To The Moon

$Nvidia (NVDA)$

Iconic Event:

• AI Chip Market Leadership: 2024 NVIDIA continues to consolidate its leadership position in Artificial Intelligence (AI), especially in the adoption of GPU chips.Surging demand in data centers and cloud computing makes it a key pillar of the AI industry.

• Acquisition of Mellanox and Arm: NVIDIA completes the integration of Mellanox and moves forward with the acquisition of Arm in 2024, further strengthening its presence in semiconductor and networking technologies.

• Quantum AI investment: NVIDIA's investment in quantum computing is starting to show results, setting the stage for its future in AI and high-performance computing.

Keywords:

• Artificial Intelligence (AI)

• Graphics Processing Unit (GPU)

• Data Center

  

$Tesla (TSLA)$

Iconic Event:

• PRODUCTION CAPACITY EXPANSION: Tesla accelerated the expansion of its global production capacity in 2024, particularly in the Chinese and European markets.The new Gigafactory further solidifies its global electric vehicle market leadership.

• AUTOPILOT PROGRESS: Tesla launched an updated version of its Autopilot system (FSD) in 2024, further enhancing the maturity of its Autopilot technology and increasing its competitiveness in the market.

• Stock Volatility: Tesla stock experienced high volatility in 2024, primarily driven by market concerns about its production, delivery, and profitability model.

Keywords:

• Electric Vehicle

• FSD Autonomous Driving

• Gigafactory

• Energy Storage

  

$Apple (AAPL)$

Iconic Event:

• Launch of Vision Pro headset: 2024, Apple officially launches its new virtual reality headset, Vision Pro. this marks Apple's entry into the mixed reality market and pushes the popularity of AR/VR technology. the Vision Pro is considered an important part of Apple's futureproduct strategy.

• Global Services Business Growth: Apple's services business (e.g., App Store, iCloud, Apple Music, etc.) continued to grow and became a stable source of revenue for the Company, driving the Company's diversification beyond smart hardware.

• iPhone 16 Series Launch: Apple continued to dominate the smartphone market with the launch of the next-generation iPhone 16 series, featuring more powerful processors and advanced camera technology.

Keywords:

• iPhone 16

• Virtual Reality (VR)

• Services

• iOS Ecosystem

  

$Palantir Technologies Inc.(PLTR)$

Iconic Event:

• EXPANDED GOVERNMENT AND COMMERCIAL PARTNERSHIPS: In 2024, Palantir continued to deepen its partnerships with the U.S. government and other governments, particularly in the areas of data analytics and security.Its applications in defense, intelligence, and the public sector deepened.

• AI and Big Data Platform Innovations: In 2024, Palantir added more AI and machine learning capabilities to its data analytics platform, enhancing the platform's analytics capabilities and helping customers more efficiently extract key insights from massive amounts of data.

• ENTERING MORE INDUSTRIES: In addition to its traditional government and defense markets, Palantir continues to expand into industries such as healthcare, energy, and finance, enhancing the diversity of its business segments and revenue streams.

Keywords:

• Big Data

• Artificial Intelligence (AI)

• Government Contracts

• Data Analytics Platform

$SuperMicro Computer (SMCI)$

Iconic Event

• Global Supply Chain Optimization for Growing Demand for AI Hardware: SuperMicro is benefiting from growing demand for AI and data centers by launching more high-performance computing (HPC) and AI-optimized hardware in 2024 to support data centers and cloud providers globally.

• Earnings Delay and Accounting Fraud Controversy: In August, Hindenburg alleged that Ultra Micro Computer had obvious accounting problems, such as the sales team engaged in distribution channel stuffing by inflating demand forecasts and pushing products to distributors, as well as early accrual of unfinished sales revenue and inflated sales.And then October 30 audit firm Ernst & Young resigned, Super Micro Computer said it could not predict when it would be able to submit its 2024 annual report Super Micro Computer applied for a delay in filing its financial results.

• In/Out the Index: Kicked Out of Nasdaq 100 Fears: The market is concerned that Ultra Micro Computer may be kicked out of the Nasdaq 100 Index, which is set to be reorganized by the end of the year.

Keywords:

• AI hardware

• Financial Fraud

• Nasdaq 100

  

$American Supermicro (AMD)$

Landmark Event:

• Market Share Gain: In 2024, AMD continued to compete aggressively with Intel and NVIDIA in the processor and graphics card markets.AMD's EPYC and Ryzen families continued to gain market share, particularly in the desktop and server processor segments.

• Xilinx Acquisition Integration: AMD completed the acquisition of Xilinx, expanding its presence in the programmable logic device (FPGA) market and enhancing its competitiveness in the AI, 5G and data center segments.

• Next-Generation Chips Released: In 2024, AMD released its next-generation processors and graphics chips based on advanced process technology, further improving performance and power efficiency.

Keywords:

• Semiconductors

• FPGA

  

$Coinbase Global, Inc.(COIN)$

Landmark Event:

• Regulatory Challenges and Adaptation: 2024 saw Coinbase facing a more stringent U.S. financial regulatory environment, specifically legal requirements regarding cryptocurrency trading and asset management.The company is actively engaging with regulators to ensure compliant operations and has launched a number of products and services that comply with the new regulations.

• Bitcoin surges past the $100,000 mark .

• Bitcoin Spot ETF Launches.

Keywords:

• Cryptocurrency

• Regulatory Compliance

• Crypto Exchange

• NFT

  

$MicroStrategy(MSTR)$

Landmark Event:

• CONTINUES TO INCREASE BITCOIN HOLDINGS: In 2024, MicroStrategy continued its bitcoin strategy by further increasing its bitcoin holdings to become one of the largest corporate bitcoin holders in the world.The company announced that it added a significant amount of bitcoin through multiple purchases and acquisitions in 2024, firmly supporting bitcoin as part of its corporate assets.

• INTEGRATION OF DIGITAL ASSETS WITH TRADITIONAL BUSINESS: MicroStrategy not only continues to expand its Bitcoin investments, but has also stepped up its digital transformation efforts, utilizing its Bitcoin asset holdings to attract more enterprise customers and drive the integration of its business intelligence software with blockchain technology.

Keywords:

• Bitcoin

• Digital Assets

• Business Intelligence

  

AVGO$

Landmark Event:

• Strong financial performance in ASIC: Broadcom's strong performance in the chip industry continued to drive its market capitalization, particularly through an unexpected boost in demand for ASICs and 5G-related chips, another market surprise.

• Post-merger integration activities: Broadcom continued its strategic acquisitions in 2024, including integration in the areas of networking, wireless communications and software, and further integrated its activities following the acquisition of VMWare.

Keywords:

• ASIC chips

• 5G

  

$Trump Media Technology Group (DJT)$

Iconic Event:

• Trump re-elected president: in the US presidential election held on November 5, Trump won and was re-elected.The corresponding concept companies have once again surged.But with X.com's unblocking of Trump and the impact of Tiktok this year, Trump Media's Truth App no longer has much activity. djt has become a bona fide meme stock.

Keywords:

• Trump

• meme