$NVIDIA (NVDA.US)$
Landing in Texas, the 0.1 million GB200 cluster project gained an initial investment of 37.5 billion dollars by NVIDIA.
OpenAI's "Stargate" project plans to invest an initial 100 billion dollars, construct 10 data centers in Abilene, Texas, and deploy a 0.1 million GB200 computing cluster. Additionally, they plan to invest 500 billion dollars over the next 4 years to build 20 supercomputer centers across the US.
NVIDIA is expected to be the biggest winner, with an estimated revenue of 37.5 billion dollars from the initial 0.7 million GPU units (including GB200/GB300/VR200). Oracle will manage the data centers, while SoftBank and MGX will provide stock financing, although the funds have not been completely secured yet.
Landing in Texas, the 0.1 million GB200 cluster project gained an initial investment of 37.5 billion dollars by NVIDIA.
OpenAI's "Stargate" project plans to invest an initial 100 billion dollars, construct 10 data centers in Abilene, Texas, and deploy a 0.1 million GB200 computing cluster. Additionally, they plan to invest 500 billion dollars over the next 4 years to build 20 supercomputer centers across the US.
NVIDIA is expected to be the biggest winner, with an estimated revenue of 37.5 billion dollars from the initial 0.7 million GPU units (including GB200/GB300/VR200). Oracle will manage the data centers, while SoftBank and MGX will provide stock financing, although the funds have not been completely secured yet.
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$NVIDIA (NVDA.US)$
It's just the beginning of the year, so we can expect it to start rising 📈.
The minor daily declines are just within the margin of error.
South Korea's SK Hynix's operating profit for the fourth quarter hits a record high, surpassing Samsung for the first time. By Joyce Lee, Hyunjoo Jin. January 23, 2025, 10:23 AM.
[Seoul, 23rd Reuters] - South Korea's SK Hynix, the world's second-largest DRAM (Dynamic Random Access Memory) manufacturer, announced on the 23rd that its fourth quarter of 2024 (October-December) earnings reached a record high in operating profit, totaling 8.1 trillion won ($64 billion), surpassing analysts' expectations of 6.5 trillion won for Samsung Electronics (005930.KS), opens new tab. According to analysts, this is the first time SK Hynix's quarterly operating profit has exceeded Samsung's.
SK Hynix supplies to the US semiconductor giant NVIDIA (NVDA.O), which is used for generating Artificial Intelligence (AI)...
It's just the beginning of the year, so we can expect it to start rising 📈.
The minor daily declines are just within the margin of error.
South Korea's SK Hynix's operating profit for the fourth quarter hits a record high, surpassing Samsung for the first time. By Joyce Lee, Hyunjoo Jin. January 23, 2025, 10:23 AM.
[Seoul, 23rd Reuters] - South Korea's SK Hynix, the world's second-largest DRAM (Dynamic Random Access Memory) manufacturer, announced on the 23rd that its fourth quarter of 2024 (October-December) earnings reached a record high in operating profit, totaling 8.1 trillion won ($64 billion), surpassing analysts' expectations of 6.5 trillion won for Samsung Electronics (005930.KS), opens new tab. According to analysts, this is the first time SK Hynix's quarterly operating profit has exceeded Samsung's.
SK Hynix supplies to the US semiconductor giant NVIDIA (NVDA.O), which is used for generating Artificial Intelligence (AI)...
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$iFreeETF FANG+ (316A.JP)$ $Apple (AAPL.US)$ $CrowdStrike (CRWD.US)$ $ServiceNow (NOW.US)$
I wondered what would happen when Tesla left the market for stock replacement, but surprisingly CrowdStrike and ServiceNow are also being considered.
Even looking at it from the beginning of the year, Apple... it would be good if it turned positive by the second half of this year.
(Year to date)
(Today)
I wondered what would happen when Tesla left the market for stock replacement, but surprisingly CrowdStrike and ServiceNow are also being considered.
Even looking at it from the beginning of the year, Apple... it would be good if it turned positive by the second half of this year.
(Year to date)
(Today)
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$iFreeETF FANG+ (316A.JP)$ $NVIDIA (NVDA.US)$ $Netflix (NFLX.US)$ $Oracle (ORCL.US)$
Long-awaited Post 📲
Leaving it alone is indeed the best choice.
Today, the exchange rate is weakening, and the FANG+ Index has been strong for the past few days 📈
Leveraged FANG, unaffected by exchange rates, is climbing even higher ⏫
Is it time for Z Tech 20, which was purchased a little in the growth category, to start now?
Long-awaited Post 📲
Leaving it alone is indeed the best choice.
Today, the exchange rate is weakening, and the FANG+ Index has been strong for the past few days 📈
Leveraged FANG, unaffected by exchange rates, is climbing even higher ⏫
Is it time for Z Tech 20, which was purchased a little in the growth category, to start now?
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$NVIDIA (NVDA.US)$
Long time no see.
Great earnings report!
If you have time, please join the earnings explanation live session ⤴️
Long time no see.
Great earnings report!
If you have time, please join the earnings explanation live session ⤴️
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$NVIDIA (NVDA.US)$
I sold a part at $135.75 😅
I need to transfer the down payment for buying a new condo of 10 million next week, so please forgive me m(__)m
I will deposit the down payment back on the delivery date and invest again 💵
Take it easy until I invest again! (lol)
FANG+ continues to strive ⤴️
I will take a break from posting for a while, but I am supporting everyone (^^)／~~~
I sold a part at $135.75 😅
I need to transfer the down payment for buying a new condo of 10 million next week, so please forgive me m(__)m
I will deposit the down payment back on the delivery date and invest again 💵
Take it easy until I invest again! (lol)
FANG+ continues to strive ⤴️
I will take a break from posting for a while, but I am supporting everyone (^^)／~~~
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5
$Super Micro Computer (SMCI.US)$
Anyone suggesting buying here as a speculative purchase is out of their mind.
I don't think they fully understand the gravity of Ernst & Young from the world's BIG4 resigning.
Invest at your own risk after the truth has been clarified (if not bankrupt).
Anyone suggesting buying here as a speculative purchase is out of their mind.
I don't think they fully understand the gravity of Ernst & Young from the world's BIG4 resigning.
Invest at your own risk after the truth has been clarified (if not bankrupt).
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$NVIDIA (NVDA.US)$
Recently, the methods of fraud have become more sophisticated, and Ernst & Young (Japan is the new Japan) must have had a lot of things that they could not grasp.
It's a diligent determination because one could potentially end up being dismantled if not careful.
SEC is also strict, isn't it?
Domestically, the Financial Services Agency and the Certified Public Accountants and Auditing Oversight Board are quite intrusive.
However, SMCI seems to be up to something. 😮💨
Recently, the methods of fraud have become more sophisticated, and Ernst & Young (Japan is the new Japan) must have had a lot of things that they could not grasp.
It's a diligent determination because one could potentially end up being dismantled if not careful.
SEC is also strict, isn't it?
Domestically, the Financial Services Agency and the Certified Public Accountants and Auditing Oversight Board are quite intrusive.
However, SMCI seems to be up to something. 😮💨
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$NVIDIA (NVDA.US)$
Recently, there are too many inexplicable drops in stock prices.
ASML, AMD, SMCI etc
If it is related to TSMC and the capital investment of big tech companies, it can be easily understood...
Recently, there are too many inexplicable drops in stock prices.
ASML, AMD, SMCI etc
If it is related to TSMC and the capital investment of big tech companies, it can be easily understood...
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FANGソルジャー OP エギンガー118 : After the beginning of the year, it was a tough flow for a while, but it rose sharply in just one week
I have a FANG+ accumulation frame, but I'm buying a little out of curiosity Z Tech 20.
Z Tech 20 has a significantly weaker rise compared to the TOP10 and FANG+.
By the way, in a specific account, I am gradually buying leveraged FANG without being affected by exchange rate fluctuations (unintentionally large).
FANGソルジャー OP エギンガー118 : This year's NISA quota is the strongest
I am currently reducing the percentage of individual stocks... I have been staying up late at night and getting a little tired of gathering information (laughs)
But individual stocks in the USA can make a big impact when they hit! Wishing you good luck