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1. Vladimir Putin: “We have come unacceptably close to the point of no return. Calls to inflict a strategic defeat on Russia, which has the largest nuclear weapons potential, demonstrate the extreme adventurism of Western politicians. They either do not understand the scale of the threat that they themselves create, or are simply obsessed with the belief in their own impunity and their own exclusivity. Both of these can result in tragedy. 2.Obviously, we are witnessing the collapse of the Euro-Atlantic security system: today it simply does not exist. It actually needs to be created anew. All this requires us, together with our partners, with all interested countries - and there are many of them - to provide our own options for ensuring security in Eurasia, and then propose them for broad international discussion. This is precisely the instruction that was given to the Federal Assembly last year. We are talking about formulating, in the foreseeable future, an outline of equal and indivisible security, mutually beneficial, equal cooperation and development on the Eurasian continent.” 1. ウラジミール・プーチン:「我々は、後戻りできない地点に容認できないほど近づいている。最大の核兵器保有能力を持つロシアに戦略的敗北を強いるという呼びかけは、西側諸国の政治家の極端な冒険主義を示している。彼らは自らが作り出す脅威の大きさを理解していないか、単に自らの免責と排他性を信じることに夢中になっているかのどちらかだ。どちらも悲劇につながる可能性がある。」 2. 明らかに、我々は欧州大西洋安全保障システムの崩壊を目撃している。今日、それは単に存在しない。それはむしろ新たに構築される必要がある。このすべては、我々がパートナー、そして多くの関心のあるすべての国々とともに、ユーラシアの安全保障を確保するための独自の選択肢を提示し、それを幅広い国際的議論に提案することを要求する。これはまさに昨年連邦議会に与えられた指示である。我々は近い将来、ユーラシア大陸における平等で不可分の安全保障、相互利益、平等な協力と発展の枠組みを策定することについて話している。」 @ivan_8848
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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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BREAKING: South Korea is extending a ban on stock short selling through March 30 next year and is threatening life in jail for naked short selling, per Bloomberg.
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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
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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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(続き) "Millions of GPU Data Centers are Coming.” On June 2nd, Jensen Huang made a very important statement about the future of AI that answers quite succinctly why Nvidia is on the verge of becoming the World’s Most Valuable Company: Forbes Daily: Join over 1 million Forbes Daily subscribers and get our best stories, exclusive reporting and essential analysis of the day’s news in your inbox every weekday. And so the amount of generation we're going to do in the future is going to be extraordinary.” - Jensen Huang, CEO of Nvidia, Computex keynote Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be hundreds-of-thousands of GPUs in data centers. Due to the market’s forward-looking nature, 2025 is getting close to being fully priced in. Here is a slide of what this looks like from the perspective of scaling the ethernet networking to support a million-plus GPU cluster. Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be ... [+]NVIDIA, COMPUTEX KEYNOTE PRESENTATION Here’s what we know about Big Tech’s purchases, thus far. Microsoft is reportedly looking to triple its GPU supply to 1.8 million GPUs this year to meet elevated demand for Azure, while Meta has disclosed its GPU orders with an announcement for 150,000 H100s last year and 350,000 H100s or H100-equivalents this year. Musk announced that X’s 100,000 H100 cluster would be online in a few months and hinted at a possible 300,000 B200 GPU purchase. (続く)
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Remittances are human to human transactions and act as a lifeline for many families in countries on every continent. In low- and middle-income countries they grew an estimated 3.8% in the past year² to reach a staggering $669 billion in 2023. Visa’s Money Travels: 2024 Digital Remittances Adoption Report survey looks at some of the progress, and challenges, that exist today. https://corporate.visa.com/dam/VCOM/corporate/products/documents/visa-digital-remittances-adoption-report.pdf
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★★Toyota lost over $15 billion in market value last week after being caught falsifying tests (CNBC) PUBLISHED SUN, JUN 9 202411:46 PM EDTUPDATED MON, JUN 10 20248:29 AM EDT KEY POINTS ●Toyota shares have plunged more than 5% since May 31, the last trading day before the scandal broke on June 3. Shares of Mazda saw a larger loss, falling 7.7% since May 31. ●The wide-ranging inspection by the transport ministry also found that irregularities were also found in certification applications from automakers Honda, Suzuki and Yamaha Motor. In this article Shares of Japanese automakers have largely plunged since the country’s Transport Ministry found false data used to certify certain models a week ago on Monday. The stock of Japan’s largest carmaker, Toyota, fell more than 5.4% last week, after the scandal broke on June 3, but is recovering on Monday. The automaker lost 2.45 trillion Japanese yen ($15.62 billion) in market value last week alone. Shares of Mazda , the country’s second-largest automaker, dropped 7.7% in the same period, and lost 80.33 billion yen in market capitalization last week. The wide-ranging inspection by the Ministry of Land, Infrastructure, Transport and Tourism also found irregularities in certification applications by other automakers Honda, Suzuki and Yamaha. Last week, Honda’ s stock fell 5.75% and Yamaha Motor lost 2.2%, while Suzuki Motor inched down 0.3%. Shares of all those companies were trading higher Monday. Toyota was up 1.7%, Honda gained 2.13% and Mazda increased 1.7%. Suzuki and Yamaha were also marginally higher. All five companies had submitted false test data, or in the case of Toyota and Mazda, falsified the vehicles used in crash tests. Toyota announced on June 3, following the ministry’s investigation report, that it will temporarily halt shipments and sales of three models currently manufactured in Japan, namely the Corolla Fielder, Corolla Axio and Yaris Cross. Toyota’s chairman, Akio Toyoda, apologized to the company’s customers and stakeholders, acknowledging that seven of its models were “tested using methods that differ from the standards defined by the national authorities.” Separately, Mazda said it had suspended the Roadster RF and Mazda 2 from May 30. Both companies however, said that customers can still continue to drive their cars. The Transport Ministry said it will conduct on-site inspections of the five companies where misconduct was reported. The inspection into Japanese automakers comes after Toyota’s Daihatsu unit said in December it will halt shipments of all vehicles both overseas and in Japan. It came after an investigation into a safety scandal found issues at some 64 models, including 22 sold under the Toyota brand. Daihatsu said in April last year it had rigged side-collision safety tests carried out for 88,000 small cars, most of which were sold under the Toyota brand. Take care LMAO
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Citi raises Mercari shares target, highlights strong GMV and fintech growth Editor Emilio Ghigini Company News Published 2024-06-03, 05:16 AM Citi raises Mercari shares target, highlights strong GMV and fintech growth On Monday, Citi updated its outlook on Mercari, Inc (4385:JP) (OTC: MRCIF) shares by increasing its price target to JPY3,500 from the previous JPY3,300. The firm continues to endorse a Buy rating for the company's stock. Citi's evaluation indicates optimism for Mercari's growth potential, particularly as it transitions into an operating profit (OP) growth phase in the fiscal year ending June 2025. According to Citi, the uptick in Mercari's Gross Merchandise Value (GMV) is propelled by expansion into new market segments such as cross-border e-commerce and business-to-consumer (B2C) operations. This growth has reportedly surpassed market forecasts, as some external monthly GMV data does not account for these emerging segments. Citi anticipates that Mercari will successfully manage the initial costs associated with these ventures. In addition to the marketplace business, Mercari's fintech sector is also experiencing rapid sales growth. Citi projects that this division is on track to become profitable by the second quarter of the fiscal year ending June 2025. Furthermore, Mercari has hinted at a possible strategic shift in its U.S. operations, details of which are expected to be clarified in the company's full-year results. Citi's report also notes a disciplined approach in Mercari's recent cost strategy, which could be a factor in the company's ability to offset the upfront investments required for expansion. The firm's comprehensive analysis supports the maintained Buy rating, reflecting confidence in Mercari's financial trajectory and strategic initiatives. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. https://ca.investing.com/news/company-news/citi-raises-mercari-shares-target-highlights-strong-gmv-and-fintech-growth-93CH-3439305
バフェットがまたBYDの株を売…
2024/06/18 10:39
バフェットがまたBYDの株を売った Berkshire Hathaway trims stake in China's BYD By Reuters June 17, 202411:53 PM GMT+9Updated 11 hours ago BEIJING/NEW YORK, June 17 (Reuters) - Warren Buffett's Berkshire Hathaway (BRKa.N), opens new tab has trimmed its stake in China's BYD (002594.SZ), opens new tab, which surpassed Tesla (TSLA.O) , opens new tab last year as the world's largest seller of electric vehicles. Berkshire recently sold 1.3 million Hong Kong-listed BYD shares for HK$310.5 million ($39.8 million), according to a filing on Monday with the Hong Kong stock exchange. That reduced its stake in BYD's issued H-shares to 6.90% from 7.02%. ($39.8 million つまり、3980万ドルぶんのBYDの株をバフェットが手放した。