涼しいダーリヤ_5921
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涼しいダーリヤ_5921
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$XRP (XRP.CC)$
I feel like it will go up another level today
I feel like it will go up another level today
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涼しいダーリヤ_5921
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$XRP (XRP.CC)$
Bitcoin and Ethereum have arrived, so next up is coming soon...
Bitcoin and Ethereum have arrived, so next up is coming soon...
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涼しいダーリヤ_5921
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涼しいダーリヤ_5921
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$NVIDIA (NVDA.US)$ In the third quarter of 2024, global strategy (NVIDIA) can be considered in a transition period from H100 (Hopper architecture) to the next-generation Blackwell architecture.
1. The demand for H100 is approaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have been increasing their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be fully introduced to the market in 4Q, with information on its architecture and specifications starting to emerge in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and customer transition plans. In fact, TSMC is operating at full capacity for GPU chip production.
3. Transitional period of the product lifecycle
In the high-end product (H100) market, the timing of demand maturity is key...
1. The demand for H100 is approaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have been increasing their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be fully introduced to the market in 4Q, with information on its architecture and specifications starting to emerge in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and customer transition plans. In fact, TSMC is operating at full capacity for GPU chip production.
3. Transitional period of the product lifecycle
In the high-end product (H100) market, the timing of demand maturity is key...
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涼しいダーリヤ_5921
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$NVIDIA (NVDA.US)$
First of all, congratulations on being included in dow inc. The stock price has risen by more than 3 dollars after hours, but it feels like a little loss as it will be the closing price after post-market trading ends.
However, it is expected that buying based on this will intermittently occur at the beginning of the week. The scale of index buying may be staggering. If that happens, achieving the world's largest market capitalization momentarily (probably achieved at the opening on November 4), there is a high likelihood of widening the gap with apple. Truly, 'NVIDIA style, good to have held (lol).'
The share buyback is probably not yet completely finished, and the guidance (future outlook) at the quarterly earnings announcement on November 20 is positive, along with the Federal Reserve interest rate cut, somewhat easing geopolitical risks, short sellers buying back, and strong buying from hedge funds. Naturally, with favorable conditions aligning for a stock price increase, ratings and target stock prices may also be raised. Truly a situation of 'a crowbar to a demon, assisting a tiger in its efforts' ❗
Mr. Kaku's leather jacket and CEO Juan are truly 'gods' ❗
First of all, congratulations on being included in dow inc. The stock price has risen by more than 3 dollars after hours, but it feels like a little loss as it will be the closing price after post-market trading ends.
However, it is expected that buying based on this will intermittently occur at the beginning of the week. The scale of index buying may be staggering. If that happens, achieving the world's largest market capitalization momentarily (probably achieved at the opening on November 4), there is a high likelihood of widening the gap with apple. Truly, 'NVIDIA style, good to have held (lol).'
The share buyback is probably not yet completely finished, and the guidance (future outlook) at the quarterly earnings announcement on November 20 is positive, along with the Federal Reserve interest rate cut, somewhat easing geopolitical risks, short sellers buying back, and strong buying from hedge funds. Naturally, with favorable conditions aligning for a stock price increase, ratings and target stock prices may also be raised. Truly a situation of 'a crowbar to a demon, assisting a tiger in its efforts' ❗
Mr. Kaku's leather jacket and CEO Juan are truly 'gods' ❗
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涼しいダーリヤ_5921
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この掲示板にいるホルダー全員に利益を出して頂きたいので 再UPします
長期保有する大切な理由の1つ
MUは24年からの成長が素晴らしい
$マイクロン・テクノロジー (MU.US)$
2024年EPS 0.70ドル実績
2025年EPS 8.47ドル予想
2026年EPS 11.07ドル予想
23年-5.34ドルから+6.04ドルで
24年0.70ドル 更に25年は+7.77ドルで
25年は8.47ドル PER15で127.05ドル
26年は11.07ドル PER15で166.05ドル
100ドル割れで終わる訳がない
私のチームは全員上がると予想している
焦る事はない
ただ時が過ぎるのを待つだけ
長期ホールド一択
長期保有する大切な理由の1つ
MUは24年からの成長が素晴らしい
$マイクロン・テクノロジー (MU.US)$
2024年EPS 0.70ドル実績
2025年EPS 8.47ドル予想
2026年EPS 11.07ドル予想
23年-5.34ドルから+6.04ドルで
24年0.70ドル 更に25年は+7.77ドルで
25年は8.47ドル PER15で127.05ドル
26年は11.07ドル PER15で166.05ドル
100ドル割れで終わる訳がない
私のチームは全員上がると予想している
焦る事はない
ただ時が過ぎるのを待つだけ
長期ホールド一択
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涼しいダーリヤ_5921
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涼しいダーリヤ_5921
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$Super Micro Computer (SMCI.US)$ If the performance is really bad, I'll throw in the towel, but
The performance is expanding, so it's tricky, even to average down.
I can't get involved in checking the next quarter's financial results. Stop messing around.
The performance is expanding, so it's tricky, even to average down.
I can't get involved in checking the next quarter's financial results. Stop messing around.
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