$NVIDIA (NVDA.US)$ I only look at stock prices five years fr...

真夜中のドア : Me too.

Xigeru : In five years, even newer technologies will have emerged. Engaging in such activities, smuggling, and similar practices, NVIDIA (NVDA) could face legal consequences. This seems to be common knowledge overseas. The fact that this discussion is not happening among Japanese investors raises the question: what exactly are they focusing on?

田中一郎2 OP Xigeru : The emergence of new technologies is a given (lol). NVDA is expected to introduce optical-electrical integration next year.
Smugglers are penalized, but if the U.S. government can sell the goods, they get 25%.

NOIR(のあ) : I also intend to hold for the next five years. The GPU will remain dominant, with ASIC playing a supplementary role. In five years, China's rise may pose a significant threat. Though there is little time left until 2030, I believe society will undergo a major transformation driven by the widespread adoption of robotics.

Xigeru 田中一郎2 OP : The issue lies in NVDA's management capability and the fact that it has fallen into Chinese hands. How much benefit does the U.S. government gain from extracting money from NVDA? Even if resellers are arrested, it might not yield any financial gain, right?

Xigeru 田中一郎2 OP : NVDA is a promising company, so the current stock price is just a stepping stone!