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$NVIDIA (NVDA.US)$
2024の設備投資額は750億ドル
2025はもっと大きくなる
"we expect to spend about $75B in 2024. I suspect we'll spend more on that in 2025. And the majority of it is for AWS and specifically, the increased bumps here are really driven by generative AI."
2024の設備投資額は750億ドル
2025はもっと大きくなる
"we expect to spend about $75B in 2024. I suspect we'll spend more on that in 2025. And the majority of it is for AWS and specifically, the increased bumps here are really driven by generative AI."
20
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$NASDAQ 100 Index (.NDX.US)$
※In this corner, we will conduct a comprehensive analysis by performing a multifaceted technical evaluation. In addition, the evaluation will be done on a scale of '5 (buy) to 1 (sell).'
Major financial results
Technical analysis (Overall rating: 2.35/5)
Points
From a chart pattern perspective, the formation of a double top is concerning. Since breaking through the neckline is visible, it may be acceptable to allow a decline to around 19,500 in early October as the maximum extent.
The momentum suggests that short-term consolidation is likely to continue. However, considering the persistent selling volume, the consolidation may be limited?
The medium-term trend (Ichimoku Balance Table) remains in an uptrend without changes. However, the short-term trend (DMI) appears to be entering a downtrend.
Although I'm concerned about the MACD dead cross, there is no sign of a sharp cool down in the market. If the RSI can stay around 50, it is likely to end with a healthy adjustment.
Market sentiment (Rating: 1.5/5)
Analyzing the rough development using typical chart patterns for market sentiment.
- The candlestick chart...
※In this corner, we will conduct a comprehensive analysis by performing a multifaceted technical evaluation. In addition, the evaluation will be done on a scale of '5 (buy) to 1 (sell).'
Major financial results
Technical analysis (Overall rating: 2.35/5)
Points
From a chart pattern perspective, the formation of a double top is concerning. Since breaking through the neckline is visible, it may be acceptable to allow a decline to around 19,500 in early October as the maximum extent.
The momentum suggests that short-term consolidation is likely to continue. However, considering the persistent selling volume, the consolidation may be limited?
The medium-term trend (Ichimoku Balance Table) remains in an uptrend without changes. However, the short-term trend (DMI) appears to be entering a downtrend.
Although I'm concerned about the MACD dead cross, there is no sign of a sharp cool down in the market. If the RSI can stay around 50, it is likely to end with a healthy adjustment.
Market sentiment (Rating: 1.5/5)
Analyzing the rough development using typical chart patterns for market sentiment.
- The candlestick chart...
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+8
6
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$NVIDIA (NVDA.US)$
First of all, congratulations on being included in dow inc. The stock price has risen by more than 3 dollars after hours, but it feels like a little loss as it will be the closing price after post-market trading ends.
However, it is expected that buying based on this will intermittently occur at the beginning of the week. The scale of index buying may be staggering. If that happens, achieving the world's largest market capitalization momentarily (probably achieved at the opening on November 4), there is a high likelihood of widening the gap with apple. Truly, 'NVIDIA style, good to have held (lol).'
The share buyback is probably not yet completely finished, and the guidance (future outlook) at the quarterly earnings announcement on November 20 is positive, along with the Federal Reserve interest rate cut, somewhat easing geopolitical risks, short sellers buying back, and strong buying from hedge funds. Naturally, with favorable conditions aligning for a stock price increase, ratings and target stock prices may also be raised. Truly a situation of 'a crowbar to a demon, assisting a tiger in its efforts' ❗
Mr. Kaku's leather jacket and CEO Juan are truly 'gods' ❗
First of all, congratulations on being included in dow inc. The stock price has risen by more than 3 dollars after hours, but it feels like a little loss as it will be the closing price after post-market trading ends.
However, it is expected that buying based on this will intermittently occur at the beginning of the week. The scale of index buying may be staggering. If that happens, achieving the world's largest market capitalization momentarily (probably achieved at the opening on November 4), there is a high likelihood of widening the gap with apple. Truly, 'NVIDIA style, good to have held (lol).'
The share buyback is probably not yet completely finished, and the guidance (future outlook) at the quarterly earnings announcement on November 20 is positive, along with the Federal Reserve interest rate cut, somewhat easing geopolitical risks, short sellers buying back, and strong buying from hedge funds. Naturally, with favorable conditions aligning for a stock price increase, ratings and target stock prices may also be raised. Truly a situation of 'a crowbar to a demon, assisting a tiger in its efforts' ❗
Mr. Kaku's leather jacket and CEO Juan are truly 'gods' ❗
Translated
59
1
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$NVIDIA (NVDA.US)$
On the 2nd, The Information reported that Microsoft $MSFT plans to enter into a long-term contract from 2023 to 2030 with a total of $10 billion (approximately 1.2 trillion yen) to use CoreWeave's GPU cloud infrastructure as the execution platform for AI models. The contract is expected to provide around $1.4 billion worth of GPU computing resources annually.
The focus of this contract is summarized in the following three points:
1) Stable resource allocation through a 7-year long-term fixed contract
Large-scale orders to specialized GPU cloud vendors.
Diversification of supply sources through the utilization of infrastructure other than Azure.
Microsoft $MSFT is currently in need of large-scale GPU computing resources, primarily focused on OpenAI's AI models. CEO Satya Nadella mentioned in a recent earnings call, "The demand for AI workloads is expanding at a pace that exceeds our financial estimates."
On the 2nd, The Information reported that Microsoft $MSFT plans to enter into a long-term contract from 2023 to 2030 with a total of $10 billion (approximately 1.2 trillion yen) to use CoreWeave's GPU cloud infrastructure as the execution platform for AI models. The contract is expected to provide around $1.4 billion worth of GPU computing resources annually.
The focus of this contract is summarized in the following three points:
1) Stable resource allocation through a 7-year long-term fixed contract
Large-scale orders to specialized GPU cloud vendors.
Diversification of supply sources through the utilization of infrastructure other than Azure.
Microsoft $MSFT is currently in need of large-scale GPU computing resources, primarily focused on OpenAI's AI models. CEO Satya Nadella mentioned in a recent earnings call, "The demand for AI workloads is expanding at a pace that exceeds our financial estimates."
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18
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November 1, 2024
NVIDIA, reigning as the darling of the AI era, has revealed its plan to introduce the next-generation Arm-based PC processor in September 2025 under a strategic partnership with MediaTek. According to DigiTimes, this new platform will adopt TSMC's cutting-edge 3nm process and integrate NVIDIA's proprietary CPU/GPU design into an innovative system.
A meticulously planned phased deployment strategy
NVIDIA's move goes beyond a mere product announcement. Currently, the PC market is dominated by the x86 architecture of Intel and AMD, but NVIDIA's entry holds the potential to completely overturn this landscape. Particularly noteworthy is the company's overwhelming advantage in the AI server market and the integrated approach leveraging the development experience of Grace CPU.
NVIDIA's market entry global strategy is extremely meticulous. Starting with the introduction of consumer products in September 2025, 20...
NVIDIA, reigning as the darling of the AI era, has revealed its plan to introduce the next-generation Arm-based PC processor in September 2025 under a strategic partnership with MediaTek. According to DigiTimes, this new platform will adopt TSMC's cutting-edge 3nm process and integrate NVIDIA's proprietary CPU/GPU design into an innovative system.
A meticulously planned phased deployment strategy
NVIDIA's move goes beyond a mere product announcement. Currently, the PC market is dominated by the x86 architecture of Intel and AMD, but NVIDIA's entry holds the potential to completely overturn this landscape. Particularly noteworthy is the company's overwhelming advantage in the AI server market and the integrated approach leveraging the development experience of Grace CPU.
NVIDIA's market entry global strategy is extremely meticulous. Starting with the introduction of consumer products in September 2025, 20...
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18
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$Pilgrim's Pride (PPC.US)$
Pilgrim's Pride press release (nasdaq: PPC): Non-GAAP EPS for the third quarter exceeded $1.63 by $0.25.
Pilgrim's Pride press release (nasdaq: PPC): Non-GAAP EPS for the third quarter exceeded $1.63 by $0.25.
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5
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Good job on the October market
Yesterday's significant crash is impressive, but in fact, the monthly NASDAQ chart has turned negative due to yesterday's decline
I probably see the crash starting from here
At the beginning of the month, Chinese stocks were doing great
$Bilibili (BILI.US)$ It went from 23.76 to 29.7 (+25.00%).
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ It went from 37.74 to 58.81 (+55.83%).
$One ETF Southern China A-Share CSI 500 (2553.JP)$ It went from 3881 to 65200 (+1679.98%) {all-time high}.
$Direxion Daily FTSE China Bear 3X Shares ETF (YANG.US)$ It went from 2.54 to 3.75 (+47.64%).
It's wait.
Looking back, as all China Connect stocks at the beginning of the month went as planned, I was able to significantly increase my assets here.
And US stocks. It didn't contribute as much as China Connect stocks, but it greatly helped.
First, $Tesla (TSLA.US)$ It's 2...
Yesterday's significant crash is impressive, but in fact, the monthly NASDAQ chart has turned negative due to yesterday's decline
I probably see the crash starting from here
At the beginning of the month, Chinese stocks were doing great
$Bilibili (BILI.US)$ It went from 23.76 to 29.7 (+25.00%).
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ It went from 37.74 to 58.81 (+55.83%).
$One ETF Southern China A-Share CSI 500 (2553.JP)$ It went from 3881 to 65200 (+1679.98%) {all-time high}.
$Direxion Daily FTSE China Bear 3X Shares ETF (YANG.US)$ It went from 2.54 to 3.75 (+47.64%).
It's wait.
Looking back, as all China Connect stocks at the beginning of the month went as planned, I was able to significantly increase my assets here.
And US stocks. It didn't contribute as much as China Connect stocks, but it greatly helped.
First, $Tesla (TSLA.US)$ It's 2...
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