米国株ビギナー
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SoftBank G acquires English Graphcore, a semiconductor company for AI
July 12, 2024 8:42 AM GMT+9 (some excerpts)
The SoftBank Group (9984.T) has acquired English GraphCore, a semiconductor manufacturer for artificial intelligence (AI). The amount of the acquisition was not disclosed.
Graphcore used to attract attention as a rival company of US semiconductor giant NVDA.O (NVDA.O), but it has struggled to secure the funds necessary for competition.
The valuation value as of the end of 2020 was 2770 million dollars, but in documents published last year, it was clarified that further funds are needed to balance balance income and expenditure. The company has cut the number of employees by one-fifth and is closing operations in Norway, Japan, and South Korea.
July 12, 2024 8:42 AM GMT+9 (some excerpts)
The SoftBank Group (9984.T) has acquired English GraphCore, a semiconductor manufacturer for artificial intelligence (AI). The amount of the acquisition was not disclosed.
Graphcore used to attract attention as a rival company of US semiconductor giant NVDA.O (NVDA.O), but it has struggled to secure the funds necessary for competition.
The valuation value as of the end of 2020 was 2770 million dollars, but in documents published last year, it was clarified that further funds are needed to balance balance income and expenditure. The company has cut the number of employees by one-fifth and is closing operations in Norway, Japan, and South Korea.
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15
米国株ビギナー
reacted to
Semiconductor manufacturer's $Advanced Micro Devices (AMD.US)$23Q2 financial results were announced 1 day after closing. It was clarified that it is expanding into artificial intelligence (AI) computing.
●Sales volume:53.6billion dollars (market forecast 5.32 billion dollars), compared to the same period last year18%minus
● Adjusted EPS:0.58Dollar (market forecast $0.57), year over year45%minus
● Adjusted operating margin: from 30% in the same period last year20%Decreased to (market forecast 19.5%)
● Sales of the Data Center Division:13.2100 million dollars (market forecast 1.4 billion dollars), compared to the same period last year11%minus
● Sales volume of the client division (PC business):9.98100 million dollars (market forecast: 840 million dollars), compared to the same period last year54%minus
● Sales in the gaming division:15.8100 million dollars (market forecast 1.6 billion dollars), compared to the same period last year4%minus
●Q3 sales forecast:54-60100 million dollars, the median value is lower than the consensus forecast of 5.8 billion dollars
Chief Financial Officer Gene Fu (CFO) said, “Driven by increased demand for EPYC and Ryzen, the third quarterData centers and clients...
●Sales volume:53.6billion dollars (market forecast 5.32 billion dollars), compared to the same period last year18%minus
● Adjusted EPS:0.58Dollar (market forecast $0.57), year over year45%minus
● Adjusted operating margin: from 30% in the same period last year20%Decreased to (market forecast 19.5%)
● Sales of the Data Center Division:13.2100 million dollars (market forecast 1.4 billion dollars), compared to the same period last year11%minus
● Sales volume of the client division (PC business):9.98100 million dollars (market forecast: 840 million dollars), compared to the same period last year54%minus
● Sales in the gaming division:15.8100 million dollars (market forecast 1.6 billion dollars), compared to the same period last year4%minus
●Q3 sales forecast:54-60100 million dollars, the median value is lower than the consensus forecast of 5.8 billion dollars
Chief Financial Officer Gene Fu (CFO) said, “Driven by increased demand for EPYC and Ryzen, the third quarterData centers and clients...
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![Understand better than anywhere else [AMDQ2 financial results summary]](https://jpsnsimg.moomoo.com/feed_image/181250687/9b18b414fb963e6a811e831841de9f1e.png/thumb)
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米国株ビギナー
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$Tesla (TSLA.US)$
Monthly candlestickDescending channelUpper limitRebound
Weekly candlestick in the range of 250-260
Daily candlestick, short-term MABelowAfter breakoutRangeFormation![]()
2-hour timeframeRise.TrendUpper limitNearby![]()
1-hour timeframeUpper limit270-280![]()
Lower Limit240-250
Overall Evaluation
Long TermRange- Medium TermLong- Short-termRange- Very short termShort
Overall lack of direction, noticeable resistance at the rebound, or recommended to wait for a breakout.![]()
Upper limitRapidly from 299 in the short termDeclineBecause of this,UpDownThe price movement is busy, so let's wait and see until the channel line is drawn on the daily chart, etc.![]()
Monthly candlestickDescending channelUpper limitRebound
Weekly candlestick in the range of 250-260
Daily candlestick, short-term MABelowAfter breakoutRangeFormation
2-hour timeframeRise.TrendUpper limitNearby
1-hour timeframeUpper limit270-280
Overall Evaluation
Long TermRange- Medium TermLong- Short-termRange- Very short termShort
Overall lack of direction, noticeable resistance at the rebound, or recommended to wait for a breakout.
Upper limitRapidly from 299 in the short termDeclineBecause of this,UpDownThe price movement is busy, so let's wait and see until the channel line is drawn on the daily chart, etc.
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米国株ビギナー
reacted to and commented on
It is famous as a high-dividend stock in the USA.
$Verizon (VZ.US)$
$AT&T (T.US)$
But both have fallen and now have a dividend yield of over 7%!
Recently, I've been buying more and more 😄
$Verizon (VZ.US)$
$AT&T (T.US)$
But both have fallen and now have a dividend yield of over 7%!
Recently, I've been buying more and more 😄
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4
米国株ビギナー
liked
The quarterly financial results of Big Tech (MSFT, GOOL, META) did not have the same momentum as before, with the real sales growth rate after adjusting for inflation in the single-digit range.
This means that it is weakening to rising interest rates.
On the other hand, looking back at the FOMC the other day, it seemed that Chairman Powell was becoming optimistic about the outlook for the economy, such as deepening his confidence in a soft landing.
Since this is a factor in the rise in long-term interest rates, I think it will happen that “Big Tech's stock price will begin to decline even though business performance is strong” in response to a decline in valuations.
This means that it is weakening to rising interest rates.
On the other hand, looking back at the FOMC the other day, it seemed that Chairman Powell was becoming optimistic about the outlook for the economy, such as deepening his confidence in a soft landing.
Since this is a factor in the rise in long-term interest rates, I think it will happen that “Big Tech's stock price will begin to decline even though business performance is strong” in response to a decline in valuations.
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33
米国株ビギナー
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Aiming to stabilize everyday life by increasing dividend yields
One reason I started investing in US stocks is that the dividend span is 3 months = once every 4 months.
If you simply distribute this and hold high-dividend stocks, “it will be extra income!” I had an honest motive.
So I immediately bought the US Stock Quarterly Report at a bookstore and started searching like a beginner...
Finally, we started holding the following 5 stocks sequentially.
5 stocks we have started holding
$Coca-Cola (KO.US)$ Dividend Yield: 2.79%
$AT&T (T.US)$ Dividend Yield: 5.57%
$Bath & Body Works (BBWI.US)$ Dividend yield: 4% over (at the time I held it, it was before the spin-off by Victoria's Secret, so ticker was a high dividend stock with LB)
$Vanguard Total Bond Market ETF (BND.US)$ Dividend Yield: 2.98%
$iShares Preferred and Income Securities ETF (PFF.US)$ Dividend Yield: 4.2...
One reason I started investing in US stocks is that the dividend span is 3 months = once every 4 months.
If you simply distribute this and hold high-dividend stocks, “it will be extra income!” I had an honest motive.
So I immediately bought the US Stock Quarterly Report at a bookstore and started searching like a beginner...
Finally, we started holding the following 5 stocks sequentially.
5 stocks we have started holding
$Coca-Cola (KO.US)$ Dividend Yield: 2.79%
$AT&T (T.US)$ Dividend Yield: 5.57%
$Bath & Body Works (BBWI.US)$ Dividend yield: 4% over (at the time I held it, it was before the spin-off by Victoria's Secret, so ticker was a high dividend stock with LB)
$Vanguard Total Bond Market ETF (BND.US)$ Dividend Yield: 2.98%
$iShares Preferred and Income Securities ETF (PFF.US)$ Dividend Yield: 4.2...
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1
米国株ビギナー
liked
When investing in high-dividend stocks, “What stocks should I diversify my investment into?” The question is also often asked 🌱
It's my answer, but the profit from investing in high-dividend stocks is dividends 💰
So don't worry about stock prices
→Number of stocks that will have no dividends
→How many percent of the total would it be forgivable
I think it's easier to come up with an answer when you think about that 😊
eg
→It is assumed that 10 stocks will be out of stock
→Be prepared to cut dividends by 20% across the entire portfolio
If possible, having 50 brands would be just the right shiobai 👌 stock
If you look at the price, it will be difficult to organize information 😅 think simply ♪
It's my answer, but the profit from investing in high-dividend stocks is dividends 💰
So don't worry about stock prices
→Number of stocks that will have no dividends
→How many percent of the total would it be forgivable
I think it's easier to come up with an answer when you think about that 😊
eg
→It is assumed that 10 stocks will be out of stock
→Be prepared to cut dividends by 20% across the entire portfolio
If possible, having 50 brands would be just the right shiobai 👌 stock
If you look at the price, it will be difficult to organize information 😅 think simply ♪
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