$NVIDIA (NVDA.US)$
In the semiconductor market in 2024, while artificial intelligence-related companies achieved strong growth, the performance of other companies varied, and two aspects can be seen. Deutsche Bank anticipates that a similar situation will continue in 2025.
“Looking ahead to 2025, the sales growth rate of semiconductors other than memory is expected to accelerate [about 16% compared to the previous year], but the trend of polarization continues (AI increases in the first half of the 10% range, the rest of the sector [increase in the first half of the single-digit range]), the company's analysts wrote in a memo.
“Overall, after a year of relative weakness in the SOX index (around -6% compared to S&P), basic growth is likely to improve in both scale and breadth, so although selectivity is still paramount, we are more positive about the group than we were a year ago.”
Themes to think about
Deutsche Bank sees two themes emerging for next year. This means that companies “with a broad base” are likely to improve their growth next year, and AI-related tailwinds should continue.
The width...

$NVIDIA (NVDA.US)$
Using nvidia's GPUs for mining can be very profitable. Will it attract more attention? From now on, it's all about cryptocurrency. Still in the early stages. Keeping an eye on nvidia and bitcoin stocks.

$NVIDIA (NVDA.US)$ Those who believe are saved 😎

$NVIDIA (NVDA.US)$
From image processing semiconductors
To AI semiconductors
And NVIDIA continues to evolve even further
The platform is underestimated too much 🤣
nvidia is so excellent that the stock price is sluggish, it's a typical scenario.

$NVIDIA (NVDA.US)$ It stays the same every year from the second half of November.

$NVIDIA (NVDA.US)$ There are many scaredy-cats, even though it hasn't gotten dark yet last night.

$NVIDIA (NVDA.US)$
150 is a milestone, so it will happen eventually ♥
=͟͟͞͞( ᐕ)੭ GoGo‼️

$NVIDIA (NVDA.US)$
As the market eagerly anticipates revenue from artificial intelligence (AI) powerhouse Nvidia (NASDAQ: NVDA), investors are pleased that the company's CEO, Jensen Huang, has announced a new partnership with Lenovo to drive sales in the crucial enterprise sector.
An important part of the pie
The majority of Nvidia's revenue comes from companies such as Microsoft, Meta Platforms, Amazon, etc. The tech giants are building massive server farms to run consumer AI products like Gemini and Meta AI using their hardware. These companies have poured billions of dollars into Nvidia's coffers and have no plans to stop in the near future. They are great customers, but there is always a risk in relying on a relatively small customer base. Any of them, like AMD...