NVDA
NVIDIA
-- 145.205 PLTR
Palantir
-- 69.560 SMCI
Super Micro Computer
-- 41.536 MRVL
Marvell Technology
-- 118.100 TSLA
Tesla
-- 356.036 
$NVIDIA (NVDA.US)$ Let's reconsider our motives as to why we...
$NVIDIA (NVDA.US)$ Let's reconsider our motives as to why we bought NVIDIA. Will AI become obsolete in the future?
First, at present, both Alphabet and Tesla have announced in financial statements that they will continue to invest in AI in the future. In particular, Alphabet says that the risk of not investing is much higher than the risk of investing in AI. Cloud sales are rising due to the introduction of AI.
Tesla will also launch RoboDisc in 2025 and 2026. A high-performance GPU is essential for this.
These two companies have already invested quite a bit in AI, and profits are at the stage where these investment expenses are suppressed, but the two companies' investment in AI has not relaxed at all, and it can be said that AI is still in its infancy.
In other words, NVIDIA is simply declining due to current supply and demand, and if the president decides, cuts interest rates, and achieves a soft landing, it will go up without a hitch. However, if there is a hard landing, the overall stock price will drop, so it would be better to forget about stocks for a while.
I don't know the hard landing yet, so recently I think that the financial results for August will start rising again around December when the presidential election is over and supply and demand are revived, so now that they are declining, I buy a subscription little by little and prepare for December. It's also possible to go with this scenario.
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HONDA N-ONE : free time?