ゆのつ
voted
$NVIDIA (NVDA.US)$
Matsu is probably free right now.
Matsu is probably free right now.
Translated
6
ゆのつ
voted
$NVIDIA (NVDA.US)$
In the datacenter business: revenue increased by 112% year-on-year to $30.8 billion.
In the gaming division: revenue increased by 15% year-on-year to $3.3 billion.
In the professional visualization division: revenue increased by 17% to $0.486 billion.
In the automobiles and robotics division: revenue increased by 72% to $0.449 billion.
Nvidia's stock price has tripled year-to-date, but the current price-to-earnings ratio (P/E) is around 34 times next year's analyst estimates, and the price/earnings growth ratio (PEG) is 0.85. Generally, a PEG ratio of less than 1 is considered undervalued, so Nvidia's stock price is at an attractive level.
In the datacenter business: revenue increased by 112% year-on-year to $30.8 billion.
In the gaming division: revenue increased by 15% year-on-year to $3.3 billion.
In the professional visualization division: revenue increased by 17% to $0.486 billion.
In the automobiles and robotics division: revenue increased by 72% to $0.449 billion.
Nvidia's stock price has tripled year-to-date, but the current price-to-earnings ratio (P/E) is around 34 times next year's analyst estimates, and the price/earnings growth ratio (PEG) is 0.85. Generally, a PEG ratio of less than 1 is considered undervalued, so Nvidia's stock price is at an attractive level.
Translated
9
ゆのつ
liked
$NVIDIA (NVDA.US)$ Aeye Inc, a new player in artificial intelligence (AI) development founded by Elon Mask, has raised 5 billion dollars (approximately 780 billion yen) on the 20th, according to the US xAI (XAI) revealed by the Wall Street Journal. The funds will be used to purchase Nvidia semiconductors to accelerate AI development. Do you understand the scale? Which chip? Of course, it must be Blackwell! Solving heating issues and moving to full production is impressive! AI is still in the early stages!
Translated
16
ゆのつ
reacted to
$NVIDIA (NVDA.US)$ NVDA, which did not fail in its financial results, dropped yesterday after the financial results, but whether it took profit because it was expecting a rebound after the financial results, or because there was selling pressure due to resistance, or maybe a call. It doesn't really matter, but it's disappointing how the market suddenly gets volatile as soon as it drops a bit. It's like stirring up the market with this kind of behavior, you know, you just want to enjoy trading.
Translated
18
ゆのつ
reacted to
$NVIDIA (NVDA.US)$
Well, stocks are expected to go up on Monday!❗
Well, stocks are expected to go up on Monday!❗
Translated
21
ゆのつ
liked
$NVIDIA (NVDA.US)$
Chinese companies like DeepSeek and Moonshot AI, claiming to have the same performance as OpenAI's inference model 'o1-preview', have introduced products. DeepSeek even released a product of similar performance in a week when OpenAI's 'o1 full' was rumored to be coming soon. (By the way, an '4o' update was released by OpenAI that week) In the future, I still feel the room for growth of NVIDIA's products from the ongoing development competition in inference performance. On the other hand, the advancement of technical catch-up and semiconductor indigenization may also become a concern for national security.
Chinese companies like DeepSeek and Moonshot AI, claiming to have the same performance as OpenAI's inference model 'o1-preview', have introduced products. DeepSeek even released a product of similar performance in a week when OpenAI's 'o1 full' was rumored to be coming soon. (By the way, an '4o' update was released by OpenAI that week) In the future, I still feel the room for growth of NVIDIA's products from the ongoing development competition in inference performance. On the other hand, the advancement of technical catch-up and semiconductor indigenization may also become a concern for national security.
Translated
9
ゆのつ
reacted to
$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
The NASDAQ100 is recovering, but each brand of high-tech semiconductors seems to be different.
Nvidia is expected to rise early, but since short selling increased yesterday and the stock price has not dropped enough, the rise may be delayed until the beginning of the week. Anyway, the pre-market movement is sluggish.
The NASDAQ100 is recovering, but each brand of high-tech semiconductors seems to be different.
Nvidia is expected to rise early, but since short selling increased yesterday and the stock price has not dropped enough, the rise may be delayed until the beginning of the week. Anyway, the pre-market movement is sluggish.
Translated
13
ゆのつ
liked
$NVIDIA (NVDA.US)$ Analysis of nvidia's stock price supply and demand balance. It is greatly influenced by the following factors.
1. Current supply and demand balance
Demand side: nvidia's GPUs maintain high demand for AI and datacenter applications. In particular, strong demand for the new GPU 'Blackwell' is expected to continue high for the next several quarters, with shipments exceeding expectations.
On the supply side, nvidia is expanding its production capacity and strengthening cooperation with partner companies such as TSMC (Taiwan Semiconductor Manufacturing Company) that handle chip production. However, the supply system to keep up with the rapid demand growth is a challenge, and there are concerns about supply shortages for specific products.
2. Investor psychology and the impact on stock prices
The temporary stock price decline seen after the financial results is due to the market factoring in a slowdown in growth. However, with the expected solid earnings growth in the future, it can be said that the overall balance of supply and demand is supporting the stock price.
Investors are focusing on the sustainability of AI demand and nvidia's ability to meet it, with concerns that short-term supply shortages could have an impact.
3. Need...
1. Current supply and demand balance
Demand side: nvidia's GPUs maintain high demand for AI and datacenter applications. In particular, strong demand for the new GPU 'Blackwell' is expected to continue high for the next several quarters, with shipments exceeding expectations.
On the supply side, nvidia is expanding its production capacity and strengthening cooperation with partner companies such as TSMC (Taiwan Semiconductor Manufacturing Company) that handle chip production. However, the supply system to keep up with the rapid demand growth is a challenge, and there are concerns about supply shortages for specific products.
2. Investor psychology and the impact on stock prices
The temporary stock price decline seen after the financial results is due to the market factoring in a slowdown in growth. However, with the expected solid earnings growth in the future, it can be said that the overall balance of supply and demand is supporting the stock price.
Investors are focusing on the sustainability of AI demand and nvidia's ability to meet it, with concerns that short-term supply shortages could have an impact.
3. Need...
Translated
14
1
ゆのつ
reacted to
$CleanSpark (CLSK.US)$
Feeling down, this is so funny w
I can't do my best at work ( ˙꒳˙ )
I pray that everything is going well at the end of work (。-人-。)
Feeling down, this is so funny w
I can't do my best at work ( ˙꒳˙ )
I pray that everything is going well at the end of work (。-人-。)
Translated
10
2