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150 times the profit! Is Nvidia's surge overheated? The pattern of prosperity and decline may be about to appear
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Before discussing this "big drama" between Nvidia and **, we have to make the whole thing clear.
NVIDIA's ** was hyped because of NVIDIA's **. However, as the saying goes, "the tree is a big wind", and NVIDIA's vigorous development has attracted a lot of attention, including the "female stock god" Cathy Wood, a figure known as the "female stock god".
The mystery of Cathy Wood's cash-out.
Cathy Wood and his Nvidia share price is significant**. With her sensitivity to **, she sold all the 2,724 Nvidia** she held in a week and obtained 2.15 million funds.
Do you think, will it be too fast to sell ** now? But Cathy Wood is a smart man.
Back in 2014, she bought Nvidia for 5 yuan per share, and now it has multiplied more than 150 times.
That's right, one hundred and fifty times! This approach makes everyone envious. Why is it sold now?
She believes that since it has been rewarded, it should be rewarded, after all, the ultimate goal of investing is to make yourself richer.
So, why is Cathy Wood so serious about the game's sales?
In her opinion, the boom of artificial intelligence is not only the sales of hardware, but also the potential value and revenue of software, which should not be underestimated.
Nvidia, in the field of artificial intelligence, almost no one does not know. And now, the GPU chips in the hands of NVIDIA are becoming more and more popular!
But Nvidia's AI processor will soon be hyped up, and at that time, it will fall back.
Cathy Wood also sold her stake because she believed that Nvidia was just an "overgrown" company and not really profitable.
* The market is like riding a roller coaster, the faster **, the greater the possibility of falling back, this goddess-level goddess, of course, is not willing to wait so long, take this opportunity to keep her own funds first, and then make plans.
To do business, we must have a long-term vision, not only focus on short-term profits, but also see the long-term development direction.
In the market, there is no one that is always rising.
Cathy Wood's move may seem a surprise to some, but it was actually carefully planned.
What we have to learn is not only her investment operation method, but also the investment philosophy she represents, as well as her accurate grasp of the trend.
Remember, investing is a long-distance race, not a sprint, and you need to have enough patience and wisdom to achieve ultimate success.
Nvidia's glory and apprehension.
It is no exaggeration to say that Nvidia deserves to be the first in terms of artificial intelligence. Especially on the basis of GPU, Nvidia is a well-deserved king.
According to statistics, NVIDIA's revenue will exceed 90 billion yuan, a year-on-year increase of 52%. Does this number alone make people feel frightened?
Wait, though, and don't be overly optimistic. This growth rate may be the dream of many companies, but it is nothing for a company with a very high market capitalization like Nvidia.
It's like a person who can be in 100 meters and 10 seconds, which is already amazing, and now, his speed has exceeded 105 seconds, that's how Nvidia performs.
Don't look at Nvidia as a dominant player in artificial intelligence, but it is difficult for it to occupy this piece of the pie for a long time, why?
It's just that this industry is very big, and there are a lot of people in the same industry, and everyone wants to eat this cake.
In fact, many companies are eyeing Nvidia and ready to compete with it in the field of artificial intelligence.
This also means that although Nvidia occupies a huge market, it is also facing fierce competition.
As you can imagine, as Nvidia has more and more companies, their products will also be fewer and fewer. By then, will the company's ** be as high as it is today? This is an intriguing question.
However, NVIDIA's strength is still very strong. Of course, in the face of competition and challenges, Microsoft will also take corresponding countermeasures. In any case, it is not a matter of a day or two that Nvidia wants to occupy a place in artificial intelligence. But now the industry is changing rapidly, and no one dares to say that they will always be the best.
Therefore, NVIDIA's current priority is probably to maintain its current technological leadership, pay close attention to the development trend of the entire industry, and make corresponding changes according to its own actual situation. This is the only way to survive in this competitive market.
This play is very exciting for us ordinary people. Will Nvidia be able to stay in the dominant position, or will a new competitor suddenly emerge to break the pattern? All this is unknown.
But it is also a wake-up call that if individuals and companies are to survive in this rapidly changing society, they must be enterprising and innovative.
Trends & Market Outlook.
In the wave of artificial intelligence, Nvidia occupies an absolute advantage, and in terms of GPU chips, they occupy an absolute advantage.
However, just like martial arts, nothing is eternal, only speed is eternal, and with the development of the times, NVIDIA's position in the world has also been greatly impacted.
First of all, the field of artificial intelligence chips is not dominated by Nvidia. All of them are desperately rushing for this opportunity.
They are not just trying to suppress Nvidia, but so that their consumers will no longer rely on Nvidia, but they want more choice.
AMD, in particular, has been working on things all this time, and they have released a processor called the MI300, which is said to be twice as good as Nvidia's H100.
This is no longer just a contest at the hardware level, but a contest in the field of cloud computing AI chips. After all, AMD is self-made and growing at an astonishing rate.
Not only that, some large users have tried AMD's products, such as OpenAI, which developed Chat GPT, has announced that it will use the MI300 to train some of its models, which is undoubtedly a heavy blow to NVIDIA.
Not to mention that cloud computing giants such as Microsoft Azure, Amazon AWS, and Google Cloud Computing are trying to develop their own artificial intelligence chips to reduce their dependence on Nvidia's GPUs.
In addition, with the popularization of artificial intelligence, our demand for computers will also increase.
Therefore, I think that the demand for artificial intelligence chips will be greater and larger, while the demand for training chips will be smaller and smaller, which is an opportunity for NVIDIA, but it is also a huge test.
Although Nvidia is still something that everyone wants, people are demanding more and more from it. Many startups are looking for new partners, and Nvidia's growth rate will struggle to maintain at 50%.
What's more, NVIDIA's ** may not be able to maintain such a high market value all the time.
In other words, the development of Nvidia is not bright. No one can predict what will happen to the market, but change is normal. For NVIDIA, what they have to do is to find their own place in this change and meet new challenges.
As an ordinary person, all we have to do is stay calm and not be swayed by momentary emotions.
After all, investing is like running a marathon, and staying calm and patient is the secret to victory.
The most important thing for ordinary investors like us is to calm down and not be swayed by things in the market.
After all, investing is a marathon, and if you want to win, you must have enough patience and perseverance.
What are your thoughts on NVIDIA's performance in the field of artificial intelligence? Please comment, comment, like, and!