Discover and read the best of Twitter Threads about #NVDA
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NVIDIA. Część 2⃣
Plan
Część 1⃣: Wprowadzenie. Wyniki, komentarze, zapowiedzi podczas konferencji kwartalnej. 5.03
Część 2⃣: Infrastruktura / oferta #NVDA pod AI. Czyli co ma tworzyć fosę wokół biznesu spółki w AI. 12.03
Część 3⃣: Omniverse, Automotive. 19.03
Dziś cz. druga 🧵
Plan
Część 1⃣: Wprowadzenie. Wyniki, komentarze, zapowiedzi podczas konferencji kwartalnej. 5.03
Część 2⃣: Infrastruktura / oferta #NVDA pod AI. Czyli co ma tworzyć fosę wokół biznesu spółki w AI. 12.03
Część 3⃣: Omniverse, Automotive. 19.03
Dziś cz. druga 🧵
2/ Nvidia uważa, że rynek, który będą mogli zaadresować (TAM, Total Addressable Market) w dłuższym terminie będzie wart 1 bilion USD.
Ten schemat mniej więcej pokazuje nam, w jakim kierunku #Nvidia będzie chciała iść i gdzie będzie próbowała rozbudowywać kompetencje.
Ten schemat mniej więcej pokazuje nam, w jakim kierunku #Nvidia będzie chciała iść i gdzie będzie próbowała rozbudowywać kompetencje.
3/ Oczywiście to NIE JEST prognoza dla ich przychodów za 10 lat (roczna sprzedaż to teraz ok. 27 mld USD)
To jest wartość tortu, z którego spółka będzie próbowała wykroić jak największy kawałek dla siebie. Musi dodać nowe kompetencje, by wykroić więcej, ale musi i chronić obecne
To jest wartość tortu, z którego spółka będzie próbowała wykroić jak największy kawałek dla siebie. Musi dodać nowe kompetencje, by wykroić więcej, ale musi i chronić obecne
NVIDIA. Część 1⃣
Plan
Część 1⃣: Wprowadzenie. Wyniki, komentarze i zapowiedzi podczas konferencji kwartalnej.
Część 2⃣: Infrastruktura / oferta #NVDA pod AI. Czyli co ma tworzyć fosę wokół biznesu spółki w AI.
Temat jest zbyt szeroki, by ująć to w jednej 🧵, więc dziś część 1
Plan
Część 1⃣: Wprowadzenie. Wyniki, komentarze i zapowiedzi podczas konferencji kwartalnej.
Część 2⃣: Infrastruktura / oferta #NVDA pod AI. Czyli co ma tworzyć fosę wokół biznesu spółki w AI.
Temat jest zbyt szeroki, by ująć to w jednej 🧵, więc dziś część 1
2/ Zanim Nvidia stała się TĄ Nvidią była „zwykłą” Nvidią.
Bardzo długo była to spółka eksponowana głównie na cykliczne segmenty: PC-ty i gry, z prawie niewidocznym w wynikach komponentem trendów strukturalnych
Zmiany przychodów 2009 (dołek GFC)-15:
🔹Branża: +48%
🔸Nvidia: +51%
Bardzo długo była to spółka eksponowana głównie na cykliczne segmenty: PC-ty i gry, z prawie niewidocznym w wynikach komponentem trendów strukturalnych
Zmiany przychodów 2009 (dołek GFC)-15:
🔹Branża: +48%
🔸Nvidia: +51%
3/ Pierwsza połowa poprzedniej dekady to eldorado dla spółek eksponowanych na urządzenia mobilne i nowy potężny trend związany ze smartfonami.
Nvidię w tym świetle trudno było uznawać za spółkę wzrostową.
Zmiana kursów gru’09 - cze’15:
🔹Branża (indeks SOX): +89%
🔸Nvidia: +14%
Nvidię w tym świetle trudno było uznawać za spółkę wzrostową.
Zmiana kursów gru’09 - cze’15:
🔹Branża (indeks SOX): +89%
🔸Nvidia: +14%
++ Breaking ++
Scientist Rebellion founding action: UK Crown court jury finds co-founders Mike and Tim **Not Guilty** for their action at the @royalsociety! More on this news tomorrow.
#scienceontrial #ClimateEmergency
Scientist Rebellion founding action: UK Crown court jury finds co-founders Mike and Tim **Not Guilty** for their action at the @royalsociety! More on this news tomorrow.
#scienceontrial #ClimateEmergency
In September 2020, Scientist Rebellion co-founders Mike and Tim took non-violent direct action at the UK's most prominent scientific body: The Royal Society @royalsociety
The legal defense of "consent" was used - that given a true understanding of ecological breakdown and climate crisis, and the power of social movements and civil disobedience to bring rapid change, members of the Royal Society would consent to the non-violent direct action. #NVDA
How To Make Money on the #AI Hype.
#chatgpt is just the tip of the iceberg. AI will change everything.
Here's a 🧵 with the are the strategies, #crypto, and #stocks that could gain big.
#chatgpt is just the tip of the iceberg. AI will change everything.
Here's a 🧵 with the are the strategies, #crypto, and #stocks that could gain big.
1/ Content Creation:
The creator economy is thriving, and things like ChatGPT will allow for creators to have a personal assistant, research new ideas, write better copy, and more.
Create better and sell more.
The creator economy is thriving, and things like ChatGPT will allow for creators to have a personal assistant, research new ideas, write better copy, and more.
Create better and sell more.
2/ Sales:
ChatGPT and related AI services will allow for generating more and better leads, writing better copy, and getting more conversions.
If you are selling anything and not thinking of an AI strategy then you are going to get crushed.
ChatGPT and related AI services will allow for generating more and better leads, writing better copy, and getting more conversions.
If you are selling anything and not thinking of an AI strategy then you are going to get crushed.
We, together with @esXrebellion, leaked another part of the upcoming IPCC report.
Check this out 👇👇👇👇👇👇👇
mronline.org/2021/08/23/lea…
Check this out 👇👇👇👇👇👇👇
mronline.org/2021/08/23/lea…
The leaked documents can be found here: scientistrebellion.com/we-leaked-the-…
Our reponse to the IPCC AR6: Scientific establishments are starting to say what climate activists have been saying for decades: we are beyond the precipice, our only hope is a political revolution.
Climate tipping points are already breached, our weather violently disturbed, our food supplies at risk, our water endangered, our homes threatened, and our prospects for survival under siege.
Terrifyingly - this is the conservative view, the inescapable reality wrapped in a soft and agreeable tone. The truth is we have been murdered in our sleep, our futures stripped and sold like assets, gambling chips in the games of billionaires.
How much unusual trading happens in Congress?
A lot.
Next time your friend says it's only the Dems or Republicans, show them the thread below. It is likely your fav politician has abused their power + will continue to do so.
A thread of unusual/nefarious congressional trading:
A lot.
Next time your friend says it's only the Dems or Republicans, show them the thread below. It is likely your fav politician has abused their power + will continue to do so.
A thread of unusual/nefarious congressional trading:
1/n
On 5/21, Nancy Pelosi played $AMZN + $AAPL calls. 50 calls of strikes 3000 + 100 respectively, 6/17/22. Also did $GOOGL before record earnings beat (July 2021) + $NVDA PRESPLIT on 6/3. 6/17/22.
$AMZN gets 50% of JEDI contract one month later.
Pelosi beats indices by 25%.
On 5/21, Nancy Pelosi played $AMZN + $AAPL calls. 50 calls of strikes 3000 + 100 respectively, 6/17/22. Also did $GOOGL before record earnings beat (July 2021) + $NVDA PRESPLIT on 6/3. 6/17/22.
$AMZN gets 50% of JEDI contract one month later.
Pelosi beats indices by 25%.
2/n
Congresman Gianforte:
March 18 2020 buys 1 million in $GSK + 15k $SNY.
Both receive FDA approval days later.
---
Congressman Gottheimer buying $MSFT leaps before $MSFT talks buying Discord.
He formerly worked at $MSFT, & is also on board of Congress entrepreneurship.
Congresman Gianforte:
March 18 2020 buys 1 million in $GSK + 15k $SNY.
Both receive FDA approval days later.
---
Congressman Gottheimer buying $MSFT leaps before $MSFT talks buying Discord.
He formerly worked at $MSFT, & is also on board of Congress entrepreneurship.
Charts Time!
Follow the thread
$SPY $SPX $QQQ $JETS $NVDA $AMZN $XLE $XLF $PLTR $IWM $TRAN $MJ
Follow the thread
$SPY $SPX $QQQ $JETS $NVDA $AMZN $XLE $XLF $PLTR $IWM $TRAN $MJ
$SPY
still looks very bullish on weekly, i expect it to move to 400 early next week
still looks very bullish on weekly, i expect it to move to 400 early next week
$QQQ
#QQQ similar on weekly, if it dips anywhere close towards 320, buy weeklies and monthlies as its gonna go right back up, below this line though we'll see what happens
#QQQ similar on weekly, if it dips anywhere close towards 320, buy weeklies and monthlies as its gonna go right back up, below this line though we'll see what happens
Charts Time!
Follow the thread
$SPY $SPX $QQQ $JETS $NVDA $AMZN $XLE $XLF $PLTR $IWM $TRAN $MJ
Follow the thread
$SPY $SPX $QQQ $JETS $NVDA $AMZN $XLE $XLF $PLTR $IWM $TRAN $MJ
$SPY
still looks very bullish on weekly, i expect it to move to 400 early next week
still looks very bullish on weekly, i expect it to move to 400 early next week
$QQQ
#QQQ similar on weekly, if it dips anywhere close towards 320, buy weeklies and monthlies as its gonna go right back up, below this line though we'll see what happens
#QQQ similar on weekly, if it dips anywhere close towards 320, buy weeklies and monthlies as its gonna go right back up, below this line though we'll see what happens
💥He recopilado las 69 MEJORES EMPRESAS que lo pueden hacer mejor en los próximos años💥
👉Descripción, precio, crecimiento, características y valuación de 5 años en un sola página⚡️
🔥SUPER hilo desglosado en sectores🔥
⬇️
El informe completo en mi web carlosmatag.com
👉Descripción, precio, crecimiento, características y valuación de 5 años en un sola página⚡️
🔥SUPER hilo desglosado en sectores🔥
⬇️
El informe completo en mi web carlosmatag.com
16 sectores con mucho potencial:
1 Base de datos🖥️
2 Internet💻
3 Games / Streaming🎮
4 Fintech💸
5 Impresoras 3D📟
6 Evs🚗
7 Semiconductores🔌
8 Drones🚁
9 Realidad virtual📺
10 Software💽
11 Renovables☀️
12 IoT📠
13 Telemedicina🩺
14 Medicina🧬
15 Ecommerce🛒
16 Cannabis🍀
1 Base de datos🖥️
2 Internet💻
3 Games / Streaming🎮
4 Fintech💸
5 Impresoras 3D📟
6 Evs🚗
7 Semiconductores🔌
8 Drones🚁
9 Realidad virtual📺
10 Software💽
11 Renovables☀️
12 IoT📠
13 Telemedicina🩺
14 Medicina🧬
15 Ecommerce🛒
16 Cannabis🍀
1/ One of the models I use most in business analysis is tech stack trees 🌳
Every product is built on and enabled by 1 or more technologies.
Understanding where a product fits on its higher-level tech stack is an important part of any long-term strategy or investment thesis.
Every product is built on and enabled by 1 or more technologies.
Understanding where a product fits on its higher-level tech stack is an important part of any long-term strategy or investment thesis.
2/ A tech stack "tree" is higher-level version of a traditional tech stack. It shows not only the tech something is built on, but what's built on it. A typical stack tree looks something like this:
Analysis: #NASDAQ $NVDA
Case 68 #Nvidia Corp
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
Thread 👇👇👇
#NVDA 1/4
Case 68 #Nvidia Corp
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
Thread 👇👇👇
#NVDA 1/4
Nvidia went on a two and a half year #parabolic run, climbing from approximately $25 to $292 then went on a vicious three month correction taking the price back to 124.46.
NVDA 2/4
NVDA 2/4
Thread on #nonviolence theory and in particular the way #ExtinctionRebellion have over simplified 'Why Civil Resistance Works' research (WCRW) to short circuit important discussions around diversity of tactics that any #ClimateEmergency movement must have #NVDA #XR /1
XR uses unsourced claim from WCRW that non violent movements are twice as successful in many XR places including FAQ but assumptions in original paper make its claims irrelevant to debate around tactical diversity in radical environmental movement rebellion.earth/the-truth/faqs/ /2
First off violent movements are defined in WCRW as those in which 1000 or more battle deaths between armed combatants. This not only excludes every environmental action ever described as 'violent' but also armed groups like the Zapatistas & even Red Army Faction /3
