トゥルーノース
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The stock that made the biggest leap forward in US stocks in 2023 and came into the spotlight is definitely NVIDIA. Since the beginning of the year, NVIDIA's stock price has risen 2.3 times,PER is 200 timesIt has exceeded. Currently, policy interest rates and long-term interest rates in the United States are at a high level, so sales have been on the rise for high-tech giants in particular. While NVIDIA is taking a break from the July high,Since analysts raised target stock prices before financial results, the window was opened on 8/21 and there was a strong rise.
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
As stock prices fluctuate like this, NVIDIA will have a major event called financial results. According to Moomoo's financial calendar, NVIDIAAfter the market on 8/23Financial results will be announced on Results that greatly exceeded market expectations were announced in the previous financial results, and stock prices, which were pleasantly surprised, soared 24%.There is a good possibility that the financial results will have a big impact on stock prices this time as well.
I will explain 4 points that may have a big impact on NVIDIA's stock price in the short term!
1. Achievements and guidance anna...
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トゥルーノース
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🔶 Brook Dan
🔸 Goldman Sachs tech manager
🔸 Over 30 years of experience in technology investment
🔸 Claims that the rise in stock prices related to AI is in the super early stage
🔶 8 stocks that Dan is paying attention to
🔸 Marvell Technology MRVL
Design and development of data centers and semiconductors related to 5G.
🔸Cadence Design Systems CDNS
EDA software company
🔸Micron Technology MU
A semiconductor manufacturer specializing in semiconductor memory such as DRAM and NAND.
🔸Snowflake SNOW
Provides cloud-based data warehousing.
🔸Datadog DDOG
Providing a platform to monitor servers and applications.
🔸Palo Alto Networks PANW
A leader in the cybersecurity industry.
🔸Zscaler ZS
A cloud security software company.
🔸HubSpot HUBS
Providing customer relationship management software for small and medium-sized businesses.
🔶Source
It’s Time to Think Bigger on AI. These 8 Stocks Could Be the Next Winners.
...
🔸 Goldman Sachs tech manager
🔸 Over 30 years of experience in technology investment
🔸 Claims that the rise in stock prices related to AI is in the super early stage
🔶 8 stocks that Dan is paying attention to
🔸 Marvell Technology MRVL
Design and development of data centers and semiconductors related to 5G.
🔸Cadence Design Systems CDNS
EDA software company
🔸Micron Technology MU
A semiconductor manufacturer specializing in semiconductor memory such as DRAM and NAND.
🔸Snowflake SNOW
Provides cloud-based data warehousing.
🔸Datadog DDOG
Providing a platform to monitor servers and applications.
🔸Palo Alto Networks PANW
A leader in the cybersecurity industry.
🔸Zscaler ZS
A cloud security software company.
🔸HubSpot HUBS
Providing customer relationship management software for small and medium-sized businesses.
🔶Source
It’s Time to Think Bigger on AI. These 8 Stocks Could Be the Next Winners.
...
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トゥルーノース : Since expectations for AI are high, the development where sales come out regardless of results is clearly a change in the tide. The sense of incongruity I felt after the settlement of SMCI, which is the same AI-related stock, remained as it was. The rise in long-term US interest rates has begun to have an adverse effect on high-tech growth stocks. The 10-year interest rate surpassed the high in October last year and reached 4.34% on 8/21. There are also observations that the Fed's financial crackdown will continue. Since the beginning of the year, only AI-related stocks have risen in American stocks. Investors may need to be prepared that all of this year's gains will be stripped away. Don't Fight Fed Pay attention to the trading trends of large investors!