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$NVIDIA (NVDA.US)$
Next week, in the 140s‼️
Just as predicted. Waiting between 140 and 145 before the earnings report. It’s better not to exceed 150 before the earnings report, as it will be sold off.
However, this time, I expect it to rise after the earnings report and aim for 160‼️ I'm looking forward to next week♪
Everyone, thank you for your hard work this week☕️.
Now, shall I go for a walk with the dog🐶🚶♀️? Feeling cheerful🎶❤️.
Cheerful🎶 cheerful🎶.
Next week, in the 140s‼️
Just as predicted. Waiting between 140 and 145 before the earnings report. It’s better not to exceed 150 before the earnings report, as it will be sold off.
However, this time, I expect it to rise after the earnings report and aim for 160‼️ I'm looking forward to next week♪
Everyone, thank you for your hard work this week☕️.
Now, shall I go for a walk with the dog🐶🚶♀️? Feeling cheerful🎶❤️.
Cheerful🎶 cheerful🎶.
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$BigBear.ai Holdings (BBAI.US)$ Many people are posting on X that there are still large contracts undecided with the Department of Defense, so there is hope.
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$Tempus AI (TEM.US)$
I believe it could reach a Market Cap of 100 billion dollars in the future.
Currently, the Market Cap is 14.1 billion dollars, which is approximately seven times less.
In recent IPOs, only Veru Inc and Nova Ltd have exceeded 100 billion dollars. The rest, RDDT, is at 36 billion dollars.
While more people are taking profits, I think the turnover of Shareholders is creating a positive cycle.
I want to pay attention to whether today's closing price will exceed 90 dollars.
I believe it could reach a Market Cap of 100 billion dollars in the future.
Currently, the Market Cap is 14.1 billion dollars, which is approximately seven times less.
In recent IPOs, only Veru Inc and Nova Ltd have exceeded 100 billion dollars. The rest, RDDT, is at 36 billion dollars.
While more people are taking profits, I think the turnover of Shareholders is creating a positive cycle.
I want to pay attention to whether today's closing price will exceed 90 dollars.
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$Recursion Pharmaceuticals (RXRX.US)$
It seems that SOFTBANK GROUP CO has also made a long.
It seems that SOFTBANK GROUP CO has also made a long.
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$Gorilla Technology (GRRR.US)$ Should it be a good idea to take profits for the moment?
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$Gorilla Technology (GRRR.US)$
Is the webinar scheduled to start at 6 AM on the 19th Japan time?
Is the webinar scheduled to start at 6 AM on the 19th Japan time?
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$Gorilla Technology (GRRR.US)$
Since it has fallen quite a bit, will it not go up due to adjustments🦍
Since it has fallen quite a bit, will it not go up due to adjustments🦍
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Expansion of investment in AI DatacentersAs a result, the popularity of Infrastructure-related stocks continues. The company involved in communication infrastructure such as Optical Fiber, "The three major wire companies'' $Fujikura (5803.JP)$、 $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$The demand at the moment is strong, leading to a revision of the full-year consolidated results for the fiscal year ending March 2025.All were upward revisions.Fujikura has.This is the third consecutive upward revision for the current fiscal year.。
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
Are the concerns about slowed AI investment due to the DeepSeek shock unfounded?
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...
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![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/aa2a457dc7b573d4b5a3f1c3c90edb03.png/thumb?area=105&is_public=true)
![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/be8d4a1ca9447dd75cfe159742ce7643.png/thumb?area=105&is_public=true)
![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/844e9b2377cfde01661abf5b0249dd52.png/thumb?area=105&is_public=true)
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