How to Use the 200-day Moving AverageMost amateur investors suffer from “paralysis by analysis.” These investors pollute their screens with too many technical indicators and backward-looking macro data, losing the forest through the trees. From my own experience, the most valuable change I made from my early investing days to today is to simplify. Rather than seeking to add indicators, strive to remove them and only keep the most powerful tools in your investing toolbox.The most powerful indicator I have fo ...

These three stocks look attractive after the recent share price pullback in the tech sector.After a strong run in the first half of the year, technology stocks have come under pressure recently. Recent stock price trends suggest investors are taking a more cautious stance on the economy while the mania around artificial intelligence (AI) has also eased. Even high-flying Nvidia has been affected, with the stock trading down nearly 20% over the past six months.But this recent sell-off also presents some oppor ...

Investors seem to be rotating out of the top AI chip stock and into its lesser-known peer.Nvidia (NVDA -6.08%) has delighted its shareholders with a return of nearly 1,000% since the start of 2023, but Thursday brought investors a rare post-earnings drop as the AI chip leader closed down 6.4% for the day.While the company beat headline estimates on the top and bottom lines, the sell-off in the stock seemed to have more to do with valuation and growth concerns.Nvidia is now worth $3 trillion, meaning the ups ...

Nvidia and Arm Holdings are the two best semiconductor stocks to buy for exposure to the fast-growing AI space.Artificial intelligence (AI) is poised to be one of the biggest disruptive secular growth trends of all time. Most sources project the global AI market to have a compound annual growth rate (CAGR) in the 30% to 40% range through 2030, with 2030 market sizes ranging from over $800 billion to more than $1 trillion.The AI revolution had been underway in recent years but just kicked into high gear in e ...

Sundry Photography In this analysis, we covered Arm Holdings plc (NASDAQ:ARM), a semiconductor company based in the UK that specializes in the development of intellectual property for processors. The company has a high revenue CAGR of 18% and thus, we examine whether its growth outlook could be sustainable. First, we examined the company’s business model by analyzing its revenue breakdown and analyzed its growth performance in terms of shipments and royalty fees per shipment as well as its number of lice ...

文章核心观点 - Arm Holdings是人工智能芯片领域的一个重要机会 [1][2][3] - Arm的总市场机会达2140亿美元,目前市场份额为47%,较两年前增长4个百分点 [4][5] - 公司收入和利润率均呈现快速增长,第一财季毛利润同比增长41%,经营利润率提升300个基点至19.4% [6][7][8][9] - 公司订单增长强劲,剩余履约义务同比增29%至22亿美元,年度合同价值同比增14%至12亿美元 [14][15] - 凭借强劲的财务和运营表现,以及在人工智能领域的领先地位,Arm是一个值得长期投资的芯片公司 [16][17] 根据目录分类总结 公司概况 - Arm是一家专注于开发和授权中央处理器(CPU)的半导体公司,在移动、消费电子、云计算、网络设备和物联网等领域广泛应用 [4] - 公司目前在CPU市场占据47%的份额,较两年前增长4个百分点 [5] 财务表现 - 公司收入和利润率均呈现快速增长,第一财季毛利润同比增长41%,经营利润率提升300个基点至19.4% [6][7][8][9] - 公司订单增长强劲,剩余履约义务同比增29%至22亿美元,年度合同价值同比增14%至12亿美元 [14][15] 行业地位 - Arm在人工智能芯片领域具有重要地位,是该领域的一个重要机会 [1][2][3] - 凭借强劲的财务和运营表现,以及在人工智能领域的领先地位,Arm是一个值得长期投资的芯片公司 [16][17]

Though the AI trade has increasingly brought about skeptics, several companies deeply involved, including Palantir (PLTR) and Arm Holdings (ARM) , have helped prove the doubters wrong, posting robust quarterly releases that have broken records and reflected serious demand.  Let’s take a closer look at each.Arm Reports Record Royalty RevenueARM architects, develops, and licenses high-performance, low-cost, and energy-efficient CPU products and related technology, on which many of the world's leading semicond ...

Sundry Photography Arm Holdings (NASDAQ:ARM) is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor. The stock is a market favorite as Arm’s heterogenous compute design has created a monopoly in mobile, primarily, yet Arm’s RISC architecture is also found in PCs, powers sensors and supercomputers. In total, over 280 billion Arm-based chips have been shipped dating back to the 1980s. The latest Arm v9 architecture offers s ...

Why Singer may have taken a position in Arm Holdings.Billionaire Paul Singer and his fund, Elliott Investment Management, is making waves. The fund had been in active discussions with Starbucks on a turnaround plan that subsequently saw the company name a new CEO. It's also been in a very public fight with Southwest Airlines and just nominated 10 new board members for the airline.In tech land, meanwhile, the fund dumped its shares of Nvidia (NVDA 4.35%) while starting a new position in Arm Holdings (ARM 1.5 ...

Market downturns are rare opportunities to buy excellent stocks that rarely come cheap.Stocks generally don't move in a straight line. Yes, countless technology and artificial intelligence (AI) stocks have enjoyed a pretty straight path to higher prices since the beginning of last year. But recent volatility has reminded investors that even AI stocks are prone to a sell-off. Are you a long-term investor looking to own great stocks for years at a time? If so, a sell-off is a gift!There are businesses behind ...