[카테고리:] Nvidia History

  • Kathy Wood, Investors Letter – “The Journey From Monetary Policy Shock To An Innovation-Led Economic Boom”

    Kathy Wood, Investors Letter – “The Journey From Monetary Policy Shock To An Innovation-Led Economic Boom” NVIDIA suddenly closed with a 5% plunge ahead of the $1000 mark. Cathie Wood, who has continued to express her negative views on NVIDIA, posted an investor letter on the ARK Invest website on March 7, and I’m posting…

  • Weekly Issue Check: Powell Hearing, Employment Report, Broadcom Earnings

    03/04 Weekly Issue Check: Powell Hearing, Employment Report, Broadcom Earnings Remarks and monetary policy meetings: Powell remarks, Beijimuk, BOC, ECB meetingAttention is drawn to comments made by Fed Chairman Powell and other Fed members, as well as announcements by the Beige Book, which gives some predictions of the FOMC. Notably, attention is paid to Powell’s…

  • Unilaterally hated Tesla

    Unilaterally hated Tesla // The recent U.S. Arctic cold wave (minus 20-30 degrees Celsius) sent provocative news that Tesla’s electric car failed to start and became a grave. However, not only electric vehicles but also internal combustion locomotives will not start with this cold spell. Usually, internal combustion vehicles do not start and cannot move…

  • U.S. Stock Big Tech Summarizes Major Issues

    U.S. Stock Big Tech Summarizes Major Issues As a result of our channel check at PTC this week, this year’s data center lease contract is expected to record an AI-driven increase in yoy. Google’s data center transactions have increased in size again after a temporary pause, but Oracle transactions are significantly smaller. However, MSFT continues…

  • Looking back on 2023, I mentioned the word

    Looking back on 2023, I mentioned the word catharsis in the electric vehicle industry before the report covered it. At the time, when we talked about slowing demand for electric vehicles over battery stocks, which had been soaring every day on the air, it was a mood that was being ignored. In most battery annual…