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ゆうyusu Private ID: 182970035
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    $MicroStrategy (MSTR.US)$
    Even if it goes down, there is the power to bounce back.There is enough‼️
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    $NVIDIA (NVDA.US)$
    Transition to GPU
    A new industry called AI Factory
    And robots
    Quoted below:
    Our business's astonishing growth is being driven by two fundamental trends that are driving global adoption of NVIDIA computing. Firstly, the computing stack is being reinvented, transitioning from coding to machine learning, and from code execution on CPU to neural network processing on GPU. The $1 trillion installation base of traditional data center infrastructure is being rebuilt for Software 2.0, applying machine learning to generate AI.
    Secondly, the AI era is fully underway. Generative AI is not just a new software feature, but a new industry with AI factories that produce digital intelligence, potentially creating a multitrillion-dollar AI industry and ushering in a new industrial revolution. The demand for Hopper, currently in full production...
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    $NVIDIA (NVDA.US)$
    Major semiconductor manufacturers are also forecasting a recovery starting from next summer across the board. In the semiconductor industry, it is realized that during the recovery period, not only will sales volume increase, but also due to the confusion in fab allocation, it will become a seller's market, leading to price increases. Therefore, during the prosperous times of the silicon cycle, the profit margin of semiconductor manufacturers will increase. It should be undervalued now.
    The semiconductor industry has been steadily growing, despite the Silicon Cycle, and the market forecast for 2030 is expected to double to 1 trillion dollars. As we can no longer return to the era of dubbing our favorite artist's best albums onto cassette tapes, semiconductors will continue to be an even more important industry in the future.
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    $NVIDIA (NVDA.US)$
    Earnings reports are approaching.
    I can't do anything myself because I just believe in nvidia, but I hope for a good message for 2025 and want to spend each day peacefully.
    Translated
    ゆうyusu reacted to
    $NVIDIA (NVDA.US)$
    Mizuho analysts raised Nvidia's target price ahead of the November 20 earnings.
    The company expects Nvidia to maintain dominant market share in chips used in datacenters for AI training.
    On average, analysts are predicting that Nvidia will report an 82% revenue growth year-on-year.
    Ahead of the third quarter earnings scheduled for next week, Nvidia's (NVDA) stock price rose on Tuesday after Mizuho's analyst raised the company's target price.
    According to Visible Alpha, the company raised its target from $140 to $165, slightly beating the analysts' consensus of around $160. Nvidia's stock price has recently risen by nearly 2% to about $148, not far from its recent record high.
    "[Nvidia] has continued to be a leader in AI training and inference chips for datacenter applications," wrote the analyst, expecting the company to maintain its dominant market share in this segment.
    Translated
    Analysts are bullish on Nvidia stock ahead of next week's earnings.
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    ゆうyusu Set a live reminder
    $NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
    The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
    Will this earnings report further push up the stock price? Don't miss this live event!
    This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
    ◆ Notes
    The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
    Translated
    Earnings reports can have a big impact, NVDA's earnings announcement live stream (with Japanese subtitles).
    Nov 20 16:00
    Replay
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    Nvidia has requested to advance the supply of the next-generation 'HBM' chips, according to SK Chairman.
    November 4, 2024, 2:43 PM GMT+9
    Jensen Huang, CEO of the leading US semiconductor company Nvidia, requested SK Hynix of South Korea to advance the supply of the next-generation 'HBM4' memory chips, necessary for driving artificial intelligence (AI) generation, by 6 months, as disclosed by SK Group Chairman Choi Tae-won on the 4th.
    SK Hynix had indicated last month its aim to supply HBM4 to customers by the second half of 2025. A spokesperson mentioned on the 4th that this schedule is faster than the initial target, but did not provide further details.
    Mr. Juan's request to expedite the supply highlights the strong demand for advanced memory chips for artificial intelligence (ai).
    SK Hynix leads the market in the HBM field, but faces intensifying competition from South Korea's Samsung Electronics and U.S.-based Micron Technology, etc.
    Samsung Electronics also plans to produce HBM4 products in the latter half of next year.
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    ゆうyusu reacted to
    $NVIDIA (NVDA.US)$
    First of all, congratulations on being included in dow inc. The stock price has risen by more than 3 dollars after hours, but it feels like a little loss as it will be the closing price after post-market trading ends.
    However, it is expected that buying based on this will intermittently occur at the beginning of the week. The scale of index buying may be staggering. If that happens, achieving the world's largest market capitalization momentarily (probably achieved at the opening on November 4), there is a high likelihood of widening the gap with apple. Truly, 'NVIDIA style, good to have held (lol).'
    The share buyback is probably not yet completely finished, and the guidance (future outlook) at the quarterly earnings announcement on November 20 is positive, along with the Federal Reserve interest rate cut, somewhat easing geopolitical risks, short sellers buying back, and strong buying from hedge funds. Naturally, with favorable conditions aligning for a stock price increase, ratings and target stock prices may also be raised. Truly a situation of 'a crowbar to a demon, assisting a tiger in its efforts' ❗
    Mr. Kaku's leather jacket and CEO Juan are truly 'gods' ❗
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    $NVIDIA (NVDA.US)$
    I just found out on this bulletin board now‼️ Trump ♠️ wins‼️
    Trump ♠️ is a president who is abnormally concerned about the movement of the Dow, even though he is unclear about semiconductors🌀.
    Strong wind 🌀 blows more than tailwind🌀! Looking forward to the presidential election 😊.
    Timing is spot on👌 You have a leather jacket, huh~ Luck is also important.
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