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181079089 Private ID: 181079089
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    181079089 commented on
    6/24 Today's NVIDIA is -2% in front of the market, so it looks like it's even cheaper.
    It's intense during the adjustment period.
    Maybe it will go down to around 120 yen.
    Translated
    6/24 today's NVIDIA
    2
    $NVIDIA(NVDA.US)$ AI-related stocks are exciting at the festival, but I have a personal impression that the winners and losses have come into view with the current financial results.
    What I'm looking at as an indicator of this is gross margin ratio.
    What are representative stocks as failed stocks in this AI-related stock settlement season $Super Micro Computer(SMCI.US)$ $Dell Technologies(DELL.US)$ That was it. Both were AI-related businesses with explosive demand, and gross margins were extremely low, which disappointed institutional investors. I think it will be difficult to win if we don't improve this gross margin ratio.
    I'm wondering if it's naturally easy to select stocks based on such criteria.
    These were my personal impressions.
    Translated
    This week's highlight!!
    No, it is no exaggeration to say that it is no exaggeration to say that NVIDIA's financial results for this month's important event, including stock splits, passed successfully and surpassed expectations
    I'm looking forward to seeing that the global market prices, which were awaiting NVIDIA's financial results, will start moving in a positive direction
    Translated
    After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
    Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
    [Rewards]
    ● 5,000 points distributed evenly
    May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
    [Exclusive 500 yen Amazon gift card]
    Would you like to take part in more challenging contests?
    May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
    Translated
    [Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!
    835
    $NVIDIA(NVDA.US)$Stock splits were carried out several times in the early 2000s, but most recently, 1 share was split into 4 shares in 2021/7.
    Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
    NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
    Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...
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