検索結果
-
「良い投資は退屈なもの」っていう格言の原文が気になったので調べてみました。 If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.“ 投資が楽しかったら、それ資産増えてねーだろ、とまで🙄 ジョージ・ソロスさんという有名な方みたいです。 そしてもっと有名なバフェット氏。 Do not panic if the stock price declines by 50%. At such times, I buy it gratefully. いや、50%いったらパニックです。
-
Richard Gage, AIA, Architect @RichardGage_911 [RG911Team] What is wrong with this picture? If you know, you know. If you don’t, you need to do some homework on 9/11. [RG911Team] この写真の何が問題なのでしょうか? 知ってる人は知ってる。 そうでないなら、9/11 について勉強する必要があります。 https://x.com/i/status/1801863459774062886 午後3:25 · 2024年6月15日
-
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。
-
Look if you like. But you will have to leap. Auden MR NISHIYAMA Leap if you like. But you will have to look.
-
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
-
(続き) Data center segment for Nvidia of $320 billion by 2027 would result in 260% growth for Nvidia’s DC from where it stands today and up 120% from DC revenue estimates for end of CY2025. Using Lisa Su’s prediction, there would still be another three years to achieve the additional 120% needed to reach $10 trillion. Industry analysts have a high-30 percent CAGR for AI accelerators through 2030 ranging from 36.6% to 37.4%. If we round this up to a 40-percent CAGR for Nvidia, then it’s not out of the question that Nvidia ends the decade with $800 billion from AI systems. That would be 450% growth from $145 billion at end of CY2025. This is the most bullish case scenario, which is why my current prediction is a bit more tame (for now) at predicting 233% growth by 2030. Valuation is one of the most important points that confuses many investors (and short sellers) on why Nvidia’s stock continues to extend. We’ve called the valuation eerily low as most hypergrowth stocks would trade well above historical averages after a 500% move in 18 months. However, due to the 600% increase in earnings and 400% increase in revenue, the stock has remained well below its historical averages, while in fact, trading near October 2022 levels. To put this in perspective, on a forward PE basis, Nvidia was more expensive at the start of 2023 than it is today. Currently, it is trading at a forward P/E ratio of 44 compared to 62 in January 2023. You can view a clip here where I stated the stock was trading eerily low. This is still true today. (終)
-
(続き) We can cross-examine this by looking at comments by CEOs, such as Lisa Su who stated AI accelerators will reach $400 billion by 2027. Nvidia has over 95% market share of data center GPUs but with custom silicon ASICs and more GPUs coming online, this is closer to 80% market share of AI accelerators. 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). data center revenue In my analysis last month on the Blackwell architecture, I made the argument these estimates are too ... [+]I/O FUND In my analysis last month on the Blackwell architecture, I made the argument these estimates are too low and that my firm expects we will see a $200 billion data center segment by end of CY2025 propelled forward by the B100, B200 and GB200, including the following points: “Taiwan Semi’s CoWos capacity, which is essential for Blackwell’s architecture, is estimated to rise to 40,000 units/month by the end of 2024, which is more than a 150% YoY increase from ~15,000 units/month at the end of 2023. Applied Materials has boosted its forecast for HBM packaging revenue from a prior view for 4X growth to 6X growth this year.” (続く)
-
(続き) According to Next Platform, Meta has roughly 600,000 GPUs deployed including previous generations, such as Ampere. This could include some from AMD, although AMD is more likely to ramp in 2025 and beyond. Right now, Nvidia has a $100 billion run rate on its data center compared to AMD’s $4 billion, therefore, any portion of GPUs from AMD is nominal as it stands for 2024. If we look closer at semantics, Huang used the word “millions” and not the singular word “million,” and “data centers” rather than the singular “data center.” Therefore, my firm is making the assumption that companies like Meta will grow their data center GPUs by a minimum of 233% from 600K to 2M by 2030. Broadcom shares a similar view, noting that management expects million-GPU clusters by 2027, compared to clusters with tens of thousands of GPUs today. This is even more bullish than Jensen Huang’s comments. Coming back to Meta, even with 600,000 H100 equivalents, it’s building clusters of 24,000 GPUs. In order to see singular clusters scale to the hundreds of thousands and millions, as Broadcom is predicting, we would need to see GPU shipments far in excess of those levels. This alone could get us to $10 trillion market cap based off Big Tech’s data centers, and we have not factored in the enterprise. The enterprise includes companies like the Fortune 500 or Global 2000 that build on-premise AI systems. (続く)
-
来週は8社ですよ 190A Chordia 2024/06/14 東京証券取引所 グロース 191A ミモザ 2024/06/18 東京証券取引所 TPM 192A インテG 2024/06/18 東京証券取引所 グロース 195A ライスカレー 2024/06/19 東京証券取引所 グロース 193A グローベルス 2024/06/20 東京証券取引所 TPM 194A WOLVES 2024/06/20 東京証券取引所 グロース 197A タウンズ 2024/06/20 東京証券取引所 スタンダード 198A ポストプライ 2024/06/20 東京証券取引所 グロース 196A MFS 2024/06/21 東京証券取引所 グロース 207A ライジング 2024/06/24 東京証券取引所 TPM 210A iF日経リ 2024/06/26 東京証券取引所 - 202A 豆蔵デジ 2024/06/27 東京証券取引所 グロース 203A シュンビン 2024/06/27 東京証券取引所 TPM 204A タイヨーパッケ 2024/06/27 東京証券取引所 TPM 205A ロゴスHD 2024/06/28 東京証券取引所 グロース 208A 構造計画 2024/07/01 東京証券取引所 スタンダード 206A PRISMBio 2024/07/02 東京証券取引所 グロース
ZeroHedge Nvid…
2024/06/16 23:01
ZeroHedge Nvidia, Apple And GameStop Are The Entire Stock Market Right Now…And That's Dangerous BY TYLER DURDEN SUNDAY, JUN 16, 2024 - 04:10 AM Submitted by QTR's Fringe Finance Everybody knows it but nobody is giving it any serious consideration: the entire market is being driven by Nvidia, Apple and even GameStop. And when one, if not all three of these names starts to experience some selling, they are likely taking the whole market with it. I have been making note of the fact that Apple and Nvidia could be the market's black swans for the better part of a year now. And forget about cash on the sidelines eventually drying up as a result of savings running out, the market is also not taking into account multiple looming red flags for these names. --------------------------- Nvidia、Apple、GameStopが今の株式市場全体だ...そしてそれは危険だ タイラー・ダーデン 2024年6月16日(日) - 午前4時10分 QTRのフリンジファイナンス 市場全体がNvidia、Apple、そしてGameStopに牽引されているのだ。 そして、これら3社すべてとは言わないまでも、そのうちの1社が売られ始めると、市場全体がそれに巻き込まれる可能性が高い。 私は、アップルとNvidiaが市場のブラックスワンになる可能性があるという事実を1年以上前から指摘してきた。 また、貯蓄が底をつき、傍観者としての資金が枯渇することは忘れても、市場はこれらの銘柄に迫り来る複数の赤信号を考慮していない。