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とむトム Male ID: 182803467
米国株のみ。ファンダメンタルもテクニカルも。
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    $NVIDIA (NVDA.US)$
    It is certain that Nvidia is the best company to lead the industrial revolution with AI in the future.
    However, there is no doubt that Nvidia is not currently on par with Apple and Microsoft, which have had a significant impact on the world and penetrated commodities into daily life.
    Only when AI becomes widely adopted in daily life in the future can Nvidia's impact on society be on par with that of Apple and Microsoft.
    Therefore, it is reasonable to believe that the current market capitalization of Nvidia has already incorporated the impact on society in the coming years, and it is common for the stock price to decline for about a year from here and then catch up with Apple and Microsoft again around the time when AI is widely adopted.
    In addition, companies that serve as IT infrastructure such as Nvidia tend to be perceived as having lower value compared to companies like Apple and Microsoft, which use it to create groundbreaking products.
    For example, just as there must be companies that sell the infrastructure of petroleum, companies that create innovative products using petroleum are recognized as having higher social value.
    I think the stock price of Nvidia will continue to decline...
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    $NVIDIA (NVDA.US)$
    Even though stock prices are rising, the RSI is falling and it's pretty scary...
    I hope it doesn't fall all at once...
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