$NVIDIA (NVDA.US)$ 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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$NVIDIA (NVDA.US)$ It seems that AAPL is using BABA's AI for the iPhone in China, but thinking about whether the responses will be favorable to the Chinese Communist Party is a bit frightening. This kind of move likely has a negative impact on creating AI that is free from ideological bias. It was a thought-provoking case. I wonder what kind of GPU BABA uses and which company provides it.
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$NVIDIA (NVDA.US)$ There was a monthly sales announcement from TSMC. It's ideal for confirming the demand for cutting-edge semiconductors. It's good news for NVDA.
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$Alpha & Omega Semiconductor (AOSL.US)$ A tentative Buy has been made.
I think it's quite significant News of individual stocks, but it's not very STAR 😅. It's intuitive that the power Semiconductors company AOSL greatly contributes to the heat problem, which is the biggest concern for NVDA's Server machines. Conversely, it has also been reassuring to see that NVDA is properly addressing heat countermeasures. The synergy effect could be outstanding. In the Semiconductors Sector, it could be said that only AI-related companies have performed well and seen stock price increases, so the upside for the power Semiconductors company AOSL could be quite promising.
I think it's quite significant News of individual stocks, but it's not very STAR 😅. It's intuitive that the power Semiconductors company AOSL greatly contributes to the heat problem, which is the biggest concern for NVDA's Server machines. Conversely, it has also been reassuring to see that NVDA is properly addressing heat countermeasures. The synergy effect could be outstanding. In the Semiconductors Sector, it could be said that only AI-related companies have performed well and seen stock price increases, so the upside for the power Semiconductors company AOSL could be quite promising.
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$Gorilla Technology (GRRR.US)$ The stock price is up again in the evening. I've been watching it as well, but it's not dropping, so there hasn’t been much opportunity to jump in. 🥶 It's understood that the UK company is expanding globally with a focus on Taiwan and is promising, but since it's listed on NASDAQ, the performance within the USA isn't visible. What is the situation regarding that? If anyone has more details, could you please share?
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$NVIDIA (NVDA.US)$ This weekend was too cold, so there were many moments spent in the living room staring at MOOMOO and debating with ChatGPT and Gemini. Among those thoughts, I realized that regarding the reliability of AI, while the responses from chat-type AI during debates may not impact life, when it comes to Self-Driving Cars or drug discovery, the reliability must be almost perfect. I became convinced that there is no option to use something that lacks trust.
1. Transparency: AI algorithms and data usage must be transparent. It is important for users to understand what data is used and how determinations are made.
2. Ethical standards: Establish ethical guidelines for the development and operation of AI, and adhere to them. This helps prevent inaccurate determinations and biases.
3. Accuracy and validation: To enhance the accuracy of AI models, it is necessary to ensure data quality and continuously conduct validation and improvement.
4. Security: Strong security measures are required to protect AI systems from unauthorized access and cyber attacks.
Such matters...
1. Transparency: AI algorithms and data usage must be transparent. It is important for users to understand what data is used and how determinations are made.
2. Ethical standards: Establish ethical guidelines for the development and operation of AI, and adhere to them. This helps prevent inaccurate determinations and biases.
3. Accuracy and validation: To enhance the accuracy of AI models, it is necessary to ensure data quality and continuously conduct validation and improvement.
4. Security: Strong security measures are required to protect AI systems from unauthorized access and cyber attacks.
Such matters...
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$Oklo Inc (OKLO.US)$ What a huge mistake. It has increased by more than 100% since the purchase. It happened so quickly that it was impossible to Buy more.
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$Oracle (ORCL.US)$ I was just watching the AI software sector, but I've finally managed to secure some funds to increase my Shareholding.
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$NVIDIA (NVDA.US)$ The employment statistics fell well below Financial Estimates, providing positive material for interest rate cuts.
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$Arm Holdings (ARM.US)$ Recently, the stock has been rising due to the Stargate Project. I thought it was suspicious after the earnings reports, but it's unfortunate. The earnings report itself is impeccable, but the guidance... Well, it's probably temporary. ARM has a very small number of outstanding shares. I was concerned that there might be some selling off during the lock-up period after the IPO since SoftBank Group holds the majority, but it turned out to be unnecessary worry. In my opinion, although it feels expensive, I consider ARM shares as a premium ticket.
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NOIR(のあ) OP Kimihiko : Thank you. I am currently looking into it. Whether it is Institutions or individual investors, more thoughtfulness is needed; otherwise, situations like this crash will happen, and those without profits will end up cutting losses at low prices. There seems to be no issue with the demand for NVDA. The approach towards AGI is becoming faster, and the evolution is accelerating. The deepseek paper is being discussed, but it is normal for key parts of any paper to be vague, especially since it originates from China. I only consider deepseek to be misinformation (laughs). In any case, it is very meaningful to hear Mr. Nakajima's talk. Thank you. I am convinced that holding is the only choice.
NOIR(のあ) OP NOIR(のあ) OP : I am considering whether to buy Mr. Nakajima's book on meta-trend investing.