저자: 미상 · 외국인
요약 보기
트럼프 행정부의 AI 데이터센터 인허가 간소화, 환경규제 완화, AI 수출지원 펀드 등 정책이 엔비디아에 유리하다고 주장. 중국 시장 재확보로 16억 달러 이상 주문 예상, GPU 점유율 40% 이상 및 5년간 48~800억 달러 매출 가능성 언급. 이후 단기 가격 조정 가능성과 목표가(200, 120~152 구간)를 제시하며 리스크도 짧게 언급.
다듬은 글
For those who hold Nvidia shares, this is... This is really great news for those considering long-term investment in Nvidia stock. Let's see why it's worth investing in: Just a few days this week, something happened... The AIMIT event has passed, which Trump attended. I 'm the chairman, the big boss, in organizing this event.
This is very significant for investors. To all long-term investors and Nvidate shareholders: this is a policy announcement. It was just a simple announcement, but it felt like... Paving the way for Nvidia's growth, in particular. Okay, so let's go through this map called "Winning the AI R." How's that?
Let's take a look. Wow, this is page 4, the four main pillars. It explains the direct positive impact on our NVIDIA stock, which is... The first point is that Trump ordered the construction of data centers, and he wants them to go all out and build as much as possible. Let's go all out, because he will be there to take care of everything.
I'm supporting you from afar. Actually, not that far. To be frank, it means that things that used to be difficult are now different. There are so many complications and procedures involved in applying for a permit. Various things are good, especially... Regarding the environment, during Uncle Den's era...
Biden... wow, this is a really big deal. Because in that season, they supported the power. Clean work, renewable energy, all with just a few things. These things wouldn't happen during the Trump era and in the future. Today it was proven that... He will clear the way to avoid any further complications.
Next, we'll also be giving Nvidia special tax benefits. Oh my gosh, who wouldn't want to invest in Nvidia? I think it's better to just end this live stream. I didn't even get to listen to the whole thing; I had to know what to do. Let's put some pressure on this. Building a data center these days definitely requires a massive number of high-performance GPUs.
Why? To support AI, CL (Computer-Leveraged) systems, and... The approval process is faster now, isn't it? It's convenient, it's definitely faster. It means that Nvidia's new batches of GPUs will arrive quickly. The more you contribute, the faster the money comes in. Yes, and the creator... uh... the one who ordered it.
Now I'll even have money left to shop for other specs. There's more, you know, the government, to put it simply. It helps the money flow into Nvidia's pockets faster, that's all. Okay, secondly, the program to support AI exports—this policy is like... The government stepped in to help NVIDIA as a support system, with Trump establishing a fund.
This is a special offer to support the comprehensive export of American AI technology. Going abroad, especially with a fund. Uh, the heart of this fund is Nvidia's GPUs. The key point is that it has... Also, they're providing loans from state-owned banks. Let's help foreign customers buy our products.
Wow, that's so easy! It's incredibly convenient! I totally support you! Why are you doing this? It's easy to expand the customer base globally. Even more so if there's a high chance of leaving. Pulling further ahead of the competition, it maintains its leadership in... In terms of marketing, it's possible to maintain it even more.
Getting even stronger, wow, that's the way! These two options are very convenient, and Nvidia will also get full benefits. There are two more positive short-term developments, the main benefit being the lump sum of money. This growth stems from orders worth over $1.60 billion USD that are to be shipped.
I went to China, and I still haven't returned. The streaks are gone, aren't they? It didn't incur any losses because it was possible. It's time to get back on track and generate revenue again. Yeah, I thought I was going to lose it at first, but no. It has to be paid for, but for this, it's not just...
Getting this large sum of money back. But it's about maintaining market share. Holding onto the Chinese market today is very important because... Our boss, who is known for being possessive, has been saying this all along. You know, the Chinese market shouldn't be ignored. Yes, it's very important, and it counts as a layoff.
We're locking in massive revenue in the future. This will also help support the next quarter. My perspective completely changed from what I thought I would need to receive money. It's gone, and now we're going to lose money too. Well, it turned out we got everything back. And you'll get a lot more benefits from this, including being discharged.
Lock in both income and unlock both worries. For investors as well, here's the highlight, the very highlight! This one, if anyone watches the video... Wow, we were so close that day. Jen is worried about you. Yes, they're praising me a lot, which makes me... Looking at him, I thought, "Wow, our boss is something else." He's truly extraordinary; every step he takes is...
I've run out of strategies now, but I can figure out what to do. Jess's influence, including his connections, is really something. Rising to such a high-level negotiating position in person. Yes, it gives Nvidia a huge advantage over its competitors. We don't see AMD or Intel doing anything like this, or doing it this often.
My concern is that you will be able to succeed. Go and participate in policy-making at... It directly benefits Nvidia. We can negotiate for the company's best interests. Trump is making it easier to reduce complex regulations. Yes, it's possible to gain a significant advantage over your competitors.
This is why we are entrusting our lives to this company. This is the kind of talented person who can help you earn money for retirement. From my perspective, this will give us an advantage. Go for a long time, it'll be amazing! I told you so! Don't listen to the whole thing, or you might end up buying it!
Wow, look at her from that day! She's smiling and radiant. Wow, that's amazing, boss! That's excellent! Wow, that's great! Look at that smile! Okay, smile. Wow, that's perfect! The numbers are... 16,000... 60,000... (I initially said...) It's a blow, and it's a loss too; it's turned out differently.
I got it unexpectedly, but this one is even better. Wow, that's hundreds of billions! 120 billion, that's the price of a data center project in the United States. It's expected that Nodia will capture at least 40% of the GPU market share, or in terms of revenue... Not a huge amount, just 4.8 billion to 80 billion US dollars in the next 5 years.
That's the minimum. Hmm, we don't want to... How much are you planning to spend? That's a very clear growth. The government is providing support and assistance from behind the scenes. After all that, I feel somewhat relieved, but... Of course, we don't just talk about the good things; we have to talk about the bad things.
There are definitely downsides and risks involved when investing. Capital involves risk; policies like this sound good. Yes, but just the word "policy". The word "regulations" itself can be nerve-wracking, you know. The word "thrill" is a double-edged sword, my friends. Okay, so if there's any change, it means...
This game will immediately change the revenue stream. Even things you thought were definitely coming might disappear. We've just gone through similar news before. I have some good news; it should be considered a blessing. That's also a major risk because... Trump, one moment he's fine, the next he's not.
It happens, and it's easy for someone to become possessed by a spirit. Okay, this is Nvidia. Here it is. An update for anyone who's hesitating and thinking, "Wow!" Uh, with an average price of 150, is it possible to win? Or 160? I'm rooting for you! Yes, this news might offer a more positive perspective.
It's somewhat durable for those who plan to hold onto it for the long term. For those who want to take short-term trades, that's perfectly fine. As long as everyone makes a profit, that's okay. Let's go check out the Nvidia price. How's it going? Nvidia... wow, it's high, really high this time. It went up quickly too, just a slight dip.
Wait a minute, let's move on to Nvidia. Look at the weekly timeframe. Wow, prepare for a drop. It's being prepared for release, but I don't know exactly when. My target price is 200, uh, to... I don't know exactly when, but I know it will definitely happen. Well, we've come this far, we can't miss this opportunity.
But it might drop to around 140, 130, or 120, I do n't know for sure, but it will definitely go up again. If this momentum continues, personally... This is just my personal opinion, but I'd say 152, or 134, or 130, or even 120. Right now, getting past 120 or even 130 would probably be difficult because of the game.
It's becoming more and more in favor of Nvidia. Okay, this is Nvidia. Uh, some people say it's really bad. Friends, they're saying that too. Let's keep it lighthearted and stress-free. But, you know, my friends have to... Make your own decision because it's your money. Hey, I'll give you an update because of the news.
That's really how it is, and it's in the news. What's quite important might be the motivation to save. It's possible, but there are risks involved, as you mentioned.
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