$Palantir (PLTR.US)$ It seems like it will continue sideways for a while~. I wonder if it won't rebound much this week (๐•̆ ·̭ •̆๐)

NVIDIA Puts Grace Blackwell on Every Desk and at Every AI Developer’s Fingertips(Press Release, NVIDIA delivers Grace Blackwell to every desk and AI developer's fingertips)
NVIDIA announces the personal AI supercomputer 'Project Digits' - condensing the processing speed of 1 petaflops into desktop size on January 7, 2025.
At CES 2025 in Las Vegas, NVIDIA announced the personal AI supercomputer 'Project Digits' capable of running AI models with up to 200 billion parameters on the desktop. CEO Jensen Huang stated in the keynote speech that 'AI will become mainstream in all industries and applications,' unveiling a new AI development platform for researchers and students.
Innovative GB10 Grace Blackwell...

This article uses automatic translation in part.
Since 2023, the Artificial Intelligence (AI) boom has pushed the Semiconductor industry to the forefront of the US stock market.
Looking back at 2024, the STAR AI Chip stocks $NVIDIA (NVDA.US)$ と $Broadcom (AVGO.US)$ rose by more than double year-to-date. $S&P 500 Index (.SPX.US)$This significantly exceeded the 27% increase, indicating that investors remain very optimistic about the demand for AI-related companies.
This movement not only pushed up the stock prices of AI-related companies but also fueled the overall rise of the technology sector. In particular, the significant increase in the stock prices of AI chip giants NVIDIA and Broadcom became a major factor in leading the bullish market of US stocks.
2025 Outlook for the semiconductor industry
Wall Street's major financial institutions generallySemiconductors are expected to be the most bullish sector in the US stock market by 2025.showed the view.
●15% growth forecast due to increased demand for AI chips.
Analysts at Bank of America,By 2025, revenue from the semiconductor industry...

AI semiconductor No.2の $Broadcom (AVGO.US)$ announced earnings reports after the close on December 12th. Following that, in after-hours trading, the stock price surged by over 14%.Reached an all-time high last week.
KeyReasons for the Increaseare believed to be the following two.
1）Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2）The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...