サッキーとミユキ
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I respect you
From the information distribution of To◯-san ✴️
Borrow 🙇♀️ (sorry)
A quick story against NVIDEA Ichiko
Eight major tech companies have joined hands
“ULTRA ACLERATOR LINK”
Launch the consortium UAL INK ⁉️
Share mutual information and research ❓ with each other
Work hard and compete against NVIDEA ❓
It's really big to say I'll do
It's a big project. For example, Microsoft, Meta, Intel, etc., I personally think NVIDEA ❗️ don't lose ❗️.
But that's because the royal road 👑 isn't eternal.
What kind of person is Jensung Hwan
Are they going to take the method ❓ that's exactly
Maybe now is a critical moment for NVIDEA.![]()
![]()
From the information distribution of To◯-san ✴️
Borrow 🙇♀️ (sorry)
A quick story against NVIDEA Ichiko
Eight major tech companies have joined hands
“ULTRA ACLERATOR LINK”
Launch the consortium UAL INK ⁉️
Share mutual information and research ❓ with each other
Work hard and compete against NVIDEA ❓
It's really big to say I'll do
It's a big project. For example, Microsoft, Meta, Intel, etc., I personally think NVIDEA ❗️ don't lose ❗️.
But that's because the royal road 👑 isn't eternal.
What kind of person is Jensung Hwan
Are they going to take the method ❓ that's exactly
Maybe now is a critical moment for NVIDEA.
Translated
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3
サッキーとミユキ
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I've been staying at S since yesterday. The data sec was sold right away, wasn't it? Nagatanien, Circus, and Helios will wait and see. Will Stellar Pharma be strong tomorrow with 5 bottles?
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サッキーとミユキ
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It's a bit sad when Meitetsu falls
But I sold them all before they went down!
$Nagoya Railroad(9048.JP$
But I sold them all before they went down!
$Nagoya Railroad(9048.JP$
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サッキーとミユキ
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$Disney(DIS.US$
Disney seems to be good.
A young couple flirt and spend a lot of money, and part of that profit is returned to shareholders ️.
In other words, it's the same as receiving contributions from young girls! this is it!
It is not the side that contributes money to girls, it is the side that receives contributions. Isn't it amazing?!
Disney seems to be good.
A young couple flirt and spend a lot of money, and part of that profit is returned to shareholders ️.
In other words, it's the same as receiving contributions from young girls! this is it!
It is not the side that contributes money to girls, it is the side that receives contributions. Isn't it amazing?!
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6
2
サッキーとミユキ
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Even ultra-high voltage substations have appeared for “data centers” that eat electricity Amazon, Google... the reason they are being built one after another in “Inzai City”: Tokyo Shimbun TOKYO Web(some excerpts)
“Data centers” (DCs) that place servers etc. for huge amounts of information processing are concentrated in Inzai City, Chiba Prefecture, and demand for electricity is rapidly increasing. An ultra-high voltage substation has been newly built in the city to respond, and operation is scheduled to begin by 6/5. DC is expected to increase further due to the spread of generative AI, and the focus is on power security measures even in the basic energy plan where review discussions have begun.
“Data centers” (DCs) that place servers etc. for huge amounts of information processing are concentrated in Inzai City, Chiba Prefecture, and demand for electricity is rapidly increasing. An ultra-high voltage substation has been newly built in the city to respond, and operation is scheduled to begin by 6/5. DC is expected to increase further due to the spread of generative AI, and the focus is on power security measures even in the basic energy plan where review discussions have begun.
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6
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米ＩＳＭ製造業総合景況指数、５月は48.7に低下－市場予想を下回る(一部抜粋)
５月の米ＩＳＭ製造業指数48.7、市場予想の49.5を下回る。
新規受注は１年ぶりの低水準、2022年６月以来の大幅な落ち込み。
米国の製造業活動は５月に縮小ペースが加速した。生産がほぼ停滞し、受注がおよそ２年ぶりの大幅な落ち込みとなったことが響いた。米供給管理協会（ＩＳＭ）が３日、データを発表した。
キーポイント
ＩＳＭ製造業総合景況指数は前月比0.5ポイント低下の48.7
３カ月ぶりの低水準
ブルームバーグがまとめたエコノミスト予想中央値は49.5
前月は49.2
50が活動の拡大と縮小の境目
５月の米ＩＳＭ製造業指数48.7、市場予想の49.5を下回る。
新規受注は１年ぶりの低水準、2022年６月以来の大幅な落ち込み。
米国の製造業活動は５月に縮小ペースが加速した。生産がほぼ停滞し、受注がおよそ２年ぶりの大幅な落ち込みとなったことが響いた。米供給管理協会（ＩＳＭ）が３日、データを発表した。
キーポイント
ＩＳＭ製造業総合景況指数は前月比0.5ポイント低下の48.7
３カ月ぶりの低水準
ブルームバーグがまとめたエコノミスト予想中央値は49.5
前月は49.2
50が活動の拡大と縮小の境目
5
サッキーとミユキ
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Elon Musk Pledges To Spend Around $9 Billion To Acquire 300,000 Units Of NVIDIA's B200 Chips For xAI By "Next Summer"
イーロン・マスク氏の最新のコメントによると、xAI は新たな資金調達ラウンドで180 億ドルの評価額を確保した直後、純資産の少なくとも 50 パーセントを NVIDIA の GPU に費やす準備を進めている。
ご存じない方のために説明すると、xAI は最近、新たな資金調達ラウンドで 60 億ドルを調達し、イーロン・マスクの AI に特化した企業として 180 億ドルの評価額を得ました。チャットボットの Grok は現時点では xAI の唯一の製品ですが、このスタートアップは GPU クラスターへの投資を増やすことで AI 関連の製品ポートフォリオを大幅に拡大する予定です。
イーロン・マスク氏の最新のコメントによると、xAI は新たな資金調達ラウンドで180 億ドルの評価額を確保した直後、純資産の少なくとも 50 パーセントを NVIDIA の GPU に費やす準備を進めている。
ご存じない方のために説明すると、xAI は最近、新たな資金調達ラウンドで 60 億ドルを調達し、イーロン・マスクの AI に特化した企業として 180 億ドルの評価額を得ました。チャットボットの Grok は現時点では xAI の唯一の製品ですが、このスタートアップは GPU クラスターへの投資を増やすことで AI 関連の製品ポートフォリオを大幅に拡大する予定です。
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サッキーとミユキ
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$Direxion Daily Semiconductor Bear 3x Shares ETF(SOXS.US$
I wonder if it depends on the employment statistics for the 7th?
I wonder if it depends on the employment statistics for the 7th?
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サッキーとミユキ
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3 S highs today too. Helios, C&F
Stay. Tomorrow is 4. I'm afraid of data sex, but is there still more?
Stay. Tomorrow is 4. I'm afraid of data sex, but is there still more?
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3
サッキーとミユキ
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$USD/JPY(USDJPY.FX$ Are futures on US stocks falling or only increasing slightly
Maybe it's a sign of a crash![]()
Even though the Nikkei Average has skyrocketed
Is America finally ending?![]()
Maybe it's a sign of a crash
Is America finally ending?
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![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
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