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$NVIDIA (NVDA.US)$
NVIDIA is making huge profits.
It would be great if the new products could be sold and see a huge increase.![]()
The decrease in investment in AI does not mean it will stop entirely, it will just decrease.
Since production cannot keep up in the first place, there is no damage.![]()
The decrease in investment by Big Tech means that even if you invest, you cannot recover.
It's not about NVIDIA, but the fact that Big Tech is in trouble.![]()
Big Tech goes up and NVIDIA goes down.![]()
Meaningless.![]()
NVIDIA is making huge profits.
It would be great if the new products could be sold and see a huge increase.
The decrease in investment in AI does not mean it will stop entirely, it will just decrease.
Since production cannot keep up in the first place, there is no damage.
The decrease in investment by Big Tech means that even if you invest, you cannot recover.
It's not about NVIDIA, but the fact that Big Tech is in trouble.
Big Tech goes up and NVIDIA goes down.
Meaningless.
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トンカツ王子
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Mr. Trump, who won the US presidential election, is scheduled to be inaugurated as the 47th President of the United States on January 20, 2025. Mr. Trump has made it clear that he will proceed with personnel appointments for the new administration and will promote the policies he advocated during the election immediately after taking office. The outcome of the US presidential election, which is the center of the global economy, will have various impacts on all industries through the US stock market, as well as the economy and policies.
Many of President Trump's economic policies, such as tax cuts, deregulation, and tariff increases, are aimed at promoting overall economic growth in the USA. With this policy of "America First", when the US economy does well, the potential for increases in US stocks naturally increases.
Banking industry, especially regional bank stocks, may present a significant buying opportunity. The Trump administration is, particularly vocal about easing regulations for small and mid-sized banks.Are doing and thusDue to low interest rates, economic stimulus measures, etc., regional banks are expected to receive significant benefitsupdating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.
US regional bank stocks are being driven by both the 'FRB interest rate cut trade' and the 'Trump trade', already showing strong upward momentum. The representative bank stock index, the Dow Jones US Select Regional Banks Index,Since the beginning of the year, the Dow Jones US Select Regional Banks Index has...
Many of President Trump's economic policies, such as tax cuts, deregulation, and tariff increases, are aimed at promoting overall economic growth in the USA. With this policy of "America First", when the US economy does well, the potential for increases in US stocks naturally increases.
Banking industry, especially regional bank stocks, may present a significant buying opportunity. The Trump administration is, particularly vocal about easing regulations for small and mid-sized banks.Are doing and thusDue to low interest rates, economic stimulus measures, etc., regional banks are expected to receive significant benefitsupdating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.
US regional bank stocks are being driven by both the 'FRB interest rate cut trade' and the 'Trump trade', already showing strong upward momentum. The representative bank stock index, the Dow Jones US Select Regional Banks Index,Since the beginning of the year, the Dow Jones US Select Regional Banks Index has...
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トンカツ王子
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$Palladyne AI (PDYN.US)$
I recently started investing in American stocks, will they rise even further when circuit breakers occur?
I recently started investing in American stocks, will they rise even further when circuit breakers occur?
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トンカツ王子
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$Bitcoin (BTC.CC)$
As everyone is saying... the Volume is low (；∀；) feeling lonely.
As everyone is saying... the Volume is low (；∀；) feeling lonely.
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トンカツ王子
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$Bitcoin (BTC.CC)$
Now, the focus is here!
Do your best! 😁
He's someone who has put down a large amount of Gold for it!!
Now, the focus is here!
Do your best! 😁
He's someone who has put down a large amount of Gold for it!!
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トンカツ王子
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$Surf Air Mobility (SRFM.US)$ Is it going up too much today? Getting scared 😨 Because there is not much information or posts here, what should I do? 😁
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Hello everyone using the MOOMOO securities app, this is WAT.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
－－－－－－－－－－
1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
－－－－－－－－－－
1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.
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In the USA, large AI data centers are being constructed across the country, leading to a sharp increase in electrical utilities demand. This demand is being met by utilities industry providers, with some companies benefiting significantly. In particular, a group of companies known as independent power producers, such as $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $Talen Energy (TLN.US)$ have experienced growth significant enough to double or triple their stock prices.
These companies own natural gas and nuclear power plants, generating high profits by selling electricity in the free market. They are able to grow without being bound by regulatory fee structures by directly contracting with major technology companies.
These companies own natural gas and nuclear power plants, generating high profits by selling electricity in the free market. They are able to grow without being bound by regulatory fee structures by directly contracting with major technology companies.
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You did a great job today.
Please increase by about 30 yen on the day of the year-end party.
Please increase by about 30 yen on the day of the year-end party.
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