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(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)
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zerohedge @zerohedge Bidenomics Implodes: Consumer Sentiment Unexpectedly Slumps To 7 Month Low In 5-Sigma Miss バイデノミクス崩壊:消費者センチメントが予想外に落ち込み、7ヶ月ぶりの低水準に。 zerohedge.comから 午後11:36 · 2024年6月14日 https://x.com/zerohedge/status/1801624683323793528 UMich: buying conditions for durable goods crater. The Fed is officially behind the curve UMich:耐久消費財の購入条件が悪化。FRBは正式に出遅れた https://x.com/zerohedge/status/1801625128184238147
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正に スシLow⤵️ 😁🤭
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予想初値8,000円 HIGH👍 LOW👎
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Well, the intellectual level of the general public in Japan is really low. It's a shame. There are no individual posts like this on the NVDA thread in the US.
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Stocks gain as markets weigh soft ADP report h ttps://finance.yahoo.com/video/stocks-gain-markets-weigh-soft-132757365.html 参照されている記事は US private payroll growth slows to 4-month low; small firms cut jobs h ttps://finance.yahoo.com/news/us-private-payrolls-rise-less-124120619.html これが株価にどう反映されるか。今は金利は下げないほうがいい と僕は思うのですがまあそのへんはプロでもあたった外れたの世界だと思うので。
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President Donald J. Trump Low INSULIN PRICING was gotten for millions of Americans by me, and the Trump Administration, not by Crooked Joe Biden. He had NOTHING to do with it. It was all done long before he so sadly entered office. All he does is try to take credit for things done by others, in this case, ME! インシュリンの低価格化は、私やトランプ政権が何百万人ものアメリカ人のために実現したのであって、ペテン師ジョー・バイデンが実現したのではない。彼は一切関与していない。彼が大統領に就任するずっと前から行われていたことだ。彼がすることは、他人がやったこと、この場合は私がやったことの手柄を横取りしようとすることだけだ! 『バイデンの十八番、トランプ大統領の手柄を横取り!!!』
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最近「Targeting low levels of MIF expression as a potential therapeutic strategy for ALS」という論文出てますね。 ALSの潜在的な治療戦略としての神経細胞のMIFたんぱくを増やすことで、進行を遅らせる可能性があるとのことで、細胞内のMIFを増やすことで遺伝性のSOD1のみならず孤発性のTDP43も効果が期待できそう。ALS患者さんは血中MIFが数十万pg/mlで通常の数千倍以上高く、神経細胞から血液に移行しているとしたら、MIF阻害効果により、細胞内にとどまるMIFも多そうで、効果も期待できそう。イブジラストは併せてミクログリアを鎮静化するとか、神経栄養効果などがあるので、これらが相まっていい方向に行けばいいな。興味がある人は論文読んでね。
(続き) Data cente…
2024/06/15 05:37
(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)