On Saturday's draft version, the energy of major technology ...
Saturday draft version: Big surge in technology stocks, too much information but no need to worry about market manipulation, pullback for consolidation, sleep well.
Bear hunting story: Limited ammunition, hold off until safe to shoot.
Saturday
Wolf King's Viewpoint:
NVIDIA will rise further, completing a three-month W-bottom, with support at 112 from September 11 to today, and potentially bottoming at 96. Should increase holdings with the recent 116.
Tesla: Only 2% increase in the past year, while qqq market index grew at least 20%, so monthly and quarterly candlestick charts will continue to rise.
Apple completes the W-bottom.
Meta is the most powerful technology stock, the W-shaped rebound is already obvious, worth increasing the shareholding and opening a position.
Amazon, as long as it can hold the 185 support level, it is worth going long.
Microsoft is still on a safe and tortuous rise.
Google is forming the next bottom, no need to worry.
AMD's W right side is very clear.
Xiaolin mentioned gaming topics (talked about Nvidia in the second half):https://youtu.be/8BbG1Jr94o8?si=IYveVQDetyor8Cku
Microsoft's cloud gaming Azure Cloud, Sony Cloud, and AWS Cloud (derived from Nvidia's GForce NOW Cloud, with over half of the market share) Amazon Luna Cloud. The cloud gaming market will increase tenfold in five years, and cloud computing datacenter business will grow thirtyfold in five years. Gaming business is related to AI development, as well as datacenter business.
Pay close attention to the basic stocks of datacenter businesses, as well as the connection of datacenters to clean and renewable wind power. In the past three years (maybe five years), the power consumption of datacenter facilities has increased from 3% to 8%. Traditional electricity cannot keep up with the demand of datacenters. States like Nevada and Arizona provide tax-free land for solar power generation to support datacenter development. It is important to focus on development opportunities in the datacenter sector.
Investigate the relationship between SMCI and Nvidia.https://youtu.be/9nvMTOI0x30
It's good to reduce the shareholding by half, as it seems that there will be limited future growth.
Common knowledge about GPUs: Nvidia compared to CPUs from AMD and Intel, only costs 4% and consumes 1.2% of the electricity. Nvidia acquired Israeli company Mellanox to work on DPUs. The question arises: who will benefit from the related revenue?
#### Beneficiaries of the US stock market
After Nvidia's acquisition of Mellanox, the companies benefiting in the US stock market mainly include the following categories:
1. **Cloud computing service providers**: such as Amazon, Microsoft, and Google, which use high-performance computing and network technology in their datacenters to improve service efficiency and user experience.
2. **Semiconductor Companies**: In addition to Nvidia, other semiconductor manufacturers such as Intel and AMD may also benefit, as their products are equally important in datacenters and cloud computing environments.
3. **Network Equipment Manufacturers**: Companies like Cisco and Arista Networks provide network infrastructure and solutions, complementing Mellanox's technology to enhance overall market demand.
4. **Datacenter Operators**: Companies like Digital Realty and Equinix, with the increasing demand for efficient data processing and storage, may also see their businesses being propelled.
Overall, Nvidia's acquisition of Mellanox will drive the development of the entire cloud computing ecosystem, thereby benefiting related enterprises in the market.
Topics: Successful 'Bear Hunting' in Magnesium Storage, almost couldn't resist selling early. The first wave earned 23%, too rushed to follow the second wave on the same day. The second wave is currently at a loss, adjusting the profit margin down to 14%. However, it seems to continue to rise in the long term. Selling off 30% on the same day was right, as short-term exit is expected in the future. But couldn't resist the impatience to enter again, in the future, in situations where the price drops the next day, must resist until near the market closing before deciding, must respect day-to-day trading and short-term players who trade over two days. If it continues to drop next Monday, consider withdrawing 15% - 25% and reenter when prices stabilize. Learned on the Taiwanese stock program 'After-work Economics' that establishing positions for hunting cannot exceed a total of 10%, this way you have the chance to hunt two or three bears at the same time.
Nvidia, as a supporter of Taiwan Semiconductor's ASML, provides technology services, which is significant. It's strange why the stock of Synopsis hasn't gone up? Just bought ten units.
Further research is needed on the relationship between HBM technology and datacenters. HBM3 technology in storage, related to Nvidia's CUDA computing system, HBM3 has ten times more increment in this field. In the US, there is only one player, Micron Storage. Korean products, Samsung storage and SK Hynix storage are restricted from entering the US stock market due to Korean-American geopolitical policies. So, in the long run, looking at the cooperation between Nvidia and Magnesium Light Storage, it is expected to rise.
Nvidia's datacenter business has become a core 87%.
### Chinese:
In the past three years, NVIDIA's revenue has been primarily driven by four main business sectors: **datacenter**, **gaming**, **autos**, and **professional visualization**.
- **Datacenter**: This sector has become a major source of revenue, contributing $47.5 billion in the 2024 fiscal year, a 217% year-on-year increase. It has accounted for as much as 87% of NVIDIA's total revenue in recent quarters.
- **Gaming**: Despite historically holding an important position, gaming revenue remained relatively flat in the final quarter of the 2024 fiscal year at $2.9 billion. Annual gaming revenue increased by 15% to reach $10.4 billion.
- **Autos**: This sector saw a 21% growth in the 2024 fiscal year, reaching $1.1 billion.
- **Professional Visualization**: The revenue for this sector grew by 1% in the 2024 fiscal year, reaching $1.6 billion.
Overall, the datacenter business takes the lead in NVIDIA's revenue composition, reflecting the company's strategic shift towards artificial intelligence and accelerated computing solutions.
Reference News:
Official announcement: Taiwan Semiconductor, a global leader in foundries, and Synopsys, a leader in the electronic design automation field,https://blogs.synopsys.com/from-silicon-to-software/2023/03/21/nvidia-computational-lithography/are integrating the new NVIDIA cuLitho computational lithography technology software library into the latest
NVIDIA Hopper™ architecture GPU's software, manufacturing process, and systems. Equipment manufacturer ASML is collaborating with NVIDIA on GPU and cuLitho, and is planning to incorporate GPU support into all its computational lithography software products.
Saturday
Wolf King's Viewpoint:
NVIDIA will rise further, completing a three-month W-bottom, with support at 112 from September 11 to today, and potentially bottoming at 96. Should increase holdings with the recent 116.
Tesla: Only 2% increase in the past year, while qqq market index grew at least 20%, so monthly and quarterly candlestick charts will continue to rise.
Apple completes the W-bottom.
Meta is the most powerful technology stock, the W-shaped rebound is already obvious, worth increasing the shareholding and opening a position.
Amazon, as long as it can hold the 185 support level, it is worth going long.
Microsoft is still on a safe and tortuous rise.
Google is forming the next bottom, no need to worry.
AMD's W right side is very clear.
Xiaolin mentioned gaming topics (talked about Nvidia in the second half):https://youtu.be/8BbG1Jr94o8?si=IYveVQDetyor8Cku
Microsoft's cloud gaming Azure Cloud, Sony Cloud, and AWS Cloud (derived from Nvidia's GForce NOW Cloud, with over half of the market share) Amazon Luna Cloud. The cloud gaming market will increase tenfold in five years, and cloud computing datacenter business will grow thirtyfold in five years. Gaming business is related to AI development, as well as datacenter business.
Pay close attention to the basic stocks of datacenter businesses, as well as the connection of datacenters to clean and renewable wind power. In the past three years (maybe five years), the power consumption of datacenter facilities has increased from 3% to 8%. Traditional electricity cannot keep up with the demand of datacenters. States like Nevada and Arizona provide tax-free land for solar power generation to support datacenter development. It is important to focus on development opportunities in the datacenter sector.
Investigate the relationship between SMCI and Nvidia.https://youtu.be/9nvMTOI0x30
It's good to reduce the shareholding by half, as it seems that there will be limited future growth.
Common knowledge about GPUs: Nvidia compared to CPUs from AMD and Intel, only costs 4% and consumes 1.2% of the electricity. Nvidia acquired Israeli company Mellanox to work on DPUs. The question arises: who will benefit from the related revenue?
#### Beneficiaries of the US stock market
After Nvidia's acquisition of Mellanox, the companies benefiting in the US stock market mainly include the following categories:
1. **Cloud computing service providers**: such as Amazon, Microsoft, and Google, which use high-performance computing and network technology in their datacenters to improve service efficiency and user experience.
2. **Semiconductor Companies**: In addition to Nvidia, other semiconductor manufacturers such as Intel and AMD may also benefit, as their products are equally important in datacenters and cloud computing environments.
3. **Network Equipment Manufacturers**: Companies like Cisco and Arista Networks provide network infrastructure and solutions, complementing Mellanox's technology to enhance overall market demand.
4. **Datacenter Operators**: Companies like Digital Realty and Equinix, with the increasing demand for efficient data processing and storage, may also see their businesses being propelled.
Overall, Nvidia's acquisition of Mellanox will drive the development of the entire cloud computing ecosystem, thereby benefiting related enterprises in the market.
Topics: Successful 'Bear Hunting' in Magnesium Storage, almost couldn't resist selling early. The first wave earned 23%, too rushed to follow the second wave on the same day. The second wave is currently at a loss, adjusting the profit margin down to 14%. However, it seems to continue to rise in the long term. Selling off 30% on the same day was right, as short-term exit is expected in the future. But couldn't resist the impatience to enter again, in the future, in situations where the price drops the next day, must resist until near the market closing before deciding, must respect day-to-day trading and short-term players who trade over two days. If it continues to drop next Monday, consider withdrawing 15% - 25% and reenter when prices stabilize. Learned on the Taiwanese stock program 'After-work Economics' that establishing positions for hunting cannot exceed a total of 10%, this way you have the chance to hunt two or three bears at the same time.
Nvidia, as a supporter of Taiwan Semiconductor's ASML, provides technology services, which is significant. It's strange why the stock of Synopsis hasn't gone up? Just bought ten units.
Further research is needed on the relationship between HBM technology and datacenters. HBM3 technology in storage, related to Nvidia's CUDA computing system, HBM3 has ten times more increment in this field. In the US, there is only one player, Micron Storage. Korean products, Samsung storage and SK Hynix storage are restricted from entering the US stock market due to Korean-American geopolitical policies. So, in the long run, looking at the cooperation between Nvidia and Magnesium Light Storage, it is expected to rise.
Nvidia's datacenter business has become a core 87%.
### Chinese:
In the past three years, NVIDIA's revenue has been primarily driven by four main business sectors: **datacenter**, **gaming**, **autos**, and **professional visualization**.
- **Datacenter**: This sector has become a major source of revenue, contributing $47.5 billion in the 2024 fiscal year, a 217% year-on-year increase. It has accounted for as much as 87% of NVIDIA's total revenue in recent quarters.
- **Gaming**: Despite historically holding an important position, gaming revenue remained relatively flat in the final quarter of the 2024 fiscal year at $2.9 billion. Annual gaming revenue increased by 15% to reach $10.4 billion.
- **Autos**: This sector saw a 21% growth in the 2024 fiscal year, reaching $1.1 billion.
- **Professional Visualization**: The revenue for this sector grew by 1% in the 2024 fiscal year, reaching $1.6 billion.
Overall, the datacenter business takes the lead in NVIDIA's revenue composition, reflecting the company's strategic shift towards artificial intelligence and accelerated computing solutions.
Reference News:
Official announcement: Taiwan Semiconductor, a global leader in foundries, and Synopsys, a leader in the electronic design automation field,https://blogs.synopsys.com/from-silicon-to-software/2023/03/21/nvidia-computational-lithography/are integrating the new NVIDIA cuLitho computational lithography technology software library into the latest
NVIDIA Hopper™ architecture GPU's software, manufacturing process, and systems. Equipment manufacturer ASML is collaborating with NVIDIA on GPU and cuLitho, and is planning to incorporate GPU support into all its computational lithography software products.
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