NVDA
NVIDIA
-- 108.380 TSLA
Tesla
-- 259.160 PLTR
Palantir
-- 84.400 AMZN
Amazon
-- 190.260 AAPL
Apple
-- 222.130 
On Saturday's draft, big technology companies have explosive...
Saturday draft version: Big technology power bursts, a lot of information, but no need to worry about manipulation behind the scenes causing price adjustments. Have a good night's sleep.
Bear hunting story: Hold back on limited ammunition until it's safe to shoot.
Saturday
Wolf king's view:
NVDA will continue to rise. It has completed a three-month W-shaped pattern, with support at 112 from September 11 to today, and potentially dropping to 96. It should be a good time to increase the holding after reaching 116 a few days ago.
Tesla: Only a 2% increase in the past year, while the qqq market index has increased by at least 20%. Therefore, monthly and quarterly candlestick patterns are likely to rise.
Apple has completed a W-shaped pattern,
Meta, the most powerful technology stock, the W-bottom rebound is already obvious, worth increasing shareholding and opening a position.
Amazon, as long as it can hold the 185 bottom, is worth going long.
Microsoft is still safely and tortuously rising.
Google is working on the next bottom, so no need to worry.
AMD has a very clear W-right side.
Xiaolin talks about gaming topics (mentions NVIDIA in the second half):https://youtu.be/8BbG1Jr94o8?si=IYveVQDetyor8Cku
Microsoft cloud gaming Azure Cloud, Sony Cloud, and AWS Cloud (derived from NVIDIA Gforce NOW Cloud with over half of the market share), Amazon Luna Cloud. The cloud gaming market will increase tenfold within five years, while cloud computing, datacenter, and business will grow thirtyfold in five years. Gaming business is related to AI development and datacenter business.
Focus on the basic stocks of datacenter business, as well as those related to clean and renewable energy in the datacenter sector. In the past three years (maybe five years), the power consumption of datacenter facilities has increased from 3% to 8%. Traditional energy sources cannot meet the demands of datacenters. Nevada and Arizona offer tax breaks and land incentives to support the development of datacenter facilities. It is important to pay attention to the development opportunities in the datacenter sector.
Research the relationship between SMCI and Nvidia.https://youtu.be/9nvMTOI0x30
It is advisable to reduce shareholding by half, as it seems that there is limited future growth.
In terms of common knowledge, Nvidia's GPU, when compared to AMD and Intel CPUs, only incurs a cost of 4% with a power consumption of 1.2%. Nvidia's acquisition of Israeli company Mellanox is aimed at developing DPUs. The question arises: who will benefit from this associated revenue?
#### Beneficiaries in 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, among others. These companies utilize high-performance computing and networking technologies in their datacenters to enhance service efficiency and user experience.
Semiconductor companies: In addition to Nvidia, other semiconductor manufacturers such as Intel and AMD may also benefit, as their products are equally important in data centers and cloud computing environments.
Network equipment manufacturers: Companies like Cisco and Arista Networks provide network infrastructure and solutions, complementing Mellanox's technology to enhance overall market demand.
Data center operators: Companies like Digital Realty and Equinix may also see business growth driven by increasing demand for efficient data processing and storage.
Overall, Nvidia's acquisition of Mellanox will drive the development of the entire cloud computing ecosystem, thereby benefiting related companies in the market.
Topics Magnesium Storage 'Bear Hunting' Successful, I almost couldn't resist the temptation to sell prematurely. Earned 23% in the first wave this time, too impatient directly followed the second wave on the same day. Currently, the second wave is a bit of a loss, trimming profits down to 14%. But in the long run, it seems like it will continue to rise. Selling off 30% on the same day was correct because short-term exits are expected in the future. However, couldn't resist and eagerly re-entered, in the future in situations of next-day declines, need to hold on until near the closing time before deciding, need to respect daily settlements and short-term players in the two-day wave band. If it continues to fall next Monday, consider exiting 15% -25%. Then come back whenever the downward trend stops. This time on the Taiwan stock program 'Off-duty Economics' learned that establishing positions for hunting should not exceed 10% of the total, providing the opportunity to hunt two or three bears at the same time.
Nvidia as the ASML supporter of Taiwan Semiconductor provides crucial culito technology services. It's strange why Synopsis stock hasn't risen yet? Just bought ten units on a whim.
Further research is needed on the relationship between HBM technology and data centers. Storage technology HBM3 technology, the relationship with Nvidia's CUDA computing systems, HBM3 in this field will have a tenfold increase, while the US market only has one player, Micron Technology. South Korean products Samsung Storage and SK Hynix Storage are restricted from entering the US stock market due to geopolitical policies between Korea and the US. Therefore, in the long run, looking at Nvidia and Magnesium light's continued cooperation, it is expected to rise.
Nvidia's data center business has become the core, accounting for 87%.
### Chinese:
In the past three years, NVIDIA's revenue has been mainly driven by four major 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. In recent quarters, it has accounted for as high as 87% of NVIDIA's total revenue.
- **Gaming**: Although the gaming business has historically been significant, in the final quarter of the 2024 fiscal year, gaming revenue remained relatively flat at $2.9 billion. Annual gaming revenue increased by 15% to $10.4 billion.
- **Autos**: This sector grew by 21% in the 2024 fiscal year, reaching $1.1 billion.
- **Professional Visualization**: The revenue of this sector increased by 1% in the 2024 fiscal year, reaching $1.6 billion.
Overall, the datacenter business occupies a dominant position in NVIDIA's revenue composition, reflecting the company's strategic transformation towards artificial intelligence and accelerated computing solutions.
Reference News:
Official announcement: Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading foundry, as well as the leader in the electronic design automation sector Synopsys (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
generation NVIDIA Hopper™ architecture GPU's software, manufacturing processes, and systems. Equipment manufacturer ASML is collaborating with NVIDIA in the GPU and cuLitho areas, and is planning to add support for GPUs in all its computational lithography software products.
Saturday
Wolf king's view:
NVDA will continue to rise. It has completed a three-month W-shaped pattern, with support at 112 from September 11 to today, and potentially dropping to 96. It should be a good time to increase the holding after reaching 116 a few days ago.
Tesla: Only a 2% increase in the past year, while the qqq market index has increased by at least 20%. Therefore, monthly and quarterly candlestick patterns are likely to rise.
Apple has completed a W-shaped pattern,
Meta, the most powerful technology stock, the W-bottom rebound is already obvious, worth increasing shareholding and opening a position.
Amazon, as long as it can hold the 185 bottom, is worth going long.
Microsoft is still safely and tortuously rising.
Google is working on the next bottom, so no need to worry.
AMD has a very clear W-right side.
Xiaolin talks about gaming topics (mentions NVIDIA in the second half):https://youtu.be/8BbG1Jr94o8?si=IYveVQDetyor8Cku
Microsoft cloud gaming Azure Cloud, Sony Cloud, and AWS Cloud (derived from NVIDIA Gforce NOW Cloud with over half of the market share), Amazon Luna Cloud. The cloud gaming market will increase tenfold within five years, while cloud computing, datacenter, and business will grow thirtyfold in five years. Gaming business is related to AI development and datacenter business.
Focus on the basic stocks of datacenter business, as well as those related to clean and renewable energy in the datacenter sector. In the past three years (maybe five years), the power consumption of datacenter facilities has increased from 3% to 8%. Traditional energy sources cannot meet the demands of datacenters. Nevada and Arizona offer tax breaks and land incentives to support the development of datacenter facilities. It is important to pay attention to the development opportunities in the datacenter sector.
Research the relationship between SMCI and Nvidia.https://youtu.be/9nvMTOI0x30
It is advisable to reduce shareholding by half, as it seems that there is limited future growth.
In terms of common knowledge, Nvidia's GPU, when compared to AMD and Intel CPUs, only incurs a cost of 4% with a power consumption of 1.2%. Nvidia's acquisition of Israeli company Mellanox is aimed at developing DPUs. The question arises: who will benefit from this associated revenue?
#### Beneficiaries in 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, among others. These companies utilize high-performance computing and networking technologies in their datacenters to enhance service efficiency and user experience.
Semiconductor companies: In addition to Nvidia, other semiconductor manufacturers such as Intel and AMD may also benefit, as their products are equally important in data centers and cloud computing environments.
Network equipment manufacturers: Companies like Cisco and Arista Networks provide network infrastructure and solutions, complementing Mellanox's technology to enhance overall market demand.
Data center operators: Companies like Digital Realty and Equinix may also see business growth driven by increasing demand for efficient data processing and storage.
Overall, Nvidia's acquisition of Mellanox will drive the development of the entire cloud computing ecosystem, thereby benefiting related companies in the market.
Topics Magnesium Storage 'Bear Hunting' Successful, I almost couldn't resist the temptation to sell prematurely. Earned 23% in the first wave this time, too impatient directly followed the second wave on the same day. Currently, the second wave is a bit of a loss, trimming profits down to 14%. But in the long run, it seems like it will continue to rise. Selling off 30% on the same day was correct because short-term exits are expected in the future. However, couldn't resist and eagerly re-entered, in the future in situations of next-day declines, need to hold on until near the closing time before deciding, need to respect daily settlements and short-term players in the two-day wave band. If it continues to fall next Monday, consider exiting 15% -25%. Then come back whenever the downward trend stops. This time on the Taiwan stock program 'Off-duty Economics' learned that establishing positions for hunting should not exceed 10% of the total, providing the opportunity to hunt two or three bears at the same time.
Nvidia as the ASML supporter of Taiwan Semiconductor provides crucial culito technology services. It's strange why Synopsis stock hasn't risen yet? Just bought ten units on a whim.
Further research is needed on the relationship between HBM technology and data centers. Storage technology HBM3 technology, the relationship with Nvidia's CUDA computing systems, HBM3 in this field will have a tenfold increase, while the US market only has one player, Micron Technology. South Korean products Samsung Storage and SK Hynix Storage are restricted from entering the US stock market due to geopolitical policies between Korea and the US. Therefore, in the long run, looking at Nvidia and Magnesium light's continued cooperation, it is expected to rise.
Nvidia's data center business has become the core, accounting for 87%.
### Chinese:
In the past three years, NVIDIA's revenue has been mainly driven by four major 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. In recent quarters, it has accounted for as high as 87% of NVIDIA's total revenue.
- **Gaming**: Although the gaming business has historically been significant, in the final quarter of the 2024 fiscal year, gaming revenue remained relatively flat at $2.9 billion. Annual gaming revenue increased by 15% to $10.4 billion.
- **Autos**: This sector grew by 21% in the 2024 fiscal year, reaching $1.1 billion.
- **Professional Visualization**: The revenue of this sector increased by 1% in the 2024 fiscal year, reaching $1.6 billion.
Overall, the datacenter business occupies a dominant position in NVIDIA's revenue composition, reflecting the company's strategic transformation towards artificial intelligence and accelerated computing solutions.
Reference News:
Official announcement: Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading foundry, as well as the leader in the electronic design automation sector Synopsys (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
generation NVIDIA Hopper™ architecture GPU's software, manufacturing processes, and systems. Equipment manufacturer ASML is collaborating with NVIDIA in the GPU and cuLitho areas, and is planning to add support for GPUs in all its computational lithography software products.
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