$NVIDIA (NVDA.US)$
Are the sellers now gamblers? Investors?
From the perspective of Hodlers, they only appear as gamblers.
Fundamental principles of investment.
I consider it as support for the company.
Please do your best!
Are the sellers now gamblers? Investors?
From the perspective of Hodlers, they only appear as gamblers.
Fundamental principles of investment.
I consider it as support for the company.
Please do your best!
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$NVIDIA (NVDA.US)$
I knew it would turn out like this…
To those who were saying "nice" to those buying NVDA, nice move! 😤
Wait, when did they jump to the top of the market cap…? Awesome!
I knew it would turn out like this…
To those who were saying "nice" to those buying NVDA, nice move! 😤
Wait, when did they jump to the top of the market cap…? Awesome!
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敗者の論文
liked
$Super Micro Computer (SMCI.US)$ Because I no longer understand why it is rising, I will sell all of it...
There may no longer be any positive factors.
If we were to return, what if a third-party committee proves the innocence of the accounting?
Even so, the high cost of liquid immersion cooling squeezing profits and NVIDIA forming partnerships with others may continue to put pressure on the stock price.
What did everyone think?
There may no longer be any positive factors.
If we were to return, what if a third-party committee proves the innocence of the accounting?
Even so, the high cost of liquid immersion cooling squeezing profits and NVIDIA forming partnerships with others may continue to put pressure on the stock price.
What did everyone think?
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敗者の論文
liked
$USD/JPY (USDJPY.FX)$ I wonder if it will reach $154 today?
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敗者の論文
voted
$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
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$NVIDIA (NVDA.US)$
Come back at the closing price 🤓
Come back at the closing price 🤓
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敗者の論文
liked
$NVIDIA (NVDA.US)$ Yes, another market crash today.
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$NVIDIA (NVDA.US)$
Ride this wave and bounce!
Ride this wave and bounce!
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