$NVIDIA (NVDA.US)$
Nvidia Stock Investors Just Got Great News From TSMC
Positive factors from this news
TSMC (Taiwan Semiconductor Manufacturing Company) has seen a rapid increase in sales.
Year-on-year: October 29%, November 34%, December 58%, January 35.9% increase.
NVDA is the second-largest customer after Apple → A decrease in iPhone shipments from Apple → It is inferred that NVDA's shipments are filling the gap.
TSMC is strengthening the supply of AI Chips (enhancing advanced Encapsulation capabilities of AI Chips by 85%).
NVIDIA has secured 63% of the supply enhancement.
Cloud companies are expanding AI investments: capital expenditures are increasing by 46%, reaching a total of 325 billion dollars by 2025.
An increase of 83 billion dollars in 2024 → 102 billion dollars increase in 2025, the highest ever investment in AI infrastructure.
NVIDIA dominates 85% of the AI Chip market.
It seems that the financial results for February can be expected based on the above. And 2025 as well!

$NVIDIA (NVDA.US)$
HPE also ships Blackwell.

$NVIDIA (NVDA.US)$ Wasshoi!

$NVIDIA (NVDA.US)$
In 14 days, those who think they will be happy, please like.

$NVIDIA (NVDA.US)$
It didn't collapse; the Buy was just a moment.

$NVIDIA (NVDA.US)$
Thank you for the groundwork before Nvidia's earnings announcement.
I wonder how TSMC's sales will be in January.
I wonder if there is a slight impact from the earthquake.
A little bit worried.

$Super Micro Computer (SMCI.US)$ Once the cooling system for NVIDIA GPUs is up and running,

$NVIDIA (NVDA.US)$
The last decline was so strong that it had almost no impact.
There are also a few other stocks plummeting.
NVIDIA will continue to be at the center of the world in the future.
The world revolves around Blackwell.
Everyone wants an H100. Not enough.
I think the stock price will skyrocket from now on.