chaso3
reacted to
$Palantir (PLTR.US)$
Congratulations
Congratulations
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14
chaso3
liked and commented on
chaso3
voted
$NVIDIA (NVDA.US)$
Matsu is probably free right now.
Matsu is probably free right now.
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chaso3
liked
$NVIDIA (NVDA.US)$
Really bad. I don't know why, but I really want to buy trendy stocks.
I want to sell nvidia. But it's definitely better not to do this.
The victory of nvidia is visible.
If you buy that, buy this, and more and more stocks that make you feel rich are popping up in an instant. 🌀
Really bad. I don't know why, but I really want to buy trendy stocks.
I want to sell nvidia. But it's definitely better not to do this.
The victory of nvidia is visible.
If you buy that, buy this, and more and more stocks that make you feel rich are popping up in an instant. 🌀
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chaso3
liked
$NVIDIA (NVDA.US)$
Are many stupid investors unable to read financial statements?
Are many stupid investors unable to read financial statements?
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chaso3
liked
15 stocks in and out.
HIMS.INOD.OKLO.ALAB.GTLB.RDDT.RKLB.UEC.OKE.COIN.CONL.PLTR.DAVE.BILL.VRT
Enjoying as a hobby is the best.
HIMS.INOD.OKLO.ALAB.GTLB.RDDT.RKLB.UEC.OKE.COIN.CONL.PLTR.DAVE.BILL.VRT
Enjoying as a hobby is the best.
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liked
$Arm Holdings (ARM.US)$
Since ARM's 2Q financial results have been released, I will provide an explanation. In conclusion, while the sales were better than expected, the guidance was conservative and the stock price fell after hours. However, I believe that in the long term, there is considerable potential. I think ARM is quite undervalued among various AI semiconductor stocks, and if you can wait until around 2029, the stock price has the potential to increase by 2.5 to 5 times. There are three reasons for this: firstly, the explosive growth of the AI market. There are varying views from research institutions, but the annual growth rate is between 20-40%. Secondly, the rise of AI smartphones (half of the shipments are expected to be AI smartphones by 2027). And the third reason is the increase in royalty income from ARM's v9 architecture optimized for AI (from 1.7% to 4%). Considering these three reasons, it is believed that the large vessel of AI will grow, within which AI smartphones will expand, and within that, ARM dominating the chip blueprints will grow, with high royalty income leading to an increase in profit margin. Even assuming a conservative 20% growth in the AI market itself, it would double in 5 years. Being in the most important position within this, ARM would at least be connected to that logic. it would be quite difficult for anyone other than ARM to take the share of AI smartphone architecture from now on. Therefore, personally I own shares of ARM, and I would like to continue supporting it. However, everyone, please do not take my word for it verbatim, as investing is at your own risk.
Since ARM's 2Q financial results have been released, I will provide an explanation. In conclusion, while the sales were better than expected, the guidance was conservative and the stock price fell after hours. However, I believe that in the long term, there is considerable potential. I think ARM is quite undervalued among various AI semiconductor stocks, and if you can wait until around 2029, the stock price has the potential to increase by 2.5 to 5 times. There are three reasons for this: firstly, the explosive growth of the AI market. There are varying views from research institutions, but the annual growth rate is between 20-40%. Secondly, the rise of AI smartphones (half of the shipments are expected to be AI smartphones by 2027). And the third reason is the increase in royalty income from ARM's v9 architecture optimized for AI (from 1.7% to 4%). Considering these three reasons, it is believed that the large vessel of AI will grow, within which AI smartphones will expand, and within that, ARM dominating the chip blueprints will grow, with high royalty income leading to an increase in profit margin. Even assuming a conservative 20% growth in the AI market itself, it would double in 5 years. Being in the most important position within this, ARM would at least be connected to that logic. it would be quite difficult for anyone other than ARM to take the share of AI smartphone architecture from now on. Therefore, personally I own shares of ARM, and I would like to continue supporting it. However, everyone, please do not take my word for it verbatim, as investing is at your own risk.
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voted
$Bitcoin (BTC.CC)$
$Trump Media & Technology (DJT.US)$
$Donald Trump (LIST22962.US)$
$Tesla (TSLA.US)$
According to this entrepreneur, the results of the USA presidential election were clear, but the mainstream broadcasting continued to spread lies.
He encouraged X users to express their opinions using the platform.
💭 Post your thoughts and observations about X, and correct others if they are wrong. By doing so, at least one place in the world will be available. 💭
Liberal broadcasting repeatedly demanded censorship of social networks and mocked Elon mask's efforts to protect freedom of speech.
Mr. Harris concedes defeat and crown👑es Mr. Trump (looks very frustrated).
She is seriously...
$Trump Media & Technology (DJT.US)$
$Donald Trump (LIST22962.US)$
$Tesla (TSLA.US)$
According to this entrepreneur, the results of the USA presidential election were clear, but the mainstream broadcasting continued to spread lies.
He encouraged X users to express their opinions using the platform.
💭 Post your thoughts and observations about X, and correct others if they are wrong. By doing so, at least one place in the world will be available. 💭
Liberal broadcasting repeatedly demanded censorship of social networks and mocked Elon mask's efforts to protect freedom of speech.
Mr. Harris concedes defeat and crown👑es Mr. Trump (looks very frustrated).
She is seriously...
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