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NVIDIA Tops $3.5 Trillion: ETFs to Tap the Strength
Huang Renxun: The future of AI lies in 'reasoning', and a significant reduction in chip costs is key!
①Huang Renxun's latest statement indicates that the future of ai will be a service capable of "reasoning", but to reach this stage, the cost of computation needs to be reduced first; ②He said that nvidia will increase chip performance by two to three times each year, while maintaining the same cost and energy consumption levels, to lay the foundation for these advancements.
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Huang Renxun claims that the demand for Blackwell chips is "crazy".
Comments say that Huang Renxun's speech eased concerns about the delay in Blackwell chip production. Three weeks ago, Huang Renxun exaggeratedly affirmed that the demand for Blackwell was too high in his speech, causing nvidia's intraday surge of 9%, leading to a V-shaped reversal in the US stock market large caps.
Is the AI boom "coming back"? s&p global: Nvidia stock prices can still rise for at least another year.
The S&P Global's Director of Technical Ratings, Andrew Zhang, stated in an interview that Nvidia's stock still has a large potential for further growth, and will continue to soar for at least another year. Andrew Zhang believes that Huang Renxun's comments and the financial reports of Nvidia's partners both support the prediction of Nvidia's continued rise.
Huang Renxun: Blackwell has been fully put into production, and its performance will be improved by 3-4 times compared to the previous generation chip.
After the artificial intelligence conference held at the White House, Huang Renxun stated that Blackwell is undergoing comprehensive mass production, and the new generation of products will 'reduce energy consumption, improve performance, and reduce costs.' He also stated that he will actively cooperate with government policies and at the same time called on the government to conduct 'careful consideration' of global trade policies.
Chipmunk : I got 18.5 too. What’s your exit plan?
10baggerbamm OP Chipmunk : ordinarily if I'm getting put stock I immediately go over the top and sell it covered call for the following Friday at the next incremental strike price. I didn't do it today I think a lot of the shit that went on with the video was regarding the options that we're going to be expiring. so in the next week week and a half I think we'll recover everything that I gave up today and then I'll sell a call. you need to be an Nvidia for the first quarter next year so you can trade it back and forth all the many times you want but you have to be in it for Blackwell you a 19 companies 19 bobbleheads raised estimates raised Target prices for next year. and if you remember what last quarter was like it did take a dump and then it traded sideways when we had July to August the Japanese trade unwinding it really took a shit but typically it trade sideways in a real narrow band I think this time you're going to see an accumulation. where it begins to trade much higher it's not going to trade sideways like it did last time post earnings. just as a cautionary note this is a leveraged ETF so you really don't want to leave profits in the ETF I ordinally advice people to leave your profits in companies that are great companies for the long term but with this because there's a lot of options and there's decay when the trade goes against them like July to August take your profits and buy the common stock even if it's one share five shares three shares whatever the hell it is buy it and forget about it
Chipmunk 10baggerbamm OP :
thanks man. Looking forward to making $$!!
10baggerbamm OP Chipmunk : it's Nvdia... take it to the bank..
Chipmunk 10baggerbamm OP : Cheers to that. Fingers crossed Monday, no crazy news
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