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$Seven & i Holdings (3382.JP)$
I don't like being influenced by exchange rates, so I'll take profit. I know I'm rushing a bit though.
I have to increase my assets reliably.
I don't like being influenced by exchange rates, so I'll take profit. I know I'm rushing a bit though.
I have to increase my assets reliably.
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Please refrain from the triple bottoms formation. Regardless of any potential rise.
$Arm Holdings (ARM.US)$
$Arm Holdings (ARM.US)$
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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$Arm Holdings (ARM.US)$
Aiming for the second loach
Please succeed!
Please update the high price 🙇
I want to buy more if it drops a bit more
Aiming for the second loach
Please succeed!
Please update the high price 🙇
I want to buy more if it drops a bit more
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The rise in quantum computer-related stocks is amazing in the short term. It is exciting to see how far they will go.![]()
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$Palantir (PLTR.US)$ Everyone, how high do you think this will go by the end of the year?
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社畜のカシラ OP 183481950 : It may go down
However, if there is any sudden news, it could easily go up! That's just my personal opinion, though
I plan to hodl until then
社畜のカシラ OP 182847647リン : I also feel the same~
I was thinking about moving to US stocks before Thanksgiving in the USA, but it seems like that dream will not come true
社畜のカシラ OP 182847647リン : Has the settlement already been factored in?
The earnings forecast is also high, so just looking at the numbers, why such a drop? It feels like that
If the forecast is exceeded...
I would like it to touch 5000 yen soon.
社畜のカシラ OP 182847647リン : I think tariffs are relevant.
Currently, is it 15.8%? I think there may have been a significant flow to the United States.
Also, the total market value of the stock is around 100 billion, so it may not have attracted much attention.
But after 3 o'clock, there is a sudden surge in buying, so I am also hopeful.
I hope they will announce an increase in dividends, even a small one.