テンバガーハンター
commented on
$Advanced Micro Devices(AMD.US$ with $Intel(INTC.US$ Probably in the AI field $NVIDIA(NVDA.US$ They are the two main competitors, but no one knows when they will actually be able to compete, or whether they will be able to compete.
The two companies don't have enterprise hardware that can be deployed at the same scale or performance as Nvidia, but they have sufficient resources to scale faster than the others, making them the two closest companies.
This is not a move based on actual or predicted numbers; rather, it means that Nvidia has been extremely successful, and investors are looking for other hardware vendors that can get close to Nvidia.
If you miss a train, you may have to transfer 3 buses that take twice as long to get to your destination.
AI hardware is on par with energy production and data center deployment...
The two companies don't have enterprise hardware that can be deployed at the same scale or performance as Nvidia, but they have sufficient resources to scale faster than the others, making them the two closest companies.
This is not a move based on actual or predicted numbers; rather, it means that Nvidia has been extremely successful, and investors are looking for other hardware vendors that can get close to Nvidia.
If you miss a train, you may have to transfer 3 buses that take twice as long to get to your destination.
AI hardware is on par with energy production and data center deployment...
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$NVIDIA(NVDA.US$
Good financial results for MSFT and GOOGL
META is also going to accelerate AI investment
In other words, next month's financial results are safe![]()
Good financial results for MSFT and GOOGL
META is also going to accelerate AI investment
In other words, next month's financial results are safe
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$USD/JPY(USDJPY.FX$
I wrote let's meet for 155 yen the other day, but I had no idea they would get together so soon.
Moreover, even during this period, they only talk about watching closely. It's like saying this can't be done behind the scenes, isn't it?
Did you see Suzuki's expression at the press conference? It's still leading in reverse, right![]()
So even if we get together so many times, we won't talk, so let's all decide when we meet next.
I wrote let's meet for 155 yen the other day, but I had no idea they would get together so soon.
Moreover, even during this period, they only talk about watching closely. It's like saying this can't be done behind the scenes, isn't it?
Did you see Suzuki's expression at the press conference? It's still leading in reverse, right
So even if we get together so many times, we won't talk, so let's all decide when we meet next.
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$NVIDIA(NVDA.US$
the expected PER is less than 30 lol
the expected PER is less than 30 lol
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$USD/JPY(USDJPY.FX$
It was cheaper than when I was saying things over and over recently, and it moved rapidly
But over this period, it's just the minister's words...
Let's meet everyone for 155 yen![]()
It was cheaper than when I was saying things over and over recently, and it moved rapidly
But over this period, it's just the minister's words...
Let's meet everyone for 155 yen
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テンバガーハンター
commented on
$Costco(COST.US$
I want to buy more, but while there is no push at all, it has gone up so much that I can't get my hands on it
As expected, hasn't it gone up too much? I wanted a little more...
I want to buy more, but while there is no push at all, it has gone up so much that I can't get my hands on it
As expected, hasn't it gone up too much? I wanted a little more...
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テンバガーハンター
commented on
$Alphabet-C(GOOG.US$
It's been lowered again since it came here! Why why
It's been lowered again since it came here! Why why
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テンバガーハンター
voted
exhaustive
・Capturing huge demand for industry-leading artificial intelligence chips, quarterly sales are predicted to increase 265%, which slightly exceeded expectations, and overtime stock prices rose 10%. The company's stock price in Santa Clara, California skyrocketed towards the end, and the total market value increased by more than 80 billion dollars to 1.75 trillion dollars.
・As companies rush to expand AI products, large demand for the company's data center chips and graphics processing units (GPUs) continues to increase. NVIDIA $NVIDIA(NVDA.US$ Is the silicon of Microsoft $Microsoft(MSFT.US$ It has a monopoly on the global market for AI chips, which are on par with the like.
Will the rise continue?
・Insider Intelligence analyst Jacob Bourne said, “NVIDIA's new blockbuster quarter has raised questions about how long its skyrocketing performance will continue.” “The company maintains a significant lead in the growing global AI chip field, but it cannot rest on its laurels...
・Capturing huge demand for industry-leading artificial intelligence chips, quarterly sales are predicted to increase 265%, which slightly exceeded expectations, and overtime stock prices rose 10%. The company's stock price in Santa Clara, California skyrocketed towards the end, and the total market value increased by more than 80 billion dollars to 1.75 trillion dollars.
・As companies rush to expand AI products, large demand for the company's data center chips and graphics processing units (GPUs) continues to increase. NVIDIA $NVIDIA(NVDA.US$ Is the silicon of Microsoft $Microsoft(MSFT.US$ It has a monopoly on the global market for AI chips, which are on par with the like.
Will the rise continue?
・Insider Intelligence analyst Jacob Bourne said, “NVIDIA's new blockbuster quarter has raised questions about how long its skyrocketing performance will continue.” “The company maintains a significant lead in the growing global AI chip field, but it cannot rest on its laurels...
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テンバガーハンター
liked
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テンバガーハンター masa5858 : 1+1 is 200, right? It's 10 times 10 times.