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$NVIDIA (NVDA.US)$Jensen Huang, the CEO of NVIDIA, will give a keynote speech at the Technology Trade Show CES 2025 held in Las Vegas starting at 11:30 AM on Tuesday, January 7th, Japan time.
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live is provided through subtitle translation services for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translation from English to Japanese is provided, either explicitly or implicitly. We are not responsible for any damages caused by the translation content. Please be aware in advance when watching...
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live is provided through subtitle translation services for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translation from English to Japanese is provided, either explicitly or implicitly. We are not responsible for any damages caused by the translation content. Please be aware in advance when watching...
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Keynote speech by Mr. Jensen Fan (with Japanese subtitles)
Jan 7 10:30
Book 14
NOIR(のあ)
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Currently $NVIDIA (NVDA.US)$ I have Shareholding.
I am considering adding another stock suitable for long-term Shareholding.
Based on the current trend, what do you think is a good stock to invest in?
Which one do you think is better among TSLA, AMD, and AVGO?
I am considering adding another stock suitable for long-term Shareholding.
Based on the current trend, what do you think is a good stock to invest in?
Which one do you think is better among TSLA, AMD, and AVGO?
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$NVIDIA (NVDA.US)$
Why is NVIDIA overwhelmingly dominant with a 90% Share in GPUs? There are two reasons. One is the technical prowess of the IC itself. The new product Blackwell is equipped with 208 billion transistors. The other is the CUDA development platform. Engineers all over the world use this and it is irreplaceable. It is nearly impossible for other companies to reverse Share in GPUs.
Why is NVIDIA overwhelmingly dominant with a 90% Share in GPUs? There are two reasons. One is the technical prowess of the IC itself. The new product Blackwell is equipped with 208 billion transistors. The other is the CUDA development platform. Engineers all over the world use this and it is irreplaceable. It is nearly impossible for other companies to reverse Share in GPUs.
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$NVIDIA (NVDA.US)$
NVIDIA's stock price has increased 3500 times since its listing. If you had invested 0.01 million yen, it would be 35 million yen now, congratulations to those who invested. On the other hand, the number of transistors determining the performance of semiconductors has increased from an initial 1 million to 208 billion now, which is 208,000 times. In other words, it is a real stock price increase backed by technological improvement and actual sales.
NVIDIA's stock price has increased 3500 times since its listing. If you had invested 0.01 million yen, it would be 35 million yen now, congratulations to those who invested. On the other hand, the number of transistors determining the performance of semiconductors has increased from an initial 1 million to 208 billion now, which is 208,000 times. In other words, it is a real stock price increase backed by technological improvement and actual sales.
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Significant increase in fund inflows into the unnamed Quantum-related ETF - Google announces breakthrough progress.
December 25, 2024 11:29 JST
Defiance Quantum ETF (QTUM) has risen 17% this month.
QTUM is linked to quantum computing related stocks such as Alphabet and others.
The listed investment trust (ETF) 'Defiance Quantum ETF' has been in a similar situation to other low-expectation high-tech funds for most of its six-year history. Due to average returns and low investor interest, it has been unable to break away from the losing investments scattered throughout the ETF market.
However, the situation changed dramatically when Alphabet's Google announced a significant advancement in quantum computing earlier this month. The inflow of funds into the same ETF (stock code QTUM) has been increasing at an unprecedented rate.
QTUM, which is linked to quantum computing related stocks, saw an inflow of approximately $250 million (about 39 billion yen) in December. It has been revealed by Bloomberg's data analysis that it is showing the largest monthly inflow of funds since its inception in 2018. The ETF has risen by 17% since the beginning of this month.
December 25, 2024 11:29 JST
Defiance Quantum ETF (QTUM) has risen 17% this month.
QTUM is linked to quantum computing related stocks such as Alphabet and others.
The listed investment trust (ETF) 'Defiance Quantum ETF' has been in a similar situation to other low-expectation high-tech funds for most of its six-year history. Due to average returns and low investor interest, it has been unable to break away from the losing investments scattered throughout the ETF market.
However, the situation changed dramatically when Alphabet's Google announced a significant advancement in quantum computing earlier this month. The inflow of funds into the same ETF (stock code QTUM) has been increasing at an unprecedented rate.
QTUM, which is linked to quantum computing related stocks, saw an inflow of approximately $250 million (about 39 billion yen) in December. It has been revealed by Bloomberg's data analysis that it is showing the largest monthly inflow of funds since its inception in 2018. The ETF has risen by 17% since the beginning of this month.
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MI300X vs H100 vs H200 Commodity Part 1: Training – CUDA Moat is still intact. Training performance, user Xperi, user experience, usability, Nvidia, AMD, GEMM, attention, network, InfiniBand, Spectrum-X Ethernet, RoCEv2 Ethernet, SHARP, total ownership cost
AMD's fatal delay in AI software development may leave NVIDIA's superiority unshaken for some time. December 24, 2024.
In the latest survey, it has been revealed that AMD's AI chip MI300X, despite having superior hardware performance, significantly lags in practicality due to serious software issues. A detailed 5-month investigation by SemiAnalysis clearly demonstrates the depth of the "CUDA moat" that NVIDIA has built.
The reality where the advantages of Hardware are not utilized.
AMD's Instinct MI300X delivers 1,307 teraFLOPS in FP16 computing, 192G...
AMD's fatal delay in AI software development may leave NVIDIA's superiority unshaken for some time. December 24, 2024.
In the latest survey, it has been revealed that AMD's AI chip MI300X, despite having superior hardware performance, significantly lags in practicality due to serious software issues. A detailed 5-month investigation by SemiAnalysis clearly demonstrates the depth of the "CUDA moat" that NVIDIA has built.
The reality where the advantages of Hardware are not utilized.
AMD's Instinct MI300X delivers 1,307 teraFLOPS in FP16 computing, 192G...
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NOIR(のあ)
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$NVIDIA (NVDA.US)$
NVIDIA's support seems to be strengthening.![]()
I want them to firmly establish their footing and make a leap.![]()
The Moomoo app has a high level of user civility and overwhelmingly positive comments. However, recently there are a few users with strange expressions similar to Yahoo Finance, so I sincerely hope that it will be kept clean.![]()
NVIDIA's support seems to be strengthening.
I want them to firmly establish their footing and make a leap.
The Moomoo app has a high level of user civility and overwhelmingly positive comments. However, recently there are a few users with strange expressions similar to Yahoo Finance, so I sincerely hope that it will be kept clean.
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$NVIDIA (NVDA.US)$
Nvidia's stock price has recently been adjusted, making it an investment opportunity for long-term investors.
Google's quantum computing breakthrough highlights rapid technological advancements and will also benefit Nvidia's dominant position in the AI GPU market.
NVDA's free cash flow could reach $100 billion per year in 2025 and could provide significant benefits to shareholders through dividends and share buybacks.
The chip design company is expected to achieve double-digit annual EPS growth in the near future, and there is a possibility that it will greatly benefit from the increase in AI factories.
The company's strong product roadmap and innovation potential make it an attractive long-term investment.
Nvidia (NASDAQ: NVDA The stock price of) has recently been adjusted as enthusiasm for semiconductor companies has faded, and the market has declined in response to comments on federal fund interest rates by the Federal Reserve (Fed) last week. However, Nvidia is the first Blackwell GPU...
Nvidia's stock price has recently been adjusted, making it an investment opportunity for long-term investors.
Google's quantum computing breakthrough highlights rapid technological advancements and will also benefit Nvidia's dominant position in the AI GPU market.
NVDA's free cash flow could reach $100 billion per year in 2025 and could provide significant benefits to shareholders through dividends and share buybacks.
The chip design company is expected to achieve double-digit annual EPS growth in the near future, and there is a possibility that it will greatly benefit from the increase in AI factories.
The company's strong product roadmap and innovation potential make it an attractive long-term investment.
Nvidia (NASDAQ: NVDA The stock price of) has recently been adjusted as enthusiasm for semiconductor companies has faded, and the market has declined in response to comments on federal fund interest rates by the Federal Reserve (Fed) last week. However, Nvidia is the first Blackwell GPU...
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$NVIDIA (NVDA.US)$
Please tell me. What do you all think?
NVIDIA will eventually not be able to achieve financial results of hundreds of % compared to the same period of the previous year. When financial results showing growth of tens of % compared to the same period of the previous year, like current GAFAM, were announced, how did the stock price react?
① Decrease (Plunge)![]()
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② Decrease gradually![]()
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Even with positive financial estimates and outlooks, due to the decrease in the growth rate, the increase will be gradual.![]()
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If the financial estimates and outlooks are positive, the stock price will rise (rapidly increase).![]()
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QITABANKUAI
Please tell me. What do you all think?
NVIDIA will eventually not be able to achieve financial results of hundreds of % compared to the same period of the previous year. When financial results showing growth of tens of % compared to the same period of the previous year, like current GAFAM, were announced, how did the stock price react?
① Decrease (Plunge)
② Decrease gradually
Even with positive financial estimates and outlooks, due to the decrease in the growth rate, the increase will be gradual.
If the financial estimates and outlooks are positive, the stock price will rise (rapidly increase).
QITABANKUAI
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