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$CoreWeave (CRWV.US)$Aim for over 150.
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$CoreWeave (CRWV.US)$
It went up again. When should I take profits... 😁
It went up again. When should I take profits... 😁
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真夜中のドア
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$Credo Technology (CRDO.US)$
Is it still going to drop?
I'm on the verge of tears because my unrealized gains might disappear.
Is it still going to drop?
I'm on the verge of tears because my unrealized gains might disappear.
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$Credo Technology (CRDO.US)$
Don't get shaken off~ lol
Don't get shaken off~ lol
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$Credo Technology (CRDO.US)$
Everyone wants to own good stocks.
A company with such hyper-growth and solid finances is highly coveted, to say the least.
Everyone wants to own good stocks.
A company with such hyper-growth and solid finances is highly coveted, to say the least.
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真夜中のドア
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Sushree Mohanty - Barchart - Sat Dec 6, 11:00AM CST
Artificial Intelligence (AI) has created a multi-trillion-dollar business opportunity, but not all AI-related stocks are created equal. Among those competing for long-term dominance, two names consistently stand out. NVIDIA (NVDA), with its unparalleled leadership in powering today's AI infrastructure through cutting-edge chips, hardware systems, and software, and Palantir (PLTR), an emerging software company driving real-world AI adoption, both exhibit phenomenal growth rates, sit at the epicenter of massive technological innovation, and have built overwhelming competitive advantages that leave rivals struggling to catch up. The question now is: which will be the better choice for long-term AI investment when looking ahead 10 years?
The Case for Nvidia
NVIDIA, with a market capitalization of $4.4 trillion, designs and manufactures powerful chips, hardware systems, and software that power the latest AI technologies. NVIDIA continues to post astonishing quarterly results, fueled by AI...
Artificial Intelligence (AI) has created a multi-trillion-dollar business opportunity, but not all AI-related stocks are created equal. Among those competing for long-term dominance, two names consistently stand out. NVIDIA (NVDA), with its unparalleled leadership in powering today's AI infrastructure through cutting-edge chips, hardware systems, and software, and Palantir (PLTR), an emerging software company driving real-world AI adoption, both exhibit phenomenal growth rates, sit at the epicenter of massive technological innovation, and have built overwhelming competitive advantages that leave rivals struggling to catch up. The question now is: which will be the better choice for long-term AI investment when looking ahead 10 years?
The Case for Nvidia
NVIDIA, with a market capitalization of $4.4 trillion, designs and manufactures powerful chips, hardware systems, and software that power the latest AI technologies. NVIDIA continues to post astonishing quarterly results, fueled by AI...
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真夜中のドア
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I have that feeling.
Hawaii volcanic eruption, cyclone in Sumatra and India, the undulations of the Earth.
The future of the Nvidia export ban to China remains uncertain.
Whether the U.S. will conduct a ground attack on Venezuela remains unclear.
France and Germany have introduced partial conscription systems.
Whether the monetary policy interest rate is as expected or not,
Whether the bonus funds from Japan will come in,
On Friday's OPTION SEQUENCE
For high volatility deployment week.
Oracle and Broadcom
Whether Nvidia will be dethroned or not,
Quite high volatility, I suppose.
Hawaii volcanic eruption, cyclone in Sumatra and India, the undulations of the Earth.
The future of the Nvidia export ban to China remains uncertain.
Whether the U.S. will conduct a ground attack on Venezuela remains unclear.
France and Germany have introduced partial conscription systems.
Whether the monetary policy interest rate is as expected or not,
Whether the bonus funds from Japan will come in,
On Friday's OPTION SEQUENCE
For high volatility deployment week.
Oracle and Broadcom
Whether Nvidia will be dethroned or not,
Quite high volatility, I suppose.
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真夜中のドア
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SpaceX, led by Elon Musk, prepares for a stock sale at a valuation surpassing OpenAI, according to sources.December 6, 2025, at 5:46 JST
A scenario with a valuation of $560 billion could make it the world's top startup if realized.
Reports suggest an IPO is also being considered, with plans communicated to investors targeting the second half of next year.
SpaceX, the space exploration company led by Elon Musk, is preparing for a stock sale by internal stakeholders, according to multiple sources familiar with the matter. The company’s valuation is expected to exceed the $500 billion (approximately ¥77.64 trillion) recorded by OpenAI in artificial intelligence (AI) development.
According to a source who spoke anonymously citing the confidential nature of the information, this plan was discussed at a board meeting held on the 4th at SpaceX's development base in Texas, known as 'Starbase.' The offering price may vary depending on the supply and demand dynamics between sellers and buyers.
If officially finalized, this deal would bring SpaceX's valuation above the $500 billion recorded by OpenAI in October, returning it to the position of the world’s most valuable startup.
As one of the provisional scenarios, approximately 30 per share...
A scenario with a valuation of $560 billion could make it the world's top startup if realized.
Reports suggest an IPO is also being considered, with plans communicated to investors targeting the second half of next year.
SpaceX, the space exploration company led by Elon Musk, is preparing for a stock sale by internal stakeholders, according to multiple sources familiar with the matter. The company’s valuation is expected to exceed the $500 billion (approximately ¥77.64 trillion) recorded by OpenAI in artificial intelligence (AI) development.
According to a source who spoke anonymously citing the confidential nature of the information, this plan was discussed at a board meeting held on the 4th at SpaceX's development base in Texas, known as 'Starbase.' The offering price may vary depending on the supply and demand dynamics between sellers and buyers.
If officially finalized, this deal would bring SpaceX's valuation above the $500 billion recorded by OpenAI in October, returning it to the position of the world’s most valuable startup.
As one of the provisional scenarios, approximately 30 per share...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ It feels like we're at the halfway point, but I hope this week's Powell speech, along with Oracle and Broadcom earnings, will push us past 50.
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$NVIDIA (NVDA.US)$
Traditional software was precompiled, built once, and stored so that it could be executed repeatedly with minimal computation. Once completed, it did not require continuous high-powered processing, as users simply ran the finished program as a tool.
In contrast, AI generates outputs in real time. Rather than relying on pre-processing, it must handle context, perform reasoning, and produce intelligence at the moment of use.
This requires ongoing computation for every request. As a result, AI systems depend on continuous GPU power to "manufacture" responses, much like a factory producing tokens. Thus, rather than being static software tools, AI represents an active computational process that necessitates large-scale, always-on infrastructure to dynamically create intelligence.
Traditional software was precompiled, built once, and stored so that it could be executed repeatedly with minimal computation. Once completed, it did not require continuous high-powered processing, as users simply ran the finished program as a tool.
In contrast, AI generates outputs in real time. Rather than relying on pre-processing, it must handle context, perform reasoning, and produce intelligence at the moment of use.
This requires ongoing computation for every request. As a result, AI systems depend on continuous GPU power to "manufacture" responses, much like a factory producing tokens. Thus, rather than being static software tools, AI represents an active computational process that necessitates large-scale, always-on infrastructure to dynamically create intelligence.
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