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liked
$MicroStrategy (MSTR.US)$
Bought at the high of $437, but I believe it will somehow work out and I will wait...😣
Bought at the high of $437, but I believe it will somehow work out and I will wait...😣
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Somehow escaped with a profit of 0.45 million units.
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The enthusiasm for Artificial Intelligence (AI) is growing stronger. Recently, a leader in USA AI Advertising Marketing $Applovin (APP.US)$Is,Has risen over 850% year to date.、Market Cap exceeds 127 billion dollars、Once again reaching an all-time high.Continuing the AI myth. Meanwhile, attracting attention with "AI + Defense." $Palantir (PLTR.US)$With a year-to-date increase of 318%, there is an expectation of being included in the Nasdaq 100 Index constituents.
The success achieved through AI is not limited to Applovin, but also to Palantir, $Salesforce (CRM.US)$、 $Workday (WDAY.US)$、 $Duolingo (DUOL.US)$and others have shown significant growth. In particular, Applovin and Palantir,year-to-date stock price growth rates $NVIDIA (NVDA.US)$Surpassed 。
"Queen of Investment" ARK Invest's CEO Cathy Wood believes that software-related stocks will be the next opportunity in AI, and these companies will tip $1 to suppliers such as NVIDIA...
The success achieved through AI is not limited to Applovin, but also to Palantir, $Salesforce (CRM.US)$、 $Workday (WDAY.US)$、 $Duolingo (DUOL.US)$and others have shown significant growth. In particular, Applovin and Palantir,year-to-date stock price growth rates $NVIDIA (NVDA.US)$Surpassed 。
"Queen of Investment" ARK Invest's CEO Cathy Wood believes that software-related stocks will be the next opportunity in AI, and these companies will tip $1 to suppliers such as NVIDIA...
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$SBI Sumishin Net Bank (7163.JP)$
Stocks that were cut for losses rise![]()
Stocks that were bought more,
Stocks that are continued to be held
Continuing to fall 💀
Today, this year, cutting losses
Toho and Sumitomo Mitsui Banking Corporation, which cut losses, have luckily reached a new high
Have happily reached a new high![]()
Stocks that were cut for losses rise
Stocks that were bought more,
Stocks that are continued to be held
Continuing to fall 💀
Today, this year, cutting losses
Toho and Sumitomo Mitsui Banking Corporation, which cut losses, have luckily reached a new high
Have happily reached a new high
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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Since Trump's victory, the US stock market has been booming overall, and the S&P 500 indexBreaking through the important milestone of 6,000 pointsI did it. Overall, Wall Street is very optimistic about US stock trends next year, and investment banks are raising the target value of the S&P 500 index one after another.
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Optimism spreads on Wall Street! The S&P 500 will reach 7000 points next year!?
● Goldman Sachs and Morgan Stanley:Goldman and Morgan S will have the S&P 500 Index by the end of 20256,500 pointsIt is expected to reach. As a reason for this,Sustained growth of the US economy,Expansion of corporate profits, and the US Federal Reserve'sInterest rate cutThe routes are listed. Furthermore, Mr. Trump will make a proposalFinancial deregulation policiesIt is also seen as another major factor boosting corporate profits.
Goldman Sachs's earnings per share (EPS) of the S&P 500 index in '24 reached 241 dollars, and are expected to increase 11% and 7% in 2025 and 2026, respectively, to reach 288 dollars. Also, according to Goldman Sachs estimates, domestic law under Mr. Trump's tax reduction policy...
● Goldman Sachs and Morgan Stanley:Goldman and Morgan S will have the S&P 500 Index by the end of 20256,500 pointsIt is expected to reach. As a reason for this,Sustained growth of the US economy,Expansion of corporate profits, and the US Federal Reserve'sInterest rate cutThe routes are listed. Furthermore, Mr. Trump will make a proposalFinancial deregulation policiesIt is also seen as another major factor boosting corporate profits.
Goldman Sachs's earnings per share (EPS) of the S&P 500 index in '24 reached 241 dollars, and are expected to increase 11% and 7% in 2025 and 2026, respectively, to reach 288 dollars. Also, according to Goldman Sachs estimates, domestic law under Mr. Trump's tax reduction policy...
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$Arm Holdings (ARM.US)$
UBS, citing AI momentum, Arm (NASDAQ: ARM ) coverage has started, and a buy recommendation and a target price of $160 have been set.
British companies' shares rose around 1% in pre-market trading on Monday.
Analysts led by Timothy Alcully stated that AI is a positive growth factor across Arm's main end markets, and in particular, data centers are a promising field because the IP license customer base has expanded, and cloud customers are seeking CPU architectures (strength of ARM products) with more optimized power.
Analysts added that even with smartphones where Arm's penetration rate is already very high (about 50% of sales), the royalty rate rises and the ratio of processors to the cost of mobile phones increases, so Arm should continue to grow above the market.
Analysts pointed out that although the valuation appears overpriced, the market wants growth, and added that the target price of $160 still has room to rise.
Alki...
UBS, citing AI momentum, Arm (NASDAQ: ARM ) coverage has started, and a buy recommendation and a target price of $160 have been set.
British companies' shares rose around 1% in pre-market trading on Monday.
Analysts led by Timothy Alcully stated that AI is a positive growth factor across Arm's main end markets, and in particular, data centers are a promising field because the IP license customer base has expanded, and cloud customers are seeking CPU architectures (strength of ARM products) with more optimized power.
Analysts added that even with smartphones where Arm's penetration rate is already very high (about 50% of sales), the royalty rate rises and the ratio of processors to the cost of mobile phones increases, so Arm should continue to grow above the market.
Analysts pointed out that although the valuation appears overpriced, the market wants growth, and added that the target price of $160 still has room to rise.
Alki...
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$NVIDIA (NVDA.US)$
How about buying it now?
How about buying it now?
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