areku
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areku
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Last Friday, Bitcoin briefly surged to $99,800, just a step away from the psychological $100K milestone. Watching the market closely, I was convinced the U.S. market’s opening would push it over the top. Instead, $99,800 was the recent peak, and this week started with a sharp decline.
I’ve been exploring various opinions on why Bitcoin has dropped, when it might break $100K, how high this bull market could go, and potential strategies. Here’s a quick ...
I’ve been exploring various opinions on why Bitcoin has dropped, when it might break $100K, how high this bull market could go, and potential strategies. Here’s a quick ...
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areku
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Columns The next hot topic for ai is embodied Artificial Intelligence (Embodied Artificial Intelligence).
The asia vets concept emerged at the end of 2022 with OpenAI's high-profile debut, going through the hype of large model GPU computing power and its upstream and downstream, then transitioning to the electrical utilities concept. Currently, hot software applications such as apps and PLTR have shifted the market focus from hardware to software.
It is undeniable that the mainstream hot stocks in the market now are electrical utilities (especially SMR and competitive power plants) and software. However, long-term investors can start laying out embodied intelligence (EAI) that combines hardware and software.
Embodied Artificial Intelligence (EAI) integrates artificial intelligence into physical entities such as robots, giving them the ability to perceive, learn, and interact dynamically with the environment. The biggest difference compared to previous robots isAI systems no longer rely on pre-defined complex logic to manage specific scenarios (code accumulation), but have evolved to learning mechanisms now (feeding data training), enabling them to continuously adapt to the operating environment
The concept's current biggest application scenarios are automated driving and humanoid robots (Androids).
Core concept stocks:Tesla $Tesla (TSLA.US)$(Regulatory easing completely reversed) The leader in automated driving and humanoid robots is the next Apple. $Apple (AAPL.US)$! Next year, the stock most likely to compete with NVIDIA for the top spot in market cap.
nvidia $NVIDIA (NVDA.US)$...
It is undeniable that the mainstream hot stocks in the market now are electrical utilities (especially SMR and competitive power plants) and software. However, long-term investors can start laying out embodied intelligence (EAI) that combines hardware and software.
Embodied Artificial Intelligence (EAI) integrates artificial intelligence into physical entities such as robots, giving them the ability to perceive, learn, and interact dynamically with the environment. The biggest difference compared to previous robots isAI systems no longer rely on pre-defined complex logic to manage specific scenarios (code accumulation), but have evolved to learning mechanisms now (feeding data training), enabling them to continuously adapt to the operating environment
The concept's current biggest application scenarios are automated driving and humanoid robots (Androids).
Core concept stocks:Tesla $Tesla (TSLA.US)$(Regulatory easing completely reversed) The leader in automated driving and humanoid robots is the next Apple. $Apple (AAPL.US)$! Next year, the stock most likely to compete with NVIDIA for the top spot in market cap.
nvidia $NVIDIA (NVDA.US)$...
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areku
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$Super Micro Computer (SMCI.US)$ Very bullish, buy buy and go go.
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areku
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Data centers are facilities that house computer systems and associated components, such as telecommunications and storage systems. They are essential for storing, managing, and processing vast amounts of data.
Importance of Data Centers:
1. Data Storage and Management: They store critical information for businesses, governments, and individuals, enabling efficient data retrieval and management.
2. Cloud Computing: Data centers support cloud services, allowi...
Importance of Data Centers:
1. Data Storage and Management: They store critical information for businesses, governments, and individuals, enabling efficient data retrieval and management.
2. Cloud Computing: Data centers support cloud services, allowi...
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areku
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Immersion cooling is a method of cooling electronic components by submerging them in a thermally conductive liquid. This technique is particularly used in data centers and high-performance computing environments.
Importance:
1. Efficiency: It can be more energy-efficient than traditional air cooling, reducing energy consumption and operational costs.
2. Heat Management: It effectively dissipates heat from densely packed components, improving reliabili...
Importance:
1. Efficiency: It can be more energy-efficient than traditional air cooling, reducing energy consumption and operational costs.
2. Heat Management: It effectively dissipates heat from densely packed components, improving reliabili...
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areku
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$NVIDIA (NVDA.US)$ institutional investors and speculators are pouring millions of dollars in the options market days ahead of earnings results that could test how long the AI-favorite could keep beating analysts' estimates.
The biggest among unusual options activities seen so far Monday involved a multi-leg trade that had an active buyer paying a $3.86 million premium for put options that gives him or her...
The biggest among unusual options activities seen so far Monday involved a multi-leg trade that had an active buyer paying a $3.86 million premium for put options that gives him or her...
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areku
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Mark your calendars, folks! Nvidia's Q3 earnings drop on November 20, and the market is buzzing with excitement. This could be the quarter that defines 2025 for the AI giant! 🌟
Here’s the setup:
- Nvidia is forecasting $32.5B revenue with a 75% gross margin—that’s insane efficiency for a company of this scale! 💎
- Analysts are even more bullish, predicting $32.94B revenue and $0.74 EPS, which would mean doubling last year’s Q3 revenue. Massive. 📈
O...
Here’s the setup:
- Nvidia is forecasting $32.5B revenue with a 75% gross margin—that’s insane efficiency for a company of this scale! 💎
- Analysts are even more bullish, predicting $32.94B revenue and $0.74 EPS, which would mean doubling last year’s Q3 revenue. Massive. 📈
O...
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areku : Me too