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$NVIDIA (NVDA.US)$
Tonight, I think dark and pitch-black things will attack the demons from Satan's tomahawk.
It's suddenly in the low 120s 😗
Tonight, I think dark and pitch-black things will attack the demons from Satan's tomahawk.
It's suddenly in the low 120s 😗
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Consists of the stocks of 500 large-cap companies in the USA. $S&P 500 Index (.SPX.US)$the momentum is evident from this year's performance. Upon examining the movement of the S&P 500 Index over the past year,There were 10 months of increase.、There were 2 months of decrease.Especially following Trump's victory in the presidential election, November saw a 5.73% increase, marking the highest monthly rate of increase and decrease in 2024. Additionally, the S&P 500 index has risen by about 27% year-to-date. Overall,Solid economic growth, interest rate cuts, improvement in corporate earnings, and the boom in Artificial Intelligence (AI) against the backdrop of the optimistic view on the high-tech sector in the U.S. stock marketoverallFactors boosting the market
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Will the rise in US stock market continue in 2025?
Some Analyst point to the Federal Reserve'sRate cuts from the FRB continuing and the promotion of the Trump administration's deregulation and tax reduction policies provide a tailwind for US stocks from a policy standpoint.On the one hand, some analysts believe that the dominance of major tech stocks is receding, and they also point out the possibility of increased market volatility due to the policies of the upcoming Trump administration. The Market Cap of the U.S. S&P 500 index in 202...
Some Analyst point to the Federal Reserve'sRate cuts from the FRB continuing and the promotion of the Trump administration's deregulation and tax reduction policies provide a tailwind for US stocks from a policy standpoint.On the one hand, some analysts believe that the dominance of major tech stocks is receding, and they also point out the possibility of increased market volatility due to the policies of the upcoming Trump administration. The Market Cap of the U.S. S&P 500 index in 202...
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$NVIDIA (NVDA.US)$
The winners are the people here!!
The winners are the people here!!
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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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$NVIDIA (NVDA.US)$ The market is looking good before the opening.
Emperor, do your best!
I asked for a Christmas present from the diamond hands investors!
Emperor, do your best!
I asked for a Christmas present from the diamond hands investors!
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$NVIDIA (NVDA.US)$
The market is closely tracking the progress of NVIDIA's GB200 rack-mount solutions, so TrendForce's latest research indicates that additional time is needed for supply chain optimization and adjustments. This is mainly due to the higher design specifications of the GB200 rack, including requirements for high-speed interconnection interfaces and Thermal Design Power (TDP), significantly exceeding market standards. As a result, TrendForce predicts a low likelihood of mass production and peak shipments occurring from the second to third quarter of 2025.
The NVIDIA GB Rack Series, including GB200 and GB300 models, is recommended for large CSPs due to their more complex technology and higher production costs. Other potential users include Tier-2 data centers, national main...
The market is closely tracking the progress of NVIDIA's GB200 rack-mount solutions, so TrendForce's latest research indicates that additional time is needed for supply chain optimization and adjustments. This is mainly due to the higher design specifications of the GB200 rack, including requirements for high-speed interconnection interfaces and Thermal Design Power (TDP), significantly exceeding market standards. As a result, TrendForce predicts a low likelihood of mass production and peak shipments occurring from the second to third quarter of 2025.
The NVIDIA GB Rack Series, including GB200 and GB300 models, is recommended for large CSPs due to their more complex technology and higher production costs. Other potential users include Tier-2 data centers, national main...
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NVIDIA (Ticker Symbol: NVDA) stock dropped 15% from its late November high, attracting market attention. While concerns about China's antitrust investigation and intensified competition in the AI field with rival companies are raising alarms, Microsoft's CEO hinting at temporary trends in AI chip demand has also had an impact.
However, NVIDIA's stock price still maintains the 200-day moving average, and the long-term uptrend remains intact. According to analysts' forecasts, there is a 34% upside potential in the target price, with expectations of increased demand for the next-generation Blackwell chips.
While caution against competition and geopolitical risks is necessary, NVIDIA's overwhelming leadership in the AI market suggests that the stock price decline could be a 'buying opportunity on the dips.'
Intensifying competition in the AI market and NVIDIA's dominance.
While NVIDIA has established itself as a leading company in the AI field, the intensifying competition could impact its growth. Major technology players such as Amazon and Microsoft are accelerating the development of proprietary chips for AI, which has attracted attention to NVIDIA's GP...
However, NVIDIA's stock price still maintains the 200-day moving average, and the long-term uptrend remains intact. According to analysts' forecasts, there is a 34% upside potential in the target price, with expectations of increased demand for the next-generation Blackwell chips.
While caution against competition and geopolitical risks is necessary, NVIDIA's overwhelming leadership in the AI market suggests that the stock price decline could be a 'buying opportunity on the dips.'
Intensifying competition in the AI market and NVIDIA's dominance.
While NVIDIA has established itself as a leading company in the AI field, the intensifying competition could impact its growth. Major technology players such as Amazon and Microsoft are accelerating the development of proprietary chips for AI, which has attracted attention to NVIDIA's GP...
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