ビヨンドニート
commented on
$NVIDIA (NVDA.US)$
The leather jacket was absent from President Trump's inauguration. During that time, he visited Taiwan to inspire manufacturers like Foxconn and Quanta to produce B200 and GB200 Servers as they worked through the important Spring Festival.
There are some opinions saying, "What was he doing being absent?" but I personally like this kind of on-site approach style. Everyone in Taiwan wants to take a break, but they are working through their time off for NVDA.
The next financial report might be affected by the earthquake, such as the disposal of TSMC's wafers, which may impact the guidance.
However, I think that these issues are more important in the long run.
The leather jacket was absent from President Trump's inauguration. During that time, he visited Taiwan to inspire manufacturers like Foxconn and Quanta to produce B200 and GB200 Servers as they worked through the important Spring Festival.
There are some opinions saying, "What was he doing being absent?" but I personally like this kind of on-site approach style. Everyone in Taiwan wants to take a break, but they are working through their time off for NVDA.
The next financial report might be affected by the earthquake, such as the disposal of TSMC's wafers, which may impact the guidance.
However, I think that these issues are more important in the long run.
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ビヨンドニート
liked
$NVIDIA (NVDA.US)$ Since last year, Big Tech has invested heavily in LLM data centers, starting with the question of whether returns can be obtained, and there have also been fever issues and yield issues that have arisen many times. Also, comparisons between GPUs and ASICs mean that AVGO is the favorite over NVDA, and DeepSeek shock and concerns about the future potential of NVDA have come up many times, but in the end, it's safe to say that it was all an overreaction? I think so. It's still a bit high, but since there are no fundamentals issues, I think it's like a test because NVDA won alone. Feelings may be shaken when stock prices are sluggish, but let's all holders firmly hold NVDA and form assets 👍
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$Recursion Pharmaceuticals (RXRX.US)$
It seems that SOFTBANK GROUP CO has also made a long.
It seems that SOFTBANK GROUP CO has also made a long.
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$Recursion Pharmaceuticals (RXRX.US)$
Because there is still a lot of digging happening during trading hours, there are not many expectations.
Because there is still a lot of digging happening during trading hours, there are not many expectations.
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$NVIDIA (NVDA.US)$
I think it was May 2023.
After experiencing a sharp drop in 2022, the price of H100 started to rise before the financial statements in May 2023 following the announcement of Open AI's AI generation in November 2022. Subsequently, it has reported historically exceptional financial results.
It seems that currently, following the deepseek shock, the price of H100 is rising again. Let's hope for even greater results with blawell.![]()
I think it was May 2023.
After experiencing a sharp drop in 2022, the price of H100 started to rise before the financial statements in May 2023 following the announcement of Open AI's AI generation in November 2022. Subsequently, it has reported historically exceptional financial results.
It seems that currently, following the deepseek shock, the price of H100 is rising again. Let's hope for even greater results with blawell.
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ビヨンドニート
voted
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Thematic Investment feature.
Want to seize investment opportunities related to DeepSeek but don’t know which stocks to invest in――. In such cases, the GAINIANBANKUAI feature is recommended.The GAINIANBANKUAI feature allows you to gather and review stocks related to DeepSeek, such as those in AI and next-generation technologies.
24-hour trading in US stocks
Affected by the DeepSeek shock, related stocks like PLTR can experience significant movement even outside of USA market hours. By utilizing the 24-hour trading feature for USA stocks, buying and selling can be executed quickly without missing investment opportunities.
The MOOMOO app's 24-hour trading feature allows for buying and selling not only during the USA market's regular hours but also outside of trading hours.The moment the news of a surge is heard, opening the app immediately can lead to profits from market fluctuations.
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$Recursion Pharmaceuticals (RXRX.US)$
There are unrealized losses from last year's NISA, but still planning to hold on.
There are unrealized losses from last year's NISA, but still planning to hold on.
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$Coherent (COHR.US)$
I hope for great achievements with the chips after Rubin.
I hope for great achievements with the chips after Rubin.
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$NVIDIA (NVDA.US)$
The atmosphere during gameplay has changed since the day before yesterday.
The atmosphere during gameplay has changed since the day before yesterday.
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ビヨンドニート OP めいちゃんの羊 : I don't know, but it is likely an enhancement of regulations on NVIDIA GPUs.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
It would be nice if there was some deal in return.