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$NVIDIA (NVDA.US)$ 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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The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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$Micron Technology (MU.US)$
According to the report from Focus Taiwan
MU is owned by Taiwanese company AUO
They plan to acquire two factories
There is a possibility that the acquisition amount could reach a maximum of $0.62 billion.
The facilities are based in Tainan.
Encapsulation of integrated circuits and
Expansion of testing services.
Scheduled to be used for increasing production of HBM.
Innolux shares soar after TSMC deal; Micron reportedly eyes AUO plants - Focus Taiwan
According to the report from Focus Taiwan
MU is owned by Taiwanese company AUO
They plan to acquire two factories
There is a possibility that the acquisition amount could reach a maximum of $0.62 billion.
The facilities are based in Tainan.
Encapsulation of integrated circuits and
Expansion of testing services.
Scheduled to be used for increasing production of HBM.
Innolux shares soar after TSMC deal; Micron reportedly eyes AUO plants - Focus Taiwan
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$Micron Technology (MU.US)$
After acquiring a Taiwanese company, the market is skeptical. Concerns about financial health. Excessive investment. Is it okay to invest further even though it's already in the red? So, it's going to go down ⤵️.
But you know, even though I'm a business owner, I believe that in the future, there will be a supply shortage and this level of investment is meaningful. Even if it's in the red and the performance isn't good now, I believe it's necessary to compete with other companies in the future.
Isn't it great? I'll wait. Microsoft and Amazon, etc., haven't fully benefited from Nvidia's GPU performance yet, right? It's the same with that.
MU, it's going to be a long relationship. On the other hand, I'm considering buying on dips.
Hang in there 👍 MU.
After acquiring a Taiwanese company, the market is skeptical. Concerns about financial health. Excessive investment. Is it okay to invest further even though it's already in the red? So, it's going to go down ⤵️.
But you know, even though I'm a business owner, I believe that in the future, there will be a supply shortage and this level of investment is meaningful. Even if it's in the red and the performance isn't good now, I believe it's necessary to compete with other companies in the future.
Isn't it great? I'll wait. Microsoft and Amazon, etc., haven't fully benefited from Nvidia's GPU performance yet, right? It's the same with that.
MU, it's going to be a long relationship. On the other hand, I'm considering buying on dips.
Hang in there 👍 MU.
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I couldn't continue to hold on to this turmoil with my grip strength...
All transactions have been settled temporarily.![]()
One third of my assets disappeared, and I thought, "I'm done with stocks for a while!"
My fingers moved on their own, and before I knew it, I had repositioned my investments firmly 🤌![]()
I understand that there will be fluctuations for a while, but if I have assets to buy, I can't help but move...
I was a respectable stock junkie.![]()
Since it's so much fun, I tell myself it can't be helped and will continue to dabble to the extent of not dying.![]()
All transactions have been settled temporarily.
One third of my assets disappeared, and I thought, "I'm done with stocks for a while!"
My fingers moved on their own, and before I knew it, I had repositioned my investments firmly 🤌
I understand that there will be fluctuations for a while, but if I have assets to buy, I can't help but move...
I was a respectable stock junkie.
Since it's so much fun, I tell myself it can't be helped and will continue to dabble to the extent of not dying.
Translated
loading...
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american long-term government bond ETF, TMF profit increased all at once. At the beginning of the year, I increased actual losses by buying and cutting losses, but it seems that I will finally be rewarded.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Hold on tight. Buy more when you see the opportunity.![]()
Losses are just numbers until they are realized. They are just part of the process.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Until 28! Anyway, since it will eventually go up, I will only buy more with the surplus funds.
Until 28! Anyway, since it will eventually go up, I will only buy more with the surplus funds.
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$USD/JPY (USDJPY.FX)$ In the end, I feel like the yen will weaken again. The fundamental interest rate differential is significant.
Japan is at 0.25% and still far from reaching 1%. America is at 5.31%. The difference is 5%. What do you think about the yen getting stronger?
Japan is at 0.25% and still far from reaching 1%. America is at 5.31%. The difference is 5%. What do you think about the yen getting stronger?
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$NVIDIA (NVDA.US)$
Well, that's why it's falling. Adjustment will be made.
If the rise ⤴️ is fast, the decline will also be fast.
How many days has it been since it became the world's number one?
Wow, too much excitement. If it's bad for the heart, you should sell. I will buy. Hehe.
Well, that's why it's falling. Adjustment will be made.
If the rise ⤴️ is fast, the decline will also be fast.
How many days has it been since it became the world's number one?
Wow, too much excitement. If it's bad for the heart, you should sell. I will buy. Hehe.
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よし560810 : How about Google?