In response to NVIDIA's good financial results the other day, related stocks also rose sharply, but other stocks excluding that have declined across the board.
Eli Lilly and Newcore were the only ones that went up in terms of holdings. What does it mean that stocks and VOO that buy from NVIDIA and utilize AI will drop...
I think the timing overlapped with the announcement of the minutes of the FOMC, which had a negative impression, but NVIDIA's influence is frightening.
Eli Lilly and Newcore were the only ones that went up in terms of holdings. What does it mean that stocks and VOO that buy from NVIDIA and utilize AI will drop...
I think the timing overlapped with the announcement of the minutes of the FOMC, which had a negative impression, but NVIDIA's influence is frightening.
Translated
7
1
There is an NVIDIA financial results report after the 5/22 market, but it's a tremendous consensus forecast... expectations that have passed through enthusiasm.
Furthermore, they are not as alert as the previous financial results, and stock prices have already risen in anticipation of good financial results, so it's really scary that there is a possibility that they will be sold if they don't meet surprise expectations, and the US financial results event is really scary.![]()
Furthermore, they are not as alert as the previous financial results, and stock prices have already risen in anticipation of good financial results, so it's really scary that there is a possibility that they will be sold if they don't meet surprise expectations, and the US financial results event is really scary.
Translated
10
Monday Dotcom, which had slumped to this point due to the last good financial results, skyrocketed overtime due to good financial results due to good financial results.
I'm glad I had it without hesitation...
I'm glad I had it without hesitation...
Translated
6
$SoftBank(9434.JP$
For the fiscal year ending January-March (4Q), which is the result for the last 3 monthsConsolidated final profit compared to the same period last yearRapid expansion of 3.6 times to 82.3 billion yenThen,Operating margin for the same period last yearSignificant improvement from 5.0% to 9.2%
While other companies have a weak outlook for fiscal year 25,The fiscal year ending March 25 is compared to the previous fiscal year500 billion yen, up 2.2%I have a good impression of the steady growth forecast.
Also, at the financial results briefing, with large-scale investment in AI equipmentAnnouncing the introduction of NVIDIA's B200 for the first time in Japan。
Other than that, to a supercomputer maintenance project for AI from the Ministry of Economy, Trade and Industry,Support up to 42.1 billion yenThere was a report of
Stock splits to lower investment hurdles at NISA, additional benefits where you can receive paypay points for 100 shares,
It seems like pretty good conditions have been put in place.
The concern is that amid the announcement of the financial results briefing that they will stop transactions with NAVER, where security issues have been raised,
The point of the vague statement is that it is still undecided what the company on the other side thinks.
SB to increase profit by 2% at the end of the fiscal year
For the fiscal year ending January-March (4Q), which is the result for the last 3 monthsConsolidated final profit compared to the same period last yearRapid expansion of 3.6 times to 82.3 billion yenThen,Operating margin for the same period last yearSignificant improvement from 5.0% to 9.2%
While other companies have a weak outlook for fiscal year 25,The fiscal year ending March 25 is compared to the previous fiscal year500 billion yen, up 2.2%I have a good impression of the steady growth forecast.
Also, at the financial results briefing, with large-scale investment in AI equipmentAnnouncing the introduction of NVIDIA's B200 for the first time in Japan。
Other than that, to a supercomputer maintenance project for AI from the Ministry of Economy, Trade and Industry,Support up to 42.1 billion yenThere was a report of
Stock splits to lower investment hurdles at NISA, additional benefits where you can receive paypay points for 100 shares,
It seems like pretty good conditions have been put in place.
The concern is that amid the announcement of the financial results briefing that they will stop transactions with NAVER, where security issues have been raised,
The point of the vague statement is that it is still undecided what the company on the other side thinks.
SB to increase profit by 2% at the end of the fiscal year
Translated
8
EPS：（予想27¢）57¢
売上高：（予想1億6570万ドル）1億6760万ドル
売上高成長率：前年同期比45%
来期売上高ガイダンス：（予想1億7690万ドル）1億7500万ドル～1億7750万ドル
（中央値1億7625万ドル）
決算自体はとても良かったのですが、来期ガイダンス見通しが僅かにミスで、まさか一時-20％近く下落するとは・・
このEPSの上昇と成長率を立て続けに出してるなかで、この評価は流石に過小評価と感じるので、このまま保持。
更に下落して、基準価額を下げられるところまで落ちるなら買い増します。
$Duolingo(DUOL.US$
売上高：（予想1億6570万ドル）1億6760万ドル
売上高成長率：前年同期比45%
来期売上高ガイダンス：（予想1億7690万ドル）1億7500万ドル～1億7750万ドル
（中央値1億7625万ドル）
決算自体はとても良かったのですが、来期ガイダンス見通しが僅かにミスで、まさか一時-20％近く下落するとは・・
このEPSの上昇と成長率を立て続けに出してるなかで、この評価は流石に過小評価と感じるので、このまま保持。
更に下落して、基準価額を下げられるところまで落ちるなら買い増します。
$Duolingo(DUOL.US$
13
Now it's time to change to Xnet (4762). For a long time, Japanese stocks have been a dividend-based portfolio, and there have been almost no changes, but this year is hectic.
Translated
3
Since the beginning of this year, all shares of KFC (9873) shares have been sold by Mitsubishi Corporation,
SoftBank (9434) stock split with the addition of PayPay shareholder benefits,
I'm surprised that stocks held in Japan, which had not had event-like events until now, are suddenly moving.
KFC stocks that I've always held as a memorial to starting stocks
I never thought I'd let go of it in this way.
SoftBank (9434) stock split with the addition of PayPay shareholder benefits,
I'm surprised that stocks held in Japan, which had not had event-like events until now, are suddenly moving.
KFC stocks that I've always held as a memorial to starting stocks
I never thought I'd let go of it in this way.
Translated
9
1
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
There aren't any good things about EV cars this year.
Translated
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2
$SentinelOne(S.US$
Sales were both good at 174 million dollars (○) compared to 169 million dollars and -2 (○) compared to EPS forecast -4 cents, but 8.12 to 818 million dollars (△?) compared to guidance of 817 million dollars for fiscal year 25 The forecast is slightly bearish. As far as I can see the decline, this is also included in mistakes...
It fell 15% on the day and 5% the next day. After all, it's a blink of an eye when the financial results of small-cap growth stocks show signs of weakness. I don't think it was an extreme mistake, but it makes me cry, especially now that the overall trend is on a downward trend.![]()
Sales were both good at 174 million dollars (○) compared to 169 million dollars and -2 (○) compared to EPS forecast -4 cents, but 8.12 to 818 million dollars (△?) compared to guidance of 817 million dollars for fiscal year 25 The forecast is slightly bearish. As far as I can see the decline, this is also included in mistakes...
It fell 15% on the day and 5% the next day. After all, it's a blink of an eye when the financial results of small-cap growth stocks show signs of weakness. I don't think it was an extreme mistake, but it makes me cry, especially now that the overall trend is on a downward trend.
Translated
5
The financial results report for Samsara (IOT) will be released outside of attendance time on 3/7.
As a result of removing stocks with financial mistakes from the small US growth stocks that had been held since around November of last year, the main holdings were gradually narrowed down.
Sphere Entertainment (SPHR) had a good chart shape, so I just bought it again![]()
Following the good financial results of the cybersecurity brand Cloud Strike (CRWD) the other day
Sentinel One (S) financial results reports are also being prepared outside of the 13th hour, so I would like to keep a close eye on this as well.
$Samsara(IOT.US$
As a result of removing stocks with financial mistakes from the small US growth stocks that had been held since around November of last year, the main holdings were gradually narrowed down.
Sphere Entertainment (SPHR) had a good chart shape, so I just bought it again
Following the good financial results of the cybersecurity brand Cloud Strike (CRWD) the other day
Sentinel One (S) financial results reports are also being prepared outside of the 13th hour, so I would like to keep a close eye on this as well.
$Samsara(IOT.US$
Translated
3
2
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