Chuan (David) Pan’s Post

🚀 Big news in the tech world! AMD is making waves by acquiring server builder ZT Systems for a whopping $4.9 billion in cash and stock. This move highlights the growing demand for cutting-edge server technology and its critical role in supporting IT professionals globally. At WhoDooUNode.com, we're passionate about connecting IT pros with opportunities to harness such groundbreaking developments. With tech giants like AMD driving innovation, the future of IT looks brighter than ever. What do you think about this acquisition and its impact on the tech landscape? Let's discuss! 👇 #TechNews #ITProfessionals #Innovation2023

Can Nvidia reclaim the top spot? Follow us for more. . . #katchintech #techgaints #MarketWatch #NVDA #marketwatch #futureoftech #whoisontop #stockmarket #tech

Outside of Faith Based investing, one of my biggest concerns is how much the Tech Sector dominates portfolios. Zac Tornquist, AAMS, CETF talks about this a lot with Inspires Version of the S&P 500. As an example, Nvidia is now worth 11.7% of GDP. During the Dotcom bubble Cisco was 5.5% of GDP. It's been 24 years since that bubble popped. Cisco is still only worth 75% of what it was in 2000. At Tekwise, our 2 biggest equity funds don't hold Nvidia. One of the things that I discuss with clients is how to take risk off the table. And one of the ways we do that is by not over allocating to the largest companies. Does that mean that we don't capture every last penny that we could get? Yes it does. It also means that I don't have to explain to my clients why we didn't have any defense in the portfolio. If you're concerned about what's hiding in your portfolio and want more defense, message me on Linkedin and we can talk about how Biblically Responsible investing can help you build a defense into your portfolio. #bubble

Click here to see what Lisa Su said about AMD's server products at the Goldman Sachs conference 15 minutes ago: https://lnkd.in/eMN3bVee Seems to me that this validates what my tech supply chain people in Asia are telling me about.... AMD's server chip (MI300) has yield issues....I don't think this is a coincidence. She was following full disclosure rules. Disclaimer: This publication is not trading or investment advice but for general informational purposes only. This newsletter represents my personal opinions which I am sharing publicly as my personal blog. I guarantee no profit whatsoever, and you assume the entire cost and risk of any trading or investing activities you choose to undertake. You are solely responsible for making your own investment decisions. Owners/authors of this newsletter, its representatives, its principals, its moderators, and its members, are NOT registered as securities broker-dealers or investment advisors either with the U.S. Securities and Exchange Commission, CFTC, or with any other securities/regulatory authority. Consult with a registered investment advisor, broker-dealer, and/or financial advisor. By reading and using this newsletter or any of my publications, you are agreeing to these terms. This is a monthly subscription product. No refunds.

Nvidia report after the close tonight and the market is watching it very closely. Listen to what our head of TA Rich has to say about the US Tech 100 and the technical outlook going into the event #TechnicalAnalysis #USTech100 #LearnToTrade

Arista Networks (ANET) is a darling in the stock market. As Nvidia (NVDA) loses traction, sliding by 6.6% in the past 2 months, ANET has risen 11.8%. Here's the main point: Trendlines are a form of support and resistance. Therefore, if trendlines were used, you would not have bought ANET in the past 2 weeks, which would have prevented you from last night's 4.3% drop. Do you like using trendlines? #usstockmarket #aristanetworks #anet #technologystock #technicalanalysis #trendlines #stocktrading

Getting winners like Nvidia in your portfolio isn't about picking the perfect stock — it's about owning the whole haystack. Peter Mallouk explains why diversification remains the smartest strategy in today's market.

Arun Gupta, Vice President and General Manager for Open Ecosystem at Intel, discusses the company’s commitment to fostering an open ecosystem as a cornerstone of its software strategy. #IAmIntel https://bit.ly/4hUbTnl

Wait… what? Nvidia just dropped an open-source model that’s crushing proprietary ones. Go ahead, roll out your own models internally, within your walls and keep everything in-house. You get parity with State of the Art model performance. The GoodWords Enterprise knowledge engine is LLM agnostic. Open-source or proprietary, we roll with whatever works. 💪 #opensourceFTW #LLM #GoodWordsAI

Arun Gupta, Vice President and General Manager for Open Ecosystem at Intel, discusses the company’s commitment to fostering an open ecosystem as a cornerstone of its software strategy. #IAmIntel https://bit.ly/4926ruy