ASUS ROG has unveiled a gold-themed GeForce RTX 5090 graphics card, the ROG Astral GeForce RTX 5090 Gold Edition, at the Bilibili World 2025 convention. The card weighs over 7 kilograms and features a 24K gold-themed frame and back panel, making it worth approximately $539,692.90 in gold alone. This is a collaborative effort with a content creator at Bilibili named Cai Qian. The card is a one-off design and is not expected to be widely available.
Recent #Gold news in the semiconductor industry
1. Gold's rally amid economic uncertainty is overshadowed by its lack of consistent returns and cash flow compared to dividend stocks; 2. High-quality dividend stocks in real estate, energy, and utilities sectors offer superior income and growth potential; 3. Midstream energy companies and net lease REITs are highlighted as top choices for stable dividends and long-term value.
1. Freeport-McMoRan is a leading global producer of copper, gold, and molybdenum; 2. Despite a fire at a new project in Indonesia, FCX received a 6-month permit to export copper concentrate, yet the stock remains weak; 3. The stock has lagged recent rallies in gold and copper prices, and is actually down ~11% over the past year.
1. The financial markets have been volatile this week, with stocks fluctuating without a clear direction. 2. Gold and silver have stood out, gaining 0.89% and 1.8% respectively, and are approaching a key technical breakout. 3. The synthetic silver price index is gaining momentum due to strong rallies in gold and copper.
1. Gold has surged by ~12% YTD, making it one of the best-performing asset classes; 2. Its outperformance can be attributed to its hedge quality against inflation and geopolitical risks; 3. The article discusses the main factors contributing to the rally and future expectations.
➀ Researchers from Tokyo Metropolitan University investigated the adsorption of hydrogen and carbon monoxide on platinum-gold nanostructures.
➁ The study reveals the importance of void design in materials for next-generation sensors and gas separation technologies.
➂ The findings highlight the role of diffusion in nanoscale voids as a key factor in structural transformations and gas transport.
➀ This study investigates the effects of boron interlayers on the structural and electronic properties of gold films on Ir(111) substrates. ➁ The results reveal the formation of unique 2D nanostructures and indicate that boron enhances the stability and electronic properties of gold films. ➂ The findings suggest potential applications in catalysis and electronics.
1. Following the U.S. presidential election, gold prices declined; 2. We believe gold remains supported by U.S. and global macroeconomic factors; 3. We expect rising gold prices to correspond with outperformance in gold stocks.
1. The U.S. Treasury market is losing customers due to its reliance on issuing more debt to pay existing debt, making it unsustainable. 2. Inflation erodes the purchasing power of U.S. Treasury bonds, causing investors to lose money in real terms. 3. Traditional buyers are decreasing their demand for U.S. Treasury bonds, while alternative assets like gold are gaining popularity as a hedge.
1. I reiterate my 'buy' rating for CEF due to its allocated exposure to Gold and Silver; 2. Silver's underperformance relative to gold and copper, combined with a six-year supply deficit, presents a compelling investment opportunity; 3. Technical indicators show silver has broken resistance.
1. Despite the recent surge in gold, the probability of a sustained pullback to $2,300 has increased due to technical developments in related macro markets. 2. The USD and bond yields are trading at key support levels, with the market aggressively pricing in rate cuts. 3. Cyclical commodity sectors like energy, base metals, and agriculture show potential for outperformance, suggesting disinflation fears may be overdone.
1. Royal Gold is experiencing growth due to high precious metals prices and expanding royalty interests. 2. The stock is undervalued compared to peers and has potential for significant upside. 3. The company's acquisition of additional royalties and strong financial performance support a bullish outlook.
1. GDX has underperformed both gold prices and its top holdings. 2. The portfolio has a consensus upside potential of 12% and is valued at 10x PE or 0.4 PEG. 3. The risks include gold price volatility and individual company operations.
1. Newmont's Q2 results align with forecasts, indicating strong cash flow and potential asset sales. 2. The company remains undervalued despite recent gains, offering a significant upside potential. 3. Asset monetization and robust cash flow projections support a bullish outlook for the stock.