$NVIDIA (NVDA.US)$
NVIDIA $NVDA is often referred to as a "semiconductors company," but that understanding is incorrect. The company is evolving into a "platform company" that provides foundational technology for AI infrastructure. The AI boom is superficially discussed as a "semiconductor supply shortage," but its essence is different. It is a phenomenon arising from a structural demand excess during the fundamental reconstruction process of AI infrastructure. Particularly noteworthy is the changing demand pattern of datacenter operators. The nature of investment is transitioning from traditional "planned equipment investments" to "strategic investments for competitive advantage."
The industrial revolution of the 18th century began with a single technological innovation - the steam engine. Subsequently, with electricity and then computers, technological innovations have fundamentally changed human modes of production. Now, we are witnessing the fourth wave, the industrial revolution through digital intelligence. At the core of this new industrial revolution is the concept of an "AI Factory".
NVIDIA $N...

$NVIDIA (NVDA.US)$
Trump won. Despite being a close race with results unclear for days, Trump's victory was overwhelming. This is good for the stock market. It is not ideal for the situation to continue in a stagnant state. Therefore, today the stock market surged. However, interest rates also rose. Is it a good idea to buy during this surge? If so, what should you buy? That's the topic for today.
A red wave on election night.
On the night of the presidential election, a live broadcast of about three hours was publicly available with commentary starting at 21:30 American time (11:30 AM Japan time). The recording is also publicly available, so please watch it if you can (link in the reply section).
By 21:30, with 95% of the votes already counted in Florida, where the polling stations closed at 19:00, there was already a significant 14% difference. I think this set the tone for election night.
"Huh, in Florida, a 14% difference? Wait, does this mean Trump has already won in Florida?" I was also surprised. Florida had already been decided before I started the live stream.
During the Clinton era, Florida was a major battleground where Trump won by a narrow margin of 1.2%. However, with Biden, the gap sometimes widened to over 3%, so this time in terms of battleground perception...

$NVIDIA (NVDA.US)$
Nvidia share price rising scenario
Phase One: Trump's victory
Phase Two: FRB rate cut
Phase Three: Index buying due to Dow Inc adoption
In the fourth quarter, excellent earnings on the 20th, unprecedented guidance.
Extra Edition: Share buyback, short squeeze, business alliance with other companies, etc.

$NVIDIA (NVDA.US)$
Tonight is +$5, yay! ✌️

$NVIDIA (NVDA.US)$
Although the NVIDIA stock has fallen despite good earnings, some people say that it has returned to being a normal stock after the deification ended.
What about you?

$NVIDIA (NVDA.US)$
The fluctuation of Nvidia's stock price is the price to pay for leading the market in returns. As long as the next-generation AI models continue to improve, the demand for Nvidia's GPUs will remain solid, and the stock price will continue to reach new highs.
Nvidia's stock volatility is the price you pay for market-leading returns. As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust—and its stock should continue to hit new highs. Barron's

$NVIDIA (NVDA.US)$
The artificial intelligence (AI) industry does not seem to have much presence like it did at the beginning of this summer. Investors are increasingly cautious about the ability of technology to provide real-world value, at least in a timeframe that justifies the very high stock valuations that investors have seen.
At the center of this is Nvidia (NASDAQ:NVDA), the poster child for technology. The chipmaker's stock price has fallen by about 15% since reporting its second-quarter earnings on August 28. Its market capitalization is nearly 5 trillion dollars ($470 billion) in just one week. That is an incredible amount. There are only 15 companies on Earth that have a market capitalization that exceeds what the company lost in one week. It shows how big Nvidia is.
Such a drop may make you nervous. It makes me nervous too. But before jumping off the ship, let's consider a little more background.
The entire market is shaking.
Most companies in the ai field are taking a hit...

$NVIDIA (NVDA.US)$
I have posted many times, there is no doubt that it is a downward trend. I don't think it will move at this time. My investment strategy is to adjust the average acquisition price of Nvidia by buying it intermittently.
It's called positioning, right?
Since it is a long-term holding, I will continue to buy it with pleasure in order to lower the average acquisition price. Individual investors have time to surpass institutions and fund managers. That's the only reason.
If it's cheaper than my own price, I will buy it without worrying too much. From now on, even MU.
Is the decision of the major algorithm-based securities companies in agreement? It's speculation.
From 105 to 110 (105 is a strong barrier)
From 105 to 100 (100 is a thick wall).
From 100 to 90 (90 is a thick wall).
The market is like an attack on titan! We're here to break through this wall! Misaka, Armin, are you ready? Prepare the gold! Let's increase our deposit power!
Not the vertical maneuvering equipment... but gold?
☆ Everyone, have a good day ★
Don't get too carried away. Laugh 😆

$NVIDIA (NVDA.US)$
Thank you for your question. In my opinion, "It is certain that AI ​​generation will grow, but it is not necessarily the main role for GPUs." Edge AI will also increase, and whether GPUs for datacenters will increase at the current pace is known only to God. On the other hand, there are too many reasons to write, but I still think NVIDIA will continue to grow.

$NVIDIA (NVDA.US)$
🤖 決算まとめるくん(AI)コメント
💰 Quarterly performance (Q2)
🏢NVIDIA Corporation概要
- セクター: 情報技術
📊 Key Indicators
- 🟢Datacenter revenue: $26,272M (YoY+154.5%, expected comparison +5.0%, previous quarter comparison +16%)
- Gaming revenue: $2,880M (YoY+15.8%, +3.0% compared to estimates, +9% compared to the previous quarter)
- Professional visualization: $454M (YoY+19.8%, -0.2% compared to estimates, +6% compared to the previous quarter)
- Automobile & Robotics: $346M (YoY+36.8%, -1.1% compared to estimates, +5% compared to the previous quarter)
- OEM & Other: $88M (YoY+33.3%, +17.3% compared to estimates)
- 決算総合サプライズ率 (AI推定): 😲+6.82%