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The financial results season for US stocks was a turbulent beginning. Of the Big Tech M7, $Alphabet-A(GOOGL.US$with $Tesla(TSLA.US$It plummeted after financial results were announced. It has been pointed out that falling AI expectations are a common factor in the sale of shares of both companies, $NVIDIA(NVDA.US$Ya $Broadcom(AVGO.US$AI semiconductor stocks also depreciated drastically.
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Even though the previous fiscal season suggests...
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Even though the previous fiscal season suggests...
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● $Advanced Micro Devices(AMD.US$ Is24Q2 financial results announced after closing on 7/31 (Wed) Japan timeI plan to do it.
●The market is the company'sSales increased 6.76% year over year to $5.721 billion、EPS was $0.18, up 823.5% from the same period last yearExpected.
● The growth of the company's data center business is steady. Since the launch of the MI300 in the 4th quarter of '23, cumulative sales have exceeded 1 billion dollars.
● AMD plans to announce the MI325 equipped with 288 gigabytes of HBM3E memory later this year.
$NVIDIA(NVDA.US$ It is the biggest rival $Advanced Micro Devices(AMD.US$ We plan to announce 24Q2 financial results after closing on 7/31 (Wed) Japan time. Although the company's stock price has fallen 1.89% year to date, many of Wall Street's major financial institutions and research institutes are bullish.Average target stock price...
●The market is the company'sSales increased 6.76% year over year to $5.721 billion、EPS was $0.18, up 823.5% from the same period last yearExpected.
● The growth of the company's data center business is steady. Since the launch of the MI300 in the 4th quarter of '23, cumulative sales have exceeded 1 billion dollars.
● AMD plans to announce the MI325 equipped with 288 gigabytes of HBM3E memory later this year.
$NVIDIA(NVDA.US$ It is the biggest rival $Advanced Micro Devices(AMD.US$ We plan to announce 24Q2 financial results after closing on 7/31 (Wed) Japan time. Although the company's stock price has fallen 1.89% year to date, many of Wall Street's major financial institutions and research institutes are bullish.Average target stock price...
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$NVIDIA(NVDA.US$
Jenseung Hwan has been selling stocks for a long time
Jenseung Hwan has been selling stocks for a long time
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Recently, even if financial results are good like TSMC and Google, things are falling, so it's hard to get your hands on it because you don't know which way to go next week with lots of important events 😭
Recently, even if financial results are good like TSMC and Google, things are falling, so it's hard to get your hands on it because you don't know which way to go next week with lots of important events 😭
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$Micron Technology(MU.US$ $NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$
European stocks are also doing well ✌️ The time for a reversal has come 🤫
European semiconductor stocks will be bought
2024/7/22 19:04
European semiconductor stocks are bought, and German Infineon rises by over 2.8%
As of 18:51 Tokyo time
English FTSE 100 8203.12 (+47.40 +0.58%)
German DAX 18400.01 (+228.08 +1.26%)
French CAC 40 7633.40 (+98.88 +1.31%)
Swiss SMI 12263.37 (+89.93 +0.74%)
*French CAC 40 and Swiss SMI are 15 minutes late
[Semiconductor Stocks]
As of 18:51 Tokyo time
Infineon Technologies 34.06 (+0.96 +2.89%)
ST Microelectronics 37.61 (+0.83 +2.26%)
Source: MINK...
European stocks are also doing well ✌️ The time for a reversal has come 🤫
European semiconductor stocks will be bought
2024/7/22 19:04
European semiconductor stocks are bought, and German Infineon rises by over 2.8%
As of 18:51 Tokyo time
English FTSE 100 8203.12 (+47.40 +0.58%)
German DAX 18400.01 (+228.08 +1.26%)
French CAC 40 7633.40 (+98.88 +1.31%)
Swiss SMI 12263.37 (+89.93 +0.74%)
*French CAC 40 and Swiss SMI are 15 minutes late
[Semiconductor Stocks]
As of 18:51 Tokyo time
Infineon Technologies 34.06 (+0.96 +2.89%)
ST Microelectronics 37.61 (+0.83 +2.26%)
Source: MINK...
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$NVIDIA(NVDA.US$
Recently, there have been a lot of skipping articles on NVIDIA, but after all, now it's just an adjustment. Whoever can pick it up now is the winner
Recently, there have been a lot of skipping articles on NVIDIA, but after all, now it's just an adjustment. Whoever can pick it up now is the winner
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$NVIDIA(NVDA.US$ I'll be buying more as long as the funds last. Only God knows how far it will go. We've decided to compete here.
I quickly put in the limit price in pre-play.
I quickly put in the limit price in pre-play.
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At Moomoo Securities, the profit and loss assessment will be reset at 9:00 a.m. As you can see, the Tokyo Stock Exchange crashed, and all of my Japanese stocks were negative, but total profit and loss were displayed as positive. After all, NVIDIA's small backlash (nighttime deals) is huge. It may take some time to return to the level before the split, but don't be impatient and hold on tight.
At Moomoo Securities, the profit and loss assessment will be reset at 9:00 a.m. As you can see, the Tokyo Stock Exchange crashed, and all of my Japanese stocks were negative, but total profit and loss were displayed as positive. After all, NVIDIA's small backlash (nighttime deals) is huge. It may take some time to return to the level before the split, but don't be impatient and hold on tight.
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