$Super Micro Computer (SMCI.US)$ Wow.

$Oklo Inc (OKLO.US)$ It was quite a significant drop, wasn't it.Due to profit taking and insufficient materials, it seems like a good opportunity to switch to selling. The market also feels like there is movement to avoid Chinese retaliatory tariffs, but what seems to be enduring in the face of concerns about tariffs on Mexico, Canada, and China are banks, entertainment, credit, discount, and the Internet. It may be a trend this year for strong domestic procurement, domestic consumption, and intangible services.Probably, if the start of China's retaliatory tariffs next week is not avoided, there is a possibility that it could turn into a drop like this week or a comprehensive decline. However, considering the future, the drop today is still reasonably cheap, and it's convenient for buying yen! There might also be a continued shift of funds from Oil & Gas Automobiles stocks targeted by retaliatory tariffs. The movements at today's close probably cannot be relied upon, so attention will be on Monday's movements! If there is even a slight recovery at the close, will go for a counter-buy.

$Oklo Inc (OKLO.US)$
Too dangerous. Bad for the heart.

$NVIDIA (NVDA.US)$
Multimodal model at this timing 😂
The development competition has intensified too much, so this year is going to be extremely exciting.
deepseek-ai/Janus-Pro-7B · Discussions

$NVIDIA (NVDA.US)$ The theory is that the total sum increases as the number of development entities explosively increases because it can be developed inexpensively.

$NVIDIA (NVDA.US)$ The achievement of AGI is getting closer. The need for NVDA chips remains the same, and rather, the processing efficiency of AI has increased. This is good news in the long term.

$NVIDIA (NVDA.US)$
If it is optimized in assembly language lower than CUDA, there is nothing you can do, I feel.
However, even so, Genkata is still collecting NVIDIA's GPUs, so there still seems to be an advantage, hopefully.

$NVIDIA (NVDA.US)$ Selclimax. Certainly, it should have dropped 10% after the 2Q financial results were announced, but that was just NVDA, but this time AI-related matters have declined in general. The way it was lowered is just astonishing. When Nikkei dropped 4,000 yen last year, it also dropped to the point where I laughed, and it came back quite a bit the next day. It's foolish to move poorly at a time like this and sell in dismay. I was assigned to China even though I was only 1 year old. I was unable to talk about Chinese things even though I was in China due to the daily news from that time and the nonsense when it came. My wife forced me to fill all my suitcases with food and bring them to me. Air pollution, soil pollution, water pollution I didn't want to eat anything made in such places. Food stalls use mouse meat called mutton, and chicken disappeared due to SARS, as thousands of pigs were thrown away in Shanghai rivers. The Chinese internet is really heavily censored, and news criticizing the Communist Party doesn't circulate. I can't even use LINE, so I had to use a VPN connection. You can't be made to be dumbfounded by information from such a country. I wonder if it's algorithmic trading, this decline can also be called an extreme crash. Are mullets amazing this month...

$Oklo Inc (OKLO.US)$ I feel frustrated..
$Oklo Inc (OKLO.US)$