Chapter 902 – Giant Hunter
Topic.
It was natural for it to spread to the public.
“Nvidia?”
“It’s a place that makes graphics cards.”
“I heard things aren’t going well these days…”
This is because stock prices rise.
Why?
Something I wasn’t usually interested in.
‘The stock price has risen a lot?’
It is made.
It sprouts.
It makes your ears perk up.
“Don’t you know AI? AI is famous these days. The leader is Nvidia.”
This is a story I heard somewhere.
No, you can’t know unless you don’t know.
I have seen many things since I was young.
It appears a lot in movies, games, etc.
“Why NVIDIA?”
“They’re not selling these days.”
“You know that you need a GPU when mining Bitcoin, right? You also need a GPU when doing artificial intelligence calculations.”
“”Oh~!””
Does it happen in reality?
I can’t imagine.
It doesn’t really make sense.
‘Is that really happening?’
I start with suspicion.
Reality.
I don’t know if it can really come true.
“You know Lee Sedol? The guy who played baduk with AlphaGo.”
Not so.
I was already doing it.
Even the public cannot know.
Daily News− 「A ‘act of God’ that protected humanity’s pride… “Lee Sedol’s ‘1st win’ stirs the world”
A major historical event.
Humans suffered a crushing defeat from AI.
I maintained my pride with a miraculous first win.
But since then, I’ve been losing.
“You know.”
“I see you every day too.”
“Isekai Idol’s graphics are awesome.”
Not even Lee Sedol.
Even the world’s No. 1 Baduk player cannot beat artificial intelligence.
AlphaGo.
It is artificial intelligence created by connecting 176 NVIDIA GPUs in parallel.
“Do you know ChatGPT? ChatGPT uses as many as 10,000 GPUs. Of course, the performance of individual GPUs is much higher than before.”
Seven years have passed since then.
It is a time when the rivers and mountains change.
Rapid progress has been made.
So much so that it feels like ‘artificial intelligence’.
“Oh, so!”
“It’s worth answering like a human.”
“The important thing is that this is not the end.”
It’s just the beginning.
AI.
Numerous companies are investing.
It leads to inevitable results.
There is a huge need for NVIDIA’s GPU.
“This is why NVIDIA’s stock price is rising like crazy these days. Microsoft, Google, and other big tech companies you only know by hearing the word Meta are sweeping GPUs.”
The biggest beneficiary.
This is not the same Nvidia that made computer graphics cards.
A leader in the AI era.
No, the fact that he is solidifying his position as a leader.
“But it only costs about 1 million won per GPU, right? So isn’t that a lot?”
“Tsk tsk.”
“”?””
“A GPU for artificial intelligence costs 60 million won each.”
“?!!”
It is known.
Early adopter.
We have been collecting information about NVIDIA.
Now is the time to evangelize.
No, I’m anxious to brag.
“But what good does AI develop?”
Friends’ questions.
He also had it.
It was controversial at one time.
Rebuttal materials automatically come to mind.
About how great AI is.
“Until about 10 years ago, no one watched YouTube. But do you know why it suddenly grew so explosively?”
It already exists in real life.
YouTube.
It is now an indispensable video platform.
It wasn’t like that 10 years ago.
The background to the explosive growth in a short period of time.
“I don’t know.”
“At some point, it suddenly became popular.”
“It’s all because we keep users engaged with recommended videos.”
“”Oh~!””
The algorithm led me again today!
This is a comment you see once on YouTube.
That’s not a coincidence.
Analyzes user data and displays recommended videos.
“It’s also a type of artificial intelligence. It utilizes GPU computing functions. But these things are coming out in a really advanced way!”
Recommended videos.
Customized advertising.
YouTube, which was like a money-eating hippopotamus, grew explosively.
Such ‘innovation’ will happen again.
Computations at levels unimaginable in the past are possible.
“AGI may really emerge.”
“What is AGI again?”
“What is that, you idiot?”
“That one from the movie!”
Artificial general intelligence (AGI).
It refers to AI that can learn on its own like a human.
What if it is developed?
It can develop indefinitely by updating itself.
“The company that develops this first will be the top in the industry… No, it could become the conqueror of this planet. Like Skynet.”
Big tech.
It is worth spending an astronomical amount of money.
If it succeeds, it will be enormous.
Of course, it is just an ideal.
Realistic difficulties are mountains beyond mountains.
“Isn’t that Eva?”
“Nim.”
“Investing in such dreams is stock!”
That’s why it’s worth the investment.
The PER will be as high as the grand goal.
Stock price.
It can rise indefinitely.
Burning the fuel called liquidity.
“Lee Chan-wook also buys a lot of money. Everyone buys it because it’s promising.”
Something that touches me more than that.
Famous investors buy it.
Lee Chan-wook’s name value comes into play.
This is especially true for Koreans.
The experience is that you just have to do as he says.
“”Really?””
“You live with purpose? Nvidia’s largest shareholder is Lee Chan-wook.”
“It must be CW Securities.”
“Anyway!”
It is engraved.
Word of mouth.
It was only a matter of time before it spread.
Pour oil on it.
Even the best(?) Individual investors in Korea.
“Bom also made hundreds of billions of won with Nvidia.”
“Wow, hundreds of billions…”
“I heard he’s good too.”
“It’s just a prickly head.”
I am investing.
Greed.
Boiling over is a natural reaction.
You and I both buy stocks.
That again causes FOMO.
The madness has just begun.
* * *
Investment.
Value investment is not limited to buying undervalued stocks.
‘That’s not the way these days.’
Why?
The times have advanced so much.
The concept of ‘undervaluation’ itself is old.
Artificial intelligence analyzes market value.
Funds also actively purchase stocks.
“If it was truly undervalued compared to the company’s value, they would have bought it all and raised the stock price.”
“I guess so.”
It’s 180 degrees different from when Warren Buffett was born.
Even at that time.
‘Because there were many cases where financial statements were not reflected.’
Undervalued stocks.
It was a real time.
Even if you only buy stocks with low PER and PBR, you will hit average.
In modern times, that alone is not enough.
No matter how certain it is that the value will rise in the future.
“If you reflect the value of time, you may only be throwing away opportunity costs.”
Occidental Petroleum.
It is true that it is underrated.
We can also look forward to various types of momentum.
‘If money is tied up, how much is the interest cost?’
It takes a lot of time.
There is no reason to live now.
Even that must be reflected.
“No.”
“?”
“Putting money in now won’t make business faster.”
There are also inherent limitations.
Value stocks.
It is not a structure that allows you to expand your business if you want to.
The industry must support it.
We will have to wait a while for the next super cycle.
‘That.’
It is possible to advance.
How?
It can be said to be a privilege of growth stocks.
“The AI era has arrived. If we don’t invest right away, we will become a company that lags behind.”
High stock price.
It is for aggressive investment.
The goal is clearly visible before your eyes.
Big tech has no choice but to act.
They can be growth stocks.
“That’s why I’m going out of my way to buy Nvidia chips.”
“Yes.”
“Like the metaverse craze two years ago.”
This is because the market expects it.
The end of growth stocks whose dreams and aspirations have disappeared.
‘You know.’
Netflix in 2022, plummeting like a meta.
It is cut in half.
Corporate CEOs know better.
This is why we are obsessed with new businesses and future food sources.
“At the same time, stock prices are rising tremendously.”
Such a situation.
I see the vision of AI.
You shouldn’t fall behind the trends.
Competitors are also concerned.
Even if it means losing money, you have to invest.
“It is natural that orders are flooding in. We have expanded the factory accordingly.”
“That’s why I became a big tech bastard.”
It creates a virtuous cycle.
Nvidia’s sales.
AI is proving its marketability.
Stock prices rise.
Buy more AI chips.
That also expands the prospects.
“It’s a bit weird to say something like this.”
“What?”
“Isn’t this almost like a bicycle?”
“You have realized the secret of this world.”
This is the current situation.
AGI, artificial intelligence can conquer the world.
‘If that were the case, the White House would step forward.’
Marketability has not been established.
No one knows whether it will happen or not.
That’s why private companies do it.
“AI investors will faint if they find out.”
“Well, the results may actually come out.”
It’s not particularly rare.
Investment.
Creating something from nothing has always been like that.
‘Then the things that came out were smartphones, electric cars, and Windows.’
What if I spoke honestly?
I couldn’t even receive the investment money.
Chickens and eggs can change order.
AI will also be like that.
A ridiculously astronomical amount of money.
“That aside… How does Bom know?”
A new era begins.
Humanity.
There is no such thing as going back to the past anymore.
It’s quite possible that the whole world will go into an uproar.
In an industry that can be said to be at the forefront.
“Did your brother really teach you?”
“Why are you teaching me that?”
“Then how…”
There is a cute spring bird hanging around.
Sora is seriously curious.
Amazing trading.
The more incumbents there are, the more incomprehensible their eccentricities are.
‘If you teach me, huh,~ huh~ huh~! It must be like this.’
Even I don’t know.
Maybe you have talent.
The most likely one is.
“If you are inherently stupid, you are good at investing.”
“…”
It is intelligence optimized for investment.
