$Oklo Inc (OKLO.US)$ $Oklo Inc (OKLO.US)$ It has bounced back, hasn't it? Perhaps the impact of the tax reduction bill passing in the House and NVIDIA's earnings report? If the tax reduction bill passes in the Senate as well, corporate taxes will be lowered and it will rise again, I suppose. I thought it would bounce back after NVIDIA's earnings, so I increased my holdings around $32.

$NVIDIA (NVDA.US)$
As usual, is there any other earnings report that attracts this much attention every time? This time, once again, the future of the American stock market will be greatly influenced by NVDA's earnings report. It's a crucial moment. The Battle of Sekigahara that separates the world. However, it is already assumed that both the earnings report and guidance will exceed consensus. The issue is the degree of that and the market's reaction. The earnings report will be after the close on Wednesday. The forecast is
The earnings forecast for NVDA created in my study group.
The forecast was made during the study session on February 16, but in just 9 days, the consensus numbers have risen further (the consensus numbers in the table below are today's consensus). I think Jensen Huang really has a tough time having to beat this every time.
It's like running on a treadmill that never stops, and the speed is gradually increasing.
By the way, here are the recent Financial Estimates and results for Q3 2025. On this day, the stock rose by 0.53%.
What is shocking is that NVDA is expected to increase its revenue guidance by $4.5 billion in just one quarter.
Among the top American companies gathered in the S&P 500, one quarter of...

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$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
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$NVIDIA (NVDA.US)$ It has become noisy during this time period.

$NVIDIA (NVDA.US)$
If it closes at $140, that will be fine.

$Super Micro Computer (SMCI.US)$ What a incredible price fluctuation.What.

$NVIDIA (NVDA.US)$
Stable support.

$NVIDIA (NVDA.US)$
Strong at this moment 💪