$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
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$NVIDIA (NVDA.US)$ It seems to be falling... If it can exceed $109.25, it seems that it will gather momentum...

$NVIDIA (NVDA.US)$
I'm starting to look forward to what kind of price movement it will be at this point.
I think it's a good idea to buy more in this situation, but I don't know the bottom price. For now, I'll put a buy limit order around $95, where I can see all the gaps on the daily chart.

$NVIDIA (NVDA.US)$The correlation between chip makers and their largest customers (such as MSFT) is cracking. The picture of wealth shifting from MSFT shareholders to chip makers (AMD/NVDA) is clearly illustrated by the AMD earnings. Companies like MSFT are required to monetize AI investments, but chip makers can deliver results as long as GPU demand continues, as demonstrated by AMD. Looking forward to NVDA's earnings.

$Arm Holdings (ARM.US)$
The financial results for the Mag 7 are also important, but the financial results for Arm on the 31st also deserve attention. If Arm rebounds drastically, I think SoftBank Group's stock price will recover as well. Summer rally, hot, no, hot summer is about to begin.

$NVIDIA (NVDA.US)$
It seems that semiconductor manufacturers in American allies such as Japan, South Korea, and the Netherlands will be exempted from the reported regulations against China, and Nikkei's semiconductor-related stocks have exploded. NVDA was regulated by Moro, the lower back of GPUs for China was crushed, and when I looked at the chart while giving up thinking that it would fall again, it rose before the market. what does that mean?? Somebody tell me!

$NVIDIA (NVDA.US)$
The stock price of NVIDIA (NVIDIA) fell 7% yesterday, and I'm not worried at all.
◾️ NVIDIA sales trends (dollars)
・Full year 2023:27 billion
・2024 February-April: 26 billion
・2024/May-July Forecast: 28 billion
Will the financial results for May-July be announced in late August? A GPU/Blackwell equipped with 208 billion transistors is scheduled to be announced in the second half of this year, and many major tech companies and data centers are planning to adopt it.
What are you all worried about? Are there any other manufacturers that can make GPUs with more performance than this? It's not there.
Forecasts from many analysts, including Morgan Stanley, are also strong buys.
Of course, invest in stocks at your own risk. Meanwhile, I'm watching until 2030, so of course I expect NVIDIA from now on, and will continue to own it.

$NVIDIA (NVDA.US)$ $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ $Tesla (TSLA.US)$
Kanda's souvenir 🤫

$NVIDIA (NVDA.US)$
Quoted from Reuters 🚩
The Biden administration plans to announce new rules expanding the US authority to block the export of semiconductor manufacturing equipment to Chinese semiconductor manufacturers next month.
However, shipments from allied countries (including Japan, the Netherlands, and South Korea) that export major semiconductor manufacturing equipment will be excluded, so the impact of this rule will be limited.
This information is from a source who spoke on the condition of anonymity, without permission to speak to the media.