Professional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder friendly policies. I endeavour to incorporate a mix of quantitative and qualitative measures to identify opportunities in stocks. Long-only approach with a long-term investment focus.Analyst’s ...

When it comes to earning income from your investments, there are a lot of high-yield asset classes to choose from in the modern market.At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research ...

BofA Securities on Thursday noted two key recently announced AI scale-up interconnect protocols: Nvidia Corp’s NVDA NVLink Fusion and the Advanced Micro Devices, Inc AMD, Broadcom Inc AVGO backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.The analyst said UALink is the industry’s latest eff ...

AMD stock is down nearly 50%, but explosive growth in AI, gaming, and data centers could make it one of 2025's biggest comeback stories.AMD (AMD -1.21%) stock has taken a beating in 2024, dropping nearly 50% from its highs, but don't count it out just yet. With explosive growth in AI, a booming data center segment, and strong recent earnings, AMD may be poised for a major rebound in 2025.In this video, I'll cover the bull and bear cases, key catalysts, and whether this underdog chipmaker could be one of the ...

报告行业投资评级 未提及相关内容 报告的核心观点 - UALink旨在打破NVLink在AI扩展领域的主导地位，虽总体落后1 - 2代，但从2027年起有望推动非英伟达生态系统发展，在此之前英伟达仍是芯片、软件和系统/机架层面的领导者 [1] - NVLink Fusion为英伟达打开约120亿美元定制系统网络潜在市场，使终端客户在NVLink和UALink间有更多选择 [4] 根据相关目录分别进行总结 NVDA的关键差异化因素——NVLink - NVLink是英伟达在5000 - 6000亿美元以上AI加速器市场竞争力的关键，是连接机架内GPU、CPU和交换机的高速低延迟专有互连技术 [8] - 相比PCIe和AEC等现有短距离互连技术，NVLink具有带宽高、支持大规模设置、低延迟、网状网络、内存/缓存一致性和NVSwitch可进一步扩展GPU等优势 [10] NVSwitch——实现系统扩展 - NVDA利用NVLink Switch（NVSwitch）实现更高带宽和系统可扩展性，在最新的第五代NVLink中，18个NVSwitch可使72个GPU直接通信，总机架系统带宽达130TB/s [13][17] NVLink Fusion——向选定生态系统合作伙伴开放 - NVLink Fusion使英伟达部分开放NVLink技术给选定合作伙伴，但并非开放标准，合作伙伴仍需搭配多个英伟达组件使用 [18][19] - 英伟达的关键CPU/加速器竞争对手AMD、博通、英特尔不在NVLink Fusion合作伙伴名单中 [20] UALink概述 - UALink是开放标准的AI扩展互连技术，旨在追赶英伟达的专有NVLink技术，由UALink联盟监督标准，联盟成员超70家 [24][25] - UALink采用AMD的Infinity Fabric技术作为标准协议，首个200G/通道1.0标准利用多节点和多平面交换，可连接多达1024个加速器 [26][27] NVLink与UALink比较 - UALink 1.0标准的总带宽与英伟达当前的NVLink 5.0差距不大，但首款兼容UALink的硬件预计2026 - 2027年推出，届时英伟达可能推出NVLink 6.0或7.0系统，性能远超UALink 1.0 [31][32][33]

Buying the Advanced Micro Devices, Inc. (NASDAQ: AMD ) dip in late February was a good move as the stock has outperformed the S&P 500 since then . The rally was not quite big, meaning thatWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active i ...

Advanced Micro Devices ( AMD ) was already in a steep downtrend since its March 2024 high of $227. It had lost about 48% of its value in just one year by March 2025.I am Sayra Quraishi, a dedicated stock analyst with over a decade of experience. My expertise in market trends and investment strategies in the financial industry. As a part-time investor, I apply my market knowledge to a diverse portfolio, focusing on sectors like technology, healthcare, and renewable energy. I also contribute to financial publ ...

In this video, I'll go over everything Nvidia (NVDA -1.82%) investors need to know about the company's announcements during Computex 2025. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of May 20, 2025. The video was published on May 20, 2025. ...

市场整体表现 - 标普500指数在过去六周出现强劲复苏 目前2025年交易基本持平 此前曾因剧烈抛售几乎进入熊市区域[1] - 部分股票估值大幅反弹并创下新高 但仍有多支潜力股处于大幅折价状态[2] AMD投资价值分析 - AMD股价较2024年3月历史高点下跌46% 主要由于AI处理器销售增长和利润率不及预期[4] - 公司在高端AI处理器市场仍显著落后于英伟达 后者CUDA软件平台是行业标准[5] - AMD第一季度毛利率提升至50%（去年同期47%） 数据中心处理器销售贡献增加 但显著低于英伟达78 4%的毛利率[6][7] - AI处理器市场快速增长可能支持多个赢家 中端处理器需求扩大为AMD创造市场机会[8] PTC投资价值分析 - 工业软件公司PTC股价2025年下跌8% 较历史高点回落16% 主要受短期市场环境恶化影响[9] - 公司CAD和PLM软件是制造业数字化核心 其价值将随AI、数字孪生等技术发展持续提升[10] - 经济不确定性导致客户延长销售周期 公司下调2025年ARR增速指引至7%-9%（原9%-10%）[12] - 上半年表现优异推动全年FCF指引上调至8 4-8 5亿美元 经调整后隐含FCF倍数仅22倍 对中高增速企业具吸引力[12][13] - 销售团队重组产生1900万美元临时成本影响 若贸易冲突缓和将改善前景[13][14]

行业趋势 - Agentic AI将推动推理需求达到前所未有的高度 每个被改造的工作流程都需要针对快速高效推理优化的新一代硬件 [1] 公司分析 - AMD基于chiplet的架构设计使其具备满足AI推理硬件需求的能力 [1] - AMD在NASDAQ和TSX双重上市 股票代码分别为AMD和AMD:CA [1] 专家背景 - 作者为财富500强全资子公司的DevOps工程师 在AI工具构建、部署和维护方面具备专业知识 [1] - 作者拥有生成式AI系统的第一手实践经验 包括机器学习算法、模型训练和部署 [1] - 作者正在获取更高级的AWS机器学习认证以提升AI专业能力 [1] 市场排名 - 根据TipRanks数据(2025年5月15日) 作者在30,634名财经博主中排名第856位 在40,003名专家中排名第1,404位 [1]