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高配当株は投資家にとって魅力的な存在であり、特に長期間にわたり連続増配を行っている銘柄は一層注目される。中でも、50年以上連続で増配を続けている「配当王This not only demonstrates a commitment to shareholder returns, but also indicates the ability of the company to adapt to the changing times and to continue to prosper.
Stocks that have increased dividends for more than 25 consecutive years are called "dividend aristocrats", while those that have increased dividends for more than 50 consecutive years are called "dividend kings".
Dividend kings have survived through various eras such as inflation, commodity booms and busts, rising interest rates, economic downturns, market crashes, changing investor preferences, and technological advancements. Companies that have maintained regular dividend increases while overcoming such diverse environments are highly valued. In the face of an approaching interest rate cut cycle, high-dividend stocks are attracting attention due to their unique income characteristics. In a low interest rate environment, high-dividend stocks offer investors stable cash flow and relatively stable returns, becoming a choice that can continue to win in the long term by overcoming cycles.
Tracking the S&P High Dividend Aristocrats Index $Spdr Series Trust Spdr Portfolio S&P 500 High Dividend Etf (SPYD.US)$は ...
Stocks that have increased dividends for more than 25 consecutive years are called "dividend aristocrats", while those that have increased dividends for more than 50 consecutive years are called "dividend kings".
Dividend kings have survived through various eras such as inflation, commodity booms and busts, rising interest rates, economic downturns, market crashes, changing investor preferences, and technological advancements. Companies that have maintained regular dividend increases while overcoming such diverse environments are highly valued. In the face of an approaching interest rate cut cycle, high-dividend stocks are attracting attention due to their unique income characteristics. In a low interest rate environment, high-dividend stocks offer investors stable cash flow and relatively stable returns, becoming a choice that can continue to win in the long term by overcoming cycles.
Tracking the S&P High Dividend Aristocrats Index $Spdr Series Trust Spdr Portfolio S&P 500 High Dividend Etf (SPYD.US)$は ...
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On August 27th, a team led by Joseph Moore of Morgan Stanley stated, "The GPU rental market...The return on investment (ROI) is extremely highStillin short supply, although the rental price of H100 is declining, the absolute level of pricing suggests a payback period of less than 1 year.NVIDIA stated in the report that it is still the safest option for datacenter investors.
Even with conservative estimates,Investment in datacenters generate an internal rate of return (IRR) of 30% to 50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investors' returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30%~50%の内部収益率(IRR)を生み出す
Even with conservative estimates,Investment in datacenters generate an internal rate of return (IRR) of 30% to 50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investors' returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30%~50%の内部収益率(IRR)を生み出す
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$Arm Holdings (ARM.US)$
Traditionally, Arm's architecture $ARM has been considered the optimal choice for mobile, while Intel $INTC x86-64 has been considered the optimal choice for datacenters and PCs.
However, we are now facing a major turning point where the Arm architecture will directly compete with the x86 architecture for PCs.
Starting with Snapdragon Elite X from Qualcomm $QCOM, when AMD $AMD and Nvidia $NVDA release Arm-based PC systems in 2025, it will be further tested.
Traditionally, Arm's architecture $ARM has been considered the optimal choice for mobile, while Intel $INTC x86-64 has been considered the optimal choice for datacenters and PCs.
However, we are now facing a major turning point where the Arm architecture will directly compete with the x86 architecture for PCs.
Starting with Snapdragon Elite X from Qualcomm $QCOM, when AMD $AMD and Nvidia $NVDA release Arm-based PC systems in 2025, it will be further tested.
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Good morning! Thank you for your hard work all week!
There was a sharp drop in the middle of this week, but as a result, everything came back solid!
If you hold it tight, it's fine.
Also, next week is the NVIDIA financial results you've all been waiting for!
It starts at 6:00 a.m. on the 29th Japan time. Let's wait and look forward
I'm excited today too!
There was a sharp drop in the middle of this week, but as a result, everything came back solid!
If you hold it tight, it's fine.
Also, next week is the NVIDIA financial results you've all been waiting for!
It starts at 6:00 a.m. on the 29th Japan time. Let's wait and look forward
I'm excited today too!
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