$NVIDIA (NVDA.US)$
I saw an article stating that in China, companies like Alibaba, TENCENT, and ByteDance have been advised to refrain from purchasing H20, so there might be some impact in that area.
I saw an article stating that in China, companies like Alibaba, TENCENT, and ByteDance have been advised to refrain from purchasing H20, so there might be some impact in that area.
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$NVIDIA (NVDA.US)$
In the past year, the explosive increase in GPUs destined for Singapore has raised concerns that this might be a loophole to China. If there is a complete shipping ban to Singapore and China, about 30% of sales would disappear, so a decline in stock prices might be unavoidable.
In the past year, the explosive increase in GPUs destined for Singapore has raised concerns that this might be a loophole to China. If there is a complete shipping ban to Singapore and China, about 30% of sales would disappear, so a decline in stock prices might be unavoidable.
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$NVIDIA (NVDA.US)$
The earnings report is not bad, but it has become difficult to engage with the stock until the details of the semiconductor regulations are announced. If all GPU exports are banned to China and all countries that might pass GPUs to China, it would be an absolute disaster. The Secretary of Commerce, Raimondo, has quite a crazy look in her eyes, so it seems likely she will implement export regulations that disregard national interests.
The earnings report is not bad, but it has become difficult to engage with the stock until the details of the semiconductor regulations are announced. If all GPU exports are banned to China and all countries that might pass GPUs to China, it would be an absolute disaster. The Secretary of Commerce, Raimondo, has quite a crazy look in her eyes, so it seems likely she will implement export regulations that disregard national interests.
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$NVIDIA (NVDA.US)$
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?
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?
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$NVIDIA (NVDA.US)$
No matter how cheap it is, it won't lead to a trend of accepting pirated AI from China, right?
No matter how cheap it is, it won't lead to a trend of accepting pirated AI from China, right?
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$NVIDIA (NVDA.US)$
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
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
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$CONSOL Energy (CEIX.US)$
Why are you so weak? 😅
Why are you so weak? 😅
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$Micron Technology (MU.US)$
Please stop raising expectations before the financial results, as it often leads to a huge crash beyond the actual results.
Please stop raising expectations before the financial results, as it often leads to a huge crash beyond the actual results.
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$NVIDIA (NVDA.US)$
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 😁
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 😁
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$NVIDIA (NVDA.US)$
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?
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?
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