Mooライブ
OP
:
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ワン太郎
:
Settlement was successfully passed, and the financial results were favorable, so I think hold is the one choice. It's sad that it's lowered, though.
NAKA0824
:
I was relieved that sales were sufficient even when China sanctions were included. Data centers seem to be able to supply chips to the extent that they don't conflict with regulations, so there's no need to worry too much.
NAKA0824
:
Investments involving AI have expanded considerably, and are concentrated on NVIDIA. Double digit growth is certain even without considering China.
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シンシンL : Hello
ワン太郎 : Did it drop to around $460 after hours? that's scary.
ワン太郎 : Settlement was successfully passed, and the financial results were favorable, so I think hold is the one choice. It's sad that it's lowered, though.
鳥貴族 : 4Q is bad because of the China I'm talking about
空即是色 : I'm sure it's going to be plastic
NAKA0824 : I was relieved that sales were sufficient even when China sanctions were included. Data centers seem to be able to supply chips to the extent that they don't conflict with regulations, so there's no need to worry too much.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
shintaka : that's amazing!
NAKA0824 : Investments involving AI have expanded considerably, and are concentrated on NVIDIA. Double digit growth is certain even without considering China.
NAKA0824 : The guidance was also strong, which was great.
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