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$NVIDIA (NVDA.US)$
It’s so boring. Get to work! Raziel!
Even if I go to the workplace, there’s no one doing US stocks. No one knows about Envi.
No, no. Just get to work! Raziel!
The markets in the USA 🇺🇸 are closed 🎌, so I am also taking a break 🎌.
Shall we go for a walk with the dog 🐶🚶? Ah, isn't the Electricity 💡 bill high? Is it because of the weak yen? Isn't gasoline ⛽️ also expensive?
Get to work‼️ Raziel‼️.
It’s so boring. Get to work! Raziel!
Even if I go to the workplace, there’s no one doing US stocks. No one knows about Envi.
No, no. Just get to work! Raziel!
The markets in the USA 🇺🇸 are closed 🎌, so I am also taking a break 🎌.
Shall we go for a walk with the dog 🐶🚶? Ah, isn't the Electricity 💡 bill high? Is it because of the weak yen? Isn't gasoline ⛽️ also expensive?
Get to work‼️ Raziel‼️.
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$NVIDIA (NVDA.US)$
Meta Platforms and Google shared wonderful news for Broadcom investors.
Although this article is about Broadcom, it mentions that NVDA is the main focus, so I will share it.
(Translation) Four Technology companies will invest 320 billion dollars in capital projects by 2025. Most of that spending will be allocated for building and upgrading Datacenters for training and using Artificial Intelligence (AI).NVIDIAThere is no doubt that it will become a major winner from all those expenditures. In fact, virtually all major Technology companies have repeatedly emphasized the importance of relationships with key designers of Graphics Processing Units (GPUs).
The following is the main topic of this article, which is about Broadcom.
Meta Platformsand Google's parentcompany, Alph...
Meta Platforms and Google shared wonderful news for Broadcom investors.
Although this article is about Broadcom, it mentions that NVDA is the main focus, so I will share it.
(Translation) Four Technology companies will invest 320 billion dollars in capital projects by 2025. Most of that spending will be allocated for building and upgrading Datacenters for training and using Artificial Intelligence (AI).NVIDIAThere is no doubt that it will become a major winner from all those expenditures. In fact, virtually all major Technology companies have repeatedly emphasized the importance of relationships with key designers of Graphics Processing Units (GPUs).
The following is the main topic of this article, which is about Broadcom.
Meta Platformsand Google's parentcompany, Alph...
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With the expansion of the Artificial Intelligence (AI) market, Nvidia is strengthening its influence in the medical and life sciences fields. As part of this, Iqvia Holdings entered into a strategic partnership with Nvidia in January 2024 to embark on innovations in health care utilizing AI technology.
Iqvia is a company that provides advanced analytics and clinical research services, and its sales have grown rapidly over the past decade. Annual sales for 2024 are expected to reach $15.4 billion, attracting investor attention. This partnership is expected to accelerate the utilization of data incorporating Nvidia's AI technology, improving operational efficiency and speeding up new drug development in the health care sector.
The market has a high regard for Iqvia's growth potential, with most analysts recommending a "strong buy." Future stock price appreciation is predicted at 26%, as Nvidia's technology may further enhance the company's competitiveness.
The business structure and growth background of Iqvia Holdings.
Iqvia Holdings provides advanced data analysis, technology solutions, and clinical research services for the life sciences industry...
Iqvia is a company that provides advanced analytics and clinical research services, and its sales have grown rapidly over the past decade. Annual sales for 2024 are expected to reach $15.4 billion, attracting investor attention. This partnership is expected to accelerate the utilization of data incorporating Nvidia's AI technology, improving operational efficiency and speeding up new drug development in the health care sector.
The market has a high regard for Iqvia's growth potential, with most analysts recommending a "strong buy." Future stock price appreciation is predicted at 26%, as Nvidia's technology may further enhance the company's competitiveness.
The business structure and growth background of Iqvia Holdings.
Iqvia Holdings provides advanced data analysis, technology solutions, and clinical research services for the life sciences industry...
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Initially, NVIDIA's GeForce RTX 5090 faced severe shortages and soaring prices, but supply is expected to increase significantly. Following a slowdown in demand for AI GPUs, NVIDIA is shifting production lines to gaming GPUs. Reports indicate that market conditions will improve in a few weeks to about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
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$NVIDIA (NVDA.US)$
What I'm thinking about when investing is investing in stocks to invest in companies that are growing and growing. In the current situation where AI is gradually penetrating our lives, if you think AI is still necessary in the future, it is very necessary to have that royal road. I've gone too far and 98% are NVIDIA, so 2% are buying Arista. We specialize in AI data centers, and the AI data center system is getting a little weak, but it's hard to see a future where AI will disappear 5 years from now. I think assets will continue to grow steadily by having NVIDIA, which is growing steadily.
What I'm thinking about when investing is investing in stocks to invest in companies that are growing and growing. In the current situation where AI is gradually penetrating our lives, if you think AI is still necessary in the future, it is very necessary to have that royal road. I've gone too far and 98% are NVIDIA, so 2% are buying Arista. We specialize in AI data centers, and the AI data center system is getting a little weak, but it's hard to see a future where AI will disappear 5 years from now. I think assets will continue to grow steadily by having NVIDIA, which is growing steadily.
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$NVIDIA (NVDA.US)$
Last year, Q1 saw a huge increase.
Q1 has arrived again this year.
🚀 Morning outside of trading hours on the 27th 🚀 It's exciting, isn't it? 😊
Last year, Q1 saw a huge increase.
Q1 has arrived again this year.
🚀 Morning outside of trading hours on the 27th 🚀 It's exciting, isn't it? 😊
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Firefly Neuroscience (AIFF), which announced its participation in NVIDIA's "Partner Connect Program", saw its stock price surge over 200% in just five days. The company provides neuroscience technology utilizing AI and operates the FDA-approved "Brain Network Analytics (BNA)" platform. While this partnership might boost Firefly's growth with NVIDIA's AI technology, there are significant concerns regarding its financial situation. With expanding losses, high valuation, and lack of analyst coverage, the company's future business development is crucial.
Will Firefly Neuroscience's AI platform evolve with NVIDIA's technical support?
Firefly Neuroscience's flagship product, "Brain Network Analytics (BNA)", provides technology that analyzes EEG data with AI to detect signs of neurological diseases that physicians might overlook. NVIDIA's AI Hardware and Software...
Will Firefly Neuroscience's AI platform evolve with NVIDIA's technical support?
Firefly Neuroscience's flagship product, "Brain Network Analytics (BNA)", provides technology that analyzes EEG data with AI to detect signs of neurological diseases that physicians might overlook. NVIDIA's AI Hardware and Software...
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$NVIDIA (NVDA.US)$
New Positions:
• $SMH -- $30M
• $NVDA -- $28M
• $NBIS -- $18M
• $CMG -- $11M
• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech
New Positions:
• $SMH -- $30M
• $NVDA -- $28M
• $NBIS -- $18M
• $CMG -- $11M
• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech
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$NVIDIA (NVDA.US)$
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
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