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Rigetti Computing
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I want to ask the MoMo people. Is it the certainty of a buy ...
I want to ask the Mo-mo people
Is it a certainty that the buy of ulta beauty inc. from now until the end of September, at least from the FOMC rate cut, will lead the stock price back up (with the pre-earnings estimate of 127 yen)?
Major institutional investors (institutions, funds) always have a far superior information network and specialized analysts and departments than individual investors.
- Real-time market movements around the world, quickly providing supporting evidence for those sudden changes, gathering information from employees stationed in various countries to the headquarters.
- Also gather real-time information on political situations, policies, economy, diplomacy, and geopolitical situations in various countries to the headquarters.
- Multiple specialists analyze the gathered information, predict the highly accurate market movements in the near future based on recent and past situations, and invest a vast amount of money accordingly.
Major companies are entrusted with significant responsibility for the collected funds, so failure is not an option.
That's why they are desperate to derive highly accurate forecasts.
These major companies withdrew massive investment funds after assessing the future of the semiconductor market based on Nvidia's financial results (resulting in Nubi's consecutive decline and the crash of Nasdaq and the S&P).
The major players with excellent analytical skills in market movements.
- The generated AI is certainly impressive, but how does it specifically automate and increase productivity in the real world?
- And in each industry, how large is the scale of automation?
- Specifically, when will it be realized in society?
In other words, I became skeptical of the profitability of generative AI.
Since November last year, Nvidia's stock price has risen sharply. ChatGPT was a groundbreaking new technology that had not been seen in the history of the Earth.
Therefore, major players were amazed by it and invested a huge amount of money in AI and semiconductor companies.
And now it's September, almost a year has passed.
However, generative AI has not yet permeated various manufacturing and service execution fields in the real world.
In other words, it has not yet become commonplace in the field of social infrastructure.
Major customers are from the source of funds that have been collected.
- When will AI be used effectively? - It can be determined by its profitability.
He was fiercely and severely pursued.
As a result, the current Nv's financial results did not meet the high expectations of major customers and led to disappointment selling.
It became a disappointment that was often mentioned in recent economic articles.
And Nv is also facing another disappointment in future prospects.
Strict judicial investigations from US authorities for antitrust violations are currently underway.
What if the authorities consider Nv's monopoly in the semiconductor market for AI production as illegal and impose penalties?
Enubi's business activities will be restricted from now on.
Naturally, market expectations will decrease and stock prices will decline in the future.
Even if Blackwell's defects are overcome and stable shipments are achieved,
- Disappointment from major investor sentiment
- Punishment and activity restrictions due to antitrust violations
Future prospects will be offset
Although it is not directly related to business, the Federal Reserve will lower interest rates in the United States this month,
Bank of Japan Governor Ueda is strongly considering additional interest rate cuts by the end of this year.
Open the day-to-day gold interest rate differential →
Enuvi stock price will be a significant evaluation loss due to the exchange loss of the dollar
Despite these negative factors,
Nvidia is still fine,
I want to know the strong basis of this belief
If there is no clear basis,
- Because everyone was buying (past tense)
- Because everyone was saying that AI and the accompanying semiconductors are fine
It's just a self-serving "fantasy".
You're just trapped in a strong, unfounded bias.
That's what it means.
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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 : 今調べたがいずれも出発年月日が古い
その頃には生成AIというモノは地球上に存在しない
正に「今、この瞬間で起きている事実」
が今後の確度が高い予測の大前提だろ
今を見ず、古きモノに拘泥する者はいずれも滅びる
それと生成AIが優れてない、とはいっていない
これまでに全く存在しない「技術概念」により前例が無いから、今後の発展の予測は不可能に近い
だから利益性の実現、という評価をされるには
「まだ時期は早い」と強く感じるのである
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 : In short, isn't it okay if the Lord isn't here? I've already come up with my own answers 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.
J_M_RIN : 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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