Il cippino della settimana (@robinbreak)

Dici? Io mi sono fatto il film che c'è ancora spazio di calo del $ vs. €. Tengo monitorato, vorrei comprare dei $ per futuri investimenti sulla AI (=Google e co.) :)
A proposito di AI:

AWS and NVIDIA Announce Strategic Collaboration to Offer New Supercomputing Infrastructure, Software, and Services for Generative AI​

  • AWS to offer first cloud AI supercomputer with NVIDIA Grace Hopper Superchip and AWS UltraCluster scalability
  • NVIDIA DGX Cloud—first to feature NVIDIA GH200 NVL32—coming to AWS
  • Companies collaborate on Project Ceiba—world’s fastest GPU-powered AI supercomputer and newest NVIDIA DGX Cloud supercomputer for NVIDIA AI R&D and custom model development
  • New Amazon EC2 instances powered by NVIDIA GH200, H200, L40S, and L4 GPUs supercharge generative AI, HPC, design, and simulation workloads
  • NVIDIA software on AWS—NeMo LLM framework, NeMo Retriever, and BioNeMo—to boost generative AI development for custom models, semantic retrieval, and drug discovery
Business Wire

LAS VEGAS -- November 28, 2023

At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and NVIDIA (NASDAQ: NVDA) today announced an expansion of their strategic collaboration to deliver the most advanced infrastructure, software, and services to power customers’ generative artificial intelligence (AI) innovations.

This press release features multimedia. View the full release here: AWS and NVIDIA Announce Strategic Collaboration to Offer New Supercomputing Infrastructure, Software, and Services for Generative AI

The companies will bring together the best of NVIDIA and AWS technologies—from NVIDIA’s newest multi-node systems featuring next-generation GPUs, CPUs, and AI software, to AWS Nitro System advanced virtualization and security, Elastic Fabric Adapter (EFA) interconnect, and UltraCluster scalability—that are ideal for training foundation models and building generative AI applications.

The expanded collaboration builds on a longstanding relationship that has fueled the generative AI era by offering early machine learning (ML) pioneers the compute performance required to advance the state of the art in these technologies.

As part of the expanded collaboration to supercharge generative AI across all industries:

• AWS will be the first cloud provider to bring NVIDIA GH200 Grace Hopper Superchips with new multi-node NVLink technology to the cloud. The NVIDIA GH200 NVL32 multi-node platform connects 32 Grace Hopper Superchips with NVIDIA NVLink and NVSwitch technologies into one instance. The platform will be available on Amazon Elastic Compute Cloud (Amazon EC2) instances connected with Amazon’s powerful networking (EFA), supported by advanced virtualization (AWS Nitro System) and hyper-scale clustering (Amazon EC2 UltraClusters), enabling joint customers to scale to thousands of GH200 Superchips.

• NVIDIA and AWS will collaborate to host NVIDIA DGX Cloud, NVIDIA’s AI-training-as-a-service, on AWS. It will be the first DGX Cloud featuring GH200 NVL32, providing developers the largest shared memory in a single instance. DGX Cloud on AWS will accelerate training of cutting-edge generative AI and large language models that can reach beyond 1 trillion parameters.

• NVIDIA and AWS are collaborating on Project Ceiba to design the world’s fastest GPU-powered AI supercomputer – an at-scale system with GH200 NVL32 and Amazon EFA interconnect, hosted by AWS for NVIDIA’s own research and development team. This first-of-its-kind supercomputer – featuring 16,384 NVIDIA GH200 Superchips and capable of processing 65 exaflops of AI – will be used by NVIDIA to propel its next wave of generative AI innovation.

• AWS will introduce three additional Amazon EC2 instances: P5e instances, powered by NVIDIA H200 Tensor Core GPUs, for large-scale and cutting-edge generative AI and HPC workloads; and G6 and G6e instances, powered by NVIDIA L4 GPUs and NVIDIA L40S GPUs, respectively, for a wide set of applications such as AI fine tuning, inference, graphics, and video workloads. G6e instances are particularly suitable for developing 3D workflows, digital twins, and other applications using NVIDIA Omniverse, a platform for connecting and building generative AI-enabled 3D applications.

“AWS and NVIDIA have collaborated for more than 13 years, beginning with the world’s first GPU cloud instance. Today, we offer the widest range of NVIDIA GPU solutions for workloads including graphics, gaming, high performance computing, machine learning, and now, generative AI,” said Adam Selipsky, CEO at AWS. “We continue to innovate with NVIDIA to make AWS the best place to run GPUs, combining next-gen NVIDIA Grace Hopper Superchips with AWS’s EFA powerful networking, EC2 UltraClusters’ hyper-scale clustering, and Nitro’s advanced virtualization capabilities.”

“Generative AI is transforming cloud workloads and putting accelerated computing at the foundation of diverse content generation,” said Jensen Huang, founder and CEO of NVIDIA. “Driven by a common mission to deliver cost-effective, state-of-the-art generative AI to every customer, NVIDIA and AWS are collaborating across the entire computing stack, spanning AI infrastructure, acceleration libraries, foundation models, to generative AI services.”

New Amazon EC2 Instances Combine State of the Art from NVIDIA and AWS

AWS will be the first cloud provider to offer NVIDIA GH200 Grace Hopper Superchips with multi-node NVLink technology. Each GH200 Superchip combines an Arm-based Grace CPU with a Hopper architecture GPU on the same module. A single Amazon EC2 instance with GH200 NVL32 can provide up to 20 TB of shared memory to power terabyte-scale workloads.

These instances will take advantage of AWS’s third-generation EFA interconnect, providing up to 400 Gbps per Superchip of low-latency, high-bandwidth networking throughput, enabling customers to scale to thousands of GH200 Superchips in EC2 UltraClusters.

AWS instances with GH200 NVL32 will provide customers on-demand access to supercomputer-class performance, which is critical for large-scale AI/ML workloads that need to be distributed across multiple nodes for complex generative AI workloads—spanning FMs, recommender systems, and vector databases.

NVIDIA GH200-powered EC2 instances will feature 4.5 TB of HBM3e memory—a 7.2x increase compared to current generation H100-powered EC2 P5d instances—allowing customers to run larger models, while improving training performance. Additionally, CPU-to-GPU memory interconnect provides up to 7x higher bandwidth than PCIe, enabling chip-to-chip communications that extend the total memory available for applications.

AWS instances with GH200 NVL32 will be the first AI infrastructure on AWS to feature liquid cooling to help ensure densely-packed server racks can efficiently operate at maximum performance.

EC2 instances with GH200 NVL32 will also benefit from the AWS Nitro System, the underlying infrastructure for next-generation EC2 instances. The Nitro System offloads I/O for functions from the host CPU/GPU to specialized hardware to deliver more consistent performance, while its enhanced security protects customer code and data during processing.

AWS First to Host NVIDIA DGX Cloud Powered by Grace Hopper

AWS will team up with NVIDIA to host NVIDIA DGX Cloud powered by GH200 NVL32 NVLink infrastructure. NVIDIA DGX Cloud is an AI supercomputing service that gives enterprises fast access to multi-node supercomputing for training the most complex LLM and generative AI models, with integrated NVIDIA AI Enterprise software and direct access to NVIDIA AI experts.

Massive Project Ceiba Supercomputer to Supercharge NVIDIA’s AI Development

The Project Ceiba supercomputer that AWS and NVIDIA are collaborating on will be integrated with AWS services, such as Amazon Virtual Private Cloud (VPC) encrypted networking and Amazon Elastic Block Store high-performance block storage, giving NVIDIA access to a comprehensive set of AWS capabilities.

NVIDIA will use the supercomputer for research and development to advance AI for LLMs, graphics (image/video/3D generation) and simulation, digital biology, robotics, self-driving cars, Earth-2 climate prediction, and more.

NVIDIA and AWS Supercharge Generative AI, HPC, Design, and Simulation

To power the development, training, and inference of the largest LLMs, AWS P5e instances will feature NVIDIA’s latest H200 GPUs that offer 141 GB of HBM3e GPU memory, which is 1.8x larger and 1.4x faster than H100 GPUs. This boost in GPU memory, along with up to 3,200 Gbps of EFA networking enabled by the AWS Nitro System, will enable customers to continue to build, train and deploy their cutting-edge models on AWS.

To deliver cost-effective, energy-efficient solutions for video, AI, and graphics workloads, AWS announced new Amazon EC2 G6e instances featuring NVIDIA L40S GPUs and G6 instances powered by L4 GPUs. The new offerings can help startups, enterprises, and researchers meet their AI and high-fidelity graphics needs.

G6e instances are built to handle complex workloads such as generative AI and digital twin applications. Using NVIDIA Omniverse, photorealistic 3D simulations can be developed, contextualized, and enhanced using real-time data from services such as AWS IoT TwinMaker, intelligent chatbots, assistants, search, and summarization. Amazon Robotics and Amazon Fulfillment Centers will be able to integrate digital twins built with NVIDIA Omniverse and AWS IoT TwinMaker to optimize warehouse design and flow, train more intelligent robot assistants, and improve deliveries to customers.

L40S GPUs deliver up to 1.45 petaflops of FP8 performance and feature Ray Tracing cores that offer up to 209 teraflops of ray-tracing performance. L4 GPUs featured in G6 instances will deliver a lower-cost, energy-efficient solution for deploying AI models for natural language processing, language translation, AI video and image analysis, speech recognition, and personalization. L40S GPUs also accelerate graphics workloads, such as creating and rendering real-time, cinematic-quality graphics and game streaming. All three instances are planned to available in the coming year.

NVIDIA Software on AWS Boosts Generative AI Development

In addition, NVIDIA announced software on AWS to boost generative AI development. NVIDIA NeMo Retriever microservice offers new tools to create highly accurate chatbots and summarization tools using accelerated semantic retrieval. NVIDIA BioNeMo, available on Amazon SageMaker now and planned to be offered on AWS on NVIDIA DGX Cloud, enables pharmaceutical companies to speed drug discovery by simplifying and accelerating the training of models using their own data.

NVIDIA software on AWS is helping Amazon bring new innovations to its services and operations. AWS is using the NVIDIA NeMo framework to train select next-generation Amazon Titan LLMs. Amazon Robotics has begun leveraging NVIDIA Omniverse Isaac to build digital twins for automating, optimizing, and planning its autonomous warehouses in virtual environments before deploying them into the real world.

About NVIDIA

Since its founding in 1993, NVIDIA (NASDAQ: NVDA) has been a pioneer in accelerated computing. The company’s invention of the GPU in 1999 sparked the growth of the PC gaming market, redefined computer graphics, ignited the era of modern AI and is fueling the creation of the metaverse. NVIDIA is now a full-stack computing company with data-center-scale offerings that are reshaping industry. More information at nvidianews.nvidia.com/.

About Amazon Web Services

Since 2006, Amazon Web Services has been the world’s most comprehensive and broadly adopted cloud. AWS has been continually expanding its services to support virtually any workload, and it now has more than 240 fully featured services for compute, storage, databases, networking, analytics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented reality (VR and AR), media, and application development, deployment, and management from 102 Availability Zones within 32 geographic regions, with announced plans for 15 more Availability Zones and five more AWS Regions in Canada, Germany, Malaysia, New Zealand, and Thailand. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—trust AWS to power their infrastructure, become more agile, and lower costs. To learn more about AWS, visit aws.amazon.com.
 
@Lumaca nonostante tutte queste belle notizie che si leggono da qualche giorno la mia NVDA comunque scende...affossata da una Trimestrale dei Sogni :asd:

Vallo a capire, il merkato:o
 
Rimetto mano al portafoglio azionario sia per prendere atto delle modifiche nel modello di selezione sia per impostarlo su temi più di lungo respiro.

Unica scelta "non oggettiva" nel senso che non segue il modello resta LVHM che leggo come tema cmq stabile e con buone prospettive a medio termine.

Per il resto esce NVidia per peggioramento del rank (fa seconda a undicesima) restano Mondelez (primo posto) e Amazon (terzo posto) e inserisco di nuovo il tema healthcare che sta risalendo il ranking: UnitedHealth (settima da diciannovesima) e l'oil con Chevron.

Tutto oggi in apertura, a dopo per l'aggiornamento prezzi.
 
Tabelle aggiornate

1701443460787.png


1701443547397.png
 
Il test sul futures S&P di area 4600 mi spinge a incrementare ancora lo short: compro PUT 4600 marzo 2024 lascerò andare a scadenza la call 4600 dicembre short.





1701452465435.png
 
In settimana valuto ingresso a medio periodo sui gold miners e nello specifico Newmont :o:yes:
 
Mia opinione che la discesa dei rendimenti sia andata un po troppo avanti...chiudo la posizione sui 30 anni tedeschi e sul 10 anni US x3.
Per le commodities provo a sostituire il long Metalli Industriali con un long rame x3 ...

1701948509573.png

1701948524911.png
 
Mia opinione che la discesa dei rendimenti sia andata un po troppo avanti...chiudo la posizione sui 30 anni tedeschi e sul 10 anni US x3.
Per le commodities provo a sostituire il long Metalli Industriali con un long rame x3 ...

Anch'io ho perplessità, ma nei 3D obbligazionari c'è ancora molto ottimismo sulla crescita dei prezzi delle matusa
E anche oggi le europee spingono come matte
 
Io sono indeciso se liquidare Carlisle con un circa 14% di gain ed investire su Intesa. Piazzerei l'ordine di vendita a 295 o giù di lì
 
Aggiornamento portafoglio "Cippino della settimana"
Per riassumere: disastro, miseria, malattia e morte 😁

Avendo lasciato correre il portafoglio per 4 settimane, a questo giro vado di 4 cippini.
Aggiunta alla chiusura di venerdi': aggiunta posizione su FNV (37 pezzi a $108.49 cadauno).
Posizione in FNV prima del quadricippino: 7 pezzi a prezzo medio di carico $138.90
Posizione in FNV dopo il quadricippino: 44 pezzi (in fila per sei col resto di due) a prezzo medio di carico $113.32
Speriamo in un countertrend fuori dal tech e dentro i metalli.

Totale $$$ investiti: $19,937.97
Performance portafoglio: -$3,957.61 (-19.85%)
Il portafoglio e' sempre sbilanciato ora market neutral.

cippino (2023.12.08).png

Disclaimer: Non seguitemi, o se proprio mi seguite sappiate che siete da soli, voi per me siete solo caratteri sullo schermo, che a me di voi non me ne frega un emerito càzzô, e se domani morite non verseró mezza lacrima per voi, anzi festeggeró con alcohol droga e puttàne.

Commenti su aziende in portafoglio:
SNAP estimated forward earnings $0.33 nel 2025 a 20xPE target price $6
RBLX estimated forward earnings -$1.5 nel 2025. Revenue $4.5B in 2025 a 2.5xPS target price $20.
MU estimated forward earnings $5.5 nel 2025 a 8xPE target price $45.
ZM estimated forward earnings $5.5 nel 2025 a 15xPE target price $82.
EQC azienda con $19 in cash, zero debito e $4 in asset. E' un proxy di liquidita' & bond a breve termine.
CF long term hold (never sell)
FNV long term hold (never sell)
ZIM medium-term speculation on containership rates
 
Oggi due news:
Venduta Carlisle con un circa 16% di gain
Acquistata Romania49

Prossime stocks papabili per liquidazione STM e Triple Flag, l'intenzione è dirottare Carlisle e le altre su Eni ed Intesa, comprerei volentieri altri bond ma le obbligazioni sono su Directa, tutto il resto su Degiro
 
ALIBABA?

altro cippino?!?

a forza di cippini qui rischio di svenarmi se continua così...
 
ALIBABA?

altro cippino?!?

a forza di cippini qui rischio di svenarmi se continua così...
Nel mio PAC ho incrementato l'ETF China Tech CBUK . Non è certo un gran momento, ma mi pare impensabile che tutta la tecnologia che ha sviluppato la Cina vada a finire nel rusco. Ovviamente nel PAC la logica è di medio-lungo
1702571763074.png
 
Nel mio PAC ho incrementato l'ETF China Tech CBUK . Non è certo un gran momento, ma mi pare impensabile che tutta la tecnologia che ha sviluppato la Cina vada a finire nel rusco. Ovviamente nel PAC la logica è di medio-lungo
Vedi l'allegato 2964660
Ti stimo per credere ancora nell’investimento in Cina. Tra opacità, ingerenze governative e tensioni internazionali io ci ho messo una pietra tombale
 
Ti stimo per credere ancora nell’investimento in Cina. Tra opacità, ingerenze governative e tensioni internazionali io ci ho messo una pietra tombale

In effetti nel PAC ho pure un Emerging Mkt Asia che comprende alcuni colossi cinesi, quindi il tutto risulta un po' troppo sbilanciato
Il mio PAC merita una bella sforbiciata per rimanere essenzialmente su un indice globale azionario e poco più

Quel che non è chiaro è che fine potranno mai fare le quotazioni azionarie dei colossi cinesi, che comunque hanno mercati enormi davanti, grazie alle varie iniziative del governo nella maggioranza dei paesi mondiali
 
Nello sfacelo delle posizioni short di equity continuo a ridurre in take profit l'esposizione long duration


1703087980038.png
 
Venerdì chiuso il portafoglio.

Il risultato, condizionato dall'eccesso di short sull'azionario USA, è stato molto al di sotto del potenziale espresso dai mercati ( +3.89% complessivo) mancando sia il risultato assoluto sia lo scopo del thread di costruire una discussione sui temi.

Direi che non ha molto senso proseguire, sto preparando a puro stile didattico un modello di monitoraggio dei portafogli consigliati dai broker. A presto.

1704709641200.png
 
Venerdì chiuso il portafoglio.

Il risultato, condizionato dall'eccesso di short sull'azionario USA, è stato molto al di sotto del potenziale espresso dai mercati ( +3.89% complessivo) mancando sia il risultato assoluto sia lo scopo del thread di costruire una discussione sui temi.

Direi che non ha molto senso proseguire, sto preparando a puro stile didattico un modello di monitoraggio dei portafogli consigliati dai broker. A presto.

Vedi l'allegato 2972030
Sarà interessante per noi studiare quel modello! :yes:
 
Una lettura mattutina:


Starbucks to Double Stores in India as Coffee Consumption Booms
  • US coffee giant aims to have 1,000 stores in India by 2028
  • Cafe culture is increasingly popular in most-populous country

i prezzi dell'azione sono relativamente in calo

1704782797445.png


i giudizi tiepidi ma target price elevato ( 111,63 usd)

1704782896935.png


Le revenues sono in crescita ma non esplosiva, sino ad ora l'espansione fuori dagli USA non è stato un successo

1704783015652.png


Un buy moderato ?
 
Se mi consentite...come puro esercizio di monitoraggio lo lascio qui....

Aggiornamento dei valori su base mensile, ribilanciamento trimestrale:

1705582376312.png
 
Ultima modifica:
Indietro