Comment from Rakuten Securities Chief Analyst Imanaka
● NVIDIA's 4Q for the fiscal year ending 2024/1 was 3.65 times sales and 10.83 times operating profit. The main AI GPU “H100” is doing well. Shipments of the “H200,” which was an expanded version of the “H100,” with improved energy efficiency, will now begin in 2Q. Rakuten Securities's earnings forecast for the fiscal year ending 2026/1 will be revised upward by once again considering the possibility that the generative AI boom will become a long-term boom, the energy saving performance of the “H200” and the possibility of the next-generation “B100.” The target stock price for the next 6 to 12 months will be raised from the previous 1,200 dollars to 1,400 dollars. I continue to feel that investment is good over the medium to long term.
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Los Angeles Dodgers のMookie Bettsの大ファンです。只今、デッドボール骨折で戦線離脱中。
ムーキーとNVIDIA大好き株主です。
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182354731 : That's right!
I love NVDA!