美股重點新聞

https://www.reuters.com/technology/intel-board-member-quit-after-differences-over-chipmakers-revival-plan-2024-08-27/?utm_source=substack&utm_medium=email

想問下21/22號係唔係有啲report 出咗？

識有啲pm 都個日賣咗（啲）

睇返你講個時間都係個幾日

已follow

我估咁啱臨近ER調整部位姐

覺得後幾年嘅forecast過度樂觀

算保守，buy side預期更高

啱啱先狙擊完SMCI，又有新目標

https://hindenburgresearch.com/aile/?fbclid=IwZXh0bgNhZW0CMTEAAR0wBDcYGWtOcz6sV5scTPU_crnxj6ftfr-d7ssQkMDVQDJWEmKTwH2AS8Y_aem_mpYo8tOescDdXaxoHfPbow

No subs in WSJ

OpenAI in Talks for Funding Round Valuing It Above $100 Billion

另外今朝新聞報道Apple Nvidia 都投資OpenAI

Apple AAPL 1.46%increase; green up pointing triangle and Nvidia NVDA -6.38%decrease; red down pointing triangle are in talks to invest in OpenAI, a move that would strengthen their ties to a partner integral to their efforts in the artificial-intelligence race.

The investment would be part of a new OpenAI fundraising round that would value the ChatGPT maker above $100 billion, people familiar with the situation said. The Wall Street Journal reported Wednesday that venture-capital firm Thrive Capital is leading the round, which will total several billion dollars, and Microsoft MSFT 0.61%increase; green up pointing triangle is also expected to participate.

https://www.wsj.com/tech/ai/openai-apple-funding-chatgpt-50754cd6?mod=WTRN_pos4&cx_testId=3&cx_testVariant=cx_167&cx_artPos=3

share 吓自己操作，ER前減碼咗NVDA，ER後buy side應該會稍為下調Q3 Rev預期到比較合理嘅位，個人會係NVDA低過120賣其他股補返position ，

彈出彈入

今朝X loop 到呢張圖

me都成日上X攞料

唔係好信 C3排到咁高 不過當係幫我宣傳

樓豬avgo 點睇

核心持股之一

不斷收購公司，收購完就即刻cut走獲利能力低嘅部門，裁員精簡部門，而且收購親公司都同原有業務可以產生綜效，有HW又有SW生意，個人非常欣賞過去管理層嘅執行力。前排收購完VMWare即刻改善成本同獲利能力。

信樓豬，買張call