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ぼくは、木曜の「リベンジ」と「Believe」までお休みでつ 「リベンジ」は主人公が「善」から「悪」になって、副主人公がどちらかというと悪から善になっていくという変わったドラマで面白かった。次最終回
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昨日のXで話題のツイートで取り上げられていたForbesの記事です。 データセンター向けの需要は今後も伸びるとの内容です。 ================== Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030 Updated Jun 7, 2024, 04:40pm EDT(要約) Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, it’s impenetrable moat from the CUDA software platform, and due to being an AI systems company that provides components well beyond GPUs, including networking and software platforms. (中略) “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (中略) If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). ================== 『革ジャンおじさんと愉快な仲間達』に全文掲載
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(続き) Yesterday, Nvidia officially surpassed Apple in market cap, which means I delivered on my prediction 2 years early. This lends itself to the question, what do I foresee next for Nvidia, and how am I approaching this heavy hitter in AI. My firm champions full transparency by issuing trade alerts for every buy and sell we make; thus, I’ve included at the end a transparent discussion on how my firm is managing our position today. But first, I unpack why I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a $10T market cap estimate in a little over six years’ time is not high enough. “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (続く)
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Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030 Jun 7, 2024,09:15am EDT Updated Jun 7, 2024, 04:40pm EDT Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, it’s impenetrable moat from the CUDA software platform, and due to being an AI systems company that provides components well beyond GPUs, including networking and software platforms. In 2021, I published an analysis on Forbes “Here’s Why Nvidia Will Surpass Apple’s Valuation in 5 Years” that stated: “Nvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP.” (続く)
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もう二度と2000円台復帰はあり得ません。 Believe 団長、今こそ!
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The other day, I said to you " Run away right now" I am so disappointed. Some of the buyers who purchases Nintendo for 8800 are dying now. Perhaps, Buyers cannot help but to sell Nintendo. I give you special advice. You are not familiar with Nintendo at all so Sell at any cost. Believe in your brave.
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今や持ち駒1枚未満です😅 で気力乏しいので訳は📱翻訳にお任せしますが, 今度は新大統領予定者の憲法改正本丸発言 (市場に影響なしとも発言)でペソ安に振れた みたいですね。 議会超多数派となったことを背景に現大統領も 改革着手始めるのではとの不安等で今の㌦ペソは 極めてセンシティブ、昨年10月高値18.49超えたので 長期下降(ペソ強)トレンドかさえ怪しくなってきた などと解説してます * Sheinbaum’s confirmation of “Plan C” program drives volatility with USD/MXN rallying to 18.57. * When asked if these reforms would weaken the Mexican Peso, Sheinbaum said she did not believe they would impact financial markets. * The Mexican Peso has also weakened on investors’ concerns at the possibility that AMLO himself may use the SHH supermajority to push through the reforms before he retires on October 1. * USD/MXN traders should know that the pair will be extremely sensitive and volatile amid political uncertainty in Mexico. * USD/MXN breaks above key October 2023 highs, bringing long-term trend into confusion.
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I believe 9yen! 👍 I believe 7yen! 👎
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Hello, are you ok? Do you feel disappointed to see this price? I think that all buyers are in trouble now. Judging from this price, You should run away as soon as possible at all costs. I want to say to you " Watching the stock price continue to fall weaken your heart and confidence." In result, You are to be lost your money which you earned very hard. Don't be afraid of selling. Believe in your thoughts. Most of the clever investors don't think that this company raise the stock price again. There are two reasons why they think so. Firstly, whenever we want to play the video games, we can on the phone without using SWITCH. Secondly, The population that has smartphones is much larger than the population that has SWITCH. What is worse, we guess that SWITCH2 is too expensive for parents who have children in Japan to buy. It is smartphones that are needed more than SWITCH2.
Katie Hobbs wea…
2024/06/16 23:54
Katie Hobbs weaponized the Secretary of State's office to censor constituents & opposition, run a disastrous election, & promote herself to Governor She then wasted no time turning the Governor's Office into a patronage program for her radical friends & benefactors Cowardly Courts & a Pravda Press have led Hobbs to believe she will never be held accountable for her unethical actions I hope she's proven wrong ケイティ・ホッブスは、有権者や反対派を検閲し、悲惨な選挙を行い、知事に昇格するために国務長官事務所を武器にした。 その後、彼女は知事室を急進的な友人や後援者のための後援会プログラムに変えてしまった。 卑怯な裁判所とプラウダ報道のおかげで、ホッブスは自分の非倫理的行為の責任を問われることはないと信じている。 彼女が間違っていることが証明されることを願っている。 https://cactuspolitics.com/2024/06/lake-comments-on-apparent-hobbs-scandal-always-knew-she-was-unethical/ Kari Lake