$NVIDIA (NVDA.US)$
Are those who are selling now gamblers? Investors?
From the perspective of holders, they only look like gamblers.
The fundamental way of thinking in investing is
I consider it as support for the company.
Please do your best!

$NVIDIA (NVDA.US)$
That's how it turns out, right...
To those who were saying 'Congratulations to those who bought NVDA' - Congratulations! 😤
By the way, when did it jump to the top of market capitalization...? Awesome!

$Super Micro Computer (SMCI.US)$ Because I no longer understand why it is rising, I will sell all of it...
There may no longer be any positive factors.
If we were to return, what if a third-party committee proves the innocence of the accounting?
Even so, the high cost of liquid immersion cooling squeezing profits and NVIDIA forming partnerships with others may continue to put pressure on the stock price.
What did everyone think?

$USD/JPY (USDJPY.FX)$ I wonder if it will reach $154 today?

$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...

$NVIDIA (NVDA.US)$
I kept telling you not to sell, lol.

$NVIDIA (NVDA.US)$
Come back at the closing price 🤓

$NVIDIA (NVDA.US)$ Yes, today's market is also falling.

$NVIDIA (NVDA.US)$
Ride this wave and bounce!

$NVIDIA (NVDA.US)$
If N says look up,
Fellow colleagues in other semiconductor sectors, look up too!