NVDA
NVIDIA
-- 128.910 TSLA
Tesla
-- 440.130 MU
Micron Technology
-- 103.900 QUBT
Quantum Computing
-- 25.680 PLTR
Palantir
-- 71.510 
Micron Technology's earnings report today. Disappointing guidance announced.
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新div OP : Demand for PCs and smartphones is weak. It will take time until spring for inventory adjustments. Sales of HBM were solid. It is expected that the current sales of HBM will continue to grow and contribute more significantly here. Due to the weak outlook for Q2 guidance, this significantly impacted this time. Spring seems far away.
新div OP : Anyway, the students who are repeating the year are crying today,
and starting again from tomorrow.
Help NVDA and Micron
新div OP : Hope lies solely in the increasing sales of NVDA's H200 and Blackwell Datacenter. What a pitiful stock price.
新div OP : The market sees a sharp increase in VIX.
Selloff situation
Rate cut is 0.25%
Powell's statement
The rate cut in 2025 will be twice a year, with a reduction in the number of rate cuts.
Market expectations and assumptions differ.
Interest rates and USD/JPY are also moving.
While VIX is rising, it is tough,
but it has turned into a buying on dips adjustment market.
Micron, which has become a falling knife,
seems to get bloody if touched immediately, so
it is appropriate to wait for the selloff to end
and look for the timing to rebound.
It is also interesting to see
what is undervalued when it is falling.