182639895こんさん
commented on
$NVIDIA (NVDA.US)$
NVIDIA stock investors, NVIDIA (NASDAQ: NVDA), have become one of the hottest stocks in the market in recent years. Since December 2022, with huge demand for their Graphics Processing Units (GPUs), the stock price has surged by 840%. GPUs essentially power all cutting-edge Artificial Intelligence systems with electrical utilities. NVIDIA is currently valued at 3.3 trillion dollars, but some Wall Street analysts see the rise coming from Blackwell GPU and Robotics Computing Solutions. This is good news for NVIDIA shareholders. Last week, Barclays' Tom O'Malley raised NVIDIA's target price from $160 to $175 per share. This forecast implies a nearly 28% increase from the current price of $137, citing the expectation that NVIDIA's next-generation Blackwell GPU will drive significant revenue growth. NVIDIA's GPUs are the industry standard for accelerating Datacenter tasks like Artificial Intelligence (AI). Remember, the Blackwell GPU can handle AI training tasks up to 4 times faster and AI inference tasks up to 30 times faster than the previous Hopper architecture. O'Malley estimates that the Blackwell GPU will add $15 billion to revenue this quarter, with the possibility of more than doubling that number next quarter. Barclays is not the only Wall Street firm to revise its outlook higher. According to LSEG data, average earnings estimates for NVIDIA in Q4 2025 (ending in January 2025) have increased by 5% over the past 90 days, and average estimates for 2026 have increased by 9% over the same period. Many analysts attribute their upward revisions to the rising confidence in Blackwell. Beth Kindig, Lead Technology Analyst at I/O Fund, is particularly optimistic. She believes that at least $200 billion in Blackwell GPU sales will drive at least a 50% increase in Datacenter revenues in 2026.
NVIDIA stock investors, NVIDIA (NASDAQ: NVDA), have become one of the hottest stocks in the market in recent years. Since December 2022, with huge demand for their Graphics Processing Units (GPUs), the stock price has surged by 840%. GPUs essentially power all cutting-edge Artificial Intelligence systems with electrical utilities. NVIDIA is currently valued at 3.3 trillion dollars, but some Wall Street analysts see the rise coming from Blackwell GPU and Robotics Computing Solutions. This is good news for NVIDIA shareholders. Last week, Barclays' Tom O'Malley raised NVIDIA's target price from $160 to $175 per share. This forecast implies a nearly 28% increase from the current price of $137, citing the expectation that NVIDIA's next-generation Blackwell GPU will drive significant revenue growth. NVIDIA's GPUs are the industry standard for accelerating Datacenter tasks like Artificial Intelligence (AI). Remember, the Blackwell GPU can handle AI training tasks up to 4 times faster and AI inference tasks up to 30 times faster than the previous Hopper architecture. O'Malley estimates that the Blackwell GPU will add $15 billion to revenue this quarter, with the possibility of more than doubling that number next quarter. Barclays is not the only Wall Street firm to revise its outlook higher. According to LSEG data, average earnings estimates for NVIDIA in Q4 2025 (ending in January 2025) have increased by 5% over the past 90 days, and average estimates for 2026 have increased by 9% over the same period. Many analysts attribute their upward revisions to the rising confidence in Blackwell. Beth Kindig, Lead Technology Analyst at I/O Fund, is particularly optimistic. She believes that at least $200 billion in Blackwell GPU sales will drive at least a 50% increase in Datacenter revenues in 2026.
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182639895こんさん
reacted to and commented on
$Aurora Innovation (AUR.US)$
Oh, new record high in pre-market trading.
I can see it.
Soon, the quantum locusts removed from the ladder will swarm around Self-Driving Cars!
As for the timing, it is when there is overwhelming deregulation after Trump's presidency and the automated trucks here are unveiled.
Oh, new record high in pre-market trading.
I can see it.
Soon, the quantum locusts removed from the ladder will swarm around Self-Driving Cars!
As for the timing, it is when there is overwhelming deregulation after Trump's presidency and the automated trucks here are unveiled.
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182639895こんさん
commented on
$NVIDIA (NVDA.US)$
I am a 20-year-old who recently started investing. Since installing this app, I have been closely following the bulletin board. I always appreciate your help. I currently own about 0.01 million yen of nvidia and as a university student with limited financial resources, I want to buy more, but I'm not sure about the timing. I was planning to buy after it drops, but I have no idea how far it will go down, so what should I do? Also, if possible, I would like to learn about short-term stocks to increase my capital as I am currently only investing in long-term stocks. I'm truly sorry, but I would like to seek everyone's help. 🙇♀️
I am a 20-year-old who recently started investing. Since installing this app, I have been closely following the bulletin board. I always appreciate your help. I currently own about 0.01 million yen of nvidia and as a university student with limited financial resources, I want to buy more, but I'm not sure about the timing. I was planning to buy after it drops, but I have no idea how far it will go down, so what should I do? Also, if possible, I would like to learn about short-term stocks to increase my capital as I am currently only investing in long-term stocks. I'm truly sorry, but I would like to seek everyone's help. 🙇♀️
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182639895こんさん
commented on
As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering.
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2)Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2)Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...
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182639895こんさん
voted
$NVIDIA (NVDA.US)$
The financial results have been finalized, right.
I don't trade on financial results, so I'm not sure, but after this, it is likely to decline following the major index ETFs through December. Let's protect our assets. 😉
Now, it's time for a survey.
The financial results have been finalized, right.
I don't trade on financial results, so I'm not sure, but after this, it is likely to decline following the major index ETFs through December. Let's protect our assets. 😉
Now, it's time for a survey.
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182639895こんさん
liked and voted
Share the stocks you are watching in the comments section and exchange opinions on the next buying opportunity!
Welcome moomoo users to the U.S. stock papertrade contest!
Last week,Following the earnings of star-class stocks in the usaright? The market isin a tumultuous situationAs a result, there was a significant decline, especially in high-tech stocks. In the papertrade contest, only a mere 17.2% of participants managed to achieve a positive return, underlining the tough situation.
However, 74% of Japanese participants managed to outperform the Nasdaq index in weekly return rate!This is an exceptionally outstanding result even among participants from around the world. Congratulations to everyone in Japan!
Amidst the mental battles, don't forget to take some time to relax~♪Join the quiz game and split the prize of 0.6 million yen!Won't you participate?
Last week's ranking
Now, let's check out the top 3 most popular stocks in the usa stock papertrade contest!
I've compiled the top 10 stocks traded last week, but do you have any favorite stocks?
🎉A week has passed and the top 10 revenue ranking has been updated. In this week's revenue ranking, the top...
Welcome moomoo users to the U.S. stock papertrade contest!
Last week,Following the earnings of star-class stocks in the usaright? The market isin a tumultuous situationAs a result, there was a significant decline, especially in high-tech stocks. In the papertrade contest, only a mere 17.2% of participants managed to achieve a positive return, underlining the tough situation.
However, 74% of Japanese participants managed to outperform the Nasdaq index in weekly return rate!This is an exceptionally outstanding result even among participants from around the world. Congratulations to everyone in Japan!
Amidst the mental battles, don't forget to take some time to relax~♪Join the quiz game and split the prize of 0.6 million yen!Won't you participate?
Last week's ranking
Now, let's check out the top 3 most popular stocks in the usa stock papertrade contest!
I've compiled the top 10 stocks traded last week, but do you have any favorite stocks?
🎉A week has passed and the top 10 revenue ranking has been updated. In this week's revenue ranking, the top...
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182639895こんさん
commented on
$NVIDIA (NVDA.US)$ In the analogy of the gold rush, the contradictory structure where Nvidia, which despite declaring that each company in M7 will purchase more pickaxes to dig the gold mines called AI enthusiastically, worries about the success of M7 excluding Nvidia can be sold, instead of Nvidia, buying pickaxes and actually finding gold. This distortion may be an investment opportunity.
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182639895こんさん : It's a report with good content! (..)
I have also confirmed that the current demand is 15 times the supply from my American trading company friend. Thank you for the report. (..)(..)