武天老師
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Is NVIDIA running out of bad material?
$NVIDIA (NVDA.US)$ The downward trend has continued since mid-July,The milestone of 8/7 broke through the $100 range. Is 8/7 notable for AI stocks $Super Micro Computer (SMCI.US)$ The fact that it plummeted 20% after financial results were announced resonated. Since SMCI manufactures servers equipped with NVIDIA AI semiconductors, the company's financial results attracted attention as showing demand trends for NVIDIA products.Next 8 days, NVIDIA shares rebounded 6%,Recovering to the $100 levelI did it.
Does this backlash indicate that bad material has run out? From SMCI's financial resultsDemand forecast for NVIDIA AI semiconductorsYaCheck the impact of the latest Blackwell delaysThen, search for the answer. More important to NVIDIABig Tech capital investment planswithAlso check out the investment environment surrounding AI stocksI'll do it.
SMCI's financial results
SMCI temporarily attracted attention as an AI stock with more momentum than NVIDIA. The company...
$NVIDIA (NVDA.US)$ The downward trend has continued since mid-July,The milestone of 8/7 broke through the $100 range. Is 8/7 notable for AI stocks $Super Micro Computer (SMCI.US)$ The fact that it plummeted 20% after financial results were announced resonated. Since SMCI manufactures servers equipped with NVIDIA AI semiconductors, the company's financial results attracted attention as showing demand trends for NVIDIA products.Next 8 days, NVIDIA shares rebounded 6%,Recovering to the $100 levelI did it.
Does this backlash indicate that bad material has run out? From SMCI's financial resultsDemand forecast for NVIDIA AI semiconductorsYaCheck the impact of the latest Blackwell delaysThen, search for the answer. More important to NVIDIABig Tech capital investment planswithAlso check out the investment environment surrounding AI stocksI'll do it.
SMCI temporarily attracted attention as an AI stock with more momentum than NVIDIA. The company...
Translated
![NVIDIA recovers $100! Overcoming the SMCI financial shock and running out of bad material?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240809/1723190433497-55bbdf7ac0.png/thumb?area=105&is_public=true)
![NVIDIA recovers $100! Overcoming the SMCI financial shock and running out of bad material?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240809/1723190570169-1b68e6498b.png/thumb?area=105&is_public=true)
![NVIDIA recovers $100! Overcoming the SMCI financial shock and running out of bad material?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240809/1723190569979-f85168d38c.png/thumb?area=105&is_public=true)
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武天老師
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$NVIDIA (NVDA.US)$
I want to participate again, but I can't quite grasp the timing
I want to participate again, but I can't quite grasp the timing
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No more until after Obon.
Once they are picked up, I'll start shopping.
Once they are picked up, I'll start shopping.
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$AnyMind Group (5027.JP)$ The president here is working really actively.
I will be buying more little by little.
I will be buying more little by little.
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$Palantir (PLTR.US)$ In response to the CEO's statement, the sales method was “Let's sell it!”
Furthermore, the CEO sold the company's shares.
So is it a great place to buy?
I bought 200 more shares.
Furthermore, the CEO sold the company's shares.
So is it a great place to buy?
I bought 200 more shares.
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Anymind went public last year.
The current stock price is around 1000 yen.
It could be a tenberger![]()
The current stock price is around 1000 yen.
It could be a tenberger
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武天老師
commented on
Major US EVs $Tesla (TSLA.US)$Is4/24 5:00 Japan timeupon2024 Q1 financial results are scheduled to be announced。
According to market consensus, Tesla's first quarter sales compared to the same period last year$22.521 billion, down 3.46%, EPS compared to the same period last year$0.44, down 39.48%It is expected.
Tesla in 2024 had a rough start. A decrease in the number of car deliveries was expected to drag profits, and intentions such as personnel cuts due to sluggish demand and intensifying competition were also conveyed. Due to a series of bad news in recent months, Tesla's stock price has fallen by nearly 40% year to date, making it the worst performing major stock this year.
Due to the decline in demand for electric vehicles in general and the intensification of competition from China, the company's quarterly profit declined 40% from the same period last year in the 23/Q4 financial results reported in January, and sales growth also stopped at 3%, which is lower than expected. Also, the number of car deliveries in the first quarter, which was revealed at the beginning of the month, declined sharply compared to the same period last year, which is a nightmare figure for the company. The EV giants are facing a difficult year.
Slowing EV demand and shrinking profit margins
The number of car deliveries for the first quarter announced by Tesla on the 2nd of this monthSame year as last year...
According to market consensus, Tesla's first quarter sales compared to the same period last year$22.521 billion, down 3.46%, EPS compared to the same period last year$0.44, down 39.48%It is expected.
Tesla in 2024 had a rough start. A decrease in the number of car deliveries was expected to drag profits, and intentions such as personnel cuts due to sluggish demand and intensifying competition were also conveyed. Due to a series of bad news in recent months, Tesla's stock price has fallen by nearly 40% year to date, making it the worst performing major stock this year.
Due to the decline in demand for electric vehicles in general and the intensification of competition from China, the company's quarterly profit declined 40% from the same period last year in the 23/Q4 financial results reported in January, and sales growth also stopped at 3%, which is lower than expected. Also, the number of car deliveries in the first quarter, which was revealed at the beginning of the month, declined sharply compared to the same period last year, which is a nightmare figure for the company. The EV giants are facing a difficult year.
The number of car deliveries for the first quarter announced by Tesla on the 2nd of this monthSame year as last year...
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![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/69cc4314ce7831c4808e04d8992976c3.png/thumb?area=105&is_public=true)
![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/c021599c6f2aaaebf6a498c7aafd9ca7.png/thumb?area=105&is_public=true)
![[Financial Results Preview] Tesla Signs of Strategic Change What is the driving force behind future growth?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/ddcbdec8ea6b261b24f6095126f180f8.png/thumb?area=105&is_public=true)
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武天老師
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Expectations for electric cars, which have been greatly excited, have now slowed globally. The world's major automobile manufacturers have postponed their electric vehicle investment plans one after another, and the United States $Tesla (TSLA.US)$It can also be confirmed from changes in stock prices of major EV manufacturers, starting with Since the beginning of the year, $Toyota Motor (TM.US)$What is the stock price ofUp close to 40%But what is Tesla's stock priceDecrease of 30% or more year to dateAnd it has been moving in the low range.
The depreciation of the yen and increased production and sales boosted Toyota's counterattack
Toyota's sharp rise has been supported by several factors, such as the depreciation of the yen, growth in production and sales, and a sense that the value of Japanese stocks is undervalued.
First,The depreciation of the yen benefits export-oriented Japanese companies like ToyotaIt's bringing it. Most of Toyota's production costs are in yen, and overseas sales are in local currency, so when the yen depreciates, Toyota's revenue in yen increases, and profit margins increase. The depreciation of the yen gave Toyota products a price advantage in overseas markets and contributed to an increase in unit sales.
Secondly,Manufacturing recovery and consumer preferencesAs a result, Toyota continued to win the title of world automobile sales volume. Last year...
Toyota's sharp rise has been supported by several factors, such as the depreciation of the yen, growth in production and sales, and a sense that the value of Japanese stocks is undervalued.
First,The depreciation of the yen benefits export-oriented Japanese companies like ToyotaIt's bringing it. Most of Toyota's production costs are in yen, and overseas sales are in local currency, so when the yen depreciates, Toyota's revenue in yen increases, and profit margins increase. The depreciation of the yen gave Toyota products a price advantage in overseas markets and contributed to an increase in unit sales.
Secondly,Manufacturing recovery and consumer preferencesAs a result, Toyota continued to win the title of world automobile sales volume. Last year...
Translated
![Is Tesla changing the leading role in the automobile industry again due to the rush to cut target stock prices and the rapid rise in Toyota?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240327/fe0a7126a85740e7b120ed3d492511e2.png/thumb?area=105&is_public=true)
![Is Tesla changing the leading role in the automobile industry again due to the rush to cut target stock prices and the rapid rise in Toyota?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240327/c7aa3d6b870c43fd8a52905bafd20ee5.png/thumb?area=105&is_public=true)
![Is Tesla changing the leading role in the automobile industry again due to the rush to cut target stock prices and the rapid rise in Toyota?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240327/4ec562e74f694af381fe0970a1545410.png/thumb?area=105&is_public=true)
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武天老師
liked
Hello Moomoo users! Thank you very much for your hard work.
Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Stock Average ended at 40888.43 yen, 72.77 yen higher than the previous business day
●How far will prices continue at “2%” and the outlook for February's rise of 2.8% is slowing
● Assessment and implementation of government bond purchase reductions and policy changes - Bank of Japan Governor Ueda
● Three Japanese stock buyback materials that overseas players are paying attention to, and yen appreciation in the latter half of the year = Ikeda Yunosuke
● Attention to the handle: $Japan Airlines (9201.JP)$、 $Mitsui Chemicals (4183.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40888.43 yen, 72.77 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2813.22, 17.01 points higher.
Top news
How far will prices continue at “2%” and the outlook for February's rise of 2.8% is slowing
The sustainability of the 2% consumer price increase rate targeted by the Bank of Japan is being tested. The overall index excluding fresh food in February rose 2.8% from the same month last year, expanding the growth rate for the first time in 4 months. The future is...
●The Nikkei Stock Average ended at 40888.43 yen, 72.77 yen higher than the previous business day
●How far will prices continue at “2%” and the outlook for February's rise of 2.8% is slowing
● Assessment and implementation of government bond purchase reductions and policy changes - Bank of Japan Governor Ueda
● Three Japanese stock buyback materials that overseas players are paying attention to, and yen appreciation in the latter half of the year = Ikeda Yunosuke
● Attention to the handle: $Japan Airlines (9201.JP)$、 $Mitsui Chemicals (4183.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40888.43 yen, 72.77 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2813.22, 17.01 points higher.
Top news
How far will prices continue at “2%” and the outlook for February's rise of 2.8% is slowing
The sustainability of the 2% consumer price increase rate targeted by the Bank of Japan is being tested. The overall index excluding fresh food in February rose 2.8% from the same month last year, expanding the growth rate for the first time in 4 months. The future is...
Translated
![Tokyo Market Summary: The Nikkei Average continues to rise slightly, and profit is heavy even when sentiment is good](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240322/dc9b292bae92f89f69ad15d6b00c68a0.png/thumb?area=105&is_public=true)
![Tokyo Market Summary: The Nikkei Average continues to rise slightly, and profit is heavy even when sentiment is good](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240322/5a1b5eb1b9244bd1acb1b19746657531.png/thumb?area=105&is_public=true)
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武天老師 : Well, in the medium to long term, AI waves are about ripples.
NVIDIA is going to hold and buy more.