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ピンハネ Private ID: 182737531
小学5年生のネコのピンハネの頭脳で、ウェーブのパターン分析で継続的なシナリオ予想。経済学・地政学・法学。
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    Initially, NVIDIA's GeForce RTX 5090 faced severe shortages and soaring prices, but supply is expected to increase significantly. Following a slowdown in demand for AI GPUs, NVIDIA is shifting production lines to gaming GPUs. Reports indicate that market conditions will improve in a few weeks to about a month.
    Supply of RTX 5090 is set to increase significantly.
    There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
    MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
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    Dark clouds over the future of the USA stock market; the profit outlook for USA companies is deteriorating - management is Bearish.February 16, 2025, 17:50 JST.
    The number of companies presenting forecasts that fall below Analyst Financial Estimates is increasing.
    The Stocks of companies that have revised their profit and revenue guidance upwards are performing well.
    The earnings season for the fourth quarter of 2024 was strong, but beneath the surface, concerning situations are emerging that may cast a shadow on the Bullish sentiment regarding USA Stocks. The profit outlook for USA companies is deteriorating.
    Among the companies that announced their outlook for the next quarter, more companies presented forecasts that fell below the estimates of Analysts. According to data compiled by Bloomberg Intelligence (BI), the forecasts of various companies have dropped to their lowest level since 2016 compared to Analyst estimates this month. Currently, the outlook remains at a one-year low.
    There are many reasons for the worsening outlook. A full-blown trade war is likely to weigh heavily on the export demand and overseas profits of multinational corporations. Domestically, inflation remains high, and the USA Federal Reserve shows no signs of rushing to lower interest rates.
    "The uncertainty that has existed since the beginning of this year is troubling..."
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    $SoundHound AI (SOUN.US)$
    Good evening meow~n
    It has fallen to 10.40.In the worst case, the estimate is a drop to 10.42/10.12.
    Before the Friday opening. @coco0217 It happened as I wrote in the comments section.I'm not happy that the worst case scenario came true.
    Even after re-analysis, a discrepancy of 10.30 (161.8) is within expected limits.
    What concerns me at this point is 9.77.Will there be an upward trend due to a bounce in the correction pattern?Or will it fall below 9.77?
    Wave 5 is complete at 9.77, but the key point is whether a rising pattern will form at Wave 3.
    Maybe I'll observe it at the micro level on Tuesday.
    Well then, goodbye.
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    Financial Estimates for SoundHound on February 18 🧐🤔
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    $C3.ai (AI.US)$
    Good evening meow~n
    If considering the A-B formation, it might be a wave C rally in the ABC pattern~Or it could be wave 4~
    From the convergence point, 32.23 (32.21) is the key point.
    The extension target at 100.0%/161.8% and the wave 4 Support are at 32.02 and 32.23, aligning with 38.2%/50%, preparing for a rally formation.
    To negate the current downward pressure, it is necessary to hold and break 32.23.
    Well then, goodbye.
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    C3 Ai Inc's Financial Estimates for February 18 🤔🧐
    The EU is set to retaliate against Trump's tariffs, and avoiding a trade war is desirable - German Chancellor Scholz.February 16, 2025 14:20 JST (excerpt)
    The EU has enough strength to counter the threats of U.S. tariffs.
    A warning against excluding Europe from peace talks regarding Ukraine.
    German Chancellor Scholz stated that the European Union (EU) has the strength to counter the tariff threats from the USA, but it is preferable to avoid a trade war through negotiated agreements.
    President Trump has stated his intention to impose tariffs on Autos, Iron & Steel, and Aluminum in the coming weeks.
    Mr. Scholz, in an interview with Bloomberg Television on the sidelines of the Munich Security Conference on the 15th, said, 'The EU has enough power to counter anything that negatively impacts the European economy.' He added, 'However, responses should always leave open the possibility of agreement, as that is better for all parties involved, especially for the USA and Europe.'
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    US draft rejecting Ukraine's rare earth minerals demand - President Zelensky.February 16, 2025 14:58 JST.
    The USA is trying to secure 50% of license sales and QITABANKUAI revenue.
    The Ukrainian side proposed changes to the content that would benefit both parties.
    Ukrainian President Zelensky rejected the USA's draft agreement to gain access to Ukraine's rare earth minerals as part of a partnership agreement. This is because investment and sufficient protection have not been provided.
    On the 15th, Mr. Zelensky told reporters at the Munich Security Conference about the USA's proposal that "it does not protect our interests." He asserted that the agreement must be tied to "security guarantees and investments."
    The draft proposal presented by the USA side is said to "not be in the interest of the sovereign state of Ukraine." Negotiations are ongoing.
    On the 12th, U.S. Treasury Secretary Bessent presented the agreement proposal to Mr. Zelensky during his visit to Kyiv. The Secretary stated that this agreement is necessary for continued support from the Trump administration, and Mr. Zelensky responded that he would consider it.
    The USA is trying to secure 50% of the revenue from licensing sales and QITABANKUAI.
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    $Rigetti Computing (RGTI.US)$
    Hello meow
    Currently, at least 11.33 needs to be maintained, and if it falls below the swing low of 10.65, look for 10.34/9.59(9.63).If it falls below 9.59, please refer to the following Candlestick chart 👇.
    Currently, the minimum is to break through 12.38 and hold & break at 12.91.
    The level that negates the current downward pressure is 15.17, but since it is a bit of a high hurdle, it is better to maintain above 13.44 (13.46) if possible.
    See you later.Goodbye.
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    Financial Estimates for Ligeti Analysis on February 18 (Tuesday) 🧐🤔
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    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    Hello.
    At this point, it feels like the pattern has changed, perhaps transitioning to ABC.It feels that way, but what is concerning is 141.14.
    It seems likely that there will be a correction pattern before the financial results on the 26th, followed by a 📈🚀🚀🚀.
    On the 18th, it will break through the swing high of 139.20 and retest 141.14 to see if it can突破.Will it be rebounded?Or will it become an ABC pattern like this..
    Currently, as long as it stays above 135, it is safe.
    Looking forward to the financial results, nya~It’s exciting, nya~
    See you later.Goodbye.
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    Financial Estimates for the N analysis on 2/18 next week 🤔🧐
    NEW YORK (Associated Press) — The parent company of President Donald Trump's social networking site “Truth Social” announced that last year's loss was 0.4 billion0.9 million dollars, and annual revenue fell 12% to 3.6 million dollars.
    Trump Media and Technology Group reported earnings late Friday, claiming that part of the loss was due to revenue sharing agreements with undisclosed advertising partners.
    After winning the US presidential election in November, Mr. Trump transferred all of his shares (equivalent to about 4 billion dollars on documents) held in December to the Donald J. Trump Withdrawable Trust as a “legitimate gift.” The shares held by Mr. Trump accounted for more than half of the company's shares.
    Donald Trump Jr., the oldest of the president's five children, is the sole trustee and has sole voting rights and investment rights for all securities owned by the trust.
    President Trump founded Truth Social after being expelled from Twitter and Facebook following the attack on the Capitol on January 6, 2021.
    The parent company, headquartered in Sarasota, Florida, said the service was “initial development...
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    Broadcom is considering the possibility of acquiring Intel's semiconductor design division - WSJ.February 16, 2025 12:20 JST.
    U.S. Broadcom, which is engaged in software development and semiconductors, is holding informal talks with advisors regarding the acquisition of semiconductor design and marketing operations from U.S. semiconductor manufacturer Intel, according to reports from the Wall Street Journal (WSJ) citing sources familiar with the matter.
    According to the report, nothing has been proposed to Intel yet, and Broadcom may decide not to proceed with the acquisition.
    Bloomberg News previously reported that Taiwan Semiconductor Manufacturing Company, a major player in semiconductor contract manufacturing, TSMCis considering acquiring the operation rights of Intel's factory at the request of senior officials from the Trump administration.
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