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The S&P 500 is now up 34% in under 8 MONTHS. Since the October 2023 low, the S&P 500 has added 1,370 points or $11.5 TRILLION in market cap. In other words, the S&P 500 has added ~$1.4 trillion in market cap PER MONTH for the last 8 months in a row. This means that the S&P 500's return since October 2023 is now 3 times the average annual return. Nvidia stock alone, $NVDA, has added $2.2 trillion in market cap over this time period. That's ~20% of the S&P 500's market cap gains coming from just one stock. Absolutely insane numbers. S&P 500 は 8 か月足らずで 34% 上昇しました。 2023年10月の安値以来、S&P 500の時価総額は1,370ポイント、つまり11.5兆ドル増加しました。 言い換えれば、S&P 500 は過去 8 か月連続で月あたり約 1.4 兆ドルの時価総額を追加したことになります。 これは、2023 年 10 月以降の S&P 500 のリターンが平均年間リターンの 3 倍になったことを意味します。 Nvidia 株だけでも$NVDA 、この期間に時価総額が 2.2 兆ドル増加しました。 つまり、S&P 500 の時価総額の増加の約 20% が、たった 1 つの銘柄から生じていることになります。 まったく異常な数字だ。 @KobeissiLetter
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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
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Written by Bob Dylan Come gather 'round people, wherever you roam And admit that the waters around you have grown And accept it that soon you’ll be drenched to the bone If your time to you is worth saving Then you better start swimmin’ or you’ll sink like a stone For the times they are a-changin’ 以下略 ー風に吹かれてー アップルの創業者スティーヴ・ジョブズもボブ・ディランの熱烈なファンだったといいます。 1984年、アップルの株主総会でジョブズはこの『The Times They Are A-Changin’』の詩の一部を読み上げたといいます。 ps 「時代は変る」( The Times They Are a-Changin' )は、ボブ・ディランが1964年にリリース。
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サービス❗ ネットニュース(動画)父の日内容 検索君頑張れー。 😀 >For Father's Day this year, our VP of Innovation & Growth Will Addison shares his experience as a dad, his favourite thing about being a father, and how to bring valuable learnings from parenthood into the workplace. Whether you're celebrating your dad, a mentor, a role model, or a father figure in your life, we want to take this time to say thank you for all that they do for us! #FathersDay #GorillaTechnology #CelebratingDads https://www.facebook.com/share/v/BGTMPBH3WFdTJXpe/
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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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アメリカのソーラーモジュールの自給率は2022年15%しかない。関税を復活すればアメリカでの価格が上がるのは当然。 アメリカのソーラーモジュールの価格が数年ぶりに上昇、アンザが報告 独自の価格見積もりデータベースを使用したアンザ第2四半期価格インサイトレポートでは、AD/CVD請願と両面輸入関税の復活の結果として、数年ぶりに価格が上昇したことが強調されています。 2024年6月12日 アン・フィッシャー Solar module prices increase for first time in years, Anza reports Using its own database of price quotes, the Anza Q2 Pricing Insights Report highlights the first price increase in years as a result of AD/CVD petition and the reinstatement of bifacial import duties. JUNE 12, 2024 ANNE FISCHER ソーラーモジュールの価格が数年ぶりに上昇、 アンザが報告 独自の価格見積もりデータベースを使用したアンザ第2四半期価格インサイトレポートでは、AD/CVD請願と両面輸入関税の復活の結果として、数年ぶりに価格が上昇したことが強調されています。 2024年6月12日 アン・フィッシャー Solar module prices increase for first time in years, Anza reports Using its own database of price quotes, the Anza Q2 Pricing Insights Report highlights the first price increase in years as a result of AD/CVD petition and the reinstatement of bifacial import duties. JUNE 12, 2024 ANNE FISCHER
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It’s great to have President Trump back in Washington, DC! It’s time for all Republicans to unite behind our next President!! #MAGA #Trump2024 トランプ大統領がワシントン DC に戻ってくるのは素晴らしいことです! すべての共和党員が団結して次期大統領を支える時だ!! President Trump is committed to winning the White House, the Senate, and the House. This is one of the best speeches I’ve ever heard! トランプ大統領はホワイトハウス、上院、下院の勝利に全力を尽くしている。 これは私がこれまで聞いた中で最高のスピーチの一つだ! @realMarjorieGreene Marjorie Taylor Greene
🇷🇺🇰🇵 PUTIN PROM…
2024/06/18 18:50
🇷🇺🇰🇵 PUTIN PROMISES NEW PAYMENT SYSTEM FOR NORTH KOREA “BEYOND THE REACH OF THE WEST” In a letter published by North Korean state media, he said the two countries have developed good relations and partnerships over the past 70 years based on equality, mutual respect, and trust. “We will develop alternative mechanisms of trade and mutual settlements that are not controlled by the West, and jointly resist illegitimate unilateral restrictions. And at the same time - we will build an architecture of equal and indivisible security in Eurasia.” He also thanked North Korea for supporting his “special military operation” in Ukraine despite “U.S pressure, blackmail, and military threats.” Source: Reuters 🇷🇺🇰🇵プーチン大統領、北朝鮮に「西側諸国の手の届かない」新たな決済システムを約束 北朝鮮の国営メディアが発表した書簡の中で、同氏は両国は過去70年間、平等、相互尊重、信頼に基づき良好な関係とパートナーシップを築いてきたと述べた。 「我々は、西側諸国に支配されない貿易と相互解決の代替メカニズムを開発し、違法な一方的制限に共同で抵抗する。」 そして同時に、私たちはユーラシアに平等かつ分割不可能な安全保障の構造を構築します。」 彼はまた、「米国の圧力、脅迫、軍事的脅迫」にもかかわらず、ウクライナでの「特別軍事作戦」を支援してくれた北朝鮮に感謝した。