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たかば Private ID: 182148275
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    $NVIDIA(NVDA.US)$ Should I buy it after cutting 120?
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    $NVIDIA(NVDA.US)$ As a rough idea, is NVDA's stock price decline and intervention due to NASDAQ adjustments? I felt like unrealized gains fell by 3 digits the day before yesterday due to the rapid appreciation of the yen due to the rapid appreciation of the yen, but it's natural since my portfolio is biased towards AI. Being told by my wife that I stepped down when I went down is the hardest part 😓 I know that NVDA's mullet is expensive, and I'm not disappointed. I think this board has been making a lot of noise lately. I think it's better to hold it and leave it alone in silence.
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    $NVIDIA(NVDA.US)$
    Somehow the yen has appreciated and the asset valuation has dropped dramatically... is it going down this much?
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    $Pfizer(PFE.US)$
    Chinen Mikito lost in the trial.
    (People who bullied groups such as the bereaved families of those who died from the vaccine or those who still have the sequelae of the vaccine.
    Even though they are just presenting correct information (group side), Chinen said, “I want to proceed with the anti-vaccine until they show this kind of hoax (forged documents).” I was saying something like that.)
    Of course, it's not a forgery.
    well, they're going to be ordered to pay compensation for defamation. I wish I could just write interesting novels as a novelist...
    Fellow investors. What do you think about vaccines? I would be happy if you could comment.
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    I will share personal watchlists related to AI data centers centered on NVIDIA. I hope it will be helpful to you.
    1 ️ EK Hardware Provider - NVIDIA Corporation $NVDA: As you know, it's a leader in GPUs and AI chips, and plays a central role in AI data centers.
    - Taiwan Semiconductor Manufacturing Company $TSM: It is the world's number one semiconductor manufacturing company and undertakes NVIDIA's GPU manufacturing.
    - ARM Holdings plc $ARM: ARM's semiconductor design is energy efficient and can provide scalable processors, which can improve AI data center performance and efficiency. We are collaborating with NVIDIA to build CPUs for data centers.
    - Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and provides a hardware platform that optimally utilizes NVIDIA GPUs. Long relationship with NVIDIA...
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    たかば commented on
    $Arm Holdings(ARM.US)$
    The semiconductor industry is bustling with news and stock markets every day. NVIDIA (NVIDIA) and TSMC, whose names often come up, are also wonderful companies, but today I would like to introduce the strongest company in the world called Arm (Arm). Please refer to industry trends and stock investments.
    In a nutshell, Arm is “a semiconductor design company that handles designs used in 99% of smartphones.” Below, I'll explain the details in as easy to understand as possible.
    ■Broad ecosystem and market share ARM technology has been widely adopted around the world. ARM-based processors are installed in over 99% of the world's smartphones, and a total of over 287 billion chips have been shipped so far. Also, 70% of the world's population uses ARM-based products. Modern life is no longer possible without Arm.
    ■High energy efficiency and performance ARM processors are highly energy efficient and are used in a wide range of devices, from smartphones to data centers. The latest ARMv9 CPU is an AI-based application...
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    $Recursion Pharmaceuticals(RXRX.US)$ I'm a person doing research on biological systems. The payment was good! I think biology would benefit the most from AI solutions! I want it to be the Illumina of the future!
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    $NVIDIA(NVDA.US)$
    You've been here quite a bit today, haven't you? It looks like it will go up even more after the keynote performance 😆
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    $NVIDIA(NVDA.US)$ Those who have endured the decline before financial results have a different attitude
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