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Columns Overall market
The market has its easy aspects and its challenging ones.
This time was relatively straightforward, I suppose. The overall market and NFCI indicated enough room to avoid trouble. More importantly, there were pre-existing factors to make a judgment.
The next issue is whether the AI-driven market will continue as the overall market begins to recover.
If we don’t keep an eye on the broader flow of funds, it’s possible that the theme could suddenly shift.
The liquidity absorption by SpaceX also raises concerns when referring to the case of Saudi Aramco.
This year has been quite challenging. In March, there was almost no movement.
This time was relatively straightforward, I suppose. The overall market and NFCI indicated enough room to avoid trouble. More importantly, there were pre-existing factors to make a judgment.
The next issue is whether the AI-driven market will continue as the overall market begins to recover.
If we don’t keep an eye on the broader flow of funds, it’s possible that the theme could suddenly shift.
The liquidity absorption by SpaceX also raises concerns when referring to the case of Saudi Aramco.
This year has been quite challenging. In March, there was almost no movement.
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$NVIDIA (NVDA.US)$
:) A financial firm discusses why Nvidia's stock is stagnant.
:thinking: This week, Nvidia forecasted that revenue opportunities from AI chips could reach at least $1 trillion by 2027, doubling last month’s prediction of $500 billion by 2026 related to the Blackwell and Rubin chip lines.
At the annual GTC Developers Conference held in San Jose, California, CEO Jensen Huang announced a new central processing unit and an AI system based on technology licensed from chip startup Groq for $17 billion in December.
Huang also previewed the company’s Feynman chip architecture, slated for 2028, which will follow the Rubin Ultra processor. Details were limited to an extensive list of planned chips including AI processors and networking components.
These announcements were made as part of Nvidia’s efforts to strengthen its position in inference computing, the process by which AI systems respond to queries in real time. Nvidia’s graphics processors...
:) A financial firm discusses why Nvidia's stock is stagnant.
:thinking: This week, Nvidia forecasted that revenue opportunities from AI chips could reach at least $1 trillion by 2027, doubling last month’s prediction of $500 billion by 2026 related to the Blackwell and Rubin chip lines.
At the annual GTC Developers Conference held in San Jose, California, CEO Jensen Huang announced a new central processing unit and an AI system based on technology licensed from chip startup Groq for $17 billion in December.
Huang also previewed the company’s Feynman chip architecture, slated for 2028, which will follow the Rubin Ultra processor. Details were limited to an extensive list of planned chips including AI processors and networking components.
These announcements were made as part of Nvidia’s efforts to strengthen its position in inference computing, the process by which AI systems respond to queries in real time. Nvidia’s graphics processors...
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Key Takeaways (AI-Generated)
Financial Performance:
- NVIDIA reported record Q4 revenue of $68 billion, a 73% increase year-over-year.
- Data center revenue reached $62 billion, up 75% year-over-year and 22% sequentially, largely driven by strong Blackwell architecture sales.
- Gaming revenue increased to $3.7 billion, up 47% year-on-year, supported by strong demand for Blackwell architecture.
- GAAP and non-GAAP gross margins were both reported at 75%, demonstratin...
Financial Performance:
- NVIDIA reported record Q4 revenue of $68 billion, a 73% increase year-over-year.
- Data center revenue reached $62 billion, up 75% year-over-year and 22% sequentially, largely driven by strong Blackwell architecture sales.
- Gaming revenue increased to $3.7 billion, up 47% year-on-year, supported by strong demand for Blackwell architecture.
- GAAP and non-GAAP gross margins were both reported at 75%, demonstratin...
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$Bitcoin (BTC.CC)$
Good morning.🤗
Last week, Oyabin mentioned buying Bitcoin spot and
MSTU.CONL, saying 'I will buy them.'
I have already shared the strategy for Bitcoin spot.
Now, something that I believe all of you are also curious about is
the strategy for Bitcoin-related stocks.
Regarding related stocks, I will utilize my past experience
to trade. Well, we saw a sudden
50% rise in MSTU and a 25% rise in CONL on the first day, which made us happy,
but moving forward, expect some fluctuations.
I’m thinking of posting about related stocks too 😊
For now, I’ll start with Bitcoin
Targeting to take profits at $200,000 in three years. For related stocks,
I’m planning to aim for a 10x trading target and put in the effort 🤔
That’s the plan, anyway 😁
Of course, it’s just a goal (lol)
I’d like to keep pushing forward together with everyone, riding the ups and downs 🌟
I’m looking forward to putting in the effort together 😊
Good morning.🤗
Last week, Oyabin mentioned buying Bitcoin spot and
MSTU.CONL, saying 'I will buy them.'
I have already shared the strategy for Bitcoin spot.
Now, something that I believe all of you are also curious about is
the strategy for Bitcoin-related stocks.
Regarding related stocks, I will utilize my past experience
to trade. Well, we saw a sudden
50% rise in MSTU and a 25% rise in CONL on the first day, which made us happy,
but moving forward, expect some fluctuations.
I’m thinking of posting about related stocks too 😊
For now, I’ll start with Bitcoin
Targeting to take profits at $200,000 in three years. For related stocks,
I’m planning to aim for a 10x trading target and put in the effort 🤔
That’s the plan, anyway 😁
Of course, it’s just a goal (lol)
I’d like to keep pushing forward together with everyone, riding the ups and downs 🌟
I’m looking forward to putting in the effort together 😊
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$Bitcoin (BTC.CC)$
Good morning. It seems everyone is posting pessimistic views
You're probably feeling fed up with it all 😊
A huge, huge, huge opportunity in cryptocurrency is coming this year.
I think it will come. I'm saying this now.
It hurts 😊 being present in the market when lightning strikes.
However, it is the most important thing.
Instead of trying to hit the bottom, at the bottom price.
If the goal is to be present in the market, then in three years.
FIRE is not just a dream, right? 😊 You have standby funds.
It would be good for some people to buy in about five installments.
That’s right. For those who don’t have the capital, from now until summer
It’s about accumulation. Mentally, I’m thinking around 30,000 dollars
I believe it will drop, so please buy with that in mind 😊
Paper losses are like an entry fee. If you don’t like that
You’re not suited for risky investments, so Orca
is recommended for investment.
Oyabin is going to buy in five installments.
First, the other day I bought the actual stock at 75,000 dollars
The second time was at 52,000 dollars, the third time at 40,000
dollars, the fourth time at 32,000 dollars, and the fifth time at
Buying on the dip after the lightning flash, or
I’m planning to buy at an unexpected $20,000,
The key is to consider whether the current price is cheap or expensive based on the projected price three years from now.
Think about whether it's a good deal right now compared to where it could be in the future.
In the end, what matters is that you win. If you get greedy,
Lightning...
Good morning. It seems everyone is posting pessimistic views
You're probably feeling fed up with it all 😊
A huge, huge, huge opportunity in cryptocurrency is coming this year.
I think it will come. I'm saying this now.
It hurts 😊 being present in the market when lightning strikes.
However, it is the most important thing.
Instead of trying to hit the bottom, at the bottom price.
If the goal is to be present in the market, then in three years.
FIRE is not just a dream, right? 😊 You have standby funds.
It would be good for some people to buy in about five installments.
That’s right. For those who don’t have the capital, from now until summer
It’s about accumulation. Mentally, I’m thinking around 30,000 dollars
I believe it will drop, so please buy with that in mind 😊
Paper losses are like an entry fee. If you don’t like that
You’re not suited for risky investments, so Orca
is recommended for investment.
Oyabin is going to buy in five installments.
First, the other day I bought the actual stock at 75,000 dollars
The second time was at 52,000 dollars, the third time at 40,000
dollars, the fourth time at 32,000 dollars, and the fifth time at
Buying on the dip after the lightning flash, or
I’m planning to buy at an unexpected $20,000,
The key is to consider whether the current price is cheap or expensive based on the projected price three years from now.
Think about whether it's a good deal right now compared to where it could be in the future.
In the end, what matters is that you win. If you get greedy,
Lightning...
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