アリア2276
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The current market rise is not just temporary.
The main reason is the unwinding of short sell positions leading to buybacks.
We believe that further increase is expected.
The main reason is the unwinding of short sell positions leading to buybacks.
We believe that further increase is expected.
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アリア2276
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$E-mini Dow Futures(MAR5) (YMmain.US)$
Since it dropped that much yesterday, and it was also an unfortunate event of continuous decline for 10 business days, which has not happened in decades, it is necessary to autonomously rebound without fail today.
Since it dropped that much yesterday, and it was also an unfortunate event of continuous decline for 10 business days, which has not happened in decades, it is necessary to autonomously rebound without fail today.
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アリア2276
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$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
Given the significant decline yesterday, it would be really troubling if there is no autonomous rebound today. Microsoft, Broadcom, NVIDIA, Apple, and other high-quality stocks were all sold without exception. Such days are rarely seen.
Given the significant decline yesterday, it would be really troubling if there is no autonomous rebound today. Microsoft, Broadcom, NVIDIA, Apple, and other high-quality stocks were all sold without exception. Such days are rarely seen.
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アリア2276
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$NVIDIA (NVDA.US)$
Latest information on GB300 and GB200
* GB300: Scheduled for release in the second half of next year. VR200 will follow.
GB200: The biggest challenge is the supply shortage of Amphenol connectors. The supply volume is expected to be limited next year. Although 4k racks were planned to be supplied in 2025 Q1 and 6k racks in Q2, achieving the annual goal of 50k racks is difficult due to very high demand for GB200. NV Corporation is considering resuming production of B200 and redirecting some production capacity to GB200.
GB300 is an improved version of GB200:
HBM is upgraded from 8Hi to 12Hi, increasing the memory capacity from 192GB to 288GB.
CX switches are being upgraded from CX7 to CX8.
By adopting socket design, it is possible to sell GPUs individually and avoid monopoly issues.
The board uses bianca, integrating GPU, CPU, and CX7.
A large board is also planned to be provided as a reference design.
The CPU can be changed to Intel, and the CX7 can be changed to Astera Labs or AVGO.
...
Latest information on GB300 and GB200
* GB300: Scheduled for release in the second half of next year. VR200 will follow.
GB200: The biggest challenge is the supply shortage of Amphenol connectors. The supply volume is expected to be limited next year. Although 4k racks were planned to be supplied in 2025 Q1 and 6k racks in Q2, achieving the annual goal of 50k racks is difficult due to very high demand for GB200. NV Corporation is considering resuming production of B200 and redirecting some production capacity to GB200.
GB300 is an improved version of GB200:
HBM is upgraded from 8Hi to 12Hi, increasing the memory capacity from 192GB to 288GB.
CX switches are being upgraded from CX7 to CX8.
By adopting socket design, it is possible to sell GPUs individually and avoid monopoly issues.
The board uses bianca, integrating GPU, CPU, and CX7.
A large board is also planned to be provided as a reference design.
The CPU can be changed to Intel, and the CX7 can be changed to Astera Labs or AVGO.
...
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アリア2276
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$Rigetti Computing (RGTI.US)$ It might be just right to pretend to buy a Wambaiken with a man's romance. It's not interesting to buy popular horses like Amazon or Google at this point.
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アリア2276
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I apologize for the personal matter. Please forgive the lengthy message 🙇🏻♂️.
First of all, I only invest in semiconductors and quantum computing. I am not confident in the perpetual growth of anything else. I also believe that the value of electrical utilities shifts with the times.
So, this year I've fully utilized the new NISA quota, and I also made significant purchases in specific accounts. If I continue like this for five years, my investment amount will exceed one billion, so I need to cut back somewhere. It's good to win and reach a billion, but it's counterproductive in the end.
To return the funds once from specific accounts, ① Sell SMCI two days before the next settlement. The reason is that originally the financial strength is weak, plus funding has deteriorated due to the stock price collapse. Since focused investment was made at 18-20 dollars, it is already sufficient and the principle is not to chase until the end. ② PLTR, purchased by everyone's introduction, will be profit-taking soon. Of course, it is currently doing well, but it is not guaranteed to clear all the high expectations for future earnings estimates so it is being sold as it is currently overbought. ③ In addition, NVDA had a premonition and took profits at a double bagger before the earnings announcement to return the funds. Currently, I only hold 10 shares.
Fill the growth allocation for the new NISA in 2025 with Astella Loves (ALAB), but the quantity is only 120 shares...
First of all, I only invest in semiconductors and quantum computing. I am not confident in the perpetual growth of anything else. I also believe that the value of electrical utilities shifts with the times.
So, this year I've fully utilized the new NISA quota, and I also made significant purchases in specific accounts. If I continue like this for five years, my investment amount will exceed one billion, so I need to cut back somewhere. It's good to win and reach a billion, but it's counterproductive in the end.
To return the funds once from specific accounts, ① Sell SMCI two days before the next settlement. The reason is that originally the financial strength is weak, plus funding has deteriorated due to the stock price collapse. Since focused investment was made at 18-20 dollars, it is already sufficient and the principle is not to chase until the end. ② PLTR, purchased by everyone's introduction, will be profit-taking soon. Of course, it is currently doing well, but it is not guaranteed to clear all the high expectations for future earnings estimates so it is being sold as it is currently overbought. ③ In addition, NVDA had a premonition and took profits at a double bagger before the earnings announcement to return the funds. Currently, I only hold 10 shares.
Fill the growth allocation for the new NISA in 2025 with Astella Loves (ALAB), but the quantity is only 120 shares...
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アリア2276
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アリア2276 : It is difficult to time profit-taking.