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POKI_Okinawa Private ID: 182144166
投資歴26年目 ハイテク米国株メガバンク日本株推し 現在のポートフォリオ  🇺🇸株>🇯🇵🇺🇸現金>🇺🇸債券>🇯🇵株 リバランス中
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    $NVIDIA (NVDA.US)$
    There is an estimate that investment in sovereign AI will jump to 2 trillion dollars in 25, but I don't think it will end there
     If you forget that the time for maintenance, operation, maintenance, and equipment updates will always come, you will misunderstand your expectations
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    $NVIDIA (NVDA.US)$
     CEO Jensung Hwang is focusing on top sales “sovereign AI”
     Countries in Asia, the Middle East, Europe, and the Americas are investing billions of dollars in new domestic computing facilities for AI, and revenue streams for technology companies such as NVIDIA are rapidly expanding
      Singapore is already working with NVIDIA to build its own cloud, and this trend has spread to major countries around the world. It is no longer limited to GAFA customers up until now, and it has entered a phase where it is difficult to predict how far NVIDIA will grow
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    $Teradyne (TER.US)$  $NVIDIA (NVDA.US)$
    Teradyne appears to be rising in a straight line toward the highest price update without adjustments. This company is expected to grow by 50% at the end of 25, and it is natural to see that terrible growth awaits when forecasting beyond that. I see it as one of the companies that will be reborn by AI
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    $NVIDIA (NVDA.US)$
    I think people who know from experience that it will explode after the June split are “risk of not having it.” It may be hard to believe for people who have never experienced growth stocks they own explode after the split, but I think they will witness a rare rise in life from June to August.
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    $NVIDIA (NVDA.US)$
    NVIDIA is a chip manufacturer and has grown as a data center provider, but CEO Hwang declared that it will become an “AI factory.” This shows that the business is already on an upward trajectory.
    Even if companies that challenge NVIDIA's chips and business models come out, it would be an impossible game. By the time cutting-edge chips are mass-produced and sold, NVIDIA's own AI factory is already fully active, and since the next technology should have been implemented, application development continues to advance furiously for 1 and 2 laps. As long as CEO Hwang takes the helm
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    $NVIDIA (NVDA.US)$
    The chief analyst of Rakuten Securities raised NVIDIA's target stock price from 1400 to 1500 yen. It is said that it will be achieved in the next 6 to 12 months. The goal is 150 square meters after 10 divisions.
    If the stock price after the 10th split in June rises 35% as 110 yen, it will be 150 yen, but will it take 6 months? Statistically, considering that the presidential election year has a high rate of increase in US stocks from June to August, there is a high possibility that the target will be achieved faster.
    What do you guys think ❓️
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    $NVIDIA (NVDA.US)$
    In past stock splits, NVIDIA has a track record of stock price increases of 20% to over 60% from the announcement of the split to the day of the split
    Unlike the conditions of the previous split, there are no people in the market who are investing without knowing about this stock now. When this is taken into account, it is expected that the future increase for the June split will be considerable. This is because we know very well that the rise after the split will be huge
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    $Sumitomo Mitsui Financial Group (8316.JP)$
    We expect it to rise, aiming for the highest value of 13900 yen recorded in 2006/4. There is a good possibility that interest rate hikes by the end of the year will be quite close by the time interest rate hikes are predicted for the next year and beyond. There is also a possibility that it will be faster if you take into account the effects of dividing by 3
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    $NVIDIA (NVDA.US)$
    What was prepared as the biggest surprise in this announcement was the stock split, and it probably delighted stakeholders with a set of 10 splits and 150% dividend. NVIDIA's strategy, which knows everything about the market that has become accustomed to good financial results, will continue to be difficult to predict and expectations will grow
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    $NVIDIA (NVDA.US)$
    Since listing in 1999, NVIDIA has split shares 5 times
    The most recent split of 1 vs 4 is July 2021
    When the previous stock split was announced, it was close to 600 dollars per share, which is well below the current 950 dollars per share.
    CEO Jen Sung-hwan knows very well that the stock split will be very pleasing to the company's employees, and there is no doubt that he is extremely positive
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