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$NVIDIA (NVDA.US)$ I feel like I can win someday if I hold on even if it goes down, so I'm feeling relaxed lol
No matter how much you study, in the end it's a mental game, right? lol
I'll continue to hodl without change ★
No matter how much you study, in the end it's a mental game, right? lol
I'll continue to hodl without change ★
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Although they are down, semiconductors are not yet at the mid-year earnings announcement.
I think there's too much emphasis on negative forecasts and maybe just wanting to sell.
For now, I might wait for the semiconductor earnings of AVGO and NVDA, etc.
Even when the Nikkei average reached its peak, NVDA was leading the way, so this will likely determine the market's final decision.
Before that, I think it's either hitting rock bottom or pretending to hit rock bottom.
I think there's too much emphasis on negative forecasts and maybe just wanting to sell.
For now, I might wait for the semiconductor earnings of AVGO and NVDA, etc.
Even when the Nikkei average reached its peak, NVDA was leading the way, so this will likely determine the market's final decision.
Before that, I think it's either hitting rock bottom or pretending to hit rock bottom.
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Two companies with important positions in the global semiconductor industryRecently, financial results were announced. It is the only company in the world that manufactures cutting-edge exposure measures $ASML Holding (ASML.US)$and the world's largest semiconductor contract manufacturing (foundry) $Taiwan Semiconductor (TSM.US)$ that's it.The financial results announcements of both companies were disgusted, and not only stock prices but also the SOX index(Philadelphia Semiconductor Stock Index) tooDeclineI did it. However,Risk-aversion movements that were wary of a sharp rise in US 10-year bond yields also encouraged profit-making salesIt seems that they did it.
This timeWhat was mainly disliked about the financial results of both companiesI would like to take a look at it along with the financial results. Also, both companiesConfirmed the outlook for the semiconductor market in general and demand for AI semiconductors shown at the financial results briefingI decided to try it out.
ASML's largest customer(Bloomberg data...
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When we're feeling pessimistic, we tend to associate ourselves with even more pessimistic information. That's all there is to it.
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