うどん部
liked
Personally, to conclude, it is sad! 😭 That goes back 80 years, and it is not the American people who are fixated, right? I believe it's only a few people. The devastating wildfires in LA without the front row seats feel as if a bomb was dropped like the atomic bombings, whether it's an American caster, reporter, or journalist. I don't remember, but this expression is absolutely a cruel expression that cannot be accepted by the prefectural citizens of Hiroshima, starting with the Japanese people, and I felt disappointed towards my favorite America. If you bring up the past, we also think that post-1945 Japan, which feels like the DNA is about to be overturned, was twisted and accepted as it is now. America has a strong sense of patriotism, which is in a way delightful and a good thing. Two domestic iron companies are teaming up to buy United States Steel. Things are progressing, and this CEO might be one of them. Frankly, don't bring up the past! Don't call other countries thieves! What kind of comments will Nippon Steel make? Giving up or pushing hard? Nippon Steel is not written because it will be long, but they seem to be planning to consider employment, the surrounding environment, and residents.
Translated
19
1
$Cleveland-Cliffs (CLF.US)$ Do not underestimate Japan, weak companies should not take the lead
Translated
2
うどん部
liked
うどん部
Set a live reminder
$NVIDIA (NVDA.US)$Jensen Huang, the CEO of NVIDIA, will give a keynote speech at the Technology Trade Show CES 2025 held in Las Vegas starting at 11:30 AM on Tuesday, January 7th, Japan time.
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live stream is provided for the convenience of our customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No warranties of any kind, explicit or implicit, are made regarding the accuracy, reliability, or quality of machine translation from English to Japanese. We are not responsible for any damages resulting from the translated content. Please be advised when viewing...
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live stream is provided for the convenience of our customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No warranties of any kind, explicit or implicit, are made regarding the accuracy, reliability, or quality of machine translation from English to Japanese. We are not responsible for any damages resulting from the translated content. Please be advised when viewing...
Translated
Keynote speech by Mr. Jenson Fan (with Japanese subtitles)
Jan 7 10:30
39
1
5
うどん部
liked
$NVIDIA (NVDA.US)$
Nvidia Corporation has established a dominant position in GPU technology amid increasing demand for computing power, and is expected to be the first company to achieve a market capitalization of 10 trillion dollars.
Competition from other GPU manufacturers such as Hyperscaler and AMD is minimal. This is due to software like Nvidia's lack of defensive barriers, scale, vertical integration, and ready-to-use preparation for AI training.
Nvidia's current assessment is conservative, and PEG ratios are heavily discounted compared to the sector's median, indicating significant growth potential.
I rate Nvidia as a strong buy, and I'm confident in the company's long-term growth and market leadership, and I plan to increase my position in 2025.
Warren Buffett's huge investment success is due to what he once said, “If you make good decisions a few times in your life and avoid serious mistakes.” For many investors, the above is probably...
Nvidia Corporation has established a dominant position in GPU technology amid increasing demand for computing power, and is expected to be the first company to achieve a market capitalization of 10 trillion dollars.
Competition from other GPU manufacturers such as Hyperscaler and AMD is minimal. This is due to software like Nvidia's lack of defensive barriers, scale, vertical integration, and ready-to-use preparation for AI training.
Nvidia's current assessment is conservative, and PEG ratios are heavily discounted compared to the sector's median, indicating significant growth potential.
I rate Nvidia as a strong buy, and I'm confident in the company's long-term growth and market leadership, and I plan to increase my position in 2025.
Warren Buffett's huge investment success is due to what he once said, “If you make good decisions a few times in your life and avoid serious mistakes.” For many investors, the above is probably...
Translated
5
うどん部
liked
$NVIDIA (NVDA.US)$
NVIDIA (NASDAQ: NVDA) CEO Jensen Huang is scheduled to give the keynote speech on Monday to kick off the 2025 Consumer Electronics Show. According to Wedbush Securities, Huang is likely to focus on the strategic vision for AI of this semiconductor giant during this speech.
"Many companies around the world are beginning to recognize the increasing use cases of AI across industries, and we expect Jensen to outline NVIDIA's strategic vision for AI," wrote Wedbush Securities analyst Dan Ives in a client note.
NVIDIA's stock price rose nearly 4% in midday trading, and its competitor AMD ( AMD) also rose. Meanwhile, Intel (INTC) dropped nearly 3.5%.
Mr. Ives evaluated the demand for NVIDIA's Blackwell AI Accelerator product line as "abnormal", and recent supply chain research indicates that "unprecedented demand" continues to persist...
NVIDIA (NASDAQ: NVDA) CEO Jensen Huang is scheduled to give the keynote speech on Monday to kick off the 2025 Consumer Electronics Show. According to Wedbush Securities, Huang is likely to focus on the strategic vision for AI of this semiconductor giant during this speech.
"Many companies around the world are beginning to recognize the increasing use cases of AI across industries, and we expect Jensen to outline NVIDIA's strategic vision for AI," wrote Wedbush Securities analyst Dan Ives in a client note.
NVIDIA's stock price rose nearly 4% in midday trading, and its competitor AMD ( AMD) also rose. Meanwhile, Intel (INTC) dropped nearly 3.5%.
Mr. Ives evaluated the demand for NVIDIA's Blackwell AI Accelerator product line as "abnormal", and recent supply chain research indicates that "unprecedented demand" continues to persist...
Translated
5
うどん部
liked
$NVIDIA (NVDA.US)$
Nvidia Corporation's revenue in 2024 surged by 86% to $113.3 billion, driven by hyper-scaler expenses on data center capital spending, doubling operating profit to $71 billion.
Hyper-scalers such as AWS, Microsoft, Meta, Google, are expected to invest $300 billion in AI data centers by 2025, a 50% increase from 2024.
Nvidia's 90% AI GPU market share and upcoming Blackwell architecture will provide up to 15x performance improvement, ensuring continued dominance and revenue growth.
Competing companies such as AMD and Broadcom are facing significant hurdles in software optimization and ecosystem support, solidifying NVDA's hardware and software moat in the near future.
Nvidia Corporation (NASDAQ: NVDA) finances saw a boost in hyper-scaler spending on datacenter capital expenditures, leading to a sharp increase in 2024.
Nvidia Corporation's revenue in 2024 surged by 86% to $113.3 billion, driven by hyper-scaler expenses on data center capital spending, doubling operating profit to $71 billion.
Hyper-scalers such as AWS, Microsoft, Meta, Google, are expected to invest $300 billion in AI data centers by 2025, a 50% increase from 2024.
Nvidia's 90% AI GPU market share and upcoming Blackwell architecture will provide up to 15x performance improvement, ensuring continued dominance and revenue growth.
Competing companies such as AMD and Broadcom are facing significant hurdles in software optimization and ecosystem support, solidifying NVDA's hardware and software moat in the near future.
Nvidia Corporation (NASDAQ: NVDA) finances saw a boost in hyper-scaler spending on datacenter capital expenditures, leading to a sharp increase in 2024.
Translated
5
1
$NVIDIA (NVDA.US)$ Take the world title and keep the title
Translated
8
うどん部
liked
$NVIDIA (NVDA.US)$
The 'Magnificent Seven' club of giant technology stocks played a significant role in Wall Street's 2024 flagship, recording an average increase of about 57% last year across the group, surpassing the S&P 500 benchmark's approximately 23% increase. S&P 500surpassing the approximately 23% increase of the S&P 500.
South African analyst, Mr. Stuart Allsoppによれば、現在、この7銘柄はS&P( SP500 )全体の時価総額の3分の1以上を占めており、「1999年/2000年のバブルをはるかに上回る前例のない集中状態」だという。
下の表をご覧ください。
各社の業績についてさらに詳しく知るには、以下をお読みください。
nvidia
人工知能(AI)ブームの原動力となっているプロセッサを製造する企業、Nvidia(NASDAQ: NVDA )は、株価がほぼ3倍になり、2024年も引き続き優位に立った。
企業が引き続きエヌビディア( NVDA)製品への支出を増やしたため、このチップメーカーは年間を通じて四半期業績でアナリストの予想を上回った。
California...
The 'Magnificent Seven' club of giant technology stocks played a significant role in Wall Street's 2024 flagship, recording an average increase of about 57% last year across the group, surpassing the S&P 500 benchmark's approximately 23% increase. S&P 500surpassing the approximately 23% increase of the S&P 500.
South African analyst, Mr. Stuart Allsoppによれば、現在、この7銘柄はS&P( SP500 )全体の時価総額の3分の1以上を占めており、「1999年/2000年のバブルをはるかに上回る前例のない集中状態」だという。
下の表をご覧ください。
各社の業績についてさらに詳しく知るには、以下をお読みください。
nvidia
人工知能(AI)ブームの原動力となっているプロセッサを製造する企業、Nvidia(NASDAQ: NVDA )は、株価がほぼ3倍になり、2024年も引き続き優位に立った。
企業が引き続きエヌビディア( NVDA)製品への支出を増やしたため、このチップメーカーは年間を通じて四半期業績でアナリストの予想を上回った。
California...
Translated
8