Could Nvidia rise again after leveling?

Could Nvidia rise again after leveling?


Ai기업은 점점 늘어나는데 이중에.대장주가 어떤 종목이 될지는 아직 감이 안오네요

엔비디아는 일단 천달러 찍고나서부터 시작점일것 같기도 하고...

AMD가 후발주자 일까요?

AI has a flow, too. There was a time when on-device AI was in the spotlight after the advent of Generative AI, and there was a time when artificial general intelligence (AGI) was in the spotlight recently. Technological progress that has taken place over the past 14 months seems to be faster than in the past 14 years.

I explain my logic that AI is proportional to the square of the isostasis effect, proportional to the square of the network effect, and proportional to the square of the investment effect. This means that the gap between leading and latecomers over the time difference between AI investment will widen, and the backsliding will inevitably widen when the network is developed. Investing in AI will be a problem that will be linked to the survival of companies.  

At a time when corporate investment is expanding, semiconductors that benefit from infrastructure are leading the way, but I think there is still time before the ripple effect of AI can be confirmed as productivity improvement. I think our memory semiconductors can also change the logic of the game. If so, I think it will have the effect of lowering the amplitude of the cycle and lengthening the duration of the period. I think we are in the process of thinking more about the trickle-down effect that AI produces.

The spread of AI will go from corporate-centered to individual-centered, and this is called on-device AI. The core of on-device AI will be autonomous driving and robots. Jensen Huang says that all devices in the world will be robots, and the war in Generative AI leads to the war in humanoid robots.

There are various companies on this side, including market share prices, Nvidia, Tesla, Microsoft, Meta, and it's questionable whether the U.S. economy can continue to support these companies' stock prices