conventional computational thinking. D-Wave's Advantage2 processor is more than a machine; it is a testament to human imagination, a bridge between what is known and what remains tantalizingly unexplored.
COMMUNE AI or COMai: Collaborative Artificial IntelligenceProject description:
COMMUNE AI is a decentralized platform focused on collaborative artificial intelligence, allowing users and developers to create, share, and improve AI models through decentralized data sharing and community-driven AI model optimization, all powered by blockchain.
Type of project:
Decentralized AI collaboration and data sharing platform.
Is it under a block?:
Yes, COMMUNE AI operates on Ethereum and compatible blockchains, utilizing smart contracts to enable decentralized collaboration on AI models, data sharing, and token-based incentives for contributions.
Latest update or news:
As of July 2024, COMMUNE AI launched its AI Model Repository, where users can collaborate on improving AI models in a decentralized manner and earn $COMai tokens for their contributions, driving community engagement and development.
Narrative:
Decentralized AI, collaborative machine learning, community-driven AI, and blockchain-powered AI infrastructure.
Why is it a good investment?
Institutional Backers and Angel Investors:
Outlier Ventures:
Outlier Ventures has backed COMMUNE AI, recognizing its potential to reshape how AI models are built, shared, and optimized by leveraging decentralized collaboration and blockchain technology.
Animoca Brands:
Animoca Brands, a leader in blockchain gaming and decentralized ecosystems, has invested in COMMUNE AI due to its focus on creating open, collaborative AI infrastructure.
Framework Ventures:
Framework Ventures has supported COMMUNE AI, seeing the opportunity to develop a decentralized AI ecosystem where users and developers can collaborate on AI solutions in a transparent, incentivized environment.
Angel Investors:
Ben Goertzel (Founder of SingularityNET):
Goertzel, known for his advocacy for decentralized AI, has shown interest in COMMUNE AI’s mission to enable community-driven AI model optimization, though there is no confirmed direct investment.
Trent McConaghy (Founder of Ocean Protocol):
McConaghy has expressed support for projects that focus on decentralized data sharing and AI collaboration, aligning with COMMUNE AI’s goals of democratizing AI development through blockchain.
Futuristic Use Case:
Collaborative AI model optimization:
COMMUNE AI enables users and developers to work together on optimizing AI models, allowing for continuous improvements through decentralized collaboration and rewarding contributors with $COMai tokens.
Decentralized data sharing for AI training:
COMMUNE AI’s platform allows users to securely share data for AI model training, ensuring privacy and transparency while improving the quality of AI models. This decentralized approach encourages more participants to contribute valuable data.
AI model repository for developers:
The AI Model Repository provides developers with access to a wide range of community-driven AI models that can be integrated into various applications, including decentralized finance (DeFi), gaming, and healthcare.
Incentive-driven AI research:
COMMUNE AI incentivizes AI researchers and developers to contribute to the platform by rewarding them with $COMai tokens, creating a sustainable ecosystem for ongoing AI research and development.
Why will it make a significant amount of profits?
Unique competitive edge:
COMMUNE AI stands out by creating a decentralized, community-driven AI platform that encourages collaboration and knowledge sharing, providing a more open and democratic alternative to centralized AI development environments.
Growing demand for decentralized AI solutions:
As the need for secure, scalable, and community-driven AI solutions increases, COMMUNE AI’s platform will attract more developers, researchers, and contributors, driving the demand for $COMai tokens.
Revenue from collaborative AI services:
COMMUNE AI generates revenue by providing access to its decentralized AI model repository and data-sharing services. As more developers and enterprises use the platform, the demand for $COMai tokens will rise, ensuring a sustainable revenue model.
Long-term potential in AI and blockchain convergence:
As AI continues to play a critical role in industries such as healthcare, finance, and autonomous technology, COMMUNE AI’s decentralized platform is well-positioned to be a leader in the convergence of AI and blockchain, driving long-term value for $COMai token holders.
Karrat looks ready to make a moveKarrat has just has a green signal (cross up) on the macd/rsi super
typically, this leads to at least a few days of grinding upwards for $Karrat. I'd expect to see a 5-10% move within the next 12-48 hours followed by possibly a 20-30% over all move for this next 1-2 weeks.
Keep in mind Karrat has been in this ranging since it launched a few months back and there will most likely be a lot of profit taking as usual in the marked areas and most likely the current peak target short term is in the $0.70-$0.80 range.
However, in the bigger picture I'm expecting Karrat to go much, much higher by the end of this cycle so depending on how frequent you like to be with your trading etc. you might want to only reduce 25% in that target area and then another 25% in the $1-$1.25 range and then ride the rest out until it does something spectacular later in the cycle.
Karrat has been making all the right moves during this cycle and now has their own blockchain as well as they are a TOP TIER NFT play. These things only add to the fact that they have a AAA rated working game.
Many are not even catching the fact that they may end up also being an RWA play before you know it.
Oh and did i mention this is ALSO a quality A.I. play, lol.
The ENDLESS opportunities with this coin make it seem Super CHEAP IMO at these levels and even at $1.25
I expect this to see a min. of $3.50-$5 this cycle and would not be at all surprised if it totally eclipsed these targets all together and pulls off being the $axie of this cycle.
Will ReRender after 100%Render is an AI play.
That statement alone will make this thing see some crazy moves. But technically speaking, it has held up great on support while most other alts pulled back 20-40%+.
Looking at all time highs for this on eventually, in the meantime I want to see it break each major S/R level, and come back to retest it. Creating a nice stair stepping pattern over the course of weeks/months to solidify support and confirm bulls want to stay in this thing no matter the move.
Im not gonna cry if it goes straight up, but ill be much more concerned about a significant pullback if that happens.
few understand how quickly this FET token is going to do 10x title says it all. few understand the strength and speed at which this is going to make a 10x move. likely far more than 10x towards the end of the current new bull cycle.
AI-related coins are garnering increasing attention from traders and investors. I personally like the team and project. something to look into if you haven't yet done so.
lots of strength in price action has been observed previously in this one. I see it ready to make a 10x move AT LEAST from current level during this renewed buy cycle on BTC. likely by summer 2025.
patience will pay sizable returns to those with the discipline required to hold.
the token is called Artificial Superintelligence Alliance and ticker is FET on Coinbase.
Remember:
"The profit isn't made in the buying or the selling, but in the waiting" - Munger
AI -related crypto named VAIOT ready to pump 50-100xwith BTC having confirmed the breakout to a new buy cycle on the monthly tf, we finally have this darling ready to move higher.
weekly setup shows full retracement to nearly the bottom of the prior buy structure.
breakout above .80 will confirm progression to 1.20 as TP1;
once 1.20 is surpassed, I believe the fundamentals and potential of this company will warrant a price in the 5.00$ even 10.00$ ranges so those are the TP2 and TP3 levels.
SL at .07
Enjoy. and You're Wellcome!
Shorts Trapped Into Insider Selling | DELL I've been actively trading DELL with my private community members and I believe the company is gearing up for another positive run. Despite the news about Michael Dell selling more shares, which may have trapped some short-sellers, DELL is making strategic moves such as reducing costs, rejoining the S&P500, and aiming to capture market share from SMCI.
With this in mind, I see two potential entry points:
a. Enter the trade above $121.50, aiming for $127.
b. Enter the trade once it breaks $127, targeting $138.
Personally, I prefer the second option. DM me with any questions!
Is the Future of Agreements AI-Powered?In today's rapidly evolving digital landscape, the way we conduct business is undergoing a profound transformation. One area that has seen significant disruption is the management of agreements. Traditional paper-based processes are being replaced by electronic solutions, and at the forefront of this revolution is DocuSign.
DocuSign has not only pioneered the use of electronic signatures but has also taken a significant step forward by integrating artificial intelligence (AI) into its agreement management platform. This strategic move has positioned DocuSign as a leader in the industry, offering unparalleled efficiency and value to its customers.
By leveraging AI, DocuSign's Intelligent Agreement Management (IAM) platform can automate and streamline various aspects of the agreement lifecycle, from creation and negotiation to execution and management. This not only saves time and reduces errors but also provides valuable insights and analytics that can help businesses optimize their operations.
Beyond its technological advancements, DocuSign has also demonstrated a strong financial performance, reflecting its ability to capitalize on market opportunities and execute its growth strategy. The company's expansion into new markets and strategic partnerships further solidify its position as a leader in the industry.
As we look to the future, it is clear that AI-powered agreement management will play a crucial role in shaping the way businesses operate. DocuSign's commitment to innovation and its strong financial performance make it well-positioned to continue leading the way in this transformative field.
Article Title: Is AI Just Hype?In the whirlwind of AI's rapid ascent, a critical question emerges: Is the hype surrounding AI justified, or are we witnessing a bubble fueled by inflated valuations and limited innovation? Let's delve deep into the AI industry, separating the signal from the noise and providing a sobering reality check.
The Super Micro Cautionary Tale
The financial woes of Super Micro Computer serve as a stark warning. Despite the soaring demand for AI hardware, the company's internal challenges highlight the risks of investing solely in market enthusiasm. This case underscores the importance of **industry openness** and **due diligence** in the face of AI's allure.
A Landscape of Contrasts
The broader AI landscape is a tapestry of contrasting narratives. While pioneers like DeepMind and Tesla are pushing the boundaries of AI applications, a multitude of companies are capitalizing on the hype with products lacking substance. This proliferation of **AI hype** has created a toxic environment characterized by inflated valuations and a lack of substantive innovation.
Market Dynamics and Future Prospects
As the market for AI hardware matures, saturation and potential price drops loom. NVIDIA's dominance may be challenged by competitors, reshaping the industry landscape. The future of AI, however, lies in the development of more sophisticated systems capable of collaboration and learning. The integration of **quantum computing** could revolutionize AI, unlocking solutions to complex problems that are currently beyond our reach.
Conclusion
The AI industry is a complex landscape, filled with both promise and peril. While the hype surrounding AI may be tempting, it's imperative to scrutinize each company's core innovation and value. As the market matures and competition intensifies, those who can deliver **real value** and **technological advancements** will ultimately prevail. The Super Micro case serves as a stark reminder that in the realm of AI, substance, not hype, is the true currency of success.
NVIDIA Wave Count on the 4-Hour Timeframe
🔥 The Uptrend is Approaching
✨ It appears that the stock has completed wave (3), followed by a corrective pattern 🔀 in the form of a triangle 🔼 currently forming to represent wave (4). The only remaining wave to complete this pattern is wave E 🤌.
✨ To confirm the end of wave (4) and the beginning of wave 1 within wave (5), the following conditions must be met:
- Completion of all the ABCDE sub-waves of the triangle pattern.
- A breakout above the key level related to wave E.
Once these conditions are met, the uptrend is expected to continue.
However, If Wave D falls short of the trendline, it could indicate that the market is losing momentum and the triangle pattern may be contracting more than expected.
In short, while it’s ideal for Wave D to touch the trendline, minor deviations can still occur without completely invalidating the pattern, but they should be carefully monitored for potential changes in the overall wave structure.
WORLDCOIN to $5?WLD has the worst tokenomics right now and is programmed to slow rug 📉🩸.
WLD currently has a daily unlock of 3.4 Million tokens ($4.75 million) and monthly unlock of 102 million tokens ($140 million).
Worldcoin investors receive 1.3 million WLD daily and worldcoin team receive 1.8 million tokens daily 💩. That's a high sell pressure of $140 million monthly considering that MIL:WLD circulating marketcap is only $600 million.
👉 I think short-term pump and dumps should be expected more often on WLD to attract buyers for exit liquidity but for long-term price forecast.
Can AI Revolutionize Healthcare?The convergence of artificial intelligence (AI) and healthcare is ushering in a new era of medical innovation. As AI models continue to evolve, their potential to revolutionize patient care becomes increasingly evident. Google's Med-Gemini, a family of AI models specifically tailored for medical applications, represents a significant leap forward in this direction.
Google's Med-Gemini's advanced capabilities, including its ability to process complex medical data, reason effectively, and understand long-form text, have the potential to transform various aspects of healthcare. From generating radiology reports to analyzing pathology slides and predicting disease risk, Med-Gemini's applications are vast and far-reaching.
However, the integration of AI into healthcare raises important ethical considerations. As AI models become more sophisticated, it is crucial to address concerns related to bias, privacy, and the potential for job displacement. A balanced approach that emphasizes human-AI collaboration is essential to ensure that AI is used to augment rather than replace human expertise.
The future of healthcare is undoubtedly intertwined with the advancement of AI. By harnessing the power of AI, we can unlock new possibilities for improving patient outcomes, enhancing medical research, and revolutionizing the way we deliver healthcare. As we continue to explore the potential of AI in medicine, it is imperative to approach this journey with a sense of both excitement and responsibility.