181743659
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$NVIDIA (NVDA.US)$
Why try to create a ceiling at such a low point? It seems better to sell after it bounces more, whether it's physical or Short Sell, I think that every time.
Is it too extravagant to want it to easily surpass at least the previous high?
Why try to create a ceiling at such a low point? It seems better to sell after it bounces more, whether it's physical or Short Sell, I think that every time.
Is it too extravagant to want it to easily surpass at least the previous high?
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$SEALSQ Corp (LAES.US)$
With the lending stock services of companies like Rakuten Securities, there is a bonus interest rate of 15.6%, but are these popular stocks for Short Sell?
With the lending stock services of companies like Rakuten Securities, there is a bonus interest rate of 15.6%, but are these popular stocks for Short Sell?
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$NVIDIA (NVDA.US)$
Despite clearly breaking below the 200MA, it sticks around. It's enviable that there are many people who want to Buy it. On the other hand, my stock 🥲.
Despite clearly breaking below the 200MA, it sticks around. It's enviable that there are many people who want to Buy it. On the other hand, my stock 🥲.
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181743659
liked and commented on
$NVIDIA (NVDA.US)$
It was supposed to have nothing to do with the original purpose of advanced GPUs just because deepseek introduced a high-performance AI.
It is unfortunate that the market was shaken by a mysterious theory targeting Nvidia from the perspective of cost performance, even though it could have been a topic leading to further excitement in the AI industry due to potential synergies.
I think there are no issues in terms of performance, market demand, and financial performance, but the only major problem for Nvidia is the stock price.
I vividly remember the movement of the stock price after the last earnings report, but I believe we need to carefully consider what is holding back the stock price from rising. What is causing this bottleneck? How can it be resolved? Is it resolvable? I think we need to rethink this carefully once again.
It was supposed to have nothing to do with the original purpose of advanced GPUs just because deepseek introduced a high-performance AI.
It is unfortunate that the market was shaken by a mysterious theory targeting Nvidia from the perspective of cost performance, even though it could have been a topic leading to further excitement in the AI industry due to potential synergies.
I think there are no issues in terms of performance, market demand, and financial performance, but the only major problem for Nvidia is the stock price.
I vividly remember the movement of the stock price after the last earnings report, but I believe we need to carefully consider what is holding back the stock price from rising. What is causing this bottleneck? How can it be resolved? Is it resolvable? I think we need to rethink this carefully once again.
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181743659
liked
$NVIDIA (NVDA.US)$
With the introduction of DeepSeek, some are questioning 'Is the future of AI really bright?' and voices expressing 'I don't know where to invest' are also heard. Personally, while running the semiconductor trading company Tonarism for the past 8 years, I have been watching the AI field. By focusing on the following points, you should be able to grasp the trends in AI and semiconductor industries. It may be a bit long, but I will explain it from 6 different perspectives without using too many technical terms, so please take a look.
1. Structure of AI Players: Diversification and Enlargement
Firstly, as the top upstream players providing generative AI, we have OpenAI, DeepSeek, Google, among others. In addition, there are many companies and organizations developing their own large-scale language models (LLMs) like Anthropic, Microsoft (Bing Chat), Meta (LLaMA), and more.
To operate these high-performance AIs, a cloud environment (Datacenter) is essential. Currently, major tech companies in the United States (Amazon, Google, Meta, Microsoft, etc.) and China's BAT...
With the introduction of DeepSeek, some are questioning 'Is the future of AI really bright?' and voices expressing 'I don't know where to invest' are also heard. Personally, while running the semiconductor trading company Tonarism for the past 8 years, I have been watching the AI field. By focusing on the following points, you should be able to grasp the trends in AI and semiconductor industries. It may be a bit long, but I will explain it from 6 different perspectives without using too many technical terms, so please take a look.
1. Structure of AI Players: Diversification and Enlargement
Firstly, as the top upstream players providing generative AI, we have OpenAI, DeepSeek, Google, among others. In addition, there are many companies and organizations developing their own large-scale language models (LLMs) like Anthropic, Microsoft (Bing Chat), Meta (LLaMA), and more.
To operate these high-performance AIs, a cloud environment (Datacenter) is essential. Currently, major tech companies in the United States (Amazon, Google, Meta, Microsoft, etc.) and China's BAT...
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181743659
reacted to and commented on
$NVIDIA (NVDA.US)$
Many people confuse Stocks investment with Financial Estimates and product evaluations. If one wants to make Financial Estimates, one might as well become an Analyst. Stocks investment is a game about how much return can be gained over a specific period. If performance is good and stock prices rise straightforwardly, NVIDIA's stock price would be $200 by now. The reality is that there has been no growth compared to the stock price from six months ago. It is clear that the capital efficiency as an investment item has worsened.
Many people confuse Stocks investment with Financial Estimates and product evaluations. If one wants to make Financial Estimates, one might as well become an Analyst. Stocks investment is a game about how much return can be gained over a specific period. If performance is good and stock prices rise straightforwardly, NVIDIA's stock price would be $200 by now. The reality is that there has been no growth compared to the stock price from six months ago. It is clear that the capital efficiency as an investment item has worsened.
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181743659
commented on
$Rigetti Computing (RGTI.US)$
Last week, Gold temporarily surged on Friday, but I wonder if there is such a trend?
Last week, Gold temporarily surged on Friday, but I wonder if there is such a trend?
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181743659
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181743659 : Is it a display board covered to prevent it from rising? Even if the price aggregation is turned off, it represents the number of shares, so it is a standalone investment entity.