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$NVIDIA (NVDA.US)$ It looks like it came 2 times, but I wonder if I should buy it~?
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1. The artificial intelligence industry has just begun
It's only been 2 years since open AI took the world by storm with ChatGPT. Analysts are enthusiastically optimistic about the potential of the AI industry, and Bloomberg Intelligence predicts that it will be on the scale of 1.3 trillion dollars by 2032.
If this prediction proves almost accurate, it is the leading manufacturer of the specific types of powerful graphics processing units (GPUs) required to run and train these advanced algorithms $NVIDIA (NVDA.US)$ For them, this is an incredible opportunity. Currently, NVIDIA has a market share of 80% or more in this hot niche field where demand exceeds supply.
NVIDIA $Advanced Micro Devices (AMD.US)$ Ya $Intel (INTC.US)$ While competition with rival chip manufacturers such as these is intensifying, computing custom-ordered for use with in-house hardware...
It's only been 2 years since open AI took the world by storm with ChatGPT. Analysts are enthusiastically optimistic about the potential of the AI industry, and Bloomberg Intelligence predicts that it will be on the scale of 1.3 trillion dollars by 2032.
If this prediction proves almost accurate, it is the leading manufacturer of the specific types of powerful graphics processing units (GPUs) required to run and train these advanced algorithms $NVIDIA (NVDA.US)$ For them, this is an incredible opportunity. Currently, NVIDIA has a market share of 80% or more in this hot niche field where demand exceeds supply.
NVIDIA $Advanced Micro Devices (AMD.US)$ Ya $Intel (INTC.US)$ While competition with rival chip manufacturers such as these is intensifying, computing custom-ordered for use with in-house hardware...
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Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI (9433.JP)$But $Datasection (3905.JP)$, rice $Super Micro Computer (SMCI.US)$along with $Sharp (6753.JP)$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA (NVDA.US)$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest (6857.JP)$Ya $Ibiden (4062.JP)$, inspection equipment for servers...
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest (6857.JP)$Ya $Ibiden (4062.JP)$, inspection equipment for servers...
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$Dell Technologies (DELL.US)$
Is today a profit determination sale before settlement?
The unit price went up, but I bought more and it's today's financial results game!!![]()
Is today a profit determination sale before settlement?
The unit price went up, but I bought more and it's today's financial results game!!
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$NVIDIA (NVDA.US)$
$Dell Technologies (DELL.US)$
$Qualcomm (QCOM.US)$
These brands are my three gods these days.
Seen from the perspective of growth rate and PER, I think it's still cheap. What had been diversifying stocks until now has recently been concentrated little by little on these three.
It may be scary if you just look at the chart, but if you look closely at financial results, conferences, fundamentals, sales trends, and operating profit growth, all 3 companies are still looking forward to the future![]()
Let me keep dreaming!!
$Dell Technologies (DELL.US)$
$Qualcomm (QCOM.US)$
These brands are my three gods these days.
Seen from the perspective of growth rate and PER, I think it's still cheap. What had been diversifying stocks until now has recently been concentrated little by little on these three.
It may be scary if you just look at the chart, but if you look closely at financial results, conferences, fundamentals, sales trends, and operating profit growth, all 3 companies are still looking forward to the future
Let me keep dreaming!!
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$NVIDIA (NVDA.US)$
I wonder if $1,150 is possible tonight...
I wonder if $1,150 is possible tonight...
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$NVIDIA (NVDA.US)$
I think people who know from experience that it will explode after the June split are “risk of not having it.” It may be hard to believe for people who have never experienced growth stocks they own explode after the split, but I think they will witness a rare rise in life from June to August.
I think people who know from experience that it will explode after the June split are “risk of not having it.” It may be hard to believe for people who have never experienced growth stocks they own explode after the split, but I think they will witness a rare rise in life from June to August.
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Set a live reminder
Berkshire Hathaway, led by famous American investor Warren Buffett, will hold an annual general shareholders' meeting on 5/4 in Omaha, Midwest Nebraska. Since Mr. Munger, who was an ally, passed away, Buffett's successor, Mr. Abel, played a major role. Will Buffett be able to continue his legend in the future? How will Abel, who has shouldered a heavy responsibility, deal with questions from shareholders?
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If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
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Buffett Shareholders' Meeting Live Broadcast
May 4 08:30
Replay 17
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$Ecopetrol (EC.US)$
I don't want to be misled by dividends
I love it ❤
The rival is the appreciation of the yen
I don't want to be misled by dividends
I love it ❤
The rival is the appreciation of the yen
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