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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。
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金🐰「通訳さんも来てもらったところで、本論に入りましょう」 お雪「Now that the interpreter has come, let's get to the main point.」 🐯「Hmm, 『Okutama onsen story』,buy,give me,50million」 お雪「『奥多摩温泉物語』買え?5千万くれ?」 金🐰「は〜?どう言うこと?」 🐯「私は、貴女に『奥多摩温泉物語』の未公開株を是非お勧めしたい。購入には5,000万円必要です。」 お雪 👀(何?このドンカーンって人?) 金🐰「ドンカーンさん、貴方アメリカ人じゃないの?日本語の方がずっと上手いじゃないの。それに、外見も全然アメリカ人らしくないし👀」 🐯「いや〜、よく外国人離れしてると言われるんですよ。実は親が日本人だから、マイホームでは日本語、話してました😅」 金🐰(普通、日本人離れしてると言う言葉は聞くが、、、) お雪「私の通訳要らないですね!」 金🐰「何でアメリカ人とか経歴に書いてるのよ。それに通訳まで頼んで?」 (そこに、1人のガタイの良い強面の首無しが話に割り込んで来た。その男は、名前を『はらと』と言った。) 原人(はらと)「お客さん、この方は有名な経済アナリストだぞ。何か文句あるの?」 名古屋の夜は続く to be continued 😎💨
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(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)
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(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)
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◎The bond market is now a battle between the Bank of Japan (government) and the global market! There is no denying that the Bank of Japan (government) is at a disadvantage compared to the momentum of the market and speculative funds! It could even be said to be a side effect of the long-term, reckless "unprecedented monetary easing"! After all, both the "government debt balance (1,270 trillion yen)" and the "Bank of Japan-held government bonds balance (590 trillion yen)" are far too large compared to GDP and potential growth rate! This is where the Bank of Japan (government) can show its skills! However, relying too much on the sacrifices of small and medium-sized enterprises and ordinary citizens would be putting the cart before the horse...! ◎債券市場は今や日銀(政府)と世界市場の戦い! 市場や投機資金の勢いに比べ日銀(政府)が不利な状況にあることは否めない! 長期にわたる無謀な「異次元金融緩和」の副作用とも言える! なにしろ「政府債務残高(1,270兆円)」も「日銀保有国債残高(590兆円)」もGDPや潜在成長率に比べて大きすぎるのだ! ここが日銀(政府)の腕の見せ所! しかし、中小企業や庶民の犠牲に頼りすぎるのは本末転倒…!
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President Donald J. Trump Sam Brown is a FEARLESS AMERICAN PATRIOT, a Purple Heart Recipient, who has proven he has the “PURE GRIT” and COURAGE to take on our Enemies, both Foreign and Domestic. Sam is now running for U.S. Senate in the Great State of Nevada, primarily because he knows that Crooked Joe Biden and the Radical Left are A THREAT TO DEMOCRACY. Our Country can no longer stand with this Corrupt and Incompetent “President” calling the shots. サム・ブラウンは大胆不敵なアメリカの愛国者であり、紫綬褒章受章者であり、国内外を問わず敵に立ち向かう「純粋な気概」と「勇気」を持っていることを証明している。サムは現在、ネバダ州の上院議員選挙に出馬している。その主な理由は、ペテン師ジョー・バイデンと急進左派が民主主義にとって脅威であることを知っているからだ。この腐敗した無・能な "大統領 "が指揮を執っている状態では、私たちの国はもはや立ち行かない。 1/3
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> 今度はスペシャルサービス率のレポート。 > > ● Special Servicing Rate Rises Modestly in May 2024, Office Sees First Decline this Year > Treppのスペシャルサービス率は5月に10bp押し上げられて8.21 %となった。この上昇は先月の80bpの急騰と比較すれば穏やかだが、全体の率はいまや2021年6月以来で最高レベルだ。この率は2024年に入って毎月上昇してきて、2023年に一斉処分された際にマークした6.78 %より1.43 %高い。 > The Trepp CMBS Special Servicing Rate pushed higher in May, up 10 basis points to 8.21%. Though this increase was modest compared to the 80 basis point leap a month prior, the overall rate is now at its highest level since June 2021. The rate has increased every month of 2024 and is now 1.43% higher than the 6.78% mark that it closed out in 2023. * スクショはPDFより。 https://www.trepp.com/hubfs/Trepp%20CMBS%20Special%20Servicing%20Report%20May%202024.pdf
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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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FEDの "政治的独立性 "はどうなるのか?無視なのか?🥶 ⚠️POLITICIANS BEG THE FED TO CUT RATES @ewarren wrote an open letter to Chair Powell to ignore his mandate by congress of stable prices by cutting interest rates NOW for the election that’s just 120 days away. 政治家がFRBに利下げを懇願 パウエル議長に対し、120日後に迫った選挙に向けて今すぐ金利を引き下げ、物価の安定を求める議会の命令を無視するよう、@ewarren が公開書簡を書いた。 8:09 PM · Jun 11, 2024 https://x.com/1CoastalJournal/status/1800485539575214477 ソース Elizabeth Warren @SenWarren The Fed's high interest rates are upping the cost of housing and insurance — that puts a real strain on people's pocketbooks. It's time for the Fed to lower interest rates. FRBの高金利は住宅や保険のコストを引き上げている。 FRBは金利を引き下げる時だ。 From huffpost.com https://x.com/SenWarren/status/1800277872570945779 https://www.huffpost.com/entry/democratic-senators-urge-fed-to-cut-rates_n_66672503e4b019027bc71ecd 6:24 AM · Jun 11, 2024
Um today’s asto…
2024/06/17 15:04
Um today’s astoroScale’s performance is out of anticipating! I would say what everyone actually sad right now. However I would say what that’s stock price will rise gradually since tomorrow! I think like that! You know I mean?