卓也600
commented on
卓也600
commented on
エヌビディア「1強」の時代は終焉に向かっているのか？ここ2日間の米国株市場では、そのような疑問が上がっている。
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
![]()
Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
Translated
+3
88
5
37
As you say.
Translated
卓也600
commented on
I won't sell, but I'm thinking of adjusting the overall balance for next year, so that the position of Japanese stocks remains below 25% of total assets.
After trying it for about 2 years, I feel that holding US ETFs for the medium to long term suits me, and (it grows in sectors that are easy to understand).
It was a waste to invest heavily in certain sectors in Japanese stocks this year, especially in semiconductors.
As it is a promising sector, I won't sell, but it might be better not to touch it too much from now on. (I'm using the NISA framework)
Next year, while working towards graduating from a distance learning university, I also want to study hard. I'll try my hand at buying and selling Japanese stocks as my first Japan IPO through NISA with auto contributions to Orkan (planning to sell immediately) and if there is room, I'll look for USA ETFs. (Also, since J-REIT ETFs are a good buy, I might increase my buy a bit)
I plan to be actively involved in investing in about 2 years, but while doing what I should, I want to keep acquiring knowledge little by little until then.
Probably, now is the best time to earn, so now is the time to increase the capital...
After trying it for about 2 years, I feel that holding US ETFs for the medium to long term suits me, and (it grows in sectors that are easy to understand).
It was a waste to invest heavily in certain sectors in Japanese stocks this year, especially in semiconductors.
As it is a promising sector, I won't sell, but it might be better not to touch it too much from now on. (I'm using the NISA framework)
Next year, while working towards graduating from a distance learning university, I also want to study hard. I'll try my hand at buying and selling Japanese stocks as my first Japan IPO through NISA with auto contributions to Orkan (planning to sell immediately) and if there is room, I'll look for USA ETFs. (Also, since J-REIT ETFs are a good buy, I might increase my buy a bit)
I plan to be actively involved in investing in about 2 years, but while doing what I should, I want to keep acquiring knowledge little by little until then.
Probably, now is the best time to earn, so now is the time to increase the capital...
Translated
+1
4
2
Headlines that mislead ordinary investors.
Translated
15
Leave it alone!!
Translated
卓也600
liked
Aoyama Trading looks like something amazing is going to happen!
Today the trading companies seem boring, but Mitsubishi Corporation has increased its buying haha.
Mr. Trump's tariffs are a concern in the market, so trading companies will gradually increase their buying without overbuying.
Mega banks are struggling with inflated buy positions, making it difficult to find the right timing to buy.
Today the trading companies seem boring, but Mitsubishi Corporation has increased its buying haha.
Mr. Trump's tariffs are a concern in the market, so trading companies will gradually increase their buying without overbuying.
Mega banks are struggling with inflated buy positions, making it difficult to find the right timing to buy.
Translated
6
卓也600
commented on
$Aoyama Trading (8219.JP)$
Congratulations to everyone who bought it, it looks like it will exceed 2000 yen.
Congratulations to everyone who bought it, it looks like it will exceed 2000 yen.
Translated
4
3
$NVIDIA (NVDA.US)$
There is no problem with leaving it alone without worrying too much. The rival is a monopolistic company that has no equivalent in the world. From abacus to calculator, from calculator to computer, from analog phone to mobile phone, from mobile phone to smartphone, and now it is evolving into AI. This trend cannot be stopped by anyone. And nvidia is dominating that AI, just like intel's era lasted for a while.
There is no problem with leaving it alone without worrying too much. The rival is a monopolistic company that has no equivalent in the world. From abacus to calculator, from calculator to computer, from analog phone to mobile phone, from mobile phone to smartphone, and now it is evolving into AI. This trend cannot be stopped by anyone. And nvidia is dominating that AI, just like intel's era lasted for a while.
Translated
14
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
卓也600 : Just as the abacus became a calculator and then a computer, it is certain that it will evolve into AI.
卓也600 : I think it's true that the evolution of Semiconductors has changed everything.