I want to ask the Moo Moo people Is Nvidia saying that they ...
I want to ask the Momo people.
Are you saying that buying nvidia is a certainty that the stock price will rise again (targeting 127 yen before the financial statement) at least until the FOMC rate cut by the end of September?
Large institutional investors (institutions and funds) always have a far superior information network and dedicated analysts and departments compared to individual investors.
Quickly gather real-time market movements from around the world, and the supporting evidence for sudden changes, and report the information from scattered employees in various countries to the central (headquarters).
Also report real-time information on the political situation, policies, economy, diplomacy, and geopolitical situation of war-torn areas in various countries to the central headquarters.
Multiple specialists analyze the reported information, along with recent and past situations, to predict the highly accurate future market movements and then invest a huge amount of gathered gold based on those predictions.
Major firms are entrusted with significant responsibility for the gathered gold, so they cannot afford to fail.
That's why they are desperate to derive highly accurate predictions.
The major firm decided to cut a huge investment from the financial statements of Nvidia and the future prospects of the semiconductor market (resulting in Nvidia's daily decline, causing a crash in Nasdaq and S&P).
Major players with excellent market movement analysis capabilities
The generated AI is certainly amazing, so how does it specifically automate and increase productivity in the real world?
And how much automation will occur in each industry?
Specifically, when will it be realized in actual society?
In other words, there was skepticism about the profitability of generative AI.
Since November of last year, Nvidia's stock price has risen rapidly. ChatGPT was a groundbreaking new technology unprecedented in the history of the Earth.
Therefore, major players were surprised by this and found investment opportunities in AI and semiconductors, injecting huge amounts of capital.
And now it's September, almost a year has passed.
However, generative AI has not yet permeated various manufacturing and service execution environments in actual society.
In other words, it has not penetrated the level of commonplace in social infrastructure at all.
Large players should be traced back to the source of the funds collected.
-When will we find an effective way to use AI? → It can be judged by profitability.
and was fiercely and rigorously pursued.
As a result, this term's Nvidia earnings did not meet the high expectations of the major players, leading to disappointment in selling.
It became a frequent topic of recent economic articles.
And Nvidia is facing another disappointment in its future prospects.
Stringent legal pursuit by US authorities for antitrust violations is currently underway.
What if authorities found Nvidia monopolizing in AI semiconductor sales and deemed it illegal for prosecution?
Nvidia's business activities will be more restricted than now.
Of course, market expectations will decrease and stock prices will fall in the future.
Even if Blackwell overcomes its shortcomings and stabilizes its shipments,
- Disappointment from major investors.
- Punishment and activity restrictions due to antitrust violations.
Future growth expectations will be offset.
Additionally, the Federal Reserve lowering interest rates in the USA at this month's FOMC meeting.
Bank of Japan Governor Haruhiko Kuroda is considering a significant additional interest rate cut by the end of this year.
The opening day US-Japan interest rate differential →
The increase in the stock price of N- Vidyavidya due to the exchange rate loss of the dollar will also result in a significant evaluation loss.
Even with so many negative factors,
NVIDIA is still okay,
I want to know the strong basis for believing that.
If there is no clear basis,
- Because everyone was buying (past tense)
- Because everyone was saying that the generated AI and the corresponding semiconductors would be fine
It's just a self-serving 'fantasy'.
Just caught in a strong bias without solid evidence,
that's what it becomes.
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☆ラジエル★ : Well, I've studied enough here that I can't post. It's a matter of personal responsibility to buy. That's all. It's from years of investment experience. People who are buying, they are buying with full knowledge of the poster's comments. Thank you!
183689917 : Why don't you try reading 'A Random Walk Down Wall Street' and 'The Essays of Warren Buffett'?
12345abcde OP 183689917 : I have checked, but all the departure dates are old. At that time, there was no such thing as a generated AI on Earth. It is exactly the "fact that is happening at this moment" that is the basis for high-confidence predictions in the future. Those who do not see the present and cling to the old things will eventually perish. And I am not saying that the generated AI is not excellent. Because there is no precedent for the completely nonexistent "technological concept" up to now, it is almost impossible to predict future development. Therefore, I strongly feel that it is "too early" to be evaluated for profitability.
12345abcde OP ☆ラジエル★ : I see, it's on the condition of personal responsibility.
Some newcomers who entered the investment world this year
- Because everyone is buying it
- Because everyone is saying "this is good"
(Those "everyone" refers to social media that only say good things about the stock price when it rises in general, and many economic articles)
They blindly follow and agree without thinking and invest most of their savings (some leverage instead of physical)
They said that they should keep only the living expenses and invest the rest, those confident tweets disappeared from the market almost completely after the plunge exceeding Brahman last month. That was 100% personal responsibility.
I also don't say that the generated AI has no future, and I feel its potential in the future.
However, because it is a new technology that has never existed in the history of the Earth,
it is impossible to make a concrete prediction of the degree of future development.
Therefore, I feel that it was too early to expect profitability from the penetration and utilization of generated AI in the real society.
HONDA N-ONE : I think it's bad for your body.
Maybe go on a trip for a bit.
素直なアルマ_5384 : Basically, maybe it's okay for you not to be here? Since you already have the answer yourself lol.
かせいふ : Well, I'm expecting September to be tough in terms of anomalies. Since you're writing this much, it must be because you're really passionate, so maybe it's not a good idea to dismiss it. Let's go with that kind of thinking.
ジョモりん : Institutions are not necessarily winning in the current market, so belief depends on my own future prediction and data analysis, all individual determination.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
趣味 投資 : What do you want to convey in the end?
こごろう : If you don't own it, why do you need to write such long and passionate paragraphs? Are you trapped in short selling during the last decline? Or is it just a way to vent the frustration of cutting losses? Either way, I believe Mr. Fan can realize the growth and profitability of AI better than the stock market, so I'm just holding.
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