NVDA and TSMC orders increased 25%, GB200 demand forecast increased 50%
According to supply chain rumors, $Taiwan Semiconductor(TSM.US)$ Is $NVIDIA(NVDA.US)$Production of graphics processing units (GPUs) with the latest Blackwell platform architecture is being prepared to begin, and Phaidon is supplying chips to TSMC in response to strong customer demand25% increaseThey said they made it happen.
TSMCThis Thursday (18th)A press conference will be held.
What will happen to TSMC if Trump takes power?

$NVIDIA(NVDA.US)$
AI Paradigm Shift Global Trends
AI Paradigm Shift (AI) refers to fundamental changes in the development and application of artificial intelligence (AI). This means a shift from traditional AI challenges and methodologies to new technologies and ways of thinking. For example, with the development of machine learning and deep learning, AI is now able to handle more complex and sophisticated tasks, and applications that were previously unthinkable are possible. Also, with the advent of large language models (Large Language Models), natural language understanding and generation capabilities have dramatically improved, and communication between humans and AI has become deeper and more close. These changes are also drastically changing the impact of AI on society and industry. For example, by incorporating AI into business decision-making processes, there is a possibility that efficiency and productivity will be greatly improved, and new services and products will be developed. Also, in fields such as medical care and education, it is possible to respond more appropriately to individuals with the help of AI, and there is a possibility that individualization of health management and learning methods will progress. As above...

Yesterday's US stocks and today's Japanese stocks were a tough day 😱 CPI was announced last night, but large high-tech stocks that have led the market until now fell across the board, and today's Japanese stocks have also spread to today's Japanese stocks 😵‍💫
My portfolio also almost fell, which was a big blow. Due to the appreciation of the yen, the value of dollar assets in yen also fell, and almost all of the profits for July were erased 😭😭😭
If we pick up individual stocks that both Japan and the US are concerned about,
$NVIDIA(NVDA.US)$ This has crashed on the chart... It's a movement that reminds me of March. I had no choice but to cut this in half
$Arm Holdings(ARM.US)$ I have an impression that it's a relatively common decline for ARM
$Apple(AAPL.US)$ The chart hasn't collapsed at all and it feels like it's pressing
$Eli Lilly and Co(LLY.US)$ unfazed. strong! 😍
$Advantest(6857.JP)$ I bought it because semiconductors are strong, but the brakes suddenly applied and there was no reason to buy it, so I sold it...

$NVIDIA(NVDA.US)$
I feel like this is enough.
It's still mid-July. Even if it explodes too much,
I just calmed down. I feel like the market price.
Even if it is now number one in the world, it is being knocked down solely because of American interests such as Microsoft and Apple. like the last night in the world...
Over a long period of time, it was repeated up and down, and I thought August would be good for the game. You'll also be able to see the full picture of Blackwell
I feel like there are a lot of people who are happy and disappointed with their daily market price thoughts. Well, even if I make a noise, it goes up when it goes up and goes down when it goes down, but day training is different for the short term. It's only for long-term holders, isn't it? Over time, it won't stop, and it will usually become the best company in the world!
well then! Good night 💤

$NVIDIA(NVDA.US)$ That's great, the group that buys at night for $126

$NVIDIA(NVDA.US)$
The development was generally as posted last time, and it was a decline after reaching 137 overtime.
did you take advantage of it properly around 135?
As a sign of a decline, negative regular divergence has occurred on the way to 138.
I don't know if it will go up or down, but I don't think it would be insane to make an entry in a place like this.
Somehow, if tomorrow rebounds and crashes the day after tomorrow, it might be time to earn money.
I would be happy if it went down to 122.

What was the first one to be selected $NVIDIA(NVDA.US)$ ！
stretch! 💪