Ngaphuthelwe yi-NVDA ngo-$180 futhi angizange ngisayaze umkhawulo ophezulu. Lowo umugqa owodwa wawo wonke unyaka wami we-AI.
USensen ethi ukuthengiswa kwamachiphu kungaphinda kabili ngonyaka ozayo akukhona ukugqugquzelwa nje kimi. Ikota ka-$96B. Isiqondiso esingu-~$108B. Ukukhula okungu-70% ngonyaka olandelayo wezimali, kanti basakwazi nokungagcwalisi yonke imiyalelo ngoba inkumbulo iqinile. Isidingo siyiqiniso. Isitoko esihlala eduze kuka-$228 ngaphansi kwephezulu kaMeyi simane nje imakethe ithatha umoya.
Angikona okokhu “yehlisa konke” abantu. Izwi lokuphepha lilungile. Ukuvala ukwakha ngesikhathi i-China iyaqhubeka akulungile. Umugqa we-Trump’s AI Force / u-25% we-GDP mkhulu kakhulu. Ukusekelwa kusasiza amabhizinisi “okumba nokumba izixha” (picks-and-shovels).
Lokho engikubambayo ngempela: NVDA njengesisekelo. Ngangeza i-MU ngoba i-rack ngayinye idinga i-HBM. Ngisungule isikhundla esincane ku-CEG ngemva kokukhathala ukubuka ama-headline edatha-center bese ngingayinaki indaba yokuthi ubani othengisa ugesi.
Lokho ukuhweba. Akusiyo wonke uphawu lwe-AI.
#AIStocksWhatNext活动 #AIStocksWhatNext $NVDA.US
$MUBARAK $CHR
USensen ethi ukuthengiswa kwamachiphu kungaphinda kabili ngonyaka ozayo akukhona ukugqugquzelwa nje kimi. Ikota ka-$96B. Isiqondiso esingu-~$108B. Ukukhula okungu-70% ngonyaka olandelayo wezimali, kanti basakwazi nokungagcwalisi yonke imiyalelo ngoba inkumbulo iqinile. Isidingo siyiqiniso. Isitoko esihlala eduze kuka-$228 ngaphansi kwephezulu kaMeyi simane nje imakethe ithatha umoya.
Angikona okokhu “yehlisa konke” abantu. Izwi lokuphepha lilungile. Ukuvala ukwakha ngesikhathi i-China iyaqhubeka akulungile. Umugqa we-Trump’s AI Force / u-25% we-GDP mkhulu kakhulu. Ukusekelwa kusasiza amabhizinisi “okumba nokumba izixha” (picks-and-shovels).
Lokho engikubambayo ngempela: NVDA njengesisekelo. Ngangeza i-MU ngoba i-rack ngayinye idinga i-HBM. Ngisungule isikhundla esincane ku-CEG ngemva kokukhathala ukubuka ama-headline edatha-center bese ngingayinaki indaba yokuthi ubani othengisa ugesi.
Lokho ukuhweba. Akusiyo wonke uphawu lwe-AI.
#AIStocksWhatNext活动 #AIStocksWhatNext $NVDA.US
$MUBARAK $CHR
