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$Arista Networks (ANET.US)$
Stocks down 15% since the beginning of the year.
The company plays a part in the AI Datacenter, but recently, due to the poor performance of the king, it has been falling together. The Candlestick has also broken down, and it's quite a situation, but first aim for $100. A Buy recommendation.

$NVIDIA (NVDA.US)$ 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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Founded in 1968, the American semiconductor giant $Intel (INTC.US)$ is reporting a split observation There has been attention in the Semiconductor industry and the USA stock market.the report surrounding Intel's split.must first be examined, The power dynamics of the Semiconductors industry.andValuation of Intel and other companies.ETC will be checked.
the report surrounding Intel's split.
The Wall Street Journal (WSJ) reported on February 15.Reports indicate that Broadcom and TSMC are considering a Trade that could lead to the split of Intel.According to this, "Broadcomisis interested in Intel's Semiconductors design division.andTSMCmay do so in the form of an investor consortium, etc.Considering the operation of part or all of Intel's semiconductor factory.It is said to be.
Bloomberg reported that「Officials from the Trump administrationrecently met with Taiwanese semiconductor manufacturers.Both companies.（インテルとTSMC）の取引案を提示し、TSMCは前向きな姿勢を示した」と報じた。「インテルの暫定会長フランク・イアリー氏は、過去数カ月にわたり、政権関係者やTSMCの幹部らと協議してきた」とし、「トランプ大統領が商務長官に指名したハ...

$NVIDIA (NVDA.US)$
$NASDAQ 100 Index (.NDX.US)$
Although I plan to naturalize, I am still Chinese, so I will write a little about this issue.
All information from China always includes exaggerated publicity. Despite claiming low cost, API usage was unavailable yesterday, believed to be due to excessive hardware load.
Internet publicity related to China is also active, criticizing those who doubt deepseek.
The unresolved issues that deepseek will not be able to address in the future include obeying the specific characters and answering questions as instructed by the China government, responding according to China government's claims. For example, the Senkaku Islands.
I will not use it no matter how cheap it is unless I can provide the correct answers.
Supplement
The entered information is stored on servers in China and managed by the Chinese government. Are you not afraid?

NVIDIA loses $589 billion in Market Cap - the largest decline ever.As of January 28, 2025, 6:52 JST
The decline in stock prices is the largest since March 2020 - Stock market downturn affects the entire US stock market.
The decrease in Market Cap, previously around $279 billion in September last year, was the largest so far.
On the 27th, in the US stock market, the stock price of NVIDIA, a leading semiconductor company for artificial intelligence (AI), plummeted. Investors' concerns have grown surrounding the Chinese AI startup DeepSeek.
NVIDIA's stock price dropped by 17%, the largest decline since March 2020. The market cap decreased by 589 billion dollars (around 91 trillion yen), marking the largest single-day decrease for a US company. Previously, the largest decrease was about 279 billion dollars for the same company in September last year, when the stock price dropped by 9%.
Due to NVIDIA's significant weight in major stock indices, the decline in the company's stock has affected the entire market. On the 27th, the S&P 500 index fell by 1.5%, and the Nasdaq 100 index dropped by approximately 3%.

$S&P 500 Index (.SPX.US)$ I want to believe that American will not lose to a single Chinese app in the case of such a meta meta.

On January 15th (Wednesday), the U.S. stock market showed a bright sign after a long time. The main driver of the rise on this day was undoubtedly the results of the CPI (Consumer Price Index). This had a significant positive impact and forcefully pushed up the entire market.
Particularly noteworthy are the movements of semiconductor manufacturers. $NVIDIA (NVDA.US)$ Their stock price chart turned upward as if guided by a yellow line. It must have been quite worrying to think what would have happened if it had continued to decline.
Furthermore, Taiwan's leading semiconductor manufacturer $Taiwan Semiconductor (TSM.US)$ announced its earnings reports for 24Q4 (fourth quarter of 2024) positively.
This positive earnings report is perceived as another positive factor following the CPI in tonight's stock market, and whether the stock price will continue to rise further will be a major focal point.
In addition to the CPI results, with the tailwind of TSMC's positive earnings, the question arises on the future direction of the US stock market. All eyes are on tonight's market trends.

$Tesla (TSLA.US)$
Don't get too excited or worried - stocks that are promising for the future will go up if they fall, and go down if they rise.
People who are tossed around by stock prices are those who haven't done company analysis.
Calculate the Target Price of Tesla by yourself. My Target Price for Tesla this year is $600.