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...

$Palantir (PLTR.US)$ Next year $300

$BigBear.ai Holdings (BBAI.US)$ I wonder if this stock will be like Palantir? If it does, would it be a good chance to buy in?

$NVIDIA (NVDA.US)$
The financial results remain phenomenal👍👍 What does the market want? The outlook is too crazy☀️ It's like falling in love with a handsome guy and then hating him on a whim.

$NVIDIA (NVDA.US)$
Just looking at this, the profit is really high.
I think the profit is enviable compared to major companies in japan. 🤔

$NVIDIA (NVDA.US)$
I bought more at 140 because there was a bargain sale.
I am concerned about the Blackwell heating issue, but I think it is not a critical problem so I believe it will be resolved over time.
It's important to check how far to mention in the guidance.

$NVIDIA (NVDA.US)$
If you are a long-term holder, you can easily hold this content.

$NVIDIA (NVDA.US)$
The new me🔰, revenue of 35.1 billion surpassing the financial estimates of 33.21 billion, feeling flustered.... made every effort to respond. 　　

$NVIDIA (NVDA.US)$
It's gradually going up!