NVDA
NVIDIA
-- 130.390 TSLA
Tesla
-- 479.860 QUBT
Quantum Computing
-- 16.790 AVGO
Broadcom
-- 240.230 PLTR
Palantir
-- 74.390 
Watershed
The other day, I went to Minaseki Park in Gifu, and it was a nice place.
Here, you can see where the Sea of Japan and the Pacific Ocean, and the flow of the river, diverge.
In the market, it feels like we're approaching that kind of situation in the short term now.
Short-term: Downside is approaching the unknown limit.
Medium-term: Upside (strength depends on this quarter's earnings)
Medium-Term: Upside (strength depends on this quarter's earnings)
I think META is the company generating the most revenue through AI among the big tech companies.
I recommend being aware of not only EPS and revenue, but also how they made the profit and confirming this until the conference.
META's earnings and sales are of course important, but it is recommended to be aware of how they generated the profit and confirm this until the conference.
If profits decrease, a short-term decline is expected.
If profits are doing well, a short-term rise can be expected.
The issue arises when profit growth is too large.
This is because the role of AI may shift from semiconductor manufacturers to companies closer to end users who make money using it.
Of course, the price will likely go up in the short term, but it will be necessary to add a new scenario to the future financial estimates.
Actually, both this time's GOOGL and previous other big tech companies have been increasing investment in AI equipment, but the rate of increase is decreasing.
Furthermore, under the current soft landing approach, stock funds are more likely to gather from large companies rather than small and medium-sized enterprises.
Except for NVDA and AVGO, AI companies oriented towards end users, in other words, the customers of semiconductor manufacturers, have more large companies.
This is how institutional and large investors may view the situation beyond next year.
I will neither sell nor buy this time's META based on the financial results.
I will consider it as a yardstick for the future.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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