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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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HIGH、楽しみです。
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tamubekonさんのライフスタイルが解らないので何とも言えませんが、コロ助さんの提唱する11000収斂説(恐らくAB-D聖典)を念頭に考えれば現状は「high高値(なンそれ?)の可能性が高い」かもしれないので、同じ投資額であまり口数が増えない今、特にtamubekonさんのキャッシュフローに改善が不必要であれば「今の段階で無理に追加しなくても」と言うのはおかしくは無いと思います。 例えは、私(や他のAB-Dホルダーの方)も持ってる(事が多い)野村半導体なんぞはトータルリータンがとんでもない数値なので、お勧めされても何ら不自然ではありません。 基本的に分配金にはその都度税金がかかりますので、保有資産の伸び率と言う点でその辺りを考慮して下さったのではないでしょうか?
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三菱重工 All time high 更新!
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Quite amazing, the price has been soring beyond the expectation. All of such tremendous performance is, no doubt, thanks to genious CEO, Mr. Sano. It is not surprizing, because Mr. Sano is something like God. Technological capability incorporated in Cookpadmart is very much high, showing advanced & sophisticated management capabilities in this company, led by Mr. Sano. The purpuse of listing the stock exchange market is funding, and stock exchange market is existing for Mr. Sano’s pocket money. At Cookpad, profit is not necessary, we can expect its growth always only by alchemy, that is increasing capital. We can rely fully on Cookpad management, then it is no doubt that stock price will achieve 183 JPY, and stock price will continue to go up without any limitation. >本質はこれか。会員数や知名度は依然ボリュームはあるので、要はその資産の活かし方次第、沈没船、人の信頼を得るのも投資、岩田林平、佐野陽光はそれを怠った、いい加減、経営センスがない、ただの一発屋だったと認めるべき、今、クックパッドは完全に宗教と化しています、海外含めた売上が14%しかないのに、コストは32%もあるんだから、海外からも完全撤退しないと黒字にはならない、玄人から見れば失笑ものです、数年上向きの兆しすら出せてないんだから、現経営人では立ち直せない、役員以外も年収高過ぎるから、最低でも管理職▲20% 一般社員▲15~▲5%カットしないとアカンなということだね。
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Insider Paper @TheInsiderPaper ALERT: NATO says over 300,000 troops now on high readiness 警告: NATO は 30 万人以上の兵士が現在即応態勢にあると発表 午後10:34 · 2024年6月13日
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Quite amazing, the price has been soring beyond the expectation. All of such tremendous performance is, no doubt, thanks to genious CEO, Mr. Sano. It is not surprizing, because Mr. Sano is something like God. Technological capability incorporated in Cookpadmart is very much high, showing advanced & sophisticated management capabilities in this company, led by Mr. Sano. The purpuse of listing the stock exchange market is funding, and stock exchange market is existing for Mr. Sano’s pocket money. At Cookpad, profit is not necessary, we can expect its growth always only by alchemy, that is increasing capital. We can rely fully on Cookpad management, then it is no doubt that stock price will achieve 183 JPY, and stock price will continue to go up without any limitation.
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All time high 更新は時間の問題やね(^^♪
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This is the reality ! Quite amazing, the price has been soring beyond the expectation. All of such tremendous performance is, no doubt, thanks to genious CEO, Mr. Sano. It is not surprizing, because Mr. Sano is something like God. Technological capability incorporated in Cookpadmart is very much high quality, showing advanced & sophisticated management capabilities in this company, led by Mr. Sano. The purpuse of listing the stock exchange market is purely funding, and stock exchange market is existing just for Mr. Sano’s pocket money. At Cookpad, profit is not necessary, meanwhile we can expect its growth always only by alchemy, that is increasing capital. We can rely fully on Cookpad management, then it is no doubt that stock price will achieve 189 JPY, and stock price will continue to go up without any limitation.
HAPS(High Altit…
2024/06/15 11:02
HAPS(High Altitude Platform Station: 高高度プラットフォーム) ✮⦅HAPS⦆ 3つ目の領域は「HAPS」です。 HAPS(High Altitude Platform Station:高高度プラットフォーム)とは、 成層圏において、長期間、自己発電のみで飛び続け、通信・観測サービスなどの機能を提供するプラットフォームです。 HAPSを利用することで、通信環境が整っていない空、海上、山間部における端末との高速大容量・低遅延の直接通信が可能となります。 2025年中に国内での技術・制度準備を整え、2026年からの商用提供開始をめざしています。 HAPSの早期商用化に向けて、NTTドコモ、Space Compassが エアバス、AALTOと資本業務提携に合意。