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$NVIDIA (NVDA.US)$
AMD makes GPUs, after all.
If AMD creates a GPU with higher performance than NVIDIA for AI, it could lead to a significant drop not due to reputational damage like last time with Deep, but for substantial reasons, and conversely, AMD is likely to rise.
The prices are also low, and since AMD CPUs are STAR, it might be a good idea to purchase.
AMD makes GPUs, after all.
If AMD creates a GPU with higher performance than NVIDIA for AI, it could lead to a significant drop not due to reputational damage like last time with Deep, but for substantial reasons, and conversely, AMD is likely to rise.
The prices are also low, and since AMD CPUs are STAR, it might be a good idea to purchase.
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$NVIDIA (NVDA.US)$
NVIDIA is expected to reveal more details about future chips at the annual conference in California next month, and the next generation of the "Blackwell" AI Chip is anticipated to be called "Rubin," with production expected to start in 2026. Let's look forward to surprises in the detailed announcement.![]()
NVIDIA is expected to reveal more details about future chips at the annual conference in California next month, and the next generation of the "Blackwell" AI Chip is anticipated to be called "Rubin," with production expected to start in 2026. Let's look forward to surprises in the detailed announcement.
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Hello everyone using the MOOMOO securities app, this is WAT.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
－－－－－－－－－－
1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
－－－－－－－－－－
1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.
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On November 12th, $Bitcoin (BTC.CC)$areit surpassed the milestone of $0.09 million,and its market capitalization surpassed silver to become the 8th largest asset in the world.
Other cryptocurrencies are also following the momentum of bitcoin. It is the world's second largest digital currency after bitcoin. $Ethereum (ETH.CC)$has risen by about 40% since November 5th and reached $3300.
Cryptocurrency-related stocks in the United States are also performing very well, as the largest cryptocurrency exchange in the United States $Coinbase (COIN.US)$はhas risen 74% since Election Day.cryptocurrency miners $CleanSpark (CLSK.US)$is.More than 70%、 $Riot Platforms (RIOT.US)$、 $MARA Holdings (MARA.US)$AllMore than 60%, "major shareholders" $Strategy (MSTR.US)$は ...
Other cryptocurrencies are also following the momentum of bitcoin. It is the world's second largest digital currency after bitcoin. $Ethereum (ETH.CC)$has risen by about 40% since November 5th and reached $3300.
Cryptocurrency-related stocks in the United States are also performing very well, as the largest cryptocurrency exchange in the United States $Coinbase (COIN.US)$はhas risen 74% since Election Day.cryptocurrency miners $CleanSpark (CLSK.US)$is.More than 70%、 $Riot Platforms (RIOT.US)$、 $MARA Holdings (MARA.US)$AllMore than 60%, "major shareholders" $Strategy (MSTR.US)$は ...
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$NVIDIA (NVDA.US)$
From this morning's Mosate 📺
I am not very worried about the decline in semiconductor stocks from a long-term perspective. The regulations against China intensified during the previous Trump administration and have been ongoing for many years, but the demand is expanding more than the headwinds, significantly outperforming the S&P 500 even under that administration.
Earnings reports of major high-tech companies will start from Alphabet next week, disclosing the amount of capital investment leading to semiconductor demand.
Demand for semiconductors is still strong, especially in the AI sector. It is expected that repurchases will increase as the focus shifts back to strong performance following the earnings reports.
I bought nvidia shares in February this year. Endured the tough April. Will endure this month too! Looking forward to TSMC's earnings reports.
Please 🙏 📈✨✨
From this morning's Mosate 📺
I am not very worried about the decline in semiconductor stocks from a long-term perspective. The regulations against China intensified during the previous Trump administration and have been ongoing for many years, but the demand is expanding more than the headwinds, significantly outperforming the S&P 500 even under that administration.
Earnings reports of major high-tech companies will start from Alphabet next week, disclosing the amount of capital investment leading to semiconductor demand.
Demand for semiconductors is still strong, especially in the AI sector. It is expected that repurchases will increase as the focus shifts back to strong performance following the earnings reports.
I bought nvidia shares in February this year. Endured the tough April. Will endure this month too! Looking forward to TSMC's earnings reports.
Please 🙏 📈✨✨
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$Global X US Tech Top 20 ETF (2244.JP)$
All 2244 stocks are negative.
Oh, it's going well! If you don't get in early, you'll lose! A sharp descent from It was done. lol
Of course I'm not going to cut my losses, so I left it alone, but it's stressful, so I don't watch it...![]()
The FANG index is also -3.27%, and the SOX is -6.82%. It was a hopeless morning for me, who is biased towards tech. lol
I've been buying more and more while I wait and see.
All 2244 stocks are negative.
Oh, it's going well! If you don't get in early, you'll lose! A sharp descent from It was done. lol
Of course I'm not going to cut my losses, so I left it alone, but it's stressful, so I don't watch it...
The FANG index is also -3.27%, and the SOX is -6.82%. It was a hopeless morning for me, who is biased towards tech. lol
I've been buying more and more while I wait and see.
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$NVIDIA (NVDA.US)$ It's not that bad news came out in terms of fundamentals. If you're worried, it's better not to look.
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I received it from the roulette♡
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