In today's video, I discuss recent updates affecting Nvidia (NVDA 2.92%), Oracle (ORCL 3.82%), and other semiconductor stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of May 22, 2025. The video was published on May 22, 2025. ...

Navitas Semiconductor TodayNVTSNavitas Semiconductor$4.89 +0.48 (+10.98%) 52-Week Range$1.52▼$5.25Price Target$3.79Add to WatchlistIt is not every day that a stock soars over 164%, but that is exactly what happened to little-known chip company Navitas Semiconductor NASDAQ: NVTS on May 22. The stock exploded in value after announcing a partnership with chip giant NVIDIA NASDAQ: NVDA. Navitas calls itself a “next-generation power semiconductor company." However, what does this actually mean? The analysis bel ...

截至2025年5月27日 10:24，中证软件服务指数下跌0.76%。成分股方面涨跌互现，中国软件领涨1.70%，三六零上涨0.60%，中科软上涨0.37%；拓维信息领 跌，中科星图、金山办公跟跌。软件ETF(159852)下修调整。拉长时间看，截至2025年5月26日，软件ETF近1年累计上涨30.51%。 规模方面，软件ETF近半年规模增长14.86亿元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内，合 计"吸金"2482.02万元。 展望后市，有机构表示，从计算机行业看，近期大厂密集更新Agent（智能体）产品，随着Agent产品加速落地，AI产业持续向上，商业化落地节奏有望加 快。科技创新仍然是推动经济发展的关键力量，特别是在人工智能、半导体等前沿技术领域，预计将持续吸引投资者的关注。而后续AI应用的发展则有望 拉动软件、计算机硬件的需求。 中信证券认为，随着通用推理能力的进步，AI爆款应用有望从科研、编程等高价值场景起率先解锁，软件、互联网有望受益；除去应用端的投资机会，硬 件端的需求也会随着多模态的技术的进步与应用而不断提高，中期维度，我们仍持续看好A ...

Core Viewpoint - GSK's Blenrep combination therapy has received a positive opinion from the EMA's CHMP for treating relapsed or refractory multiple myeloma, marking a significant step towards regulatory approval in Europe and the United States [1][2][3]. Group 1: Regulatory Developments - The CHMP recommended Blenrep in combination with J&J's Velcade and dexamethasone, as well as with Bristol Myers' Pomalyst and dexamethasone for adult patients who have undergone at least one prior therapy [2]. - The European Commission will review the CHMP's opinion, with a decision expected in Q3 2025 [3]. - Blenrep combinations have already been approved in the UK and Japan in April and May 2025, respectively, and are under review in China, Canada, and Switzerland [8]. Group 2: Clinical Data - Data from the III DREAMM-7 and DREAMM-8 studies indicated that Blenrep combinations resulted in statistically significant improvements in progression-free survival (PFS) and overall survival compared to standard treatments [4]. - The safety and tolerability profiles of Blenrep combinations were consistent with the known profiles of the individual agents used in the studies [4]. Group 3: Market Performance - GSK's shares have increased by 14.3% year-to-date, contrasting with a 5.5% decline in the industry [5]. - The company is also awaiting a decision from the FDA regarding the Blenrep combination therapy, expected on July 23, 2025 [7]. Group 4: Historical Context - Blenrep was previously withdrawn from the U.S. market in November 2022 after failing to meet the primary endpoint in the DREAMM-3 study, which evaluated its efficacy as a monotherapy [9]. - The company aims to reintroduce Blenrep to the market for patients with relapsed or refractory multiple myeloma following the recent positive developments [10].

Core Insights - The article discusses the financial analyst Harrison, who has been active on Seeking Alpha since 2018 and has over a decade of market experience [1] Group 1 - Harrison has professional experience in private equity, real estate, and economic research [1] - He possesses an academic background in financial econometrics, economic forecasting, and global monetary economics [1]

行情速递 ① 主板领涨， 格尔软件(+10.01%)/旭光电子(+8.33%)/宝明科技(+8.03%)/梦网科技(+3.68%)/ 金海通(+3.53%)/ ②创业板领涨， 东土科技(+13.22%)/富乐德(+10.67%)/弘景光电(+8.76%)/ ③科创板领涨， 映翰通 (+8.09%)/品高股份 (+7.26%)/艾森股份(+4.15%)/ ④活跃子行业， SW其他通信设备(+2.71%)/SW电子化学品Ⅲ (+0.06%)/ 国内新闻 ① 艾邦半导体网，株洲中车表示/株洲三期于2024年11月份启动建设/2025 年5月/主体厂房封顶/预计2025年下半年启动设备搬入/2025年底有望实现 产线拉通/该项目为8英寸SiC晶圆/ ② 半导体产业纵横，国科微发布公告称/公司正筹划通过发行股份及支付现 金等方式购买资产/并募集配套资金/交易标的为一家从事特种工艺半导体晶 圆代工及定制化芯片代工业务的企业/ ③ 半导体投资联盟，联想公布2025财年第四财季的销售额增长23%/达到约 170亿美元/增幅快于预期/但净利润却暴跌64%/至约9000万美元/低于预 期/这反映了衍生品业务的亏损以及依然低迷的P ...

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 38 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis [1] Group 1: Investment Strategies - Paul Franke developed a system called "Victory Formation," which focuses on identifying supply/demand imbalances through specific stock price and volume movements [1] - The "Bottom Fishing Club" articles target deep-value stocks or those showing significant upward technical momentum reversals [1] - "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading actions [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009 out of over 60,000 portfolios [1] - As of September 2024, he is ranked in the Top 3% of bloggers by TipRanks® for 12-month stock picking performance over the last decade [1] Group 3: Risk Management - Franke advises investors to implement stop-loss levels of 10% or 20% on individual stock choices and to maintain a diversified portfolio of at least 50 well-positioned stocks to enhance regular stock market outperformance [1]

Group 1: Economic Agreements and Defense Spending - President Trump's diplomatic tour in the Persian Gulf resulted in significant economic agreements, including a $142 billion arms deal as part of a broader $600 billion commercial package with Saudi Arabia, marking it as the largest defense sales agreement in history [3][4] - Saudi Arabia is the largest U.S. foreign military sales customer, with nearly 80% of its defense acquisitions sourced from American companies, and spent over $80 billion on defense in 2024, making it the seventh-largest military spender globally [4] - Global defense spending reached a record $2.7 trillion in 2024, reflecting a 9.4% year-over-year increase, the highest rise since at least 1988, indicating a trend of increasing military budgets across all regions [13][14] Group 2: AI and Semiconductor Investments - The emergence of AI and semiconductors as critical assets in defense was highlighted, with Saudi Arabia launching a multibillion-dollar initiative called HUMAIN to build an "AI Zone" in partnership with Amazon Web Services, utilizing American semiconductors [6][7] - NVIDIA is expected to supply at least 18,000 chips for the HUMAIN project, with potential future orders reaching several hundred thousand, while the UAE is negotiating for over a million NVIDIA chips to enhance its AI infrastructure [8] - Saudi Arabia's AI investments could generate $3 to $5 billion in annual chip sales, with long-term infrastructure spending estimated at $15 to $20 billion, positioning sovereign AI as a rapidly growing segment within the $450 billion AI infrastructure market [9] Group 3: Aerospace Industry Developments - Boeing secured its largest-ever widebody aircraft deal with Qatar Airways, valued at $96 billion for up to 210 American-made jets, emphasizing the strategic importance of aviation in economic and national security [10][11] - Commercial aircraft deals often include co-production agreements and maintenance support, which enhance soft power and reinforce the industrial base [11] Group 4: Broader Investment Opportunities - The trends in defense spending, AI infrastructure, and aerospace manufacturing present growing investment opportunities across multiple sectors, including defense contractors, semiconductor makers, and AI infrastructure providers [15]

Group 1 - President Trump has threatened to impose a 25% tariff on Apple if iPhones sold in the U.S. are not manufactured domestically [1] - Apple's strategy includes increasing U.S.-bound smartphone shipments from India, rising from 16% in Q1 2024 to 26% in Q1 2025, with plans to source all U.S.-bound iPhones from India by the end of 2026 [2] - Treasury Secretary Scott Bessent emphasized the need for Apple to assist in securing the semiconductor supply chain as part of efforts to bring precision manufacturing back to the U.S. [3][4] Group 2 - Trump criticized the European Union for its trade barriers and proposed a 50% tariff on EU goods starting June 1, 2025, due to ongoing trade discussions being unproductive [5] - The European Union currently faces 25% tariffs on certain goods and 10% on nearly all other products [5]

Core Viewpoint - Longgang District in Shenzhen is aiming to establish a semiconductor industry cluster worth 100 billion yuan by 2027, driven by the "All in AI" strategy and a robust industrial ecosystem [1][3]. Group 1: Industry Development - Longgang District plans to achieve a semiconductor industry scale of 250 billion yuan by 2025, accounting for 40% of Shenzhen's semiconductor industry [1]. - The district has a strong industrial base with over 2,400 industrial enterprises and has maintained the top position in China's industrial rankings for seven consecutive years [1][3]. - Longgang has established a complete industrial chain covering IC design, manufacturing, packaging, testing, equipment, materials, and platforms [3]. Group 2: Key Players and Innovations - Major companies like Huawei and BYD are located in Longgang, providing a solid foundation for the semiconductor and integrated circuit industry [3]. - The DeepEdge10 series chips, designed by Yunfei Litian, represent significant advancements in the industry, with a focus on AI applications [4]. - Shenzhen Xinkailai, a rising semiconductor company, showcased five new process equipment products at SEMICON China 2025, marking a breakthrough in domestic semiconductor equipment [7][8]. Group 3: Government Support and Funding - Longgang District has implemented supportive policies for the semiconductor industry, including subsidies for EDA tool development and testing, with individual grants up to 20 million yuan [7]. - A new semiconductor and integrated circuit investment fund has been established with a scale of 5 billion yuan to support key areas of the industry [9].