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Nvidia is already the winner of the AI competition.
The competition is heating up, and it's not just AMD and Intel. Nvidia's own customers are also developing competitive AI chips to bypass Nvidia.
Software is an untapped revenue stream for Nvidia. They have all the necessary foundations, and now it's time to act.
Nvidia performed well in the first quarter and is expected to grow even more in the next few quarters, in addition to announcing a 10-split 1 share split.
Investment arguments
Nvidia (NASDAQ: NVDA) (NEOE: NVDA: CA) is the biggest beneficiary of the surge in AI demand. They already have the hardware and software, and most importantly, their systems were already being used for AI applications before the viral popularity of Chat GPT made companies and countries around the world recognize the potential of AI.
The surge in Nvidia's valuation is due to a significant increase in revenue last year, and it looks like this growth trend is likely to continue. Nvidia is well positioned in 2024, and the shortage of its products is likely to continue until 2025. What is worrying is the next few years. Nvidia currently has a strong moat, but it also has many challengers, including Nvidia's own...
Nvidia is already the winner of the AI competition.
The competition is heating up, and it's not just AMD and Intel. Nvidia's own customers are also developing competitive AI chips to bypass Nvidia.
Software is an untapped revenue stream for Nvidia. They have all the necessary foundations, and now it's time to act.
Nvidia performed well in the first quarter and is expected to grow even more in the next few quarters, in addition to announcing a 10-split 1 share split.
Investment arguments
Nvidia (NASDAQ: NVDA) (NEOE: NVDA: CA) is the biggest beneficiary of the surge in AI demand. They already have the hardware and software, and most importantly, their systems were already being used for AI applications before the viral popularity of Chat GPT made companies and countries around the world recognize the potential of AI.
The surge in Nvidia's valuation is due to a significant increase in revenue last year, and it looks like this growth trend is likely to continue. Nvidia is well positioned in 2024, and the shortage of its products is likely to continue until 2025. What is worrying is the next few years. Nvidia currently has a strong moat, but it also has many challengers, including Nvidia's own...
Translated
![Challenges and opportunities coexist. How can AI giant Nvidia continue to shine in the new fiscal season? What will happen to stock prices in the next few years?](https://ussnsimg.moomoo.com/sns_client_feed/103218370/20240528/1716875752344-1244f9f01f.png/thumb?area=999&is_public=true)
![Challenges and opportunities coexist. How can AI giant Nvidia continue to shine in the new fiscal season? What will happen to stock prices in the next few years?](https://ussnsimg.moomoo.com/sns_client_feed/103218370/20240528/1716875751826-d912fa3ad8.png/thumb?area=999&is_public=true)
![Challenges and opportunities coexist. How can AI giant Nvidia continue to shine in the new fiscal season? What will happen to stock prices in the next few years?](https://ussnsimg.moomoo.com/sns_client_feed/103218370/20240528/1716875750853-08f85fdb2c.png/thumb?area=999&is_public=true)
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The cost of training the ChatGPT-5 model could range from $1.7 to $2.5 billion, according to HSBC.
This is 17.5 times more expensive than ChatGPT-4 and nearly 400 times more expensive than ChatGPT-3.
Only a few can afford such a race in expenses, so the leadership in AI technologies will remain with the current market technology leaders.
$Microsoft(MSFT.US$ $Amazon(AMZN.US$ $Meta Platforms(META.US$
This is 17.5 times more expensive than ChatGPT-4 and nearly 400 times more expensive than ChatGPT-3.
Only a few can afford such a race in expenses, so the leadership in AI technologies will remain with the current market technology leaders.
$Microsoft(MSFT.US$ $Amazon(AMZN.US$ $Meta Platforms(META.US$
![Training Cost of CHATGPT Models](https://sgsnsimg.moomoo.com/sns_client_feed/102728403/20240529/2e3170f19365ffdf844a68ae1d221953.jpg/thumb?area=101&is_public=true)
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$Apple(AAPL.US$ is expected to release its Q2 FY 2024 earnings report on Thursday, May 2, after the market closes. So far this year, the tech giant has faltered by almost 12%, significantly lagging behind the $S&P 500 Index(.SPX.US$ and its Mag 7 peers, except for $Tesla(TSLA.US$. As analysts express apprehension regarding the company's challenges in China, ambiguity surrounding...
![Apple Earnings Preview: Will the Upcoming Results Be the Catalyst for a Stock Rebound Following a 12% Dip This Year?](https://ussnsimg.moomoo.com/sns_client_feed/71445112/20240429/175a7f3ac6c2b62a77ecc03b4891b55c.png/thumb?area=100&is_public=true)
![Apple Earnings Preview: Will the Upcoming Results Be the Catalyst for a Stock Rebound Following a 12% Dip This Year?](https://ussnsimg.moomoo.com/sns_client_feed/71445112/20240429/0616f1c29d7d7c39031c1fde03b2e834.png/thumb?area=100&is_public=true)
![Apple Earnings Preview: Will the Upcoming Results Be the Catalyst for a Stock Rebound Following a 12% Dip This Year?](https://ussnsimg.moomoo.com/sns_client_feed/71445112/20240429/8becc0a11b7939076bebb6b6bb7c22cc.png/thumb?area=100&is_public=true)
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It's been nearly a week since moomoo launched, and it's been a busy week addressing questions from the public. Therefore, I've created this post to clarify any doubts you might have!
Q: Is moomoo a Direct CDS or a nominee account?
A: Nominee account.
Q: I'm already a moomoo SG user, can I use the same phone number and email to register for moomoo MY?
A: Yes, you can activate the moomoo MY feature on your existing app and still use our link to open an acc...
Q: Is moomoo a Direct CDS or a nominee account?
A: Nominee account.
Q: I'm already a moomoo SG user, can I use the same phone number and email to register for moomoo MY?
A: Yes, you can activate the moomoo MY feature on your existing app and still use our link to open an acc...
![Moomoo MY Q&A! Drop down your questions!](https://sgsnsimg.moomoo.com/sns_client_feed/101748296/20240303/9a31b4a2461d45e28df07c2ee07747ca.jpg/thumb?area=104&is_public=true)
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A hundred suspects a day
Risk management can't be less
I mean, the price of food is going up all the time.![]()
Risk management can't be less
I mean, the price of food is going up all the time.
Translated
![Target Day $100](https://ussnsimg.moomoo.com/sns_client_feed/73551830/20240424/a0a328fdaf3140220a2f995440a8a0c6.jpg/thumb?area=100&is_public=true)
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Today's banquette, please.![]()
$Meta Platforms(META.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$ $Apple(AAPL.US$ $Alphabet-A(GOOGL.US$ $Chipotle Mexican Grill(CMG.US$
$Meta Platforms(META.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$ $Apple(AAPL.US$ $Alphabet-A(GOOGL.US$ $Chipotle Mexican Grill(CMG.US$
Translated
![$100 a day challenge](https://ussnsimg.moomoo.com/sns_client_feed/73551830/20240424/bd9aeda26ea5cec9fd9a996cdafa2aae.jpg/thumb?area=100&is_public=true)
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