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$NVIDIA (NVDA.US)$
Equipment investment in 2025 is only a plan.
No change from statement 1.24 for Meta 600 to $65 billion. Year-on-year comparison of 56-66%.
Microsoft's revenue is $85 billion (including 485,000 units of Hopper), a 40% increase year-on-year.
There is no specific amount mentioned regarding Tesla's equipment investment. Only 1 billion dollars for 2024 (to the best of my knowledge).
Apple is unlikely to buy NVIDIA's chips as usual.
Equipment investment in 2025 is only a plan.
No change from statement 1.24 for Meta 600 to $65 billion. Year-on-year comparison of 56-66%.
Microsoft's revenue is $85 billion (including 485,000 units of Hopper), a 40% increase year-on-year.
There is no specific amount mentioned regarding Tesla's equipment investment. Only 1 billion dollars for 2024 (to the best of my knowledge).
Apple is unlikely to buy NVIDIA's chips as usual.
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$Royal Caribbean (RCL.US)$ I thought it would be a complete decline, but it's not so. Rather, it has risen here.
There are no particular reasons for the rise, but if I have to force one, would it be because of the upcoming financial results? The policy of not entering until after the FOMC ends remains unchanged, but starting from February, I expect the same candlestick chart tracing as last year until October.
I'm somehow happy to know that it functions as a hedge for high tech.![]()
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