Magnificent7
liked
$Arm Holdings(ARM.US$ Resurrection A
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5
Magnificent7
liked
$Mitsubishi Heavy Industries(7011.JP$
(金)2時半頃の⤵️局面で
利確しました、(月)寄り付き後の
⤵️⤴️場面で買い増し予定、
余談ですが昨晩🇺🇸⤴️⤴️⤴️
アーム含め手持ち株価は
上昇🤭
酷暑の週末を🆒に過ごしてます。
🇯🇵ソフトバンクは爆⤴️⤴️ですかねっ😀
(金)2時半頃の⤵️局面で
利確しました、(月)寄り付き後の
⤵️⤴️場面で買い増し予定、
余談ですが昨晩🇺🇸⤴️⤴️⤴️
アーム含め手持ち株価は
上昇🤭
酷暑の週末を🆒に過ごしてます。
🇯🇵ソフトバンクは爆⤴️⤴️ですかねっ😀
11
Magnificent7
liked
$SoftBank Group(9984.JP$
When this happens (9984), the SoftBank Group seems to be late, so it's strange. The total market value of the SoftBank Group is 16 trillion yen, and Arm is 30 trillion yen.
When this happens (9984), the SoftBank Group seems to be late, so it's strange. The total market value of the SoftBank Group is 16 trillion yen, and Arm is 30 trillion yen.
Translated
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240706/2630d0009e47b385cfaa09d2dea3f6e1.jpg/thumb?area=105&is_public=true)
5
Magnificent7
commented on
$Sumitomo Chemical(4005.JP$ A long-established large enterprise that had a large deficit of close to 500 billion last year. With the sale of policy holdings, we will probably overcome the next fiscal year or so with capital policy alone. By the way, what about your main job? Is crude oil cheap and fertilizer stable? Somebody tell me...
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Magnificent7
commented on
The global GPU market size will be 69 billion dollars at the end of fiscal year 2024
NVDA's estimated annual sales with 90% share are approximately $60 billion
GPU market size will be 395.5 billion dollars at the end of fiscal year 2030
It is supposed to be.
In simple terms, NVDA's market share is 90% as of 2030
Assuming that, NVDA sales were $3,557.
However, assuming that the sales share will decrease by 10% each year, 2030
Sales of 2010 billion dollars.
If the cost ratio remains unchanged at 21.6%, in 2030
The total market value of NVDA is 10.50 trillion dollars.
These are extremely rough estimates.
The assumption is that the market share will decrease by 10% every year (which is unlikely to happen at all), so reaching 10 trillion dollars should be even faster.
NVDA's estimated annual sales with 90% share are approximately $60 billion
GPU market size will be 395.5 billion dollars at the end of fiscal year 2030
It is supposed to be.
In simple terms, NVDA's market share is 90% as of 2030
Assuming that, NVDA sales were $3,557.
However, assuming that the sales share will decrease by 10% each year, 2030
Sales of 2010 billion dollars.
If the cost ratio remains unchanged at 21.6%, in 2030
The total market value of NVDA is 10.50 trillion dollars.
These are extremely rough estimates.
The assumption is that the market share will decrease by 10% every year (which is unlikely to happen at all), so reaching 10 trillion dollars should be even faster.
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1
Magnificent7
commented on
TDK President Says Generative AI Will Have a “Big Impact” - Tailwind Has a Wide Range
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$Arm Holdings(ARM.US$ If you look at the growth of NVIDIA and Broadcom and the size of their total market capitalization, the day may come when the total market value of ARM will exceed 100 trillion... there is a possibility that it will be 4 times to 5 times higher. I'm looking forward to Grandson's presentation this week! expected
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$Murata Manufacturing(6981.JP$ Apple's replacement seems to be progressing with personal AI as a trend. Japanese parts manufacturers are also taking the lead! Expectations are high
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$Qualcomm(QCOM.US$ Microsoft entrusted it to me, so I think there's no doubt about it. All computer manufacturers will adopt it. I'm very concerned about it.
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