$ボックス・インターナショナル (VOXX.US)$ すべてはすぐに薄れていくでしょう。全セクターの出来高が価格を押し上げています。
翻訳済み
$エヌビディア (NVDA.US)$
I'm having mixed feelings about NVDA. I was going to say semi cond. stocks in general but specifically NVDA. The majority of their revenue is from chips for AI.
AI is barely even a profitable practice right now (unless I'm wrong). If I am right, companies are stacking up their Capex for these great NVDA chips but when will they actually become profitable as a service itself. AI is essentially just SaaS. I feel like the price that NVDA is at and all the AI hype is making th...
I'm having mixed feelings about NVDA. I was going to say semi cond. stocks in general but specifically NVDA. The majority of their revenue is from chips for AI.
AI is barely even a profitable practice right now (unless I'm wrong). If I am right, companies are stacking up their Capex for these great NVDA chips but when will they actually become profitable as a service itself. AI is essentially just SaaS. I feel like the price that NVDA is at and all the AI hype is making th...
9
11
$エヌビディア (NVDA.US)$ 米国の失業保険申請件数は前回のデータよりも減少し、予想を下回っています。市場は思ったよりも悪くない!市場全体で強気の動きが見られるかもしれません。
翻訳済み
7
1