$NVIDIA (NVDA.US)$
The price is steadily increasing 🥺

● $NVIDIA (NVDA.US)$ rose more than 20% in the 4 days after the earnings reportand This performance not only highlights Nvidia's overwhelming strength in the field of AI, but also suggests infinite future possibilities.にも達している。
The entire AIAI ecosystem of NVIDIA is also being strengthened, making it more important to understand its components deeply.
The AI ecosystem covers many important fields, from chips to public utilities.It covers many important fields.Is doing.
The semiconductor company that has established a close cooperative relationship with NVIDIA since the beginning of the year.In the utilities industry and power solutions sector, one of the largest electricity producers and retail energy suppliers in the United States has seen a year-to-date increase of 170%.It has achieved a year-to-date increase of 10-30 billion yen from 12% to 60%.
● The stocks of qitabankuai such as utilities industry, electrical utilities solutions, servers, thermal management/cooling, data storage, etc., are also showing high performance.
The stock price of 'AI Emperor' Nvidia has once again entered a rapid surge mode,recording an increase of over 20% in the 4 days after the earnings reports.As a leader in the AI field, Nvidia's year-to-date increase rate has also reached 130%.This performance not only highlights Nvidia's overwhelming strength in the field of AI, but also suggests infinite future possibilities.Furthermore, not only Nvidia, but the AI ecosystem is gradually strengthening.the AI ecosystem is gradually becoming strongerNVIDIA's AI...

There is concern that sales, net profit, and gross profit margins of Advanced Micro Devices (AMD), Qualcomm (QCOM), Intel (INTC), and Micron Technology (MU) all declined drastically compared to the same period last year. Meanwhile, TSMC (TSM) is doing slightly better. Furthermore, these semiconductor giants have successively announced bearish short-term earnings forecasts.
・Rice $Advanced Micro Devices (AMD.US)$Lisa Hsu, the chief executive of, said that due to large-scale customer inventory processing, the companyA “mixed environment” where data center business issues are still being addressedI said it was in. According to Mr. Sue, AMDOn a growth trajectory again in the second half of this year, and again,Further expansion of market size in the future due to increased demand for artificial intelligence (Al)It is said that it is expected.
・ $Qualcomm (QCOM.US)$Chief Executive Officer Cristiano Amon (CEO) of Cristiano Amon promised investors at the financial results briefing that if mobile phone manufacturers digest their inventory, orders will recover...