저자: 미상 · 외국인
요약 보기
엔비디아 주가가 AI 랠리로 급등했고 소프트뱅크가 2019년 지분 매각을 후회한다는 소식을 전함. 최근 1·3·5년 수익률과 분기 매출·순이익 급증을 근거로 제시하며 버블 우려를 언급하지만, AI 칩 수요가 당분간 지속된다고 봄. 다만 AI 추론 수요 변화 시 고성능 칩 수요가 줄 수 있다는 가능성도 제기.
다듬은 글
Soft Bank CEO Masa Yoshi Son Regrets Not Holding This Stock Sun, who is one of the most successful tech investors, whose $54 million investment in Alibaba in 2000 became a mind-blowing $2 billion, when such an investor says that he regrets selling a stake in his company, then there must be something wrong with the company, I am talking about the red-hot market favorite stock, the undisputed leader of the AI rally, Adiya.
Soft Bank Chief Recently Expressed His Regret About Selling a $ 4.9 Stake in Adiya in 2019. At the Time, It Felt Like a Good Decision to Son. When Soft Bank Sold Its Stake, It Booked a Nice $3.3 Billion Profit on Its A00 Million Investment. But the Market Did Not Get This Hint Till Then That There Would Be a Storm in Adiya's Share Price.
Today, Ajum Soft Bank Had Sold Its Stake, It Would Have Been Worth a Whopping $160 Billion. Soft Bank missed out on profits of over 50 billion yuan by selling its stake in 2019. There has been a blistering rally in Adiya shares in the last two to three years. It seems as if Adiya's stock chart goes in only one direction - up.
In the last one year, Adiya gave investors 205% returns. In three years, it gave 551% returns. And in the last five years, it has delivered over 3,000% returns. I mean, looking at the stock price, naturally anyone would think that this is a bubble. The actual business figures are just as magical for the first quarter of this year.
Adiya's revenue grew by an eye-popping 262% year-on-year net profit growth. If you listen to the video, you will probably stop the video and go buy the stock right now. Net profit on a year-on-year basis has increased from 628% and EPS has jumped to 629%. Adiya's gross margin in the latest quarter Another way of saying that for every dollar the company generates through sales, it spends only 21 cents.
In fact, after such explosive growth, Envia is facing a unique problem. The stock price has risen so much that senior engineers of Envia are sitting on a mini fortune of their own. The company is experiencing a semi-retirement problem. A lot of their long-term employees have salaries worth over $10 to $20 million.
No surprise here, many of them are choosing early retirement and just taking it relaxed and easy. Coming back to the point, the question naturally arises: what does a company like Envia, behind which everyone is going crazy, exactly do? Artificial intelligence is just a buzz word; it is a market force that will completely transform our work life and reimagine our personal interactions and media content.
Envia is at the Very forefront of the next industrial revolution Produce the AI chips on the basis of which tech companies run their complexities Tesla's self- driving cars run on AI chips Chut GPT was trained by open AI using thousands of AI chips and Microsoft's in biotech finance healthcare robotics are all waiting for nvidia to give them AI chips in data centers like nvidia's amazonbusiness.in Wait for as long as 11 months and the company loves this AI chips The battle for AI chips is so fierce that the company's CEO Jenson Huang had to send out a very diplomatic message recently assuring all the customers that nvidia allocates fairly we do the best we can to allocate fairly and to avoid allocating unnecessarily Now AI's dominance has increased so much that Grok CEO even said that AI is delaying orders if any company is found talking to other chips Manufacturers can understand the power of AI from Microsoft's dominance.
Researchers say that in this current scenario, a lot of focus is on AI training. AI infers have evolved. Training an AI program to perform a task, just like chat, GBT answers your queries, facial recognition, pop identification will start dominating, then perhaps the demand for AI's high performance chips may decrease, but for now and a few years to come, AI's dominance will continue.
Finally, if you also want a piece of the AI action, you can now buy AI for a low-cost or with appreciative fractions. Investing in securities markets is subject to market risk. Read all the related documents carefully before investing.
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