Super-large stocks are driving the rise in US stocks with profitability! What super large stocks should I watch in '24?

$Meta Platforms(META.US)$It greatly exceeded Wall Street's fourth quarter forecast and is attracting a great deal of attention. Ad revenue surged to 38.7 billion dollars, up 23.8% from the same period last year. GAAP-based EPS for the fourth quarter was $5.33, above expectations by $0.39. Sales for the same quarter were 40.101 billion dollars, up 24.7% from the same period last year, which exceeded expectations by 940 million dollars.

Major US semiconductor company $NVIDIA(NVDA.US)$In the financial results for the fiscal year ending 2023/11/24 announced on the 21st, net profit was 12.285 billion dollars, 8.7 times the same period last year. It surpassed market expectations. Sales were 3.7 times higher at 22.1 billion dollars, and both were record highs. Demand for semiconductors for generative AI has rapidly increased, and business performance continues to expand rapidly. Sales of the data center division, which handles high-profile AI chips, greatly exceeded expectations at 18.4 billion dollars. Guidance has also been announced, and the sales forecast for the first quarter is 24 billion dollars ± 2%, which also greatly exceeds expectations. Significant increase of 10% outside settlement hours.

Major US ride-hailing company $Uber Technologies(UBER.US)$It was announced on the 14th that it will carry out a share buyback worth 7 billion dollars for the first time in history, and it is attracting attention. In response to this, the company's stock hit an all-time high.

$Berkshire Hathaway-A(BRK.A.US)$Financial results are scheduled to be announced on the 24th. According to FactSet data, analysts expect Berkshire Hathaway's operating profit for the fourth quarter to increase by approximately 18%, and earnings per share (EPS) of Berkshire Class A shares to be 5,717 dollars. According to analysts' predictions, the highest target price for Berkshire Class A shares is 655,000 dollars, which means there is still room for an 11% increase.