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$NVIDIA (NVDA.US)$
Although temporary, it is as expected to be sold until negative compared to the previous day. I wonder if the adjustment is approaching its end soon? The real rebound will probably start in December.
Although temporary, it is as expected to be sold until negative compared to the previous day. I wonder if the adjustment is approaching its end soon? The real rebound will probably start in December.
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$XRP (XRP.CC)$ I'm going to buy an additional 9.5 billion from now on, so rest assured.
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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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$NVIDIA (NVDA.US)$ In the third quarter of 2024, NVIDIA can be considered to be in a transition period from the H100 (Hopper architecture) to the next-generation Blackwell architecture.
1. The demand for H100 is reaching 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 raised their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be officially launched in 4Q, with information about its architecture and specifications beginning to be revealed in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and transition plan for customers. In fact, TSMC is running at full capacity for GPU chip production.
3. Transitional period of product life cycle
Market demand is maturing for high-end products (H100)...
1. The demand for H100 is reaching 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 raised their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be officially launched in 4Q, with information about its architecture and specifications beginning to be revealed in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and transition plan for customers. In fact, TSMC is running at full capacity for GPU chip production.
3. Transitional period of product life cycle
Market demand is maturing for high-end products (H100)...
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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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I would like all holders on this bulletin board to profit, so I'm reposting.
One of the important reasons for long-term holding.
MU has been showing excellent growth since 2024.
$マイクロン・テクノロジー (MU.US)$
Actual EPS for 2024 is 0.70 dollars.
Financial estimates for 2025 EPS are 8.47 dollars.
Financial estimates for 2026 EPS are 11.07 dollars.
From -5.34 dollars in 2023 to +6.04 dollars.
Starting at 0.70 dollars in 2024, further increasing to +7.77 dollars in 2025.
In 2025, with 8.47 dollars EPS and a P/E ratio of 15, the price is expected to be 127.05 dollars.
In 2026, it was $11.07 with a PER of 15, equivalent to $166.05.
There is no way it will end below $100.
My team expects everyone to improve.
There is no need to panic.
Just wait for time to pass.
long-term hold is the only choice.
One of the important reasons for long-term holding.
MU has been showing excellent growth since 2024.
$マイクロン・テクノロジー (MU.US)$
Actual EPS for 2024 is 0.70 dollars.
Financial estimates for 2025 EPS are 8.47 dollars.
Financial estimates for 2026 EPS are 11.07 dollars.
From -5.34 dollars in 2023 to +6.04 dollars.
Starting at 0.70 dollars in 2024, further increasing to +7.77 dollars in 2025.
In 2025, with 8.47 dollars EPS and a P/E ratio of 15, the price is expected to be 127.05 dollars.
In 2026, it was $11.07 with a PER of 15, equivalent to $166.05.
There is no way it will end below $100.
My team expects everyone to improve.
There is no need to panic.
Just wait for time to pass.
long-term hold is the only choice.
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