$IonQ Inc (IONQ.US)$
I feel like I have a solid foundation of skills in the midst of excitement.
It's a feeling, though 🤣💦
I feel like I have a solid foundation of skills in the midst of excitement.
It's a feeling, though 🤣💦
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エヌビディア「1強」の時代は終焉に向かっているのか?ここ2日間の米国株市場では、そのような疑問が上がっている。
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
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Last week, the sharp rise in Bitcoin and Palantir stocks greatly livened up the market, and NVIDIA's shares also continued to attract investors' attention. Many investors can be seen carefully planning next year's strategy while looking back on this year's achievements. Now, MOOMOO will introduce the content that the investors have focused on!
■Most Liked Posts🎖️
(Selected by views, likes, and comments)
TOP 1 @White applesSan: 「A slightly early review of 2024.」
A rich reflection, far beyond what one would expect from just two years of investment experience, is recorded on the concept of portfolio construction and response to market fluctuations. A future promising investor, whose further growth is highly anticipated.
TOP 2 @tm_speedstyle371San: 「(Soliloquy) 2025. Thoroughly thinking about the new NISA」
Specializing in semiconductors and quantum computers, it features a clear investment strategy and stock analysis, as well as a very comprehensive investment plan including portfolio construction with a long-term perspective utilizing the new NISA.
TOP 3 @Mr. High Price CatcherSan: 「Dear SMCI」
💡...
■Most Liked Posts🎖️
(Selected by views, likes, and comments)
TOP 1 @White applesSan: 「A slightly early review of 2024.」
A rich reflection, far beyond what one would expect from just two years of investment experience, is recorded on the concept of portfolio construction and response to market fluctuations. A future promising investor, whose further growth is highly anticipated.
TOP 2 @tm_speedstyle371San: 「(Soliloquy) 2025. Thoroughly thinking about the new NISA」
Specializing in semiconductors and quantum computers, it features a clear investment strategy and stock analysis, as well as a very comprehensive investment plan including portfolio construction with a long-term perspective utilizing the new NISA.
TOP 3 @Mr. High Price CatcherSan: 「Dear SMCI」
💡...
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Founded by Kathy Wood, the “Queen of Investments” $ARK Innovation ETF (ARKK.US)$specializes in thematic investments focused on disruptive innovation. As an investment strategy, it focuses on fields such as next-generation internet, artificial intelligence, robots, and energy storage. ARK's investment targets span a wide range of topics, such as public stocks, ETFs, index funds, and private investment trusts.
ARK's stock price temporarily reached $59.63 in Monday's trading, breaking its year-to-date high.Since the US presidential election on November 5, ARK has risen more than 23%. This is mainly supported by rising stock prices such as Tesla, which it owns, and Coinbase, a major US virtual currency exchange. Tesla is the largest holding stock of the Arc Innovation ETF, and its ownership ratio reaches 13.97%. Coinbase and Robinhood are the second and sixth largest stocks held, respectively.
Check out the stocks with the highest growth rate
What is the strongest constituent stock of the Ark Innovation ETF $Coinbase (COIN.US)$So, the cumulative rate of increase...
ARK's stock price temporarily reached $59.63 in Monday's trading, breaking its year-to-date high.Since the US presidential election on November 5, ARK has risen more than 23%. This is mainly supported by rising stock prices such as Tesla, which it owns, and Coinbase, a major US virtual currency exchange. Tesla is the largest holding stock of the Arc Innovation ETF, and its ownership ratio reaches 13.97%. Coinbase and Robinhood are the second and sixth largest stocks held, respectively.
Check out the stocks with the highest growth rate
What is the strongest constituent stock of the Ark Innovation ETF $Coinbase (COIN.US)$So, the cumulative rate of increase...
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New AI Dominator Nvidia's strategic advantage selected by major hedge funds. 25th November 2024
Amid the recent AI revolution, Palantir Technologies Inc. has garnered attention, with prominent hedge funds significantly selling off its stocks and focusing funds on Nvidia. Citadel Advisors and D.E. Shaw notably reduced their Palantir holdings and increased investments in Nvidia. This shift is due to Nvidia establishing its position as a multifaceted growth tech providing the foundation of AI technology and infrastructure.
Cautious views on Palantir's valuation and Nvidia's impressive 94% revenue increase are influencing investment decisions. The competition between both companies in the AI field has attracted attention from investors and industry as to how it will impact the business environment and technological innovation.
Changes in investment strategy shown by hedge funds and their impact.
Movements of Citadel Advisors and D.E. Shaw go beyond mere portfolio adjustments. Both companies sold Palantir's shares in sizes of 5.1 million shares and 8.7 million shares respectively...
Amid the recent AI revolution, Palantir Technologies Inc. has garnered attention, with prominent hedge funds significantly selling off its stocks and focusing funds on Nvidia. Citadel Advisors and D.E. Shaw notably reduced their Palantir holdings and increased investments in Nvidia. This shift is due to Nvidia establishing its position as a multifaceted growth tech providing the foundation of AI technology and infrastructure.
Cautious views on Palantir's valuation and Nvidia's impressive 94% revenue increase are influencing investment decisions. The competition between both companies in the AI field has attracted attention from investors and industry as to how it will impact the business environment and technological innovation.
Changes in investment strategy shown by hedge funds and their impact.
Movements of Citadel Advisors and D.E. Shaw go beyond mere portfolio adjustments. Both companies sold Palantir's shares in sizes of 5.1 million shares and 8.7 million shares respectively...
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$NVIDIA (NVDA.US)$
Old days of explosive rallies ⤴️ and plunges ⤵️, no longer the volatile fish 🐟 stocks.
For long-term shareholders, it's like a red snapper stock. Isn't it good? You can hold onto it with peace of mind 😮💨. It might be interesting to keep buying little by little on dips. (Diversified rsp method)
I'm a pervert guy who aims to short-sell Bora fish 🐟, so I might take a break for a while from the current market (US stocks as a whole). My stock friends often say I'm quick to cut losses. (I will not sell!)
I am beginning to prepare for the deposit of bullets (even though it's just the staff who are working hard 😂).
If I were to profit generously with a double bull profit of NV 147, might as well take it as a blessing.
Everyone! Have a happy new year 🎍🎍🎍 Is it too early? Hahaha 😆🤣
It's important to plan your money 💰 wisely ❤️
Old days of explosive rallies ⤴️ and plunges ⤵️, no longer the volatile fish 🐟 stocks.
For long-term shareholders, it's like a red snapper stock. Isn't it good? You can hold onto it with peace of mind 😮💨. It might be interesting to keep buying little by little on dips. (Diversified rsp method)
I'm a pervert guy who aims to short-sell Bora fish 🐟, so I might take a break for a while from the current market (US stocks as a whole). My stock friends often say I'm quick to cut losses. (I will not sell!)
I am beginning to prepare for the deposit of bullets (even though it's just the staff who are working hard 😂).
If I were to profit generously with a double bull profit of NV 147, might as well take it as a blessing.
Everyone! Have a happy new year 🎍🎍🎍 Is it too early? Hahaha 😆🤣
It's important to plan your money 💰 wisely ❤️
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