Mickharopi
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$NVIDIA (NVDA.US)$ 周りを見れば、今日はほっとくって事で、いいんじゃないかな
100切ったら、インできますし
この手の株達には、よくあることですからね
焦って売って養分になった事数回あります。
今回は、高い授業料払ったので
流石にほっときます
100切ったら、インできますし
この手の株達には、よくあることですからね
焦って売って養分になった事数回あります。
今回は、高い授業料払ったので
流石にほっときます
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Mickharopi
liked
14
Mickharopi
liked
$NVIDIA (NVDA.US)$
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
I've been an analyst for a long time, so I can imagine the scene of NVDA's CFO and company executives discussing the guidance numbers right before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
I've been an analyst for a long time, so I can imagine the scene of NVDA's CFO and company executives discussing the guidance numbers right before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
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Mickharopi
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$NVIDIA (NVDA.US)$ 今年の２月にエヌビディアと三井物産が手を組み医療AIに向けて‥と言う話しの中ちょうどそのころバフェット氏が三井物産の株購入と！そろそろ医療AIの方向せいが見え出したこの次期、エヌビディア決算も終わった瞬間にバフェット氏エヌビディア株大量購入の噂が出ていますが！真相は？？出来過ぎた話で嘘か誠かアンテナ高くして情報を精査しないと
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Mickharopi
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Good morning Moomoo users!![]()
Here are the key points for today's early morning report.
● [Tokyo Stock Market Forecast Range] 0.03 million8000 yen-0.03 million8500 yen (29-day closing price 0.03 million8362 yen 53 sen)
On the 29th, the U.S. stock market was mixed. While the Dow Jones Industrial Average rebounded, the S&P 500 and the Nasdaq Composite Index continued to decline. The closing price of the Dow Jones Industrial Average was $13,335.05, up $243.63 from the previous day, setting a new record high. The S&P 500 closed at 5,591.96, down 0.22 points, and the Nasdaq Composite Index closed at 7,516.43, down 39.60 points. On the 30th, the Tokyo stock market is expected to have a small fluctuation near the previous day's closing price amid conflicting views of strength and weakness.
on Thursday.
Apple and Nvidia are considering investing in OpenAI, according to sources.
In 2025, Apple is expected to surpass Nvidia and become the top AI-related stock, according to Citigroup.
The US existing home sales index in July is the lowest on record, unexpected decline.
Orders for AI servers are rapidly increasing, and Dell's earnings exceed expectations.
ーMoomoo News Sherry
Market overview
●2025年、アップルはエヌビディアを抜いてAI関連銘柄のトップになるとシティ
● [Tokyo Stock Market Forecast Range] 0.03 million8000 yen-0.03 million8500 yen (29-day closing price 0.03 million8362 yen 53 sen)
On the 29th, the U.S. stock market was mixed. While the Dow Jones Industrial Average rebounded, the S&P 500 and the Nasdaq Composite Index continued to decline. The closing price of the Dow Jones Industrial Average was $13,335.05, up $243.63 from the previous day, setting a new record high. The S&P 500 closed at 5,591.96, down 0.22 points, and the Nasdaq Composite Index closed at 7,516.43, down 39.60 points. On the 30th, the Tokyo stock market is expected to have a small fluctuation near the previous day's closing price amid conflicting views of strength and weakness.
on Thursday.
Apple and Nvidia are considering investing in OpenAI, according to sources.
In 2025, Apple is expected to surpass Nvidia and become the top AI-related stock, according to Citigroup.
The US existing home sales index in July is the lowest on record, unexpected decline.
Orders for AI servers are rapidly increasing, and Dell's earnings exceed expectations.
ーMoomoo News Sherry
Market overview
●2025年、アップルはエヌビディアを抜いてAI関連銘柄のトップになるとシティ
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Mickharopi
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$NVIDIA (NVDA.US)$ Alright! It's a call here!
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Mickharopi
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$NVIDIA (NVDA.US)$
下がってもいい たくましく育って欲しい
下がってもいい たくましく育って欲しい
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Mickharopi
liked
$NVIDIA (NVDA.US)$
決算前130から135ベストポジションは、キープ出来そうよな。ただ、、、、
市場の期待は、エヌビディア決算の数字に慣れて異常、超超ハードルが高い。
ちょっとした決算ミスも許されないと思う。それでも期待以上の決算を出して来たエヌビディア。楽しみ。
私は最低3年は、見守り長期型ホルダーなので静観して見ておきますわ。
さて、今日は何しようかな。秋葉原にでもいくか、家にずっといてもな、手や足が細くなり宇宙人みたい。
あっ！AI革命や産業革命、身体を動かす労働もAIに仕事を奪われて、皆んな宇宙人見たいな身体になるんじゃね！
と言う事は、宇宙人は私達の未来の姿を見せて、、信じるか信じないかは貴方しだい。
決算前130から135ベストポジションは、キープ出来そうよな。ただ、、、、
市場の期待は、エヌビディア決算の数字に慣れて異常、超超ハードルが高い。
ちょっとした決算ミスも許されないと思う。それでも期待以上の決算を出して来たエヌビディア。楽しみ。
私は最低3年は、見守り長期型ホルダーなので静観して見ておきますわ。
さて、今日は何しようかな。秋葉原にでもいくか、家にずっといてもな、手や足が細くなり宇宙人みたい。
あっ！AI革命や産業革命、身体を動かす労働もAIに仕事を奪われて、皆んな宇宙人見たいな身体になるんじゃね！
と言う事は、宇宙人は私達の未来の姿を見せて、、信じるか信じないかは貴方しだい。
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$Nintendo (7974.JP)$
I bought it because I want to support.
I bought it because I want to support.
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$NVIDIA (NVDA.US)$ It seems to sting at 108
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