182326197 ナミヘイ
liked
182326197 ナミヘイ
liked
$NVIDIA (NVDA.US)$
I might take some profits. Bought at 75. Oh no! The specific account tax is outrageous 😱
I might take some profits. Bought at 75. Oh no! The specific account tax is outrageous 😱
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182326197 ナミヘイ
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$NVIDIA (NVDA.US)$
Resurrection from sadness.![]()
In the end, it seems to be moving sideways.![]()
It seems to have temporarily exceeded 150, but there is no choice but to cover the short sell due to the stepping up.![]()
I might take a short break, but it will likely rise again, right?![]()
My limit order is ultimately not being triggered and is increasing anyway.![]()
Resurrection from sadness.
It seems to have temporarily exceeded 150, but there is no choice but to cover the short sell due to the stepping up.
I might take a short break, but it will likely rise again, right?
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182326197 ナミヘイ
liked
$NVIDIA (NVDA.US)$
It seems like it's going to end up this way, but still in the positive zone.
Not too worried 😴
It seems like it's going to end up this way, but still in the positive zone.
Not too worried 😴
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182326197 ナミヘイ
liked
$NVIDIA (NVDA.US)$
Do not rush around, hold for another five years.
Do not rush around, hold for another five years.
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182326197 ナミヘイ
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Thoughts on $NVDA earnings
The results were as expected, and the stock price moved accordingly.
Specifically, the earnings exceeded expectations, achieving a double beat. As mentioned in the recent earnings forecast, this double beat is not new to NVDA investors. This is because the company has consistently exceeded expectations in the past seven quarters. However, whether it was not as much of an upside as expected, dissatisfaction with the guidance, or simply profit-taking due to news, the stock price declined for one of these reasons.
Taking a closer look. The datacenter business recorded a significant revenue increase of 112%. Nvidia's datacenter business continues to grow at a much faster pace than Nvidia's other business divisions. In other words, this means the company is losing diversity over time. Increasing reliance on a single business division (datacenter) is good as long as that division is performing well. However, if issues arise in that field, Nvidia would be unable to maintain its balance.
If there is one point of dissatisfaction, it would be the slowdown in growth. Looking at the year-on-year growth rates of the recent quarters...
The results were as expected, and the stock price moved accordingly.
Specifically, the earnings exceeded expectations, achieving a double beat. As mentioned in the recent earnings forecast, this double beat is not new to NVDA investors. This is because the company has consistently exceeded expectations in the past seven quarters. However, whether it was not as much of an upside as expected, dissatisfaction with the guidance, or simply profit-taking due to news, the stock price declined for one of these reasons.
Taking a closer look. The datacenter business recorded a significant revenue increase of 112%. Nvidia's datacenter business continues to grow at a much faster pace than Nvidia's other business divisions. In other words, this means the company is losing diversity over time. Increasing reliance on a single business division (datacenter) is good as long as that division is performing well. However, if issues arise in that field, Nvidia would be unable to maintain its balance.
If there is one point of dissatisfaction, it would be the slowdown in growth. Looking at the year-on-year growth rates of the recent quarters...
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182326197 ナミヘイ
liked
$NVIDIA (NVDA.US)$
Investor expectations are too high, so it doesn't bounce at all. (Rather negative).
If it's an upward trend in the financial results, it's safe to hold quietly here. In the long run.
Investor expectations are too high, so it doesn't bounce at all. (Rather negative).
If it's an upward trend in the financial results, it's safe to hold quietly here. In the long run.
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182326197 ナミヘイ
liked
$NVIDIA (NVDA.US)$ In the third quarter of 2024, NVIDIA can be considered to be in a transition period from the H100 (Hopper architecture) to the next-generation Blackwell architecture.
1. The demand for H100 is reaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have raised their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be officially launched in 4Q, with information about its architecture and specifications beginning to be revealed in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and transition plan for customers. In fact, TSMC is running at full capacity for GPU chip production.
3. Transitional period of product life cycle
Market demand is maturing for high-end products (H100)...
1. The demand for H100 is reaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have raised their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be officially launched in 4Q, with information about its architecture and specifications beginning to be revealed in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and transition plan for customers. In fact, TSMC is running at full capacity for GPU chip production.
3. Transitional period of product life cycle
Market demand is maturing for high-end products (H100)...
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182326197 ナミヘイ
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$NVIDIA (NVDA.US)$ I wonder if I should buy it because it went down.
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