$Oklo Inc (OKLO.US)$ Oklo is developing small nuclear reactors of 15 megawatts or 50 megawatts, with the first reactor scheduled to start operating in 2027. The generating capacity of conventional large nuclear power plants currently in wide use is usually about 1,000 megawatts. Reprinted from Yahoo Finance.
Switch Inc. has signed a power supply contract for data centers.
Is the power supply scheduled to start in 2 years?
Switch Inc. has signed a power supply contract for data centers.
Is the power supply scheduled to start in 2 years?
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$Marvell Technology (MRVL.US)$
Technology market research company Dell Olo Group predicts that Marvel's new Datacenter processor market will achieve an average annual growth of 200% over the next 5 years. On the other hand, the Global HBM market is expected to grow at a pace of 26% per year until 2029. In such rapidly growing markets, Marvel can be said to have already secured a competitive position.
Furthermore, the company $Amazon (AMZN.US)$ and $Alphabet-A (GOOGL.US)$ is building strong relationships with major technology companies by jointly developing custom accelerators specialized for AI workloads. Such initiatives are being recognized, and analysts are showing a trend of raising the company's target price.
Technology market research company Dell Olo Group predicts that Marvel's new Datacenter processor market will achieve an average annual growth of 200% over the next 5 years. On the other hand, the Global HBM market is expected to grow at a pace of 26% per year until 2029. In such rapidly growing markets, Marvel can be said to have already secured a competitive position.
Furthermore, the company $Amazon (AMZN.US)$ and $Alphabet-A (GOOGL.US)$ is building strong relationships with major technology companies by jointly developing custom accelerators specialized for AI workloads. Such initiatives are being recognized, and analysts are showing a trend of raising the company's target price.
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$Marvell Technology (MRVL.US)$
This company has a beautiful Candlestick. I believe the company's content is also very good. I have been Shareholding for about six months.
This company has a beautiful Candlestick. I believe the company's content is also very good. I have been Shareholding for about six months.
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$Broadcom (AVGO.US)$ Both, $Marvell Technology (MRVL.US)$ Although the immediate earnings gambling has been successful, I believe the more noteworthy aspect is whether it will become a catalyst for the market to realize that AI semiconductor is not just limited to Nvidia.
$Micron Technology (MU.US)$ I am also looking forward to the market's reaction to the earnings, but personally, I feel it is a good time to start positioning already.
$Micron Technology (MU.US)$ I am also looking forward to the market's reaction to the earnings, but personally, I feel it is a good time to start positioning already.
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There are two main trends in the current AI chip market. One isCommon GPUs (Graphics Processing Units)and the other isIt is a specific Application Specific Integrated Circuit (ASIC) specialized for specific purposes.NVIDIA holds an overwhelming market share in GPUs for datacenters. Specifically, NVIDIA holds over 90% of the share, effectively in a monopoly state. Although AMD also manufactures GPUs, the structure of NVIDIA's monopoly remains unchanged.
According to the earnings report for the third quarter of 2025 announced at the end of November. $NVIDIA (NVDA.US)$It is expected that the GPU shipments in 2025 will reach 6.5 million to 7 million units, with most of them being the latest.The upcoming NVIDIA GPU accelerator product "Blackwell", including the dominant H100 in the AI semiconductor market, has resolved the previously identified design flaws...Aiming for NVIDIA's throne! Intense competition in the high-tech giant's own AI chip development - 2 selected custom chip stocks to watch!
According to the earnings report for the third quarter of 2025 announced at the end of November. $NVIDIA (NVDA.US)$It is expected that the GPU shipments in 2025 will reach 6.5 million to 7 million units, with most of them being the latest.The upcoming NVIDIA GPU accelerator product "Blackwell", including the dominant H100 in the AI semiconductor market, has resolved the previously identified design flaws...Aiming for NVIDIA's throne! Intense competition in the high-tech giant's own AI chip development - 2 selected custom chip stocks to watch!
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According to Tech Bull, Tesla could reach a Market Cap of $2 trillion by the end of 2025: a "key" for the EV giant includes FSD, Robo-Taxis, Cyber Cabs.
2024/12/12 19:27
Dan Ives, an analyst at Wedbush Securities, believes that Tesla, a leading EV company (NASDAQ: TSLA), could achieve a Market Cap of $2 trillion by the end of 2025 in a bullish scenario.
Regarding what happened: "When it comes to the autonomous story alone worth 1 trillion dollars for Tesla, we believe there is a possibility that Tesla could reach a market cap of 2 trillion dollars by the end of 2025 in a bullish market," said Mr. Ives. "FSD, self-driving, and the planned launch of the Cybercab in early 2026 will be key for Tesla."
Wedbush currently has a price target of $400 for Tesla, with an "Outperform" rating.
Analysts also noted that Mr. Musk is believed to play a significant role in next year's U.S.-China tariff negotiations. Mr. Musk's involvement is key for companies like Apple, Tesla, and NASDAQ.
2024/12/12 19:27
Dan Ives, an analyst at Wedbush Securities, believes that Tesla, a leading EV company (NASDAQ: TSLA), could achieve a Market Cap of $2 trillion by the end of 2025 in a bullish scenario.
Regarding what happened: "When it comes to the autonomous story alone worth 1 trillion dollars for Tesla, we believe there is a possibility that Tesla could reach a market cap of 2 trillion dollars by the end of 2025 in a bullish market," said Mr. Ives. "FSD, self-driving, and the planned launch of the Cybercab in early 2026 will be key for Tesla."
Wedbush currently has a price target of $400 for Tesla, with an "Outperform" rating.
Analysts also noted that Mr. Musk is believed to play a significant role in next year's U.S.-China tariff negotiations. Mr. Musk's involvement is key for companies like Apple, Tesla, and NASDAQ.
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$Tesla (TSLA.US)$
Analysts at Bank of America corp were one of the reasons for today's increase. They maintained a "buy" rating on the stock while raising the target stock price by $50 to $400.。
Analysts at Bank of America corp believe that Tesla is in a strong position to grow after 2025, listing various opportunities ranging from core EV business to robotaxis, robotics, software, and charging.
Tesla's stock price has recently risen by about 4%, resulting in an increase of around 50% year-to-date, but it is still slightly below the high from 2024.
Analysts at Bank of America corp were one of the reasons for today's increase. They maintained a "buy" rating on the stock while raising the target stock price by $50 to $400.。
Analysts at Bank of America corp believe that Tesla is in a strong position to grow after 2025, listing various opportunities ranging from core EV business to robotaxis, robotics, software, and charging.
Tesla's stock price has recently risen by about 4%, resulting in an increase of around 50% year-to-date, but it is still slightly below the high from 2024.
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$Marvell Technology (MRVL.US)$
Final accounting beat.
Earnings per share were $0.43, exceeding the financial estimates of $0.41.
Revenue was 1.520 billion dollars, surpassing the expected 1.460 billion dollars.
Seems like it will easily break the record high of listing.![]()
It may have a good impact on the overall industry, don't you think?![]()
Final accounting beat.
Earnings per share were $0.43, exceeding the financial estimates of $0.41.
Revenue was 1.520 billion dollars, surpassing the expected 1.460 billion dollars.
Seems like it will easily break the record high of listing.
It may have a good impact on the overall industry, don't you think?
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$Tesla (TSLA.US)$ Soros and Bill Gates, who were short selling Tesla, lost over 5.2 billion dollars 😛 after being put through such a hard time, I can't stop laughing...
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