Xiao Ming Talks Finance

Continuously sharing investment insights and experiences.
Such as US Stocks | AI IndustryChain .
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[Xiao Ming Talks Finance @DxccF83289]

In the U.S. stock market’s AI industry chain, it is surprisingly hard to find a company like NVIDIA that simultaneously offers both high monopoly power and high growth. Therefore, truly good companies remain very scarce. Many companies in the AI industry chain have no moat at all, or their moat is not deep. For such companies, if you buy them you can only trade short-term, and short-term trading leaves very little room for error. Just as Buffett said, if you don’t plan to hold a stock for more than a year, don’t buy it.
@nvidia @JensenHuang
$NVDA

[Xiao Ming Talks Finance @DxccF83289]

@StockMKTNewz What is the reason?

[Xiao Ming Talks Finance @DxccF83289]

$AI This company is really lucky.I can actually get it. AI Such an important, meaningful and recognizable listing code. He has been doing it since https://t.co/Ujox5fPkdE empower enterprise business and provide corresponding software.Noah's ArkEnterprises use AI to make the company run more efficiently.This vision is really vicious.But as for whether the follow-up can develop better?It depends on whether he isCan constantly adjust their own according to the latest changes in AI.After all, now the battlefield of AIThe competition is fierce and cruel.
@C3_AI @TomSiebel

[Xiao Ming Talks Finance @DxccF83289]

The cooperation between NVIDIA and Microsoft has always been stable.
@JensenHuang @satyanadella

[Xiao Ming Talks Finance @DxccF83289]

Currently, no strong challengers to NVIDIA have been seen, which means it can remain on the throne for quite a long time.@JensenHuang

[Xiao Ming Talks Finance @DxccF83289]

Every company in the U.S. AI sector is trying to tie more companies to itself; this is both a good thing and a bad thing.

It accelerates the transmission of changes across the industry chain and reduces the margin for error.

@JensenHuang @JeffBezos
@BillGates

[Xiao Ming Talks Finance @DxccF83289]

@paulg 没有人喜欢被要求。

[Xiao Ming Talks Finance @DxccF83289]

@paulg 正所谓，当局者迷，旁观者清。不知庐山真面目，只缘身在此山中。

[Xiao Ming Talks Finance @DxccF83289]

@a16z 还有很大的上升空间

[Xiao Ming Talks Finance @DxccF83289]

@PeterSchiff 黄金要回来了吗？

[Xiao Ming Talks Finance @DxccF83289]

@paulg 这是个人利益绑架国家利益的典型表现。

[Xiao Ming Talks Finance @DxccF83289]

@elonmusk 开心

[Xiao Ming Talks Finance @DxccF83289]

@elonmusk @bot 优秀

[Xiao Ming Talks Finance @DxccF83289]

@elonmusk 简约、优雅。

[Xiao Ming Talks Finance @DxccF83289]

@elonmusk 期待