저자: StephenDickens—제목·설명란에명시된출연자기준,소속확인가능하나자막오타로이름표기불확실 · 외국인
요약 보기
미국 반도체·AI 섹터의 최근 부진을 다룸. 정치적 불확실성으로 변동성이 크지만 실적 자체는 양호하다고 평가. 브로드컴은 AI 칩 수요와 커스텀 실리콘 호조로 실적이 좋고 전망도 밝다고 주장하며 Bernstein의 목표가 $250을 언급. 반도체 지수 부진은 AI 버블 성장주 vs 비AI 반도체(텍사스 인스트루먼트, 마이크론 등) 약세 구도로 설명. 트럼프의 칩스법 폐지 가능성은 상원 구도상 낮다고 봄. 칩스 보조금 수혜는 TSMC·삼성전자 등에 집중된다고 언급.
다듬은 글
Hey everyone with investment scars that have started to wear thin at the store, good evening. Today I'd like to introduce this man. He's an analyst at Hyper Claim Research, Stephen Dickens, excuse me, Dickens. His specialty is cloud and AI data centers, and he's amazing. He's ranked number one among the 8,000 analysts registered with AR Insize.
He's really something. He's a serious hole-maker, and the kids are excited about him. I wanted to ask Rick Dickens, Trump has started saying he wants to quit chips, and it seems like he's really trying to end the reactionary market. What should we do? Hey Nicole, are you perhaps worried about the immediate situation?
If so, you should change your perception. They're probably like fish in water right now, eating Yamapa and buying more of the immediate situation. They're bald, though. It's true that we're at a political turning point right now, volatility is through the roof, and almost all markets are dead. But, if you look at the earnings of the reactionary revolutionary companies, their performance isn't bad at all.
It's true that they didn't get better results than North Korea. Some stocks were distributed at the same time as the earnings announcement, but there was also some pretty good news. One reaction motor manufacturer released an absurdly huge earnings report, with sales up 77% year-on-year. Broadcom's AI reaction motors account for half of its reaction motor sales, and it has ridden the wave of the current AI boom.
The outlook for the future is also bright, and the next earnings report will see even greater sales of AI reaction motors. I don't personally make stock price predictions, but Bernstein's Stacey had set a target price of $250 for Broadcom. It has a high proportion of socks in its portfolio, so it may indeed be a good investment.
However, if that's the case, then I think the company that recently announced its earnings also had pretty good results. Marvel's earnings were also good, but as I said earlier, perhaps expectations were too high for Marvel, as it couldn't significantly exceed those expectations and was one of the stocks distributed.
On the other hand, Broadcom has, in a sense, been able to surprise investors in a good way. The reason Broadcom's earnings have been so strong so far is that it has ridden the wave of AI demand, thanks to the integration of Custom Silicon and VMware. Software revenue growth is huge. When kids hear "custom silicon," they might immediately think of adult toys, but Broadcom's custom silicon refers to custom-made chips tailored to customer needs.
Have you heard of Google's Tensor or Microsoft's Agile? You probably don't know what they are. Unlike Intel processors or NVIDIA GPUs that you use when building your own PC, custom silicon is a product sold to businesses. Tensor is a rapidly growing platform at Google, and Apple's intelligence is partly based on it, so Broadcom's custom silicon is attracting a lot of attention for its role in things like talking Tsuruha.
Broadcom is doing well in every aspect of market product effectiveness right now, and I would give them a perfect score. If I were to add an eighth solution to the current Magnificent 7, I would answer Broadcom without hesitation. CO's Hokutan is definitely one of those exceptional products. It really packs a punch, as you'd expect from something twice as big.
Yeah, like you'd call the manager right away at a convenience store or something. I mean, even though the whole market is down, the semiconductor market is especially terrible. I know Trump is stirring things up and increasing volatility, but even so, why has it been so bad for so long? It's not like NVIDIA is doing poorly in the market, right?
So that means someone in the SOCKS index is dragging it down. Absolutely. Nicole, that can be explained by the fact that what we've been called is an AI bubble, not a reactionary bubble. Because it's an AI bubble, NVIDIA, AMD, and Broadcom are doing well, but non-AI reactionary stocks are weak. Broadcom is doing well overall, but its non-AI reactionary stocks are sluggish.
I see, so the growth in AI-related stocks is offsetting the decline in the non-AI sector. That kind of thing happens quite often, doesn't it? It looks like there's going to be some serious departmental power struggles within the company. Yeah, that might be the case, but anyway, it's a market where non-AI reactionary stocks are weak.
So, one reason why so is doing poorly is that Intel, one of the top components of the SOCKS index, is weak. It all boils down to the fact that the performance of companies mainly run by non-AI reactionaries like Texas Instruments and Macron is rubbish. See, I knew they were the culprits. If the non-AI reactionaries are dragging down the AI reactionaries who are working so hard, the semiconductor market won't be able to recover.
Certainly, there are quite a few investors who are worried like you. The management of companies seems pretty scared too. But I don't think you need to worry so much. Certainly, it's down now, but the PR of AI stocks has been said to be high all this time. It's common for stock prices to plummet due to risk aversion like this.
Hold on a second, Dick, Mr. Dickens. Even Trump is saying he wants to stop Chips. Is n't that a bit too simplistic? I think so. It's quite difficult to get rid of the Chips Act in the current situation. Even though Trump wants to stop Chips because it's a product influenced by Biden, it can't be completely abolished without a congressional vote.
The current Senate is composed of 53 seats and is dominated by Republicans and also has long heads. Even considering the faction's instructions, securing 60 votes would be extremely difficult, so I think the possibility of the women's subsidy disappearing is low. If the chips were abolished and the subsidy disappeared, I wonder which reactionary manufacturers would be affected the most?
I'm quite worried. Chips subsidies are basically used for factory construction costs, so it seems that companies that own factories or handle businesses would be the ones to suffer. For example, TSMC and Samsinel would be included. In fact, more than 80% of the chips law subsidies are allocated to these four companies. No, no, half of it is garbage.
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