Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
ラッキーミー Private ID: 183342181
No profile added yet
Follow
    $NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings reports for the third quarter of fiscal year 2025Plans to announce.Will the return of former President Trump lead to a resurgence in the stock marketand by the 7threached a new all-time high,earnings announcement this time will be a material to further boost the stock price.
    On the first business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
    Rewards
    ● Divide 10,000 points among them.
    10:30 PM on November 21st (Japan time)By the earnings call, Nvidia's Closing price on November 21 (6 a.m. Japan time) was Predict and select from the price ranges below. If the actual closing price matches the selected price range, points will be equally distributed to all users who selected that price range (e.g. if 50 users hit the target, each will receive 200 points!)
    [Accurate Challenge! ¥1,000 Amazon gift card]
    Predict the closing price of Nvidia exactly and have a chance to win additional benefits!
    On November 21st...
    Translated
    Get a bonus by predicting the closing price of Nvidia after earnings reports!
    Get a bonus by predicting the closing price of Nvidia after earnings reports!
    69
    Since Mr. Trump became president, stocks that were only bought on hype seem to be falling today. On the other hand, stocks directly affected positively by Mr. Trump's policies, such as Tesla, are being bought. Will this kind of movement continue this week...?
    Translated
    Following the conclusion of the US presidential election and the completion of major Q3 earnings reports, there was a temporary profit-taking and portfolio reshuffling during this week, compressing the valuation gains to around +10 million yen.
    Notable profits were especially seen in NVDA, PLTR, CEG, and AEM. Each of these, related to AI, energy, gold, and recent topics, allowed for significant profit growth.
    While TSM had positive earnings, its stock price stagnated, prompting a small loss-cutting and liquidation of all positions. Although performance outlook remains positive, insufficient information to determine geopolitical risks related to Trump's policies towards China, Russia, and the Middle East led to a cautious approach to monitor future policy developments.
    Regarding current positions, focusing on AI-related investments like AMZN, GOOG, MSFT, META, the outlook remains positive based on earnings and guidance. However, the investment focus has been narrowed to NVDA and PLTR, with profit-taking and position adjustments made for two other continued investment positions. This trade aims to rebalance slightly skewed allocations, ...
    Translated
    Recent earnings and future investment policies.

    loading...

    3
    $Palantir (PLTR.US)$
    Congratulations on successfully passing the settlement 🎉 I thought it would drop for a while before the settlement, but I was deceived by the temporary rise and ended up buying at a high price, but I was saved safely. Looking forward to tomorrow morning.
    Translated
    $NVIDIA (NVDA.US)$ $Nasdaq (NDAQ.US)$ $Dow Inc (DOW.US)$
    Congratulations on choosing Nvidia instead of Intel, Dow Inc! To all the sellers, my deepest condolences for the worst short squeeze 🙏
    Translated
    2
    AMD's earnings and guidance are not met, resulting in a sharp decline.
     
    1. Performance
    ・Total revenue: $68.2 billion (18% increase from the previous year, 17% increase from the previous quarter) achieving a record high.
    Data center revenue: A record high of $3.5 billion, an increase of 122% year-on-year and 25% from the previous period.
    Client business revenue: $1.9 billion (an increase of 29% year-on-year and 26% from the previous period).
    Gaming business revenue: $0.462 billion (a decrease of 69% year-on-year and 29% from the previous period).
    Embedded business revenue: $0.927 billion (a decrease of 25% year-on-year and an increase of 8% from the previous period).
     
    2. Profit and Profit Margin
    ・Gross Margin: 50% on a GAAP basis, 54% on a non-GAAP basis.
    ・Operating Profit: $7.24 billion on a GAAP basis (an increase of 223% compared to the previous year), $17.2 billion on a non-GAAP basis (an increase of 34% compared to the previous year).
    ・Net profit: $0.771 billion on a GAAP basis (up 158% year-over-year), $15 billion on a non-GAAP basis (up 33% year-over-year).
    ・EPS: $0.47 on a GAAP basis, $0.92 on a non-GAAP basis (in line with market estimates).
     
    3. Quarterly and annual financial estimates
    Quarterly sales forecast: $7.2 billion to $7.8 billion (median $7.5 billion, 22% increase year-on-year, 10% increase from the previous quarter).
    ...
    Translated
    1
    $NVIDIA (NVDA.US)$
    Is it because it's the weekend that it can't be helped...
    Translated