Hiro 米国株
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$NVIDIA (NVDA.US)$ The stock prices are strong, and all the shareholders are happy.
In the second half of 2023, along with the overheated feeling of the 'AI bubble,' concerns about monetization in investments began to emerge, and AI-related stocks, including NVDA, sometimes entered a sideways market.
However, as some companies like Meta and Microsoft began to show improvements in sales and profits due to AI in numbers, the view that 'AI investments are recoverable' has strengthened again.
The future focus will indeed be on robotics and autonomous driving. Looking forward to experiencing fully autonomous Cars soon (laughs).
Depending on the industry, there are cases where AI is a perfect match and others where it is quite difficult to implement, but if it cannot be implemented, there will be a significant difference in efficiency and labor saving, leading to a big difference in the company's profit margins.
There is no doubt that NVDA will continue to lead in the future, and I want to keep watching how AI evolves, so I will hold onto it.
In the second half of 2023, along with the overheated feeling of the 'AI bubble,' concerns about monetization in investments began to emerge, and AI-related stocks, including NVDA, sometimes entered a sideways market.
However, as some companies like Meta and Microsoft began to show improvements in sales and profits due to AI in numbers, the view that 'AI investments are recoverable' has strengthened again.
The future focus will indeed be on robotics and autonomous driving. Looking forward to experiencing fully autonomous Cars soon (laughs).
Depending on the industry, there are cases where AI is a perfect match and others where it is quite difficult to implement, but if it cannot be implemented, there will be a significant difference in efficiency and labor saving, leading to a big difference in the company's profit margins.
There is no doubt that NVDA will continue to lead in the future, and I want to keep watching how AI evolves, so I will hold onto it.
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This article uses some Auto-Translation.
At the beginning of 2025, the 'Artificial Intelligence Productivity Revolution Declaration' adopted at the G7 Finance Ministers and Central Bank Governors' meeting led to a rising phase for the New York Stock Exchange. This historic declaration clearly positioned artificial intelligence at the core of national strategies of major countries, providing a clear direction for the market. Subsequently, in March, the Federal Reserve (FRB) implemented interest rate cuts, causing a rapid inflow of funds from Institutions into the AI sector. In April, NVIDIA began supply restrictions on next-generation chips, and in May, the EU's AI legislation was fully enacted. Amid a series of events shaking the market, some companies experienced a rapid rise, overcoming adversity. The driving force behind this is not merely technological advancement but the ability to redefine the industrial ecosystem itself.
Since 2025, multiple AI-related stocks have achieved rapid growth, attracting the attention of investors. The AI boom in the US stock market is reignited, and investor expectations for the AI sector remain high. The following stocks have shown particularly outstanding performance in 2025. Each of them is,...
At the beginning of 2025, the 'Artificial Intelligence Productivity Revolution Declaration' adopted at the G7 Finance Ministers and Central Bank Governors' meeting led to a rising phase for the New York Stock Exchange. This historic declaration clearly positioned artificial intelligence at the core of national strategies of major countries, providing a clear direction for the market. Subsequently, in March, the Federal Reserve (FRB) implemented interest rate cuts, causing a rapid inflow of funds from Institutions into the AI sector. In April, NVIDIA began supply restrictions on next-generation chips, and in May, the EU's AI legislation was fully enacted. Amid a series of events shaking the market, some companies experienced a rapid rise, overcoming adversity. The driving force behind this is not merely technological advancement but the ability to redefine the industrial ecosystem itself.
Since 2025, multiple AI-related stocks have achieved rapid growth, attracting the attention of investors. The AI boom in the US stock market is reignited, and investor expectations for the AI sector remain high. The following stocks have shown particularly outstanding performance in 2025. Each of them is,...
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![[Reflecting on the First Half of 2025] What are the 'Top 10 US AI Stocks'? This year they surged by 300%! Will there be further leaps in the second half?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250630/6abed975a3ce549625b579051dbd29bc.png/thumb?area=105&is_public=true)
![[Reflecting on the First Half of 2025] What are the 'Top 10 US AI Stocks'? This year they surged by 300%! Will there be further leaps in the second half?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250627/4535dd4b2a70dc93033103b8daaefc1e.png/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
It seems like it will reach 160 dollars after not being seen for a while. The Target Price was estimated at 240 dollars by the end of the year, so make sure to buy.
It seems like it will reach 160 dollars after not being seen for a while. The Target Price was estimated at 240 dollars by the end of the year, so make sure to buy.
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Hiro 米国株
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Hiro 米国株
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$NVIDIA (NVDA.US)$
There was a slight drop. Well, it was expected. I understand it to be due to profit-taking after the surge following the earnings announcement and rebalancing on the last day of the quarter. Since the second half of last year, there has been a cautious sentiment regarding high prices, where good news would go unnoticed while bad news would cause an excessive reaction. Ultimately, it came back and aimed higher, updating the previous high, but this year, after a shocking piece of news that felt almost like a fake in early January, there was a sudden collapse. Just when it seemed to recover, the tariffs imposed by the American bully caused another downturn due to external problems unrelated to NVDA's performance, but in the end, it returned to the beginning of the year. That's only natural. After all, the performance itself is robust. Those who don't worry about daily fluctuations, like me, who are bad at trading, will be rewarded if they just hold it for the medium to long term. It might be a good idea to set a target price.
There was a slight drop. Well, it was expected. I understand it to be due to profit-taking after the surge following the earnings announcement and rebalancing on the last day of the quarter. Since the second half of last year, there has been a cautious sentiment regarding high prices, where good news would go unnoticed while bad news would cause an excessive reaction. Ultimately, it came back and aimed higher, updating the previous high, but this year, after a shocking piece of news that felt almost like a fake in early January, there was a sudden collapse. Just when it seemed to recover, the tariffs imposed by the American bully caused another downturn due to external problems unrelated to NVDA's performance, but in the end, it returned to the beginning of the year. That's only natural. After all, the performance itself is robust. Those who don't worry about daily fluctuations, like me, who are bad at trading, will be rewarded if they just hold it for the medium to long term. It might be a good idea to set a target price.
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$NVIDIA (NVDA.US)$
The financial results for the 1st quarter have been completed. The analysts' consensus would generally be in line if judged from TSM's monthly schedule. That's not all, though. NVDA's last 3 quarters, that is, until 1 year ago, all had good financial results, and even if guidance was impeccable, price movements after settlement were soft. Has negative content about the tariff issue and H20 impairment already been factored in this time? I think so, but I'm not expecting it. Even if it drops temporarily, it will quickly return again, and after that, I think it will gradually aim for the highest value and move on to a further update. There is no doubt about the fundamentals, and investments in the future are solid, so my stance is long. Investments can also be decided by looking at the CEO
The financial results for the 1st quarter have been completed. The analysts' consensus would generally be in line if judged from TSM's monthly schedule. That's not all, though. NVDA's last 3 quarters, that is, until 1 year ago, all had good financial results, and even if guidance was impeccable, price movements after settlement were soft. Has negative content about the tariff issue and H20 impairment already been factored in this time? I think so, but I'm not expecting it. Even if it drops temporarily, it will quickly return again, and after that, I think it will gradually aim for the highest value and move on to a further update. There is no doubt about the fundamentals, and investments in the future are solid, so my stance is long. Investments can also be decided by looking at the CEO
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Well then⁉️✴️ NVIDIA✴️'s quarterly earnings are on
May 28 (midnight Japan time) and 29.
Hoping that the actual results will exceed market expectations‼️💪
There are many challenges such as data centers, exports to China, tariffs, etc.
Despite the difficulties, always dealing with them without losing heart and moving forward while searching for solutions.
CEO Jensen Huang✨
Previously, in a news report I heard, he said that even if an employee makes a mistake on-site, he doesn't just call out that employee to admonish them,
but instead advises everyone and encourages them not to repeat mistakes.
He doesn't get angry; rather, he motivates and encourages. That's a wonderful way to treat employees ☺️.
First, love the employees, then love the planning and work,
love the company and the products, and even love the leather jackets.
😁✌️ Hoping for good results‼️🙏
May 28 (midnight Japan time) and 29.
Hoping that the actual results will exceed market expectations‼️💪
There are many challenges such as data centers, exports to China, tariffs, etc.
Despite the difficulties, always dealing with them without losing heart and moving forward while searching for solutions.
CEO Jensen Huang✨
Previously, in a news report I heard, he said that even if an employee makes a mistake on-site, he doesn't just call out that employee to admonish them,
but instead advises everyone and encourages them not to repeat mistakes.
He doesn't get angry; rather, he motivates and encourages. That's a wonderful way to treat employees ☺️.
First, love the employees, then love the planning and work,
love the company and the products, and even love the leather jackets.
😁✌️ Hoping for good results‼️🙏
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$NVIDIA (NVDA.US)$
It's Powell's turn.
It's Powell's turn.
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Hiro 米国株
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$NVIDIA (NVDA.US)$
An AI Datacenter walking together with Sysco Corp, the dream expands.
Working in IT, but the integration of AI into cloud services has been rapidly advancing lately, so this demand is likely to continue to grow.![]()
An AI Datacenter walking together with Sysco Corp, the dream expands.
Working in IT, but the integration of AI into cloud services has been rapidly advancing lately, so this demand is likely to continue to grow.
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