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$Super Micro Computer (SMCI.US)$
it won't come up even if you look up any more bad material than this, right? Rather, let's look for good materials that will lead to the future, no matter how small.
it won't come up even if you look up any more bad material than this, right? Rather, let's look for good materials that will lead to the future, no matter how small.
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$NVIDIA (NVDA.US)$
NVIDIA has an overwhelming market share in the GPU market for AI, and in particular, it occupies about 90% of the GPU-equipped AI server market. The GPU market for AI will grow at an average annual growth rate (CAGR) of 31.99% from 2023 to 2028, and is predicted to reach 61.7 billion dollars in 2028.
NVIDIA has an overwhelming market share in the GPU market for AI, and in particular, it occupies about 90% of the GPU-equipped AI server market. The GPU market for AI will grow at an average annual growth rate (CAGR) of 31.99% from 2023 to 2028, and is predicted to reach 61.7 billion dollars in 2028.
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$NVIDIA (NVDA.US)$And the market is currently in a rollercoaster state. Analysts say earnings are strong, but selling pressure continues, and the rise in stock prices seems unsustainable. There is good news and bad news, but it seems that bad news in particular attracts attention and is being sold out of fear or because other investors are selling.
Furthermore, $Super Micro Computer (SMCI.US)$ Earnings were disappointing (again), but would actually raising guidance be a good sign for NVIDIA?
It's strange that the same month's profits are supposed to be great, but the stock is being sold for $800 or $700, and it's a hot topic.
Furthermore, $Super Micro Computer (SMCI.US)$ Earnings were disappointing (again), but would actually raising guidance be a good sign for NVIDIA?
It's strange that the same month's profits are supposed to be great, but the stock is being sold for $800 or $700, and it's a hot topic.
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$NVIDIA (NVDA.US)$
You can't surpass it
If it doesn't seem good to wait and see for a while, it's a big amount, but I'll keep loss cutting in mind
It's far away until 130 😭
You can't surpass it
If it doesn't seem good to wait and see for a while, it's a big amount, but I'll keep loss cutting in mind
It's far away until 130 😭
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$NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ If 10 installments have been announced in stock splits, is now the cheapest?
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$NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$
If you're going to pick up SMCI, is it better to pick it up after the NVIDIA settlement, or is it better to pick it up based on the assumption that it's good?
If NVIDIA's financial results were a god, they would return to SMCI all at once. However, I'm also concerned about the delay in Blackwell's delivery 🤔
If you're going to pick up SMCI, is it better to pick it up after the NVIDIA settlement, or is it better to pick it up based on the assumption that it's good?
If NVIDIA's financial results were a god, they would return to SMCI all at once. However, I'm also concerned about the delay in Blackwell's delivery 🤔
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$NVIDIA (NVDA.US)$ You don't have a factory, do you! I thought that if you don't have one, there's less risk of capital investment, because you don't have an arm
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$NVIDIA (NVDA.US)$
huh?
Has the execution been postponed?
I wonder if this is the wonder I woke up and am still alive?
Happy that minus 10% was only 6%?
It's not easy 😭
huh?
Has the execution been postponed?
I wonder if this is the wonder I woke up and am still alive?
Happy that minus 10% was only 6%?
It's not easy 😭
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