$Super Micro Computer(SMCI.US)$A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 2024/5/1 (Wednesday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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$Meta Platforms(META.US)$Financial results for the fiscal year ending October to December (fourth quarter) were announced after closing.
Sales compared to the same period last year$36.455 billion, up 27%Then,Increased sales and profits for 4 consecutive quartersIt became. Earnings per share were 4.71 dollars, which exceeded market expectations. Internet advertising, which is the main force, was strong, and restructuring effects also appeared, but sales forecasts for the second quarter were in the range of 36.5 billion to 39 billion dollars (median increase of 18% compared to the same period last year) and fell below market expectations of 38.24 billion dollars (median increase of 20% compared to the same period last year). What is the stock price13% super sharp drop。
The metaverse lost nearly $3.9 billion, and AI is driving ad growth
According to financial reports, the main advertising business revenue was 35.64 billion dollars, which was almost consistent with the forecast of 35.53 billion dollars. It was a 26.8% increase from the same period last year, exceeding the 24% increase in the previous quarter.
Strong demand for e-commerce and games was expected to boost Meta's first quarter earnings due to an increase in advertising revenue and improved work efficiency, but it accounts for about 10% of the company's advertising revenueSlower growth for Chinese advertisers is a potential riskand...

Last year, chip design company's $Arm Holdings(ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...

$Japan 10-Year Treasury Notes Yield(JP10Y.BD)$
this is a bug, right?
It's getting crazy

backgrounds
・ $Apple(AAPL.US)$ 、 $Alphabet-A(GOOGL.US)$ , Google and $Meta Platforms(META.US)$ 、European antitrust regulators will investigate the company on Monday on suspicion of violating the EU's new digital markets lawAs a result, it was announced that there is a possibility that high fines will be imposed on both companies. (Violations can result in fines equivalent to up to 10% of a company's global annual sales.)
(More links:Apple is accused of monopolizing the smartphone market in US antitrust lawsuits）
・The European Union Law, which comes into effect on March 7, aims to counter the power of tech giants by making it easy for people to move between competing online services such as social media platforms, internet browsers, app stores, etc. If we do that, there should be room for competition for small and medium-sized enterprises.
Apple compliance
・Problem...

$Super Micro Computer(SMCI.US)$It recorded an increase of nearly 300%, and shareholders made huge profits.
The history of supermicrocomputers
Investors familiar with ultra-microcomputers know that the company's business strategy is to provide high-performance, energy-efficient server solutions to a wide range of industries. The company's products target industries with high computing demand in fields such as cloud computing, artificial intelligence, and big data analysis.
Ultra microcomputers are known for responding flexibly to new developments in the server component market. Since the company has connections with major companies in the industry, it is possible to obtain products adopting the latest CPUs and other advanced technologies ahead of competitors. Furthermore, the company's server solutions are highly customizable, and customers can customize the system according to specific needs.
In order to stay ahead of the curve, supermicrocomputers are in research and development...