$NVIDIA (NVDA.US)$
I don't consider Deep Sea to be a threat as it is close to piracy, but it is a threat that the full regulation of NVIDIA chips for China will ultimately result in the advancement of Huawei chip development, leading to cheap and widespread availability worldwide.
Wouldn't it be better to promote the widespread use of NVIDIA chips now so that it cannot be changed later?

$NVIDIA (NVDA.US)$
No matter how cheap it is, it won't lead to a trend of accepting pirated AI from China, right?

$NVIDIA (NVDA.US)$
Even with a low-performance GPU, language inference to a certain extent has become possible, but the performance increases as more GPUs are added to enhance accuracy, speed, and Range.
Even though it is said
The highest level of AI is achievable with a low-performance GPU!!
It is being conveyed that it has changed, ridiculous

$CONSOL Energy (CEIX.US)$
Why are you so weak? 😅

$Micron Technology (MU.US)$
Please stop raising expectations before the financial results, as it often leads to a huge crash beyond the actual results.

$NVIDIA (NVDA.US)$
For a company that has been profitable so far, despite not being particularly expensive, it fell short of expectations with a 94% increase compared to the previous period.
For heavily deficit companies, ultra-high-priced stocks have skyrocketed even further due to a slight reduction in deficits.
That's how it is with U.S. stocks 😁

$NVIDIA (NVDA.US)$
When major broadcasting companies come up with complaints, there are definitely people who want the stock price to drop, so it is like a signal that it will surely decrease no matter what. Could it be a pattern to completely recover the decrease from the significant drop before the earnings announcement?

$Super Micro Computer (SMCI.US)$
As long as they do not stop the discount sale aimed at expanding their market share, eps is likely to continue to miss. If there were no discounts, eps would have been easily cleared. But why do neither analysts nor the company revise their financial estimates for eps?

$NVIDIA (NVDA.US)$
Since the automatically generated AI program is a system that specializes in NVIDIA, I don't think it can be easily replaced by AMD, INTEL, or in-house chips. Considering the trouble of having to create and change the program mechanism in order for it to work well, I think it's a situation where we have no choice but to order from NVIDIA in the near future. I think it's going to be around $1,250 within 2025.