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Chief Analyst Imakan's comment at Rakuten Securities

nvidia's Q4 of FY2024 has 3.65 times revenue and 10.83 times operating profit. The main AI GPU 'H100' is performing well. The energy-efficient 'H200,' an extended version of 'H100,' will start shipping in Q2. There is a possibility that the AI boom will become a long-term trend. Taking into account the energy efficiency of 'H200' and the potential of the next-generation 'B100,' Rakuten Securities has raised its forecast for FY2026. The target stock price for the next 6 to 12 months has been increased from the previous $1,200 to $1,400. The investment appeal remains strong in the medium to long term.
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Los Angeles Dodgers のMookie Bettsの大ファンです。只今、怪我で戦線離脱中。 ムーキーとNVIDIA大好き株主です。
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