Isn't it up to OpenAI whether AMD goes up or not?
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The landscape of the AI chip market is quietly undergoing a transformation. $NVIDIA (NVDA.US)$As attention grows and rapid expansion continues, Google is quietly building a robust AI infrastructure empire. While market focus remains on OpenAI, $Microsoft (MSFT.US)$、 $NVIDIA (NVDA.US)$While market attention is concentrated on the AI ecosystem led by OpenAI and others, Google is leveraging its unique approach to demonstrate overwhelming strength.
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Stock prices hit record highs for consecutive days! Google announces its most powerful AI chip yet—delivering a fourfold leap in performance.
The parent company of Google $Alphabet-C (GOOG.US)$The stock price has continued to hit record highs recently, with its market capitalization exceeding $3.5 trillion.（The company's market capitalization surpassed the $3 trillion mark in September.). In the third quarter, revenue exceeded $100 billion for the first time, with Google Cloud’s growth rate recovering; backlog reached $155 billion, and annual capital expenditure was raised from $91 billion to $93 billion. Moreover,Google announced last week its most powerful chip to date, 'Ironwood,' which is set to be fully rolled out in the coming weeks...
The parent company of Google $Alphabet-C (GOOG.US)$The stock price has continued to hit record highs recently, with its market capitalization exceeding $3.5 trillion.（The company's market capitalization surpassed the $3 trillion mark in September.). In the third quarter, revenue exceeded $100 billion for the first time, with Google Cloud’s growth rate recovering; backlog reached $155 billion, and annual capital expenditure was raised from $91 billion to $93 billion. Moreover,Google announced last week its most powerful chip to date, 'Ironwood,' which is set to be fully rolled out in the coming weeks...
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$Circle (CRCL.US)$ Good morning, everyone. To be honest, I didn’t expect it to drop this much, so it’s quite a shock 😨. However, all we can do now is wait for a sharp rebound, and from next year, I’m really looking forward to it 😊. Let’s all keep supporting it 📣. Without getting discouraged, I’ll get to work now ❗️
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$Advanced Micro Devices (AMD.US)$’s 9% jump Wednesday boosted the appeal of call options amid optimism over the brightening outlook of the semiconductor company that's seeking to grab market share from $NVIDIA (NVDA.US)$.
The stock of Nvidia’s rival rose after the company outlined a path to drive a more than 35% revenue compound annual growth rate (CAGR) over the next three to five years, an adjusted operating m...
The stock of Nvidia’s rival rose after the company outlined a path to drive a more than 35% revenue compound annual growth rate (CAGR) over the next three to five years, an adjusted operating m...
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$Micron Technology (MU.US)$
Micron, once the sole underperformer in SBI Securities' portfolio, has now emerged as a top performer after more than a year of stagnation. Year-to-date, it has even outperformed Palantir ..💦💦
What was all the frustration over the past year about...
Micron, which is heavily protected with substantial subsidies not only from the U.S. government but also from Japan's Ministry of Economy, Trade and Industry, should strive to perform without causing further stress to its shareholders.
Palantir too ❤️
$Palantir (PLTR.US)$
Micron, once the sole underperformer in SBI Securities' portfolio, has now emerged as a top performer after more than a year of stagnation. Year-to-date, it has even outperformed Palantir ..💦💦
What was all the frustration over the past year about...
Micron, which is heavily protected with substantial subsidies not only from the U.S. government but also from Japan's Ministry of Economy, Trade and Industry, should strive to perform without causing further stress to its shareholders.
Palantir too ❤️
$Palantir (PLTR.US)$
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I recently posted that if a stock grows into a 10-bagger within the first year of investment and continues to grow at the same pace, it would theoretically become a 100-bagger in two years and a 1,000-bagger in three years.
If you had invested 5 million yen, it would turn into 50 million yen in one year, 500 million yen in two years, and 5 billion yen in three years; even at an annual 5-bagger rate, it would become 25 million yen in one year, 125 million yen in two years, and 625 million yen in three years. But is such a scenario really possible?
Moreover, since I want to secure a safe victory, I avoid speculating on sharp rises in low-priced stocks. Stocks are ultimately a game and not gambling. Therefore, I place the utmost importance on selecting stocks through fundamental company analysis.
In my investments, establishing the investment hypothesis that underpins entry is everything, and in the past, outcomes were often determined at the entry point.
At this time, the sector is extremely important, and individual stocks thrive only when their sector grows. The focus has been on three national policy-driven sectors—semiconductors, quantum, and stablecoins—and specifically on young companies with strong growth drivers.
The main focuses currently, ALAB, QBTS, and CRCL, all possess unparalleled growth foundations, with the aim of exceeding 100 million in investment returns within three years for each of them.![]()
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If you had invested 5 million yen, it would turn into 50 million yen in one year, 500 million yen in two years, and 5 billion yen in three years; even at an annual 5-bagger rate, it would become 25 million yen in one year, 125 million yen in two years, and 625 million yen in three years. But is such a scenario really possible?
Moreover, since I want to secure a safe victory, I avoid speculating on sharp rises in low-priced stocks. Stocks are ultimately a game and not gambling. Therefore, I place the utmost importance on selecting stocks through fundamental company analysis.
In my investments, establishing the investment hypothesis that underpins entry is everything, and in the past, outcomes were often determined at the entry point.
At this time, the sector is extremely important, and individual stocks thrive only when their sector grows. The focus has been on three national policy-driven sectors—semiconductors, quantum, and stablecoins—and specifically on young companies with strong growth drivers.
The main focuses currently, ALAB, QBTS, and CRCL, all possess unparalleled growth foundations, with the aim of exceeding 100 million in investment returns within three years for each of them.
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