$D-Wave Quantum (QBTS.US)$
Is it still possible to enter now?
↓↓↓ Please tell me more details!

$Applovin (APP.US)$
I felt that the charts for 2021 and 2024 were similar, so I put them together.
2021年
In 2024.
1. Stock Price Trends and Their Background
2021年
Factors Contributing to Stock Price Increase:
1. Strengthened leadership in the app monetization market, with the appreciation of the advertising market recovery and real-time bidding technology. (10/7)
In the third quarter earnings (11/10), revenue increased by 39% compared to the same period last year, reaching a 60% EBITDA margin, and strong performance was announced.
AI-driven advertising technology enhanced competitiveness, leading to successive "buy" ratings from analysts.
Reasons for the Stock Price Decline:
In November, concerns about revenue growth and changes in management caused market anxiety, resulting in a decline in stock prices.
In 2024.
Factors contributing to the stock price rise:
1. In the third quarter earnings (11/6), revenue increased by 38.6% compared to the same period last year, and EPS significantly exceeded Financial Estimates. The revenue outlook for 2025 is also positive.
Being included in the NASDAQ-100 Index, the company valuation continued to rise.
Reasons for the stock price decline:
1. In December, the announcement of not being included in the S&P 500 index was made, which was disappointing...

$BigBear.ai Holdings (BBAI.US)$
As long as Vanguard and Blackrock are increasing their shareholdings, I feel like there is no need to sell. Rather, I want to increase them more ^_^.
It's my own purchase criterion.
I win by checking whether both Vanguard and Blackrock own stocks, both are increasing their shareholdings, and whether they are related to semiconductors, AI, or quantum computers before buying.

$BigBear.ai Holdings (BBAI.US)$
BigBear.ai and $Palantir (PLTR.US)$ is strategic partnershipannounced a strategic partnership. Through this collaboration, BigBear.ai's AI technology and Palantir's next-generation operating platform can be integrated to provide actionable insights and intelligence for complex business decision-making.
Specifically, Palantir's Foundry platform will be integrated with BigBear.ai's "Observe, Orient, and Dominate" products to provide global data collection, actionable insight generation, and predictive intelligence at enterprise scale. This partnership allows the products of both companies to cooperate and meet the demand in high-growth areas of the government and commercial markets.
This partnership is particularly expected to be applied in fields such as space, retail, logistics, energy, etc.
BigBear.ai and Palantir's...

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

Funds are suddenly pouring explosively into the AI software sector.
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...

$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...