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$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
AMD could not secure the bid for the chip for the Nintendo Switch 2? Is power consumption related - iPhone Mania.
Will NVIDIA be used for Switch 2 and AMD for PS6?
(Rumor) Partial excerpt.
AMD was reportedly negotiating with nintendo co ltd to order the system-on-chip (SoC) for Switch2, but ultimately was unable to secure the order, according to YouTube channel 'Moore’s Law Is Dead'.
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Even if nintendo co ltd could not place an order for the SoC for the Nintendo Switch 2,AMD has reportedly won the bid against Intel in the competition for supplying chips for sony group corp PlayStation 6,as reported by Reuters.
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Leaks suggest that the bid by AMD for Nintendo Switch 2 didn't go through due to concerns about the performance and efficiency in handheld mode, with indications of excellent battery life.
AMD could not secure the bid for the chip for the Nintendo Switch 2? Is power consumption related - iPhone Mania.
Will NVIDIA be used for Switch 2 and AMD for PS6?
(Rumor) Partial excerpt.
AMD was reportedly negotiating with nintendo co ltd to order the system-on-chip (SoC) for Switch2, but ultimately was unable to secure the order, according to YouTube channel 'Moore’s Law Is Dead'.
〜
Even if nintendo co ltd could not place an order for the SoC for the Nintendo Switch 2,AMD has reportedly won the bid against Intel in the competition for supplying chips for sony group corp PlayStation 6,as reported by Reuters.
ーーーー
Leaks suggest that the bid by AMD for Nintendo Switch 2 didn't go through due to concerns about the performance and efficiency in handheld mode, with indications of excellent battery life.
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$NVIDIA (NVDA.US)$ It's going down today.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
After the FOMC, the stock prices will plummet, so please be careful this week.
The market is misunderstanding.
After the FOMC, the stock prices will plummet, so please be careful this week.
The market is misunderstanding.
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There are also stocks that seem to be promising.
Other than AMD and Tenpas, it's bio.
Other than AMD and Tenpas, it's bio.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Interest rates are rising today, prompting a temporary bond sell-off due to concerns about economic downturn and excessively priced-in rate cuts. Is this a sign of risk-on sentiment?
Gold is weak today. Have geopolitical risks been fully priced in? Is the resolution of rate cut concerns or a shift towards risk-on sentiment?
Crude oil... surged significantly yesterday but is weak today. Are investors not too concerned about geopolitical risks? Is the temporary result of news on Libya's oil export halt? Concerns about the decline in US crude oil inventories leading to a rising trend?
Copper... showing signs of bottoming out a while ago and gradually rising. Is the economy gradually improving?
Stock prices are weak, with investors being cautious due to doubts and suspicions about economic downturn and company N's earnings.
Upon closer examination, there doesn't seem to be too much cause for concern. It appears that there are still many bearish and skeptical investors, although concerns about economic downturn seem to have eased slightly. The expected pace of rate cuts may have been overly priced in, reflecting on bond, gold, and dollar index movements. It would be advisable to monitor how investors are factoring these in.
As for stocks, there is a lot of worrying...
Interest rates are rising today, prompting a temporary bond sell-off due to concerns about economic downturn and excessively priced-in rate cuts. Is this a sign of risk-on sentiment?
Gold is weak today. Have geopolitical risks been fully priced in? Is the resolution of rate cut concerns or a shift towards risk-on sentiment?
Crude oil... surged significantly yesterday but is weak today. Are investors not too concerned about geopolitical risks? Is the temporary result of news on Libya's oil export halt? Concerns about the decline in US crude oil inventories leading to a rising trend?
Copper... showing signs of bottoming out a while ago and gradually rising. Is the economy gradually improving?
Stock prices are weak, with investors being cautious due to doubts and suspicions about economic downturn and company N's earnings.
Upon closer examination, there doesn't seem to be too much cause for concern. It appears that there are still many bearish and skeptical investors, although concerns about economic downturn seem to have eased slightly. The expected pace of rate cuts may have been overly priced in, reflecting on bond, gold, and dollar index movements. It would be advisable to monitor how investors are factoring these in.
As for stocks, there is a lot of worrying...
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ニュースによると、 $NVIDIA (NVDA.US)$ のCEOが数百万ドル相当の会社株を売却しているとのことです。
要するに、Nvidiaのジェンセン・ファンさんが最近、約2億5000万ドル分の株を売っていたということです。これが話題になっているのは、NvidiaがAIブームの中心で、その株価が急上昇しているからです。
CEOがこんなに多くの株を売ると、もしかして株価が下がるかも、と思っているのではないかと投資家が心配するのも無理はありません。
アナリストたちは、Nvidiaを含むAI関連の株が今、過大評価されているのではと心配しています。AIの盛り上がりが、株を持続不可能なレベルまで押し上げているかもしれないと。
もしそうだとしたら、市場が調整する時に株価が大きく下がるかもしれません。
要するに、Nvidiaのジェンセン・ファンさんが最近、約2億5000万ドル分の株を売っていたということです。これが話題になっているのは、NvidiaがAIブームの中心で、その株価が急上昇しているからです。
CEOがこんなに多くの株を売ると、もしかして株価が下がるかも、と思っているのではないかと投資家が心配するのも無理はありません。
アナリストたちは、Nvidiaを含むAI関連の株が今、過大評価されているのではと心配しています。AIの盛り上がりが、株を持続不可能なレベルまで押し上げているかもしれないと。
もしそうだとしたら、市場が調整する時に株価が大きく下がるかもしれません。
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$Taiwan Semiconductor (TSM.US)$ トランプに決まった訳ではないですが、彼は結果が欲しいからTSMCの利益取りに行きますよね。って言うことは利益上げても取られること解ってるから利益は予想を下回る。機関は今からは買ってこない。機関はコツコツ売上がって、あー安くなった〜と個人は買いでソコソコ戻るけど機関の絶好の売り対象になるかもですね。私もTSMC持ってますが、NVDA一択にして駄目なら撤退を考慮中。
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$NVIDIA (NVDA.US)$
As always, it tends to fall in the morning local time. The usual pattern is that the engine starts in the afternoon and stretches when drawn.
As always, it tends to fall in the morning local time. The usual pattern is that the engine starts in the afternoon and stretches when drawn.
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