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$NVIDIA (NVDA.US)$
Is it time to raise expectations before the earnings? A trap? Rise → Recently, there have been no bad earnings reports, rather they are in the good category, yet there is a drop after the earnings → Again, it rises after the dust settles → Occasionally, negative news suddenly appears, resulting in a sharp drop that seems like a culling → Even after the drop, it rapidly returns close to the original price but does not exceed 150.
In this earnings report, I want to escape from this unreasonable infinite loop.
I believe in you.
Is it time to raise expectations before the earnings? A trap? Rise → Recently, there have been no bad earnings reports, rather they are in the good category, yet there is a drop after the earnings → Again, it rises after the dust settles → Occasionally, negative news suddenly appears, resulting in a sharp drop that seems like a culling → Even after the drop, it rapidly returns close to the original price but does not exceed 150.
In this earnings report, I want to escape from this unreasonable infinite loop.
I believe in you.
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NVIDIA has been a company that continuously developed high-speed computing and stable performance GPUs for G-Force and PC by upgrading their versions.
Considering that, they are currently just developing and producing high-priced GPUs for Datacenter that can perform ultra-high-speed computing.
This means that the AI-related Datacenters, which are growing, continue to buy GPUs that cost a million each, so NVIDIA is receiving a flood of money without having to say anything.
I will salt it and let it sit for about a year until it tastes better 😋
Considering that, they are currently just developing and producing high-priced GPUs for Datacenter that can perform ultra-high-speed computing.
This means that the AI-related Datacenters, which are growing, continue to buy GPUs that cost a million each, so NVIDIA is receiving a flood of money without having to say anything.
I will salt it and let it sit for about a year until it tastes better 😋
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$NVIDIA (NVDA.US)$
What I'm thinking about when investing is investing in stocks to invest in companies that are growing and growing. In the current situation where AI is gradually penetrating our lives, if you think AI is still necessary in the future, it is very necessary to have that royal road. I've gone too far and 98% are NVIDIA, so 2% are buying Arista. We specialize in AI data centers, and the AI data center system is getting a little weak, but it's hard to see a future where AI will disappear 5 years from now. I think assets will continue to grow steadily by having NVIDIA, which is growing steadily.
What I'm thinking about when investing is investing in stocks to invest in companies that are growing and growing. In the current situation where AI is gradually penetrating our lives, if you think AI is still necessary in the future, it is very necessary to have that royal road. I've gone too far and 98% are NVIDIA, so 2% are buying Arista. We specialize in AI data centers, and the AI data center system is getting a little weak, but it's hard to see a future where AI will disappear 5 years from now. I think assets will continue to grow steadily by having NVIDIA, which is growing steadily.
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$NVIDIA (NVDA.US)$ Since last year, Big Tech has invested heavily in LLM data centers, starting with the question of whether returns can be obtained, and there have also been fever issues and yield issues that have arisen many times. Also, comparisons between GPUs and ASICs mean that AVGO is the favorite over NVDA, and DeepSeek shock and concerns about the future potential of NVDA have come up many times, but in the end, it's safe to say that it was all an overreaction? I think so. It's still a bit high, but since there are no fundamentals issues, I think it's like a test because NVDA won alone. Feelings may be shaken when stock prices are sluggish, but let's all holders firmly hold NVDA and form assets 👍
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$NVIDIA (NVDA.US)$
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
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$Serve Robotics (SERV.US)$
This is the worst part.
There is probably no one putting in their full effort.
This is the worst part.
There is probably no one putting in their full effort.
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![Can you believe that NVIDIA is liquidating its shares?](https://sgsnsimg.moomoo.com/sns_client_feed/182759896/20250215/1739561447509-random3245-182759896-android-org.png/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
The demand for AI is increasing in the future.
Since Apple also released the iPhone
It was said that the growth rate would slow down in 10 years.
Stock prices in 2005, 2015, and 2025.
A remarkable upward trend.
Even Microsoft has been booming since the release of Windows 95.
It was said that the growth rate would slow down after 10 years.
Stock prices in 1995 → 2005 → 2015 → 2025.
Impressively rising.
Nvidia and others are still on the rise.
Past of three companies.
Looking at the stock price will give you an idea of what will happen in the future.
It will likely increase 3 to 5 times in 5 years.
The demand for AI is increasing in the future.
Since Apple also released the iPhone
It was said that the growth rate would slow down in 10 years.
Stock prices in 2005, 2015, and 2025.
A remarkable upward trend.
Even Microsoft has been booming since the release of Windows 95.
It was said that the growth rate would slow down after 10 years.
Stock prices in 1995 → 2005 → 2015 → 2025.
Impressively rising.
Nvidia and others are still on the rise.
Past of three companies.
Looking at the stock price will give you an idea of what will happen in the future.
It will likely increase 3 to 5 times in 5 years.
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![After the settlement, the stock price will skyrocket.](https://sgsnsimg.moomoo.com/sns_client_feed/181137651/20250210/5ecb053938d08e03f4a6436bbbda32a6.jpg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$ Sea, you're the one who caused the sudden drop!
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$NVIDIA (NVDA.US)$ NVDA has ended.
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