ミッフィー投資10年目
reacted to
$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$
I feel like the trend has completely revived.
The depreciation of the yen seems to be in the 150 yen range again, and a good environment has returned.
I feel like the trend has completely revived.
The depreciation of the yen seems to be in the 150 yen range again, and a good environment has returned.
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$ Did the daily RSI and MACD also end idling upward? Everyone thinks it's going to be a lightning bolt ⚡️⚡️ when the accelerator is fully turned on from here on, and it's over with the financial results! After that, I just hope it won't be disturbed by unnecessary geopolitics 🙏 There are also people in America who slightly expand the 2-person furoshiki, so please have them chuck it in their mouths, including that area, and ask for everyone's happiness without thinking only about themselves.
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$
According to survey results announced by Fuji Chimera Research Institute, the global market for GPUs and accelerators for data centers is rapidly growing against the backdrop of expanding AI (artificial intelligence) demand. Growth is expected to be about 2 times compared to the previous year, and it is leading the expansion of the data center related market as a whole.
Generative AI, starting with ChatGPT, is spreading, and competition for development of large-scale language models is intensifying, and demand for “AI servers” equipped with GPUs and accelerators specialized in AI processing is rapidly increasing. These high-performance arithmetic processing devices are essential for AI learning and inference processing, and their introduction in data centers is accelerating.
The growth in the GPU accelerator market is contributing greatly not only to growing demand for AI servers, but also to the growth of data centers as a whole. With the introduction of AI servers, demand for related equipment such as power supply systems and cooling systems has also increased, leading to the revitalization of the data center related market as a whole.
The evolution and spread of AI technology is expected to continue to accelerate in the future, and the GPU accelerator market is expected to grow further. In particular, large...
According to survey results announced by Fuji Chimera Research Institute, the global market for GPUs and accelerators for data centers is rapidly growing against the backdrop of expanding AI (artificial intelligence) demand. Growth is expected to be about 2 times compared to the previous year, and it is leading the expansion of the data center related market as a whole.
Generative AI, starting with ChatGPT, is spreading, and competition for development of large-scale language models is intensifying, and demand for “AI servers” equipped with GPUs and accelerators specialized in AI processing is rapidly increasing. These high-performance arithmetic processing devices are essential for AI learning and inference processing, and their introduction in data centers is accelerating.
The growth in the GPU accelerator market is contributing greatly not only to growing demand for AI servers, but also to the growth of data centers as a whole. With the introduction of AI servers, demand for related equipment such as power supply systems and cooling systems has also increased, leading to the revitalization of the data center related market as a whole.
The evolution and spread of AI technology is expected to continue to accelerate in the future, and the GPU accelerator market is expected to grow further. In particular, large...
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ミッフィー投資10年目
reacted to
Charles Lean, CEO of Supermicrocomputer (NASDAQ: SMCI), indicated in the company's financial results announcement last night that mass shipments of Nvidia (NASDAQ: NVDA) Blackwell GPUs are not expected until the 2025/3 fiscal year.
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$
I will list companies that I think will grow in relation to AI. Please search my post for the reason.
◾️ Overseas
NVIDIA, AMD, Microsoft, Amazon, Alphabet, TSMC, ASML, ARM, SK Hynix
◾️ Japan
Tokyo Electron, Disco, Lasertech, TDK, Advantest, Ibiden, Shin-Etsu Chemical, SoftBank Group
I will list companies that I think will grow in relation to AI. Please search my post for the reason.
◾️ Overseas
NVIDIA, AMD, Microsoft, Amazon, Alphabet, TSMC, ASML, ARM, SK Hynix
◾️ Japan
Tokyo Electron, Disco, Lasertech, TDK, Advantest, Ibiden, Shin-Etsu Chemical, SoftBank Group
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ミッフィー投資10年目
voted
Palantia Technologies on Monday revised its annual sales and profit forecasts for the second time this year upward.
The company's stock price rose 12% or more due to extended trading against the backdrop of a rise in AI-related stocks, and the year-to-date rate of increase increased to 39% or more.
Alex Karp (Alex Karp), Chief Executive Officer (CEO), stated in a letter to shareholders that sales for the 3rd quarter exceeded expectations and recorded the largest quarterly profit ever for the April-6 fiscal year.
With the company's AI platform used for testing, debugging, and evaluation of AI-related scenarios, Palantia was able to capture rapidly increasing demand for services that support companies' generative AI technology development.
The company predicts annual sales from the conventional 2.6 billion 80 million dollars to 2.6 billion 90 million dollars, and 2.7 billion 40 million dollars to 2.7 billion 50 million dollars. According to LSEG data, this is above the forecast of 2.7 billion dollars.
Also, the adjusted annual forecast for operating profit was raised from 0.8 billion68 million dollars to 0.8 billion80 million dollars from the conventional 0.8 billion68 million dollars, and from 0.9 billion66 million dollars to 0.9 billion74 million dollars.
The financial results also allayed some investors' concerns. pa...
The company's stock price rose 12% or more due to extended trading against the backdrop of a rise in AI-related stocks, and the year-to-date rate of increase increased to 39% or more.
Alex Karp (Alex Karp), Chief Executive Officer (CEO), stated in a letter to shareholders that sales for the 3rd quarter exceeded expectations and recorded the largest quarterly profit ever for the April-6 fiscal year.
With the company's AI platform used for testing, debugging, and evaluation of AI-related scenarios, Palantia was able to capture rapidly increasing demand for services that support companies' generative AI technology development.
The company predicts annual sales from the conventional 2.6 billion 80 million dollars to 2.6 billion 90 million dollars, and 2.7 billion 40 million dollars to 2.7 billion 50 million dollars. According to LSEG data, this is above the forecast of 2.7 billion dollars.
Also, the adjusted annual forecast for operating profit was raised from 0.8 billion68 million dollars to 0.8 billion80 million dollars from the conventional 0.8 billion68 million dollars, and from 0.9 billion66 million dollars to 0.9 billion74 million dollars.
The financial results also allayed some investors' concerns. pa...
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$
I own TSMC, MU, etc. in addition to NVDA, but I think it would be a good idea to focus on NVDA, where there is a high possibility of an increase, and increase the increase at the end of August by focusing on NVDA, which is likely to rise. But N may still drop until mid-August, so I won't buy it right away. I'm thinking of acting calmly and calmly at times like this![]()
There is a high possibility that it will drop further after opening. Also, it's a pity that the financial results of Palantia, Astella Loves, and Super Micro are like this, but I haven't given up yet![]()
I own TSMC, MU, etc. in addition to NVDA, but I think it would be a good idea to focus on NVDA, where there is a high possibility of an increase, and increase the increase at the end of August by focusing on NVDA, which is likely to rise. But N may still drop until mid-August, so I won't buy it right away. I'm thinking of acting calmly and calmly at times like this
There is a high possibility that it will drop further after opening. Also, it's a pity that the financial results of Palantia, Astella Loves, and Super Micro are like this, but I haven't given up yet
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$
What is this major crash
① The destabilizing situation in the Middle East
② Bank of Japan interest rate hike
③ Super deterioration of important US indicators such as FOMC
④ Major semiconductor companies' adjustments began in July
⑤ Shipments of NVIDIA's high-performance chips may be delayed
⑥ Summer wither
It can be asserted that it occurred when many other conditions overlapped
What is this major crash
① The destabilizing situation in the Middle East
② Bank of Japan interest rate hike
③ Super deterioration of important US indicators such as FOMC
④ Major semiconductor companies' adjustments began in July
⑤ Shipments of NVIDIA's high-performance chips may be delayed
⑥ Summer wither
It can be asserted that it occurred when many other conditions overlapped
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ミッフィー投資10年目
liked
NVIDIA's total market capitalization increased by more than 49 trillion yen - the biggest increase ever in 1 business day
2024/8/1 11:15 JST (some excerpts)
NVIDIA shares rise 13% — market capitalization increased by 329 billion dollars to 2,900 billion dollars
Stocks fell 7% the day before, market value lost 193 billion dollars - high volatility continues
The total market value of NVIDIA in the US is likely to reach a record level after stock price fluctuations this week.
On the US stock market on July 31, the company's stock price rose 13%. The total market value increased by 329 billion dollars (about 49 trillion280 billion yen) to 2,900 billion dollars. This day's fluctuation was the largest ever for a single business day. The company has broken these records many times over the past few months.
2024/8/1 11:15 JST (some excerpts)
NVIDIA shares rise 13% — market capitalization increased by 329 billion dollars to 2,900 billion dollars
Stocks fell 7% the day before, market value lost 193 billion dollars - high volatility continues
The total market value of NVIDIA in the US is likely to reach a record level after stock price fluctuations this week.
On the US stock market on July 31, the company's stock price rose 13%. The total market value increased by 329 billion dollars (about 49 trillion280 billion yen) to 2,900 billion dollars. This day's fluctuation was the largest ever for a single business day. The company has broken these records many times over the past few months.
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ミッフィー投資10年目
liked
$NVIDIA (NVDA.US)$
Target of 120$ at a time
Target of 120$ at a time
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