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Highlights:
Bistra is one of the largest independent power producers in the U.S., and is also an electricity retailer. With the recent acquisition of Energy Harbor's nuclear assets, the company is becoming a sleeping giant in the AI field.
Bistra VST +1.05% ▲The company completed the acquisition of the nuclear power plant management company Energy Harbor based in Ohio on March 1, and it became an investors' favorite “hidden AI” brand. Stock prices have surged more than 161% over the past 12 months, and there is still room for realistic growth.
Due to the synergy effects of the energy harbor acquisition, Bistra will continue to be one of the largest independent power generation companies and retail electricity operators in the United States. The company has a diverse asset portfolio, such as nuclear power, solar power, coal, natural gas, and battery storage facilities.
What makes me bullish on Bistra is due to its diverse asset portfolio centered on nuclear power, ingenuity in capital allocation, and the fact that the company has not yet taken advantage of favorable electricity demand trends due to artificial intelligence and data centers.
Bistra's ability to allocate capital
Bistras have demonstrated excellent capital allocation skills in the past. 2017...
Bistra is one of the largest independent power producers in the U.S., and is also an electricity retailer. With the recent acquisition of Energy Harbor's nuclear assets, the company is becoming a sleeping giant in the AI field.
Bistra VST +1.05% ▲The company completed the acquisition of the nuclear power plant management company Energy Harbor based in Ohio on March 1, and it became an investors' favorite “hidden AI” brand. Stock prices have surged more than 161% over the past 12 months, and there is still room for realistic growth.
Due to the synergy effects of the energy harbor acquisition, Bistra will continue to be one of the largest independent power generation companies and retail electricity operators in the United States. The company has a diverse asset portfolio, such as nuclear power, solar power, coal, natural gas, and battery storage facilities.
What makes me bullish on Bistra is due to its diverse asset portfolio centered on nuclear power, ingenuity in capital allocation, and the fact that the company has not yet taken advantage of favorable electricity demand trends due to artificial intelligence and data centers.
Bistra's ability to allocate capital
Bistras have demonstrated excellent capital allocation skills in the past. 2017...
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$ Regarding the way of thinking about risk, I recommend the video with the YouTuber “S&P 500 Strongest Legend,” which I refer to. The market price has been objectively observed, and what is being said is also simple and very easy to understand and helpful. In the video that was uploaded the other day, it is described how to think about the current decline and risk. Among them, what made me think is “recommending buying more to people who are frightened by taking too much risk is a no-go.” While professionals can't read at all what will happen to the market price, etc., it is too dangerous for people who take too much risk to further overwrite the risk. If you have had a certain amount of experience, you'll know, but the real downturn is not enough in the short term, and almost always the place where there are almost no comments recommending purchases is close to the bottom. Of course, there is a possibility that this is just an impetus, but recently, I think Levanas during the interest rate hike phase of the 2021-2023 rate hike was a good example. If you consider the risk of leverage, this level...
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$NVIDIA(NVDA.US$
Semiconductor stocks have crashed and it's no good anymore, isn't it? The AI boom was a bubble, wasn't it? If you feel uneasy, please take a look at the NVIDIA website even once. that kind of anxiety will blow away. Did you experience the feeling of excitement? Let's cherish that feeling.
Leading the world in AI computing
Semiconductor stocks have crashed and it's no good anymore, isn't it? The AI boom was a bubble, wasn't it? If you feel uneasy, please take a look at the NVIDIA website even once. that kind of anxiety will blow away. Did you experience the feeling of excitement? Let's cherish that feeling.
Leading the world in AI computing
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$NVIDIA(NVDA.US$ Since there is a large amount of short sales, it is expected that the decline will continue for a while while there will be a small rebound due to buybacks. Currently, other than US stocks, I'm betting on long-term bonds with Russell 2000, but if adjustments progress sufficiently for semiconductors, sales will reverse fuel, so I want to gather courage and buy carefully selected stocks. However, I don't think the S&P 500 has been adjusted at all yet. I'm waiting for you with the image that it will return to its original position after rising too rapidly in a short period of time. I take insider sales for granted, so I don't care at all. I don't think the boom will end like this, so I'm looking forward to the future.
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I'm going to AIST
Best timing
H200 6000
Below is a quote
ABCI 3.0 is equipped with 8 NVIDIA H200 Tensor Core GPUs on 1 server (node), and it is said that in total it will reach 6000 units. Nodes are connected via an “NVIDIA Quantum-2 InfiniBand” network.
Best timing
H200 6000
Below is a quote
ABCI 3.0 is equipped with 8 NVIDIA H200 Tensor Core GPUs on 1 server (node), and it is said that in total it will reach 6000 units. Nodes are connected via an “NVIDIA Quantum-2 InfiniBand” network.
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I've seen NVIDEA ✴️ going back to the chart 📈 from the past on the 🎥 broadcast
If the mountain is high, ⛰️ the valley is deep, isn't it?
Even though we have entered an adjustment phase over and over again, including large and small
I've overcome it.
It's uncertain whether it's Mr. Trump or Mr. Harris due to the US 🇺🇸 presidential election year.
The well-known feeling of AI, which was still thought to be unknown, delays in shipments, the future of the Fed's interest rate policy, etc.
It was blowing away a little bit of bad material
semiconductor and tech companies. There aren't any bad materials that would stab you this time around. excessive hedging from vigilance
Videos with thumbnail characters dancing, such as the collapse of America 🇺🇸, the collapse of the dollar, on the verge of a severe recession
There are actually a lot of articles 💢 For example, the yen is appreciating recently, but the US dollar is against the euro, the Australian dollar, and the lira
Rupees, etc.
The US dollar is strong (I don't know the Swiss franc) good or bad
I'm going to write on the subject of NVIDEA ❗️
At that time ❗️ even if the current situation is dull,
I want you to focus on progress from the past.
You don't have to be king 👑. Like Microsoft
How many cushions can you stack up even after 10 years and stay in the rankings ⁉️ do you breathe for a long time or do you have the power to continue
⁉️ CEO Jensung Hwang knows all about hardships...
If the mountain is high, ⛰️ the valley is deep, isn't it?
Even though we have entered an adjustment phase over and over again, including large and small
I've overcome it.
It's uncertain whether it's Mr. Trump or Mr. Harris due to the US 🇺🇸 presidential election year.
The well-known feeling of AI, which was still thought to be unknown, delays in shipments, the future of the Fed's interest rate policy, etc.
It was blowing away a little bit of bad material
semiconductor and tech companies. There aren't any bad materials that would stab you this time around. excessive hedging from vigilance
Videos with thumbnail characters dancing, such as the collapse of America 🇺🇸, the collapse of the dollar, on the verge of a severe recession
There are actually a lot of articles 💢 For example, the yen is appreciating recently, but the US dollar is against the euro, the Australian dollar, and the lira
Rupees, etc.
The US dollar is strong (I don't know the Swiss franc) good or bad
I'm going to write on the subject of NVIDEA ❗️
At that time ❗️ even if the current situation is dull,
I want you to focus on progress from the past.
You don't have to be king 👑. Like Microsoft
How many cushions can you stack up even after 10 years and stay in the rankings ⁉️ do you breathe for a long time or do you have the power to continue
⁉️ CEO Jensung Hwang knows all about hardships...
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Columns “Crying/laughing stocks” due to an unprecedented IT catastrophe!? Cloud Strike, Microsoft, Palo Alto
It happened on July 19Major system failurehas caused havoc all over the world. Ironically, the current failure was not due to a cyber attack, but was caused by a security company that provides services to protect companies from cyber attacks. Leading in the industry $CrowdStrike(CRWD.US$that's it. Inconvenient software updates for “Windows” hosts by the company led to a global IT failure.
Cloud Strike stocks plummeted 11% on the 19thDevelop and sell Windows software $Microsoft(MSFT.US$Is2% depreciation at one pointto. Meanwhile, it is a Cloud Strike competitor $Palo Alto Networks(PANW.US$Is2% increase, small-cap stocks $SentinelOne(S.US$Is8% increaseI did it. This time“Brands that cry and brands that laugh” due to an unprecedented IT catastropheRegarding...
Cloud Strike stocks plummeted 11% on the 19thDevelop and sell Windows software $Microsoft(MSFT.US$Is2% depreciation at one pointto. Meanwhile, it is a Cloud Strike competitor $Palo Alto Networks(PANW.US$Is2% increase, small-cap stocks $SentinelOne(S.US$Is8% increaseI did it. This time“Brands that cry and brands that laugh” due to an unprecedented IT catastropheRegarding...
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ Speaking of the past year, there will be an economic recession due to a unique logic about this stock! Let's all get really excited! I think there are many people who have been hurt by inflammatory complaints such as. When it comes to people who say that, they are often dangerous types that don't acknowledge their own mistakes and stick around, and tend to deny others, so it's important not to be misled and think for yourself. Investing is a sell-out game, and it's a lonely battle where there's no point in consoling each other. Also, as Buffett said, with the exception of a small handful of people, or rather, even professionals can't win the index, so don't trust people who recklessly say that the Fed makes mistakes. People who far surpass ourselves are driving the market, so let's always be humble.
Now, interest rate cuts are about to become a reality. So far, the risk of a rekindling of inflation is also strong, and it seems that they will proceed carefully, and since it is not comparable to the 0 interest rate era in the past, I think it is imprudent to think that it has crashed this much...
Now, interest rate cuts are about to become a reality. So far, the risk of a rekindling of inflation is also strong, and it seems that they will proceed carefully, and since it is not comparable to the 0 interest rate era in the past, I think it is imprudent to think that it has crashed this much...
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$CrowdStrike(CRWD.US$ It is natural that trust has fluctuated greatly, and difficult times continue. The future response as a company will influence the future. I think it's a good company, and maybe they'll be close to shopping in the future.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ I bought more today. I'm not buying more basic leveraged products, but the position here is slightly different. Over the past year or so, I've been told a lot that the recession will come or the other day, but I think the turning point I had anticipated is approaching. The economy has slowed down, and if the timing of the brakes is wrong, it may collapse easily. I don't know which way it will turn, so I have no intention of selling US stocks or Russell 2000. That's because amateurs can't accurately set the timing. Strange story, when interest rates are cut, I even think stocks need to be sold violently, with a high variety of high-tech products. If that happens, just buy it; if not, just wait for the opportunity. ※I'm an amateur, so I'm talking to myself.
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