$NVIDIA (NVDA.US)$
For NVIDIA, inference AI is additive, not a replacement.
Post-training may require more computing power, and "long-term thinking" suggests inference processes will also utilize massive GPU resources.
For NVIDIA, inference AI is additive, not a replacement.
Post-training may require more computing power, and "long-term thinking" suggests inference processes will also utilize massive GPU resources.
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$NVIDIA (NVDA.US)$
Bears believe that NVIDIA faces the "curse of high expectations" and the cost-cutting pressure from DeepSeek, suggesting that the AI bubble may burst; bulls argue that demand is strong, and after a recent stagnation, "the possibility of NVIDIA's stock price rising is greater than that of it falling." Additionally, intensified AI competition may benefit NVIDIA.
Bears believe that NVIDIA faces the "curse of high expectations" and the cost-cutting pressure from DeepSeek, suggesting that the AI bubble may burst; bulls argue that demand is strong, and after a recent stagnation, "the possibility of NVIDIA's stock price rising is greater than that of it falling." Additionally, intensified AI competition may benefit NVIDIA.
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$NVIDIA (NVDA.US)$ Currently, there's a group on Wall Street amplifying some unfavorable economic data, fueling concerns about an economic recession. As a result, in the short term, there won’t be any significant upward trends. Any bad news could cause stock prices to plummet. For small players like us, if you have the means, it’s better to hold onto your stocks. Of course, those who are playing with margins are now facing significant pressure.
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$NVIDIA (NVDA.US)$ No matter how well NVIDIA performs, the market can always find a reason for its stock to drop right now. This is because the big players are short-selling. The stock price will only go back up after they've finished targeting the smaller investors.
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$NVIDIA (NVDA.US)$ : I sold all at 140.28 as I noticed that the shares today are being manipulated by retail investors, and their efforts to push up the price likely won't be sustainable.
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$AEM SGD (AWX.SG)$ The CEO has resigned due to a drop in the share price, but this situation presents a significant opportunity to make substantial profits.
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$Advanced Micro Devices (AMD.US)$ the drop is because Wall Street anticipated the Federal Reserve's Beige Book on economic conditions.
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$AEM SGD (AWX.SG)$ Thanks to Nvidia's impressive first quarter earnings report last night, all related stocks benefited today.
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$SIA (C6L.SG)$ Typically, a drop in stock prices at this time is due to some people maliciously short selling for profit, which is quite normal. After a period, the prices will gradually climb back up.
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$Palantir (PLTR.US)$ I have observed numerous negative comments regarding the short selling of this company. However, from an objective standpoint, the company remains profitable, with rising revenues, expanding commercial operations, and it is a robust participant in its sector.
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Learning never end OP 102180832 : Inference Workloads Will Continue to Grow Over Time
first, long-term AI adoption means increasing inference demand:
And AI is being embedded into more real-world applications (e.g., customer service, healthcare diagnostics, robotics).
then Edge AI and cloud AI services (like NVIDIA’s Triton Inference Server) drive sustained GPU utilization.
So, inference can be just as computationally intensive as training:
besides, Large-scale transformer models (e.g., ChatGPT, Gemini) require billions of parameter lookups per query, leading to high energy and GPU consumption.
last but not lease, inference workloads at scale (Google, Meta, Microsoft, Tesla) mean NVIDIA GPUs will be in constant demand.