$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
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$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
It seems that as mentioned in the following restrictions, a certain point in the morning was the best selling point.
I thought it would start positive from the beginning of the USA market but I never imagined it would already be negative...
It may be much weaker than you think.
I will say it again, it would be really dangerous to Buy if it drops.
It's probably not a normal decline.
Looks like some significant force is at work.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
When asked about the military invasion of Taiwan using DeepSeek and chatGPT, what do you think?
Positive opinions on DeepSeek
Negative opinions on chatGPT
AIを作る人が中国人であると、AIの思想が中国よりになることが分かった
deepseekはゴ○🚯であることがわかった

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Mamoru's YouTube viewing will decrease, won't it? 😱

$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
I realized that expensive GPUs like Blackwell are not necessary for AI operations. I understand that we need to develop to increase profits, but at the current stage, it's a complete over-spec. We may see an increase in returns because they are no longer needed.

$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
From the news of DeepSeek, there are AI investments for hyperscalers, a skeptical view on semiconductor stocks, in addition to the FOMC on the 29th (Wednesday), earnings reports from MSFT, META, TSLA, and a busy schedule with the PCE on the 31st (Friday) and other events.
Regarding the news about DeepSeek, it seems to have a significant impact, and it may take time for the negative sentiment to recover. In terms of infrastructure, issues with cooling data center servers, high power consumption, and various challenges were highlighted. Companies developing LLM and other AI models such as OpenAI, Meta, and xAI not only need to focus on performance but also on efficiency. There is a potential question of how much to improve the performance of AI-specific GPUs like NVIDIA they use. Additionally, including MSFT, the scrutiny from investors on the scale of AI investments seems to be getting tougher.
On the other hand, AI development, triggered by this DeepSeek, is expanding the foundation of development that does not rely on large-scale general-purpose models for hyperscalers, including specialized and partially optimized purposes. As a result, there is a reassessment of semiconductor manufacturing and semiconductor manufacturing equipment.

$Bitcoin (BTC.CC)$
Is Trump deliberately trying to cause a crash in virtual currency? It is expected that he intends to acquire it with government funds after it becomes cheaper.