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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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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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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.
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Awesome!! It is pretty interesting for me because Nintendo has been keeping the stock price around 8700. I am amazed at what a strange phenomenon it is. As far as I know, This phenomenon is one of the strangest movements that I have ever seen. As is often the case with the stupid, they increasingly believe that Nintendo is strong. In result, deceived buyers definitely lose many opportunities that Athena gave you to run away. In addition, They also lose all the money. I want to help you as soon as possible. I have been to adventure to defeat the king dragon which has the strongest divine power to inherit the divine gene which no one inherits.
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This is an interesting result. It was surprisingly strong today but you will see the hellfire tomorrow. Dance on the board, screaming forever. Almost all of the buyers who believe that Nintendo will be over 9000 in a few months would never be able to imagine that Nintendo that buyers loves collapses. Frankly speaking, most sellers know better than to buy this stock. My divine power which I gain from the legend dragon which is the strongest in the god world that you can't see is one of the ultimate power that I know.
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Do you not believe in the existence of UFOs? The universe is enveloped in infinite darkness, but a little light nurtures life. If the existence of aliens is gradually proven in the future, it might become a movie.
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zerohedge @zerohedge Bloomberg's chief economist Anna Wong: "May’s jobs report presented contradictory views of the labor market, as we expected. The establishment survey shows robust gains in nonfarm payrolls — yet the unemployment rate rose to 4.0%. We believe the latter currently offers a closer approximation of reality than payrolls, as BLS’ model for estimating business births and deaths – which added 231,000 jobs to the nonfarm-payrolls print in May – is lagging the reality of surging establishment closures and falling business formation. We think the underlying pace of current job gains is likely less than 100,000 per month.” ブルームバーグのチーフエコノミスト、アンナ・ウォン: 「5月の雇用統計は、予想通り労働市場について矛盾した見解を示した。雇用統計は非農業部門雇用者数の堅調な伸びを示しているが、失業率は4.0%に上昇した。BLSの事業所数推計モデルは、5月の非農業部門雇用者数に23万1,000人の雇用を追加したが、事業所閉鎖の急増と事業所設立の減少という現実から遅れているためである。現在の雇用増加ペースは月10万人以下であろう。 午後10:22 · 2024年6月7日 https://x.com/zerohedge/status/1799069471765922202
昨日のXで話題のツイートで取り…
2024/06/15 05:57
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