$NVIDIA (NVDA.US)$
Even though nvidia has risen,
The exchange rate...

$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
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Investors who are skeptical of AI performance expectations have been warning that there is a bubble in semiconductor stocks that have benefited from the AI boom, particularly star stocks that have expanded globally since 2023. Currently, the correction of global semiconductor stocks has come to a halt, and ahead of NVIDIA's important earnings announcement,The valuation of AI-related stocks has also returned to relatively reasonable levels.Therefore, the high-tech bulls,believe that most of the 'AI bubble' has been deflated by this adjustment.and are confident (meaning that with this decline, AI-related stocks that cannot generate profits despite taking advantage of the AI boom have been mostly eliminated). In the market, high-tech companies that can consistently profit during the AI boom are expected to enter a new 'upward trend'.Semi-conductor bulls expect to enter a new 'upward trend' while selecting.the 'time has come again to return to the field of artificial intelligence (AI)'. High-tech bulls believe.The time has come to return to the field of artificial intelligence (AI) again."Thinking about it.
AI熱冷める中、「YOLO」たち再び投資チャンスをつかむ！AI熱狂の再燃に賭ける
Global funds have already started to return to high-tech stocks, especially AI semiconductor stocks, and these stocks are showing clear signs of rebound. Among them, for datacenter...

$Arm Holdings (ARM.US)$
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.

Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 41416.18 yen, 141.10 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) rose 14.57 points to 2919.07.
Top news
The yen is in the first half of the 158 yen range against the dollar, supported by falling long-term US interest rates and continuous intervention observations
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 17th rose slightly from the evening of the previous day to the first half of the 1 dollar = 158 yen range. There were also situations where it fell in response to retail sales that exceeded expectations in the US, but long-term US interest rates declined due to deep-seated expectations of interest rate cuts, and yen was bought back. The possibility that the government and the Bank of Japan carried out yen buying intervention for 2 consecutive days last week has increased, and it seems that a sense of caution about intervention will also support the yen.
Japan's growth falls to 0.7% this year, and the world remains unchanged - IMF warns of prolonged high interest rates
As for the International Monetary Fund (IMF), the pace at which inflation settles down in many major countries/regions is slower than expected, and as interest rates stay at higher levels “even longer,” potential risks to global economic growth increase...

$Taiwan Semiconductor (TSM.US)$ofThe performance is favorable.On July 10, the revenue for June, which was announced, increased by 32.9% compared to the same month of the previous year, setting a new record for the same month.For the period from April to June, the revenue increased by 40% compared to the same period of the previous year, significantly exceeding the market's forecasted growth of 35.5%.The strength of TSMC, the world's largest foundry (semiconductor contract manufacturer), suggests that the boom in AI investment continues.TSMC's revenue is announced before the earnings report, making it a leading indicator of performance not only for TSMC itself, but also for related companies.Said.
From the perspective of the supply chain,Exceeding TSMC's financial estimates could indicate the following two points:。
1) Strong business from major customers ordering from TSMC
2) Not only TSMC, but also its major suppliers are performing well.
So this time,We will check the leading stocks in the U.S. and Japan from TSMC's customers and suppliers.We will also confirm the recent trends of each company.earnings outlook and stock prices...