GBA's "2021 Stock Phantasma"

J.P. Morgan believes its top chip pick has locked up Google AI business
  • Yesterday, during a raft of announcements in itsGoogle I/O developer conference, Google (GOOG,GOOGL) gave a formal announcement to its fourth-generation artificial intelligence/deep learning processor chip: TPU v4, or TPU4 for "short."
  • It also announced its TPU Pod cluster consisting of more than 4,096 TPU4 chips (the previous cluster generation comprised 1,024 TPU3 chips).
  • That 7-nm TPU4 chip was a custom ASIC co-designed by Broadcom(NASDAQ:AVGO), a longtime Google partner on the TPU processors, J.P. Morgan notes.
  • But further: "We believe that Broadcom haswon the next-gen TPU5 chip(two-chip solution - one chip designed in late 2020, 2nd chip will be ready this year - both at 5 nm) and thefuture generation TPU6 chip(two-chip solution at 3 nm)."
  • That's part of its call on Broadcom as the firm's top pick in the semiconductor space.
 
Well Van. At some point here you have to buy Corsair and me too--
CRSR-$32
Corsair Gaming, Inc.
$31.89

CORSAIR -

We previously recommended Logitech, however we now recommend investors to shift to Corsair (CRSR) as it is now the most attractive company in the sector, in our view. Unlike Logitech, Corsair is focused on the high profit and high barriers to entry gaming and streaming markets.

Corsair is the leading brand in gaming and the company provides the requisite hardware that gamers need to compete in esports games and steam their gameplay. The market is highly competitive, but the company’s consistent outstanding earnings results show that the company has just started its journey to massive growth.

43033076-16213476773553257.png


In 2019 alone, the company raked in a billion dollars and has a nearly 20% share of the US market for gaming peripherals and is approaching the 50% market in gaming PC components. The company’s market share in high-performance computer memory, cases, power supplies, controllers and gaming keyboards, and is second in what it calls performance controllers and streaming gear. Undoubtably, the market is crowded but Corsair is already a few decades under its belt and ranks in the top three in almost all of its product lines. This is evidence of the company’s strong brand power, which is a critical advantage in the PC gaming accessories market. While brands such as Logitech, Razer, and others making quality products, gamers go for products they trust. And they trust Corsair more than any other brand, and the numbers bear this out.

While the stock dipped on Feb 16, 2021, due to the news of its acquisition of streaming visuals company Visuals by Impulse (VBI), which it's organizing under its other streaming brand, Elgato. This purchase is part of a series of strategic acquisitions by the company to ensure dominance in the gaming and streaming businesses. The acquisition means that Corsair is now a one-stop shop for streaming products from the streaming PC to a suite of custom visuals.

Fast-growing giant
While Corsair is a new company on the Nasdaq the company has been in business for many years. Since its founding in 1994, it has shipped nearly 200mn gaming and streaming products to 75 countries across the globe...
/ / / / /

Dec 9th 2020 Corsair trades for $ 35.50------------> Much Good News----- . pandemic------> huge earnings----> Now---> $ 32 WTF!//////

This is a complete joke if you cannot make money with a techy company doing everything right then where can we make money?

--> Corsair Gaming price target lowered to $47 from $51 at Barclays 05/05 CRSR Barclays analyst Mario Lu lowered the firm's price target on Corsair Gaming to $47 from $51 and keeps an Overweight rating on the shares following the "strong" Q1 results.

--> Interesting twist)
Activist Donerail pushing Turtle Beach to explore sale, Reuters reports 04/30 HEAR, CRSR, GNNDY Donerail Group, an investment firm led by former Starboard executive Will Wyatt, has built a stake in Turtle Beach (HEAR) and is urging the company to explore a sale, Reuters' Greg Roumeliotis reports, citing people familiar with the matter. The move underscores a bet that Turtle Beach could draw acquisition interest from companies like Corsair Gaming (CRSR) or GN Store Nord (GNNDY), the author says.
 
HSTO
Histogen- did not move at all yesterday/// Watch again today...
$1.01
+(+0.00%)
Spero Therapeutics, Inc. (SPRO)- Watching
NasdaqGS - NasdaqGS Real Time Price. Currency in USD

$13.63-0.17 (-1.23%)<-------- It's a long story we won't get into now.
If you can imagine a biotech that had two compounds being looked at and
one was put on hold for safety reasons-- you can see why a one trick pony is
stuck in the mud here-- That one trick though,.. it's worth a lot... I'll do a big profile at some point. In my mind this is a $27 stock.
 
stonedinvestor said:
HSTO
Histogen- did not move at all yesterday/// Watch again today...
$1.01
+(+0.00%)
Spero Therapeutics, Inc. (SPRO)- Watching
NasdaqGS - NasdaqGS Real Time Price. Currency in USD

$13.63-0.17 (-1.23%)<-------- It's a long story we won't get into now.
If you can imagine a biotech that had two compounds being looked at and
one was put on hold for safety reasons-- you can see why a one trick pony is
stuck in the mud here-- That one trick though,.. it's worth a lot... I'll do a big profile at some point. In my mind this is a $27 stock.
More...
If HSTO figures out the cure for baldness, it'll surpass BTC.
 
My kid got 1200 on SAT's.... For some reason I'm not that happy with that. College situation just got tougher.

Robot-World Update. Why would we ever want a boat that drives itself! This is getting ridiculous Humans WAKE UP The Robots are trying to trick you into sedation!!!

Huntington Ingalls debuts Proteus unmanned surface vessel 09:18 HII

 
I'm up 144% in 1 year. I presently have a PE of 11. I even have a 2.4% yield---

BG- Freakin' soybeans. You can sell all the video game x-tra's you want and freakin' soybeans....
Bunge Limited
$85.00
-0.97(-1.13%)
9:41 AM 05/20/21


BG is a buy)
 
You must log in or register to reply here.
Back
Top