exera
commented on
$NVIDIA (NVDA.US)$
Ugh, what a frustrating awakening!
It stopped at 118, didn't it? 😃
It seems that the additional ball added after confirming the crack will be carried. 😗
Ugh, what a frustrating awakening!
It stopped at 118, didn't it? 😃
It seems that the additional ball added after confirming the crack will be carried. 😗
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exera
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$NVIDIA (NVDA.US)$ Generative AI is still in a transitional phase as a technology, and while its growth is rapid, it holds the potential for various innovations to occur worldwide. For instance, the currently dominant Transformer architecture in generative AI may be replaced by something else as innovations happen in the future, which could result in the risk that investments in ASICs specifically designed for certain calculations would become wasted if they could not adapt. Additionally, creating many types of ASICs for each specific calculation is not realistic in terms of cost and production efficiency. It seems unlikely that hyperscalers will concentrate the majority of their investments in specific ASICs at such a stage, and the superiority of NVIDIA, which is a GPGPU, is expected to continue for the time being.
The following is a description of the risks of ASICs and the superiority of GPUs as asked in Chat GPT.
————
The development and mass production of ASICs is a highly advanced project, featuring the following characteristics.
Development period and cost
• Period:
In general, it is said that it takes about 2 to 3 years from conceptual design to the start of mass production. Advanced processes (for example, 7nm or 5nm) are used in...
The following is a description of the risks of ASICs and the superiority of GPUs as asked in Chat GPT.
————
The development and mass production of ASICs is a highly advanced project, featuring the following characteristics.
Development period and cost
• Period:
In general, it is said that it takes about 2 to 3 years from conceptual design to the start of mass production. Advanced processes (for example, 7nm or 5nm) are used in...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
exera
commented on
This recent crash is just based on an unwarranted pessimism regarding President Trump's tariff policy, and when the President said that the market's downturn is temporary, it was simply assumed that a recession was being priced in, but nothing like a major bankruptcy like Lehman Brothers, war, soaring oil prices, or a recession in the U.S. economy has occurred… and this is when people are starting to realize that.
Before one knows it, the market is in an incredibly rare bargain sale state.
Determined not to miss this fantastic opportunity to Buy the dip, those who fled may soon start to return. (laughs)
Before one knows it, the market is in an incredibly rare bargain sale state.
Determined not to miss this fantastic opportunity to Buy the dip, those who fled may soon start to return. (laughs)
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Major American Semiconductor companies. $NVIDIA (NVDA.US)$rose contrary to the trend.It has fallen nearly 30% from the all-time high set in January.The fourth quarter Earnings Reports announced at the end of February showed good results, butthere are doubts regarding investment in AI hardware.やThe sentiment has worsened due to President Trump's policies.It seems to have been overshadowed by the tech stock sell-off, breaking the immediate lower price level.
![]()
Where is the lower limit?
On the 6th, NVIDIA's stock price was expected to be lower based on the recent major lows.It closed below $113.If it consolidates at this level for a while, a rebound may be expected, but the uncertainty in the market is strong, and it might be necessary to consider further declines of one or two stages. If it falls further, the support line will be at the low of September 6 last year.$100.It seems to be around the low of $90 on August 5, and the low of $75 on April 19. When a rebound occurs, these Support lines are likely to act as Resistance lines, making it easier to suppress the upper price.$90$75It seems to be around the low of $90 on August 5, and the low of $75 on April 19.When a rebound occurs, these Support lines are likely to act as Resistance lines, making it easier to suppress the upper price.
[One point lesson]
What is a Support Line (Resistance)?
▼ Stocks on the rise...
On the 6th, NVIDIA's stock price was expected to be lower based on the recent major lows.It closed below $113.If it consolidates at this level for a while, a rebound may be expected, but the uncertainty in the market is strong, and it might be necessary to consider further declines of one or two stages. If it falls further, the support line will be at the low of September 6 last year.$100.It seems to be around the low of $90 on August 5, and the low of $75 on April 19. When a rebound occurs, these Support lines are likely to act as Resistance lines, making it easier to suppress the upper price.$90$75It seems to be around the low of $90 on August 5, and the low of $75 on April 19.When a rebound occurs, these Support lines are likely to act as Resistance lines, making it easier to suppress the upper price.
[One point lesson]
What is a Support Line (Resistance)?
▼ Stocks on the rise...
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exera
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$NVIDIA (NVDA.US)$
The number of people remaining unemployed is increasing.
Tomorrow's employment statistics seem likely to deliver a final blow.
The number of people remaining unemployed is increasing.
Tomorrow's employment statistics seem likely to deliver a final blow.
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$NVIDIA (NVDA.US)$
The market moves out of fear.
It is uncertain when Trump will change his stance on tariffs. Even if it continues, larger companies will rush to prepare for tariff strategies. Now is the time when wise investors think it is an opportunity to Buy quality stocks during the decline. How about everyone making a small purchase?
The market moves out of fear.
It is uncertain when Trump will change his stance on tariffs. Even if it continues, larger companies will rush to prepare for tariff strategies. Now is the time when wise investors think it is an opportunity to Buy quality stocks during the decline. How about everyone making a small purchase?
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Considering the annual earnings per share from the previous fiscal period, the current stock price seems to be fluctuating within a reasonable range. Currently, the PE is around 38 times. If this year's annual earnings per share reaches 4 dollars, the calculation indicates that even at a PE of 38, it would amount to 152 dollars. For the high-growth NVIDIA, a PE of 38 is not an excessively high figure, and historically, it is a quite low figure. Considering that the past PE has hovered between 40 and 50 times, it might be better to think that the downside from here is limited. Even if it were to be sold down to a PE of 30, the stock price would be 90 dollars based on last year's annual earnings per share; if this year's annual earnings per share is 4 dollars, then it would be 120 dollars. Moreover, achieving this year's annual earnings per share of 4 dollars is a number that can be realized under any circumstance. In reality, the performance will likely exceed that. Even if you take into account the increase in the number of shares in circulation due to the 10-for-1 stock split, it can be said that the current stock price is at an excessively low level.
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$NVIDIA (NVDA.US)$
$Celestica (CLS.US)$
$Vistra Energy (VST.US)$
$Arista Networks (ANET.US)$
$Constellation Energy (CEG.US)$
If Nvidia doesn't go up, the above-mentioned excellent stocks including Electrical Utilities won't go up either. Come on, Nvidia!![]()
However, given the atmosphere of the Futures, with tariffs being fully revealed and statements about interest rate cuts, it seems like the data center might start to fight back little by little from today.![]()
$Celestica (CLS.US)$
$Vistra Energy (VST.US)$
$Arista Networks (ANET.US)$
$Constellation Energy (CEG.US)$
If Nvidia doesn't go up, the above-mentioned excellent stocks including Electrical Utilities won't go up either. Come on, Nvidia!
However, given the atmosphere of the Futures, with tariffs being fully revealed and statements about interest rate cuts, it seems like the data center might start to fight back little by little from today.
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exera : Where have the signs of the resurrection of mythology gone?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")