SUPER MICRO WKN: A0MKJF ISIN: US86800U1043 Forum: Aktien Thema: Hauptdiskussion

hier mal was positives -- Wall-Street-Analyst prognostiziert Ende der Talfahrt der Tech-Aktien: „Ein Großteil der Verkaufswelle könnte bereits hinter uns liegen“ Wall Street Analyst Predicts End To Tech Rout: 'Much Of The Selloff May Be In The Rearview Mirror'What initially seemed like a cause for celebration after Jerome Powell hinted that a September interest rate cut “could be on the table” quickly turned into another selloff for tech stocks the day after the July Federal Open Market Committee meeting. Investors reevaluated their positions in tech giants in light of disappointing economic data released Thursday and the latest earnings reports, shifting toward a more risk-averse approach. The Nasdaq 100, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ), tumbled 2.7% after a 3% rally on Wednesday. The Magnificent Seven tech stocks, monitored through the Roundhill Magnificent Seven ETF (NASDAQ:MAGS), declined by 1.9%. Chipmakers faced another significant blow, with the iShares Semiconductor ETF (NYSE:SOXX) plummeting over 7%, wiping out the gains made on Wednesday. Some investors, relying on fundamentals, see potential entry opportunities during this selloff. Ed Yardeni’s Insights On Tech Stock Prospects Veteran Wall Street investor Ed Yardeni, chief investment strategist and president at Yardeni Research, said that despite investor disappointment in Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Corp. (NYSE:MSFT) earnings, there were no indications that artificial intelligence would fail to live up to expectations. According to Yardeni, their capital spending plans—higher than anticipated—indicate a strong commitment to developing infrastructure to support AI. “If that's the case, much of the selloff may be in the rearview mirror,” Yardeni wrote. Despite the selloff, the MegaCap-8 stocks (excluding Tesla) are still enjoying “a banner year:” Nvidia Corp. (NASDAQ:NVDA): up 122% year-to-date through 1:30 p.m. ET Thursday. Meta: up 41% Netflix Inc. (NASDAQ:NFLX): up 29% Alphabet: up 22.5% Amazon.com Inc. (NASDAQ:AMZN): up 21.5% Apple Inc. (NASDAQ:AAPL): up 16.6% Microsoft Corp.: up 11.2% Tesla Inc. (NASDAQ:TSLA): down 12% Some stocks within this group still offer attractive valuations, according to Yardeni. For instance, he said Nvidia’s forward price-to-earnings (P/E) ratio of 32.1 is considered “extremely low” relative to its expected forward earnings growth of 60.9%. Similarly, Meta and Netflix are not fully recognized for their strong earnings growth, which almost matches their respective forward P/E ratios, he said. “Conversely, some forward multiples are harder to justify,” Yardeni said. Tesla’s forward P/E of nearly 80, with forward earnings growth of less than 6%, suggests that investors are betting heavily on the company’s potential to deliver autonomous vehicles and an electric semi-trailer truck. Both Apple and Microsoft’s forward multiples appear somewhat high, with a lot riding on Apple’s ability to launch its AI offering, Apple Intelligence, and Microsoft’s expectation that its significant quarterly investment in AI infrastructure will yield returns. Here’s a fundamental snapshot of the MegaCap-8 stocks in terms of their forward multiples and expected earnings growth: Tesla: 79.0 forward P/E, 5.8% forward earnings growth Amazon: 34.2 forward P/E, 36.9% forward earnings growth Nvidia: 32.1 forward P/E, 60.9% forward earnings growth Microsoft: 31.4 forward P/E, 13% forward earnings growth Apple: 30.3 forward P/E, 10.4% forward earnings growth Netflix: 29.1 forward P/E, 32.4% forward earnings growth Meta: 21.1 forward P/E, 22% forward earnings growth Alphabet: 20.6 forward P/E, 20.1% forward earnings growth

Intel hat sich die letzten Wochen gut oben gehalten. Von oben ist der Fall halt etwas höher 😉

Ja

Intel ist der Hammer......unglaublich

Amazon reizt mich auch enorm. Vielleicht wird irgendwie was umgeschichtet denn der Einstieg sieht sehr verlockend aus. Hach man, so viele tolle Angebote und so wenig Geld zur Verfügung

Intel hat es schlimmer erwischt ^^ Apple lässt warten

Amazon GAAP-Gewinn pro Aktie (EPS) von 1,26 USD im 2. Quartal 2024 übertrifft Schätzung von 1,03 USD, Umsatz von 147,977 Mrd. USD verfehlt Schätzung von 148,557 Mrd. USD.......

So. Inun steigen Nvidia und amd aber hier wieder nix

Erholt sich

Amazon war wohl nix...

Danke Aktenhai, sehr informativ 👏

Super Micro Computer, Inc. (NASDAQ:SMCI) shares trading lower on Thursday. The company is anticipated to release earnings on Aug. 6 after the market closes. The Details: For the 2024 fiscal year fourth quarter, the company expects adjusted EPS of $8.10 and revenue of $5.29 billion. On Thursday morning, the company announced the SuperCluster for the NVIDIA Omniverse. “Supermicro’s SuperCluster features fully interconnected 4U PCIe GPU NVIDIA-Certified Systems for NVIDIA Omniverse, with up to 256 NVIDIA L40S PCIe GPUs per scalable unit. The system helps deliver high performance across the Omniverse platform, including generative AI integrations,” said Charles Liang, president and CEO of Super Micro. On Wednesday, the stock traded higher in sympathy with Advanced Micro Devices, Inc. (NASDAQ:AMD). Supermicro stock traded at around $703 as of Wednesday morning. AMD rose after it reported strong fiscal earnings for the second quarter. How To Buy Supermicro Stock Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange-traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. For example, in Super Micro's case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.

mach ich 😂 😂 😂 😂 👍

Sag deiner besseren Hälfte mal, ihre Freundinnen sollen Serverracks bei SMCI bestellen

normal kaufe ich keine Aktien vor den Q-Zahlen - meine besser Hälfte sagt - ihre Freundinnen bekommen jeden Tag Pakete von Amazon......das ist ein Argument Amazon zu kaufen.......ganz wohl ist mir nicht dabei ⛑️🤐

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