$SoftBank Group (9984.JP)$ Strengthening relations with a $0.5 billion investment in BlackTransformation and OpenAI. It was a wonderful financial statement. Once again, the stock price rose to 10,000 yen.
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$NVIDIA (NVDA.US)$
It's not going up just like Tesla's atmosphere.
I can only provide numbers. It won't exceed 150. Just numbers. Financial results, financial results. Analysis companies are concerned about the growth. Even if good financial results are released before the financial statement and exceed 150, I feel like it will drop due to profit-taking ⤵️. (My prediction is off!)
The market is also reacting. Nvidia believers may think those analysis firms are foolish, but that's how the market works. (I am also a Nvidia believer).
Well, Elon respects and admires leather jackets, so he might also like Trump.
I hope for administrative reforms that make nvidia easier to do. It's not going to exceed 150 before the settlement. As for me, aiming for 200 for now, no change to long-term holding. Good night 💤💤😴
The market is where nvidia Blackwell 🐦⬛ doesn't react unless it really sees the numbers, I observe.
It's not going up just like Tesla's atmosphere.
I can only provide numbers. It won't exceed 150. Just numbers. Financial results, financial results. Analysis companies are concerned about the growth. Even if good financial results are released before the financial statement and exceed 150, I feel like it will drop due to profit-taking ⤵️. (My prediction is off!)
The market is also reacting. Nvidia believers may think those analysis firms are foolish, but that's how the market works. (I am also a Nvidia believer).
Well, Elon respects and admires leather jackets, so he might also like Trump.
I hope for administrative reforms that make nvidia easier to do. It's not going to exceed 150 before the settlement. As for me, aiming for 200 for now, no change to long-term holding. Good night 💤💤😴
The market is where nvidia Blackwell 🐦⬛ doesn't react unless it really sees the numbers, I observe.
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$NVIDIA (NVDA.US)$
Nvidia Corporation's revenue forecast for the third quarter of fiscal year 25 is $32.5 billion, reflecting an 81.8% year-on-year growth driven by the Hopper and Blackwell GPUs.
Production of the Blackwell GPU is accelerating in the fourth quarter of 2024, with unit prices ranging from $30 to $40K, and demand outstripping supply.
Nvidia's operating margin increased to 68%, emphasizing profitability from strong datacenter demand and high-margin products.
Supply chain risks arise from the volatility of Super Micro, prompting Nvidia to diversify suppliers such as Gigabyte and ASRock.
Nvidia's RSI is 64.56, with a strong VPT suggesting bullish momentum, potentially rising up to $204 based on Fibonacci extension levels.
Nvidia Corporation's revenue forecast for the third quarter of fiscal year 25 is $32.5 billion, reflecting an 81.8% year-on-year growth driven by the Hopper and Blackwell GPUs.
Production of the Blackwell GPU is accelerating in the fourth quarter of 2024, with unit prices ranging from $30 to $40K, and demand outstripping supply.
Nvidia's operating margin increased to 68%, emphasizing profitability from strong datacenter demand and high-margin products.
Supply chain risks arise from the volatility of Super Micro, prompting Nvidia to diversify suppliers such as Gigabyte and ASRock.
Nvidia's RSI is 64.56, with a strong VPT suggesting bullish momentum, potentially rising up to $204 based on Fibonacci extension levels.
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$Arm Holdings (ARM.US)$ The market consensus is exceeded, it's a good financial result. QCOM is bouncing on the earnings. ARM is in dispute but if resolved, it will go even higher.
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$NVIDIA (NVDA.US)$ The positive news on dow inc's adoption has been offset by the negative news on SMCI. It's important to consider the supply and demand dynamics as a sudden rise before the 3Q earnings could lead to selling even with good earnings. While it may seem expensive, companies like AMD, ARM, and PLTR might be considered expensive, but when it comes to NVDA, I don't really feel like it's expensive considering the growth in revenue.
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$NVIDIA (NVDA.US)$
This is not investment advice. The author does not hold a position in any of the mentioned stocks. Wccftech.com has disclosure and ethics policies.
Super Micro Computer Inc. (SMCI), a retail trade company of high-performance servers and water-cooled AI racks, is currently battling allegations of financial misconduct, a preliminary investigation by the Department of Justice, audit-related nightmares with the company losing its second auditor in about 18 months, and facing imminent delisting from the Nasdaq exchange. Currently, Mizuho analysts argue that NVIDIA may not come out unscathed from this story, especially since Super Micro Computer is its third largest customer.
In other words, Mizuho will need a large amount of external funding to purchase a large number of GPUs and water cooling products in order to build a NVL72 Blackwell Rack System worth millions of dollars.
This is not investment advice. The author does not hold a position in any of the mentioned stocks. Wccftech.com has disclosure and ethics policies.
Super Micro Computer Inc. (SMCI), a retail trade company of high-performance servers and water-cooled AI racks, is currently battling allegations of financial misconduct, a preliminary investigation by the Department of Justice, audit-related nightmares with the company losing its second auditor in about 18 months, and facing imminent delisting from the Nasdaq exchange. Currently, Mizuho analysts argue that NVIDIA may not come out unscathed from this story, especially since Super Micro Computer is its third largest customer.
In other words, Mizuho will need a large amount of external funding to purchase a large number of GPUs and water cooling products in order to build a NVL72 Blackwell Rack System worth millions of dollars.
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Indeed, Nidec's water cooling system has strong sales. The sales destination is SMCI, which means it is the same as NVDA for server components. Nidec's financial results were excellent. Given the significant growth in AI-related performance alone, even if SMCI's gross profit margin is not high, it seems too negative to worry about cash flow issues, and it might be seen as exaggerating, right?
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$NVIDIA (NVDA.US)$ In addition to announcing the acceleration of expanding datacenters, major tech companies that are NVDA's GPU sales partners may be purchasing NVDA's GPU to build custom servers in-house or using servers equipped with NVDA's GPU from server manufacturers such as DELL, SMCI, and HPE. What do you think about the impact of SMCI's accounting scandal this time? I'd like to hear your comments.
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$NVIDIA (NVDA.US)$
On the 2nd, The Information reported that Microsoft $MSFT plans to enter into a long-term contract from 2023 to 2030 with a total of $10 billion (approximately 1.2 trillion yen) to use CoreWeave's GPU cloud infrastructure as the execution platform for AI models. The contract is expected to provide around $1.4 billion worth of GPU computing resources annually.
The focus of this contract is summarized in the following three points:
1) Stable resource allocation through a 7-year long-term fixed contract
Large-scale orders to specialized GPU cloud vendors.
Diversification of supply sources through the utilization of infrastructure other than Azure.
Microsoft $MSFT is currently in need of large-scale GPU computing resources, primarily focused on OpenAI's AI models. CEO Satya Nadella mentioned in a recent earnings call, "The demand for AI workloads is expanding at a pace that exceeds our financial estimates."
On the 2nd, The Information reported that Microsoft $MSFT plans to enter into a long-term contract from 2023 to 2030 with a total of $10 billion (approximately 1.2 trillion yen) to use CoreWeave's GPU cloud infrastructure as the execution platform for AI models. The contract is expected to provide around $1.4 billion worth of GPU computing resources annually.
The focus of this contract is summarized in the following three points:
1) Stable resource allocation through a 7-year long-term fixed contract
Large-scale orders to specialized GPU cloud vendors.
Diversification of supply sources through the utilization of infrastructure other than Azure.
Microsoft $MSFT is currently in need of large-scale GPU computing resources, primarily focused on OpenAI's AI models. CEO Satya Nadella mentioned in a recent earnings call, "The demand for AI workloads is expanding at a pace that exceeds our financial estimates."
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