Core Insights - The article reflects on the journey of personal transformation and self-sufficiency, emphasizing the importance of adapting to challenges and the lessons learned from losses in financial markets [1] Group 1: Personal Transformation - The individual transitioned from a city life in Toronto to living in a yurt in the boreal forest, seeking self-sufficiency and a deeper connection with nature [1] - This change led to a profound personal growth experience, allowing the individual to redefine success away from societal expectations [1] Group 2: Financial Markets Perspective - The individual expresses a renewed love for financial markets, highlighting that losses have been valuable teachers in understanding market dynamics [1] - Emphasis is placed on the importance of timing in trading, suggesting that financial success follows naturally when one focuses on learning and personal growth rather than merely pursuing money [1]

Needham initiated coverage on Ocular Therapeutix Inc OCUL, noting the company’s lead asset, Axpaxli, an investigational axitinib-based intravitreal implant for wet age-related macular degeneration (wet AMD).Axpaxli is the company’s key value driver and is under evaluation in two phase 3 trials. If positive, these trials could support approval with a product label that enables maintenance treatment with Q6M (every 6 months)-Q12M (every 12 months) dosing, which would represent a significant improvement over c ...

AMD EPYC Embedded 9005 Series Processors AMD EPYC™ Embedded 9005 Series Processors — High-performance “Zen 5” architecture offers server-grade performance and efficiency combined with purpose-built features for optimized product longevity and system resiliency — — Cisco and IBM among the first technology partners to adopt 5th Gen AMD EPYC Embedded CPUs to power next generation platforms — NUREMBERG, Germany, March 11, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced the expansion of its x86 e ...

Advanced Micro Devices can’t seem to catch a break. AMD stock (NASDAQ: AMD) has been trending downward for an entire year.AMD shares have been trading around $100 — give or take a few dollars, since late February. At press time on March 10, Advanced Micro Devices stock was changing hands at a price of $99.29, with year-to-date (YTD) losses standing at 17.80%.AMD stock price year-to-date (YTD) chart. Source: Google FinanceThe chipmaker’s latest line of products performed admirably against Nvidia’s, at least ...

Nvidia (NVDA 1.92%) has been one of the best long-term investments of all time. Since 1999, shares have increased in value by more than 285,000%, pushing the company's market capitalization into the trillions of dollars. The cause of Nvidia's soaring valuation has been the rise of artificial intelligence (AI).But Nvidia isn't the only company exposed to the massive tailwind that is AI spending. Long term, there's another chipmaker that could end up giving Nvidia a run for its money. And unlike Nvidia's stoc ...

Group 1 - AMD stock is experiencing a significant decline due to its inability to gain substantial traction in the artificial intelligence market [1] - The stock prices referenced were from the afternoon of March 5, 2025, indicating a specific timeframe for the analysis [1] - The video discussing this situation was published on March 7, 2025, providing context for the timing of the information [1]

Group 1: AI Chip Market Overview - Current market conditions present a potential opportunity for investment in AI chip stocks before they rebound to growth [1] - A recent sell-off in AI stocks was triggered by DeepSeek AI's advancements in efficient algorithms, suggesting that major tech companies may not need to invest heavily in advanced GPUs [1][2] - The sell-off was exacerbated by Nvidia's earnings report and new tariffs imposed by President Trump on China, Mexico, and Canada [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest chip manufacturer globally, holding over 60% of semiconductor fabrication spending, which is increasing due to demand for high-end AI chips [4][8] - The company plans to significantly increase capital investments, forecasting $38 billion to $42 billion for 2025, a 34% increase from 2024 [5] - TSMC's investment strategy includes a $100 billion commitment to the U.S. and expansion of facilities in Arizona, which may help mitigate tariff impacts [7] Group 3: Advanced Micro Devices (AMD) - AMD is currently a distant second in the GPU market for AI training, with a potential loss of market share to Nvidia [9] - Despite a disappointing sales outlook with a projected 7% sequential drop, AMD's total addressable market for AI accelerator chips is expected to reach $500 billion by 2028 [10][11] - AMD's stock trades at 21 times earnings expectations, presenting a buying opportunity given the anticipated earnings growth of 38% over the next two years [13]

Core Viewpoint - The semiconductor industry, particularly graphics processing units (GPUs), is crucial for generative AI development, but chip stocks have faced challenges in 2025, presenting a potential buying opportunity for Taiwan Semiconductor Manufacturing Company (TSMC) [1][2][3]. Group 1: Market Performance - The VanEck Semiconductor ETF has declined by 4% in 2025, with Nvidia and Advanced Micro Devices (AMD) experiencing stock drops of 7% and 17%, respectively [2]. - TSMC's stock is currently viewed as undervalued despite its strong market position and financial outlook [9][10]. Group 2: TSMC's Role and Influence - TSMC specializes in foundry solutions, manufacturing chips for other semiconductor companies, which is essential for the success of firms like Nvidia and AMD [6][5]. - TSMC has captured nearly two-thirds of the foundry market and is expected to benefit from the increasing demand for custom silicon and new architectures from Nvidia and AMD [8]. Group 3: Financial Outlook - TSMC's forward price-to-earnings (P/E) ratio is approximately 19, compared to the S&P 500's average of about 21, indicating a potential undervaluation [10]. - The semiconductor market is projected to grow tenfold over the next decade, reaching nearly $1 trillion, suggesting sustained demand for TSMC's products [10]. Group 4: Expansion Plans - TSMC plans to invest an additional $100 billion to expand its manufacturing capabilities in the U.S., aligning with the anticipated $300 billion investment in AI infrastructure by big tech in 2025 [11].

Advanced Micro Devices (NASDAQ: AMD) has had a challenging start to 2024, sliding over 18% since the beginning of the year. Despite delivering a double beat on both earnings per share (EPS) and revenue in its Q4 and FY 2024 earnings report on February 4, the results were overshadowed by a miss in data center revenue, which came in significantly below forecasts.AMD year-to-date price chart. Source: FinboldThe disappointment has sent AMD shares lower, with the stock slipping to $98.85 as of press time, markin ...

Advanced Micro Devices (NASDAQ: AMD )(TSX: AMD:CA ) got ahead of itself with a peak at about $211 in March 2024, before falling to about $99. There was a time last year when AI infrastructure exuberance propelled the company based on"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, e ...