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$NVIDIA (NVDA.US)$
Weekly chart touched the 21-day moving average. Will it bounce here?
Weekly chart touched the 21-day moving average. Will it bounce here?
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AI semiconductor No.2の $Broadcom (AVGO.US)$ announced earnings reports after the close on December 12th. Following that, in after-hours trading, the stock price surged by over 14%.Reached an all-time high last week.
KeyReasons for the Increaseare believed to be the following two.
1)Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2)The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...
KeyReasons for the Increaseare believed to be the following two.
1)Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2)The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...
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Set a live reminder
$Broadcom (AVGO.US)$ Japan time, an earnings call for the fourth quarter of the fiscal year 2024 is scheduled to be held at 7:00 AM on Friday, December 13, 2024. This call iswill be in subtitled translation format and will be streamed. If you wish to watchplease make a reservation.Please click the button.
◆ Important points
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◆ Important points
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール(Microsoft Azure)およびアマゾン翻訳(Amazon Translate)を使用して生成されています。英語から日本への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
Translated
Broadcom Fiscal Year 2024 Q4 Earnings Call (with Japanese subtitles)
Dec 13 06:00
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Points of this week
In the Japanese stock market this week, ahead of the central bank events in the US and Japan next week,An uncertain trend is expected.There are also important economic indicators to assess the central bank events, with the November CPI (Consumer Price Index) in the USA coming up.expected.、Producer Price Index (PPI)is scheduled. In Japan, Board Member Nakamura Toyoharu of the Bank of Japan mentioned it as a key data pointTankan survey by the Bank of Japan (December survey)is scheduled.
If the US CPI exceeds market expectations, inflationary pressures may strengthen again, leading to a potential retreat in expectations of a rate cut in the US, which could have a negative impact on Japanese stocks.On the other hand, if weak business conditions are revealed in the Bank of Japan's Tankan surveythis could also impact Japan's stock market negatively.It is likely to be a drag on the market.. However, There is also awareness of the seasonal stock rise towards the end of the year,and there may be opportunities to target buying on dips.Movement aiming for buying on pullbacks may be observed.If the Nikkei Average falls below 90,000 yen, there is a view that the downside may be limited if US stocks are firm. In addition, towards the weekend,even if it falls below 900,000 yenthere is confidence that the downward pressure will be limited.Major SQDue to the major SQ, it is necessary to pay attention to the possibility of market fluctuations led by futures.
This week's USA stock market is focusing on consumer... ahead of the Fed's upcoming meeting.
In the Japanese stock market this week, ahead of the central bank events in the US and Japan next week,An uncertain trend is expected.There are also important economic indicators to assess the central bank events, with the November CPI (Consumer Price Index) in the USA coming up.expected.、Producer Price Index (PPI)is scheduled. In Japan, Board Member Nakamura Toyoharu of the Bank of Japan mentioned it as a key data pointTankan survey by the Bank of Japan (December survey)is scheduled.
If the US CPI exceeds market expectations, inflationary pressures may strengthen again, leading to a potential retreat in expectations of a rate cut in the US, which could have a negative impact on Japanese stocks.On the other hand, if weak business conditions are revealed in the Bank of Japan's Tankan surveythis could also impact Japan's stock market negatively.It is likely to be a drag on the market.. However, There is also awareness of the seasonal stock rise towards the end of the year,and there may be opportunities to target buying on dips.Movement aiming for buying on pullbacks may be observed.If the Nikkei Average falls below 90,000 yen, there is a view that the downside may be limited if US stocks are firm. In addition, towards the weekend,even if it falls below 900,000 yenthere is confidence that the downward pressure will be limited.Major SQDue to the major SQ, it is necessary to pay attention to the possibility of market fluctuations led by futures.
This week's USA stock market is focusing on consumer... ahead of the Fed's upcoming meeting.
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moomoo users, good morning!Here are the key points of the early morning report today.
● Forecast range for Tokyo stock market: ¥9200-¥9700 (-¥24 from the previous day's closing price of ¥9276.39)
● Powell, FRB Chairman, 'U.S. economy is surprisingly good', leading to a rise in stock prices.
● President Trump nominates Mr. Atkins as SEC chairman, Bitcoin rises.
● Marvel Technology up 23% on earnings, robust demand for AI leading the way.
● Eli Lilly's obesity treatment's efficacy surpasses Novo's products.
● Meta rises as it secures nuclear energy supply, related stocks go up.
Queen of investment Cathy Wood's ARK updates its year-to-date high! Check out the top performing stocks.
ADR major stocks (Japan) - Tokyo Electron and Keyence are rising, while INPEX and Mazda are falling.
- moomoo News by Julie
Market Overview
◇On the 4th, the US stock market saw the S&P500 and Nasdaq indicesreaching new highs again.The US economy remains strong and Powell, the Chair of the Federal Reserve, mentioned the possibility of further gradual interest rate cuts, leading to a rise in stock prices. Following yesterday,the Magnificent 7 continued to lead the upward trend.I did.
◇0.1 million...
● Forecast range for Tokyo stock market: ¥9200-¥9700 (-¥24 from the previous day's closing price of ¥9276.39)
● Powell, FRB Chairman, 'U.S. economy is surprisingly good', leading to a rise in stock prices.
● President Trump nominates Mr. Atkins as SEC chairman, Bitcoin rises.
● Marvel Technology up 23% on earnings, robust demand for AI leading the way.
● Eli Lilly's obesity treatment's efficacy surpasses Novo's products.
● Meta rises as it secures nuclear energy supply, related stocks go up.
Queen of investment Cathy Wood's ARK updates its year-to-date high! Check out the top performing stocks.
ADR major stocks (Japan) - Tokyo Electron and Keyence are rising, while INPEX and Mazda are falling.
- moomoo News by Julie
Market Overview
◇On the 4th, the US stock market saw the S&P500 and Nasdaq indicesreaching new highs again.The US economy remains strong and Powell, the Chair of the Federal Reserve, mentioned the possibility of further gradual interest rate cuts, leading to a rise in stock prices. Following yesterday,the Magnificent 7 continued to lead the upward trend.I did.
◇0.1 million...
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Since around June of this year, Nvidia has been in a dormant state.
Even looking at the charts, it hasn't been rising from June to the present.
"The time of lying low" means a period of enduring and waiting patiently for the right moment.
Enduring difficult times and adversities in preparation for the eventual opportunity. This expression emphasizes the importance of patience and readiness.
ーーーーーーーーーーーーーーーーー
Excerpt from a post on an investment site in the USA ⇓
As the release date of Blackwell approaches, Nvidia is expected to continue to rise. 🔥📈
There are four financial estimates for NVDA in 2025.
140 dollars, 150 dollars, 175 dollars, 200 dollars.
According to some analysts, NVDA may reach a level of over $140 by the new year as it is already in 2025. 🌎🌈📈
It is fine to take profit, but remember that this stock is highly volatile and could move in either direction.
Therefore, if you decide to sell at $135 and the stock price continues to rise above $150, you may effectively...
Even looking at the charts, it hasn't been rising from June to the present.
"The time of lying low" means a period of enduring and waiting patiently for the right moment.
Enduring difficult times and adversities in preparation for the eventual opportunity. This expression emphasizes the importance of patience and readiness.
ーーーーーーーーーーーーーーーーー
Excerpt from a post on an investment site in the USA ⇓
As the release date of Blackwell approaches, Nvidia is expected to continue to rise. 🔥📈
There are four financial estimates for NVDA in 2025.
140 dollars, 150 dollars, 175 dollars, 200 dollars.
According to some analysts, NVDA may reach a level of over $140 by the new year as it is already in 2025. 🌎🌈📈
It is fine to take profit, but remember that this stock is highly volatile and could move in either direction.
Therefore, if you decide to sell at $135 and the stock price continues to rise above $150, you may effectively...
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