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$NVIDIA (NVDA.US)$
I want to ask. I'm also unsure about the stock price lol 😆
I want to ask. I'm also unsure about the stock price lol 😆
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Since June, $NVIDIA (NVDA.US)$ The stock price fell by 38%.
What are your current plans? Hello everyone, I would like to know the plans for this month and next month.
Are you going to buy? Hold? Sell?
September is not good.
October is not good.
The election is terrible.
CPI and PPI could be reasons for selling. Simply because optimistic managers want to sell.
Yen carry trades are causing the overall market to sell.
People will demand a 0.25 or 0.5 interest rate cut.
What are your current plans? Hello everyone, I would like to know the plans for this month and next month.
Are you going to buy? Hold? Sell?
September is not good.
October is not good.
The election is terrible.
CPI and PPI could be reasons for selling. Simply because optimistic managers want to sell.
Yen carry trades are causing the overall market to sell.
People will demand a 0.25 or 0.5 interest rate cut.
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$NVIDIA (NVDA.US)$
The U.S. semiconductor giant NVIDIA is seeking to expand its influence. CEO Jensen Huang seems to be promoting a strategy to build an AI factory, integrating not only semiconductors but also software, datacenter design, and network technology, in order to expand the business.providing an integrated offering of software, datacenter design, and network technologyto build an AI factory, promote the strategy to expand the business
In particular, the key lies in the utilization of the ultra-high-speed network technology, InfiniBand. The company already acquired Mellanox Technologies, the main equipment manufacturer of this technology, approximately 7 billion dollars (about 1 trillion 23 billion yen) 5 years ago and has been investing resources into it.
Raul Martinez, CEO of the datacenter operation company Databank, analyzes, "NVIDIA has the vision of what AI should be, and what software and hardware elements are needed for users to actually implement it."
The U.S. semiconductor giant NVIDIA is seeking to expand its influence. CEO Jensen Huang seems to be promoting a strategy to build an AI factory, integrating not only semiconductors but also software, datacenter design, and network technology, in order to expand the business.providing an integrated offering of software, datacenter design, and network technologyto build an AI factory, promote the strategy to expand the business
In particular, the key lies in the utilization of the ultra-high-speed network technology, InfiniBand. The company already acquired Mellanox Technologies, the main equipment manufacturer of this technology, approximately 7 billion dollars (about 1 trillion 23 billion yen) 5 years ago and has been investing resources into it.
Raul Martinez, CEO of the datacenter operation company Databank, analyzes, "NVIDIA has the vision of what AI should be, and what software and hardware elements are needed for users to actually implement it."
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$NVIDIA (NVDA.US)$
Oracle Chairman and CTO Larry Ellison:
Oracle operates or is under construction of 162 cloud datacenters worldwide.
The largest of these datacenters is 800 megawatts, with several acres dedicated to a Nvidia GPU cluster for training large-scale AI models.
In the first quarter, a total of 42 cloud GPU contracts worth a combined $3 billion were signed.
Oracle Chairman and CTO Larry Ellison:
Oracle operates or is under construction of 162 cloud datacenters worldwide.
The largest of these datacenters is 800 megawatts, with several acres dedicated to a Nvidia GPU cluster for training large-scale AI models.
In the first quarter, a total of 42 cloud GPU contracts worth a combined $3 billion were signed.
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$NVIDIA (NVDA.US)$
Good job, Oracle! It's good to gradually flow. Don't lean too much towards Enbi...
It broke like a dam bursting‼️ Splattered‼️
EnuBi's stock price is rising, it's good from October. Charge up by wandering around. I'll buy a little more.
Dobaa‼️ Love you ❤️
Good job, Oracle! It's good to gradually flow. Don't lean too much towards Enbi...
It broke like a dam bursting‼️ Splattered‼️
EnuBi's stock price is rising, it's good from October. Charge up by wandering around. I'll buy a little more.
Dobaa‼️ Love you ❤️
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$NVIDIA (NVDA.US)$
Moore's Law → Singularity
NVIDIA's big volcano eruption of that era 🌋
may be happening
Moore's Law → Singularity
NVIDIA's big volcano eruption of that era 🌋
may be happening
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$Intel (INTC.US)$ It is a well-known fact that it is struggling. The stock price has fallen more than 60% since the beginning of the year, making it the worst-performing stock in the Dow Jones Industrial Average this year.
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to this, in the late 1990s, it became one of the first two technology companies to join the famous Dow Jones Index along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has expanded into other businesses such as cloud computing, while Intel may begin to lose its dominance in the PC market as competitors manufacture more advanced Arm-based chips.
Furthermore, Broadcom has dealt a major blow to Intel's contract manufacturing business launched in 2021. After testing Intel's latest manufacturing technology, it concluded that it could not withstand mass production.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to this, in the late 1990s, it became one of the first two technology companies to join the famous Dow Jones Index along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has expanded into other businesses such as cloud computing, while Intel may begin to lose its dominance in the PC market as competitors manufacture more advanced Arm-based chips.
Furthermore, Broadcom has dealt a major blow to Intel's contract manufacturing business launched in 2021. After testing Intel's latest manufacturing technology, it concluded that it could not withstand mass production.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
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$NVIDIA (NVDA.US)$
Looking at the macro trends in the semiconductor industry, companies that rely on Intel seem to have a tough future ahead. The current winners are NVIDIA, AMD, and ARM.
Looking at the macro trends in the semiconductor industry, companies that rely on Intel seem to have a tough future ahead. The current winners are NVIDIA, AMD, and ARM.
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$NVIDIA (NVDA.US)$ Until the yen strengthens, there is resistance to additional investment from the yen 🤔
If the interest rate is lowered and stabilized, will the dollar-yen stabilize?
Will it drop to zero interest rates during a recession?
Until one of the two is decided, save cash in yen 🤑
If the interest rate is lowered and stabilized, will the dollar-yen stabilize?
Will it drop to zero interest rates during a recession?
Until one of the two is decided, save cash in yen 🤑
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$NVIDIA (NVDA.US)$ The fast algorithm that institutions can't stop 😫 How many times do we have to repeat the same thing!! Everyone must be thinking that it's the institutions' doing, so it's their own fault. Individuals need to be careful not to get caught up in it and it's better not to sell. Both the stock market and interest rate cuts are heading towards buyback, which means short sellers 👿❌ Personally, I think we should not believe the negative schemes on the internet. If I were to react to every long-term investment, I would be in a different situation...
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