$NVIDIA (NVDA.US)$
Is the next sales forecast not going up that much, because Blackwell will be shipped in Q4, but there is a limit on the amount that can be distributed in the market due to insufficient production capacity?

$NVIDIA (NVDA.US)$
How about buying it now?

$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
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$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
NASDAQ100 is recovering slightly! After the presidential election, NASDAQ100 is expected to decline for three days and then rise, so I think the turnaround will be tonight or tomorrow. In any case, I believe a little more patience is needed.
Currently on a trip to Hokkaido.Hoping for the revival of semiconductors while supporting from Hakodate tonight 📣 Go NASDAQ100 ❗️

$Tesla (TSLA.US)$
There was an official announcement from Trump📣
It's booming again
Congratulations to all serious investors🎈🎉
Trump works quickly lol

$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
TSLL MARA's profit and loss finally paid off thanks to Trump!!!!
I'm glad I averaged down!!

$Tesla (TSLA.US)$ If there is still room for growth, I feel like buying a little 🍀😌🍀
But, scary

Hedge funds short selling Tesla stocks have an unrealized loss of 5.2 billion dollars - in response to the presidential election.
November 11, 2024 6:46 JST (excerpt).
Mr. Musk and Mr. Trump have a special relationship - Tesla's stock has risen nearly 30% after the election.
Many funds have unwound their bets anticipating a decline in stock prices in the past four months.
American electric vehicle (EV) manufacturer,TeslaHedge funds that had been betting on the decline in stock prices suffered significant losses after Donald Trump's victory in the US presidential election. The special relationship between the incoming President and the CEO of the company, Elon Musk, had an impact.
　　S3 PartnersAccording to calculations by Bloomberg based on aggregated data, hedge funds that had short positions on Tesla from the voting day on the 5th to the closing on the 8th incurred at least $5.2 billion (about 790 billion yen) in unrealized losses.
Tracking the positions of around 500 hedge funds.Hazel TreeAccording to another set of data, the bearish camp has been decreasing. Many hedge funds have closed out such bets in the past four months. Position adjustments, on July 13, were completed by Mr. Mask's Toro...

The Biden administration is hurrying to support semiconductors in the CHIPS Act before Trump took office.
November 8, 2024 15:56 JST
Intel, Samsung Electronics, etc., are exploring early contract agreements as much as possible.
The Republican Party is considering the "rationalization" of the CHIPS Act - Speaker Johnson.
The Biden administration is rushing to sign contracts based on the CHIPS and Science Act of 2022 to support semiconductor manufacturing by companies like Intel and Samsung Electronics within the United States. This is to strengthen one of the key initiatives of the Biden administration before the inauguration of President Trump.
The Department of Commerce has allocated over 90% of the $39 billion (approximately 5.96 trillion yen) in subsidies based on the same law. However, the department has only announced one legally binding agreement so far.
The next two months will be extremely important for over 20 companies still in the process. According to sources familiar with the matter, some companies like Taiwan Semiconductor Manufacturing Company (TSMC) and US Global Foundries, among others, have concluded negotiations and are expected to announce the final contract details soon.
According to another source who requested anonymity due to confidential information, companies like Intel and Samsung, as well as other semiconductor manufacturers, are in the process of negotiating contracts under the new law.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Just an amateur thought,
Not only TSM, but also Intel have expensive equipment from ASML. Chips below 2nm are not monopolized by TSM. I believe that if Intel and AMD merge, the former Intel manufacturing division focuses on factories, and development combines the intelligence of both companies, it is not impossible to catch up with Nvidia.
I think qualcomm merging with arm would be more threatening than acquiring intel, instead of fighting with intel.