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181404620 Private ID: 181404620
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    $NVIDIA (NVDA.US)$
    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
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    $NVIDIA (NVDA.US)$
    The artificial intelligence (AI) industry doesn't seem to have much this summer. Investors are increasingly wary of the ability of technology to provide real-world value, at least in the time frame that justifies the very high stock valuations they have seen.
    At the center of this is Nvidia (NASDAQ: NVDA), the poster child of technology. The chipmaker's stock price has fallen about 15% since reporting second-quarter results on August 28. Its market capitalization is nearly $5 trillion ($470 billion) in just one week. That's an incredible amount. There are only 15 companies on earth that have a market cap exceeding what the company lost in a week. This shows just how big Nvidia is.
    Such a drop might make you nervous. It makes me nervous too. But before jumping off the ship, let's think about the background a little more.
    The entire market is in turmoil.
    Most companies in the ai field are taking a hit...
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    $NVIDIA (NVDA.US)$
    I have been posting multiple times, but there is no doubt that it is on a downtrend. I don't think it will move during this period. As part of my investment strategy, I buy nvidia from time to time to adjust the average acquisition price.
    That's what you call getting ready, right?
    Since I am a long-term shareholder, I will enjoy buying to lower the average acquisition price. Individual investors have the advantage of time over institutions and fund managers. That's all.
    If it's cheaper than my price, I'll buy it without much concern. From now on, MU too.
    Is the judgment of the major algorithm securities companies in agreement? It's speculation.
    From 105 to 110 (105 is a strong resistance).
    From 105 to 100 (100 is a strong resistance).
    From 100 to 90 (90 is a thick wall).
    A giant attack called the market! We're here to break through this wall! Misaka, Armin, are you ready? Prepare your gold! Let's increase our deposit power!
    Not a vertical maneuvering equipment, but gold?!
    ☆ Everyone, have a nice day! ★
    Don't be happy or sad. Laugh. 😆
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    181404620 reacted to
    $NVIDIA (NVDA.US)$
    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.
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    181404620 reacted to
    $NVIDIA (NVDA.US)$
    💡NVIDIA Corporation $NVDA Financial results for Q2 FY25 2024/08/28
    Financial performance of the current quarter (Q2)
    - 🟢EPS: $0.68 (Financial estimates $0.65)
    Revenue: $30,040M (Estimated $28,785M)
    📊 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%
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    $NVIDIA (NVDA.US)$
    Nvidia (NASDAQ: NVDA) stock has retreated from its June peak as the stock market appears to be debating the future of the AI boom.
    Some investors believe the rally has overheated because new technology hasn't spawned “killer apps” yet or caused major disruptions to the economy. There was evidence of this when Alphabet and Microsoft shares retreated following recent earnings reports as investors questioned the level of spending on AI infrastructure and wondered if those tech giants would get a return on those investments.
    But there are plenty of AI bulls left, and among them is former Google CEO Eric Schmidt. In a recent conversation at Stanford University, Schmidt commented on the evolution of artificial intelligence and stated that companies are planning to spend tens or even hundreds of billions of dollars on AI infrastructure. For example, Microsoft and OpenAI are known as Stargate AI...
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    181404620 reacted to and commented on
    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    ① I had a good impression of semiconductor companies' performance and prospects so far rather than being relatively bad
    ② I laughed and couldn't believe the financial results of N last time
    ③ Big Tech's financial results also have many financial results that are good to look at as a whole, and they all indicate their intention to accelerate capital investment in AI(Tailwind remarks for semiconductors)
    ④ There is no impression that AMD's content or outlook will be negative in the future, and Intel... I don't really care
    These facts should be factored in, but when it comes to stock prices, of course, people who are bullish now, people who buy, sell, people who set up short sales, etc. are trading without that fact due to temporary major fluctuations in stock prices, and that is the market. There are many people who have left the facts that have existed until now, and think that falling stock prices will worsen even financial results that have not yet been announced, and the media quickly accelerated such speculation according to stock prices...
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    181404620 reacted to
    $NVIDIA (NVDA.US)$
    Even for humanoid robots, Nvidia is developing a SoC called Jetson Thor, which is flawless. Tesla became a hot topic for a while because it switched NVIDIA GPUs to X and used them. I'm looking forward to innovation in “humanoid robots” brought about by two geniuses, Elon and Jenson.
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    $NVIDIA (NVDA.US)$ The short sales momentum is burning...
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