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POKI_Okinawa Private ID: 182144166
投資26年目 24年6月から専業デイトレーダー 直近ポートフォリオ⬇️ 🇺🇸株>🇯🇵株>🇯🇵🇺🇸現金>🇺🇸債券>コモディティ
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    POKI_Okinawa reacted to
    $NVIDIA (NVDA.US)$
    Bullish trend with buying dominance rising from the bottom of $117. Short sellers from yesterday are being squeezed, leading to a rush of buybacks and accelerating the rise.
    Roughly after a panic sell-off, this pattern emerges.
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    POKI_Okinawa reacted to
    $NVIDIA (NVDA.US)$
    Information on Deep Sea when China entered the holiday
    Timing of the first week of President Trump's inauguration
    An event that seems to intensify the US-China AI war
    It appears to have been set up completely timed
    The Deep Sea Server is located in China and there is great concern about security. The infrastructure for AGI, ASI development that is universally applicable in the world has not been established, and China does not have advanced GPU manufacturing technology, relying heavily on NVIDIA. There may be a possibility of imposing complete export restrictions.
    It might be a good buying opportunity.
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    $NVIDIA (NVDA.US)$
    It was a win for the shareholders who firmly held on during the approximately 4-month adjustment period.
    Far from remaining the same over the past 8 years, it has been accelerating.
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    $NVIDIA (NVDA.US)$ After mistakenly making a purchase with JPY settlement, being burned by exchange rate losses, and being negatively impacted by Black Monday, the account finally recovered from around -3 million to just -0.1 million. Despite experiencing various challenges, with the unwavering belief of never cutting losses (as it is actual stock), there is a sense of relief and happiness in its recovery, but it still doesn't bring full peace of mind.
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    $NVIDIA (NVDA.US)$
    The basis for describing Blackwell's demand as crazy, as stated by the president of TSMC, is valid.
    Morgan Stanley points out that the complexity and demand for inference computing are increasing exponentially, especially task-oriented inference bringing new growth opportunities for Nvidia.
    In other words, the Nvidia of around June this year, when the stock was split, has already become a thing of the past, and it can be expected that both AI technology and the demand for infrastructure investment are already stepping into a new dimension.
    Just like a few years ago, even bullish growth forecasts for Nvidia by experts may have been underestimated.
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    $NVIDIA (NVDA.US)$
    The upward trend of NVIDIA, which individuals and institutions around the world are focusing on, may aim for 150 by the end of the year. There is a possibility of surprises being prepared for the next earnings reports and new topics.
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    $NVIDIA (NVDA.US)$
    There are reports that SoftBank Group may 'reacquire' NVIDIA shares at a high price, with the possibility of announcement in the discussion on November 13th.
    It is natural to see rational reasons for investment and bullish outlook to rise when Masayoshi Son invests.
    Now, will it accelerate towards $180?
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    POKI_Okinawa liked and commented on
    $NVIDIA (NVDA.US)$
    The upward trend from the triangle squeeze is close.
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    $Spdr Gold Minishares Trust (GLDM.US)$
    With the prospect of a cut in US interest rates and the current uncertainty in the market, I believe that investing in commodities, especially gold, is a solid choice. While I have not come across any comments accurately predicting how far the demand will increase as many countries, excluding japan, continue to lower interest rates, I consider it not strange even if there is a historical rise. Therefore, ensure $60,000.
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    $NVIDIA (NVDA.US)$
    In the future, if it rises by 10%, it will update the highest value of $140 and enter the next dimension of increase.
    When fears of a hard landing, a crash, or a panic turn out to be groundless, experts who advocated pessimism might say this.
    "We are in an era that cannot be measured by past statistics, data, or empirical knowledge."
    Regardless of concerns such as the Hindenburg Omen or anxiety based on certain rules, the market is moving forward. This might be because the accuracy of current situation assessment and future predictions has increased compared to before due to the evolution of AI and systems, in my opinion.
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