181301798
liked
$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?![]()
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】![]()
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]![]()
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!![]()
On November 21st...
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
Translated
136
782
181301798
liked
Hello moomoo users! Good morning! We will bring you the hot stocks for the morning session as well as the latest rating information.![]()
Today's strong and weak points
11/15 [Strength and Weakness Factors]
3 Points to Watch in the Morning Session
● $SoftBank Group (9984.JP)$Supporting the Nikkei Average Type
● $Mitsubishi UFJ Financial Group (8306.JP)$For the second quarter of the fiscal year ending March 2025, operating income increased by 21.1% year-on-year to 6,860.2 billion yen, while operating profit increased by 37.3% to 1,756.9 billion yen. The net profit forecast for the fiscal year ending March 2025 was raised from 1.5 trillion yen to 1.75 trillion yen. In addition, a share buyback was announced.
● Points of Interest in the Morning Session: $Fujitsu (6702.JP)$Decarbonization Professional in the Supply Chain, Data Collaboration with 12 Companies Domestic and Overseas
Moving stocks, hot stocks
On the 15th, the Tokyo stock market rebounded. The Nikkei Average rebounded significantly for the first time in four days. While US stocks fell, the progress of the yen's depreciation had a positive effect on Japanese stocks, and there was a favorable movement towards export-related stocks such as automobiles and electronics that directly welcomed the yen's depreciation...
Today's strong and weak points
11/15 [Strength and Weakness Factors]
3 Points to Watch in the Morning Session
● $SoftBank Group (9984.JP)$Supporting the Nikkei Average Type
● $Mitsubishi UFJ Financial Group (8306.JP)$For the second quarter of the fiscal year ending March 2025, operating income increased by 21.1% year-on-year to 6,860.2 billion yen, while operating profit increased by 37.3% to 1,756.9 billion yen. The net profit forecast for the fiscal year ending March 2025 was raised from 1.5 trillion yen to 1.75 trillion yen. In addition, a share buyback was announced.
● Points of Interest in the Morning Session: $Fujitsu (6702.JP)$Decarbonization Professional in the Supply Chain, Data Collaboration with 12 Companies Domestic and Overseas
Moving stocks, hot stocks
On the 15th, the Tokyo stock market rebounded. The Nikkei Average rebounded significantly for the first time in four days. While US stocks fell, the progress of the yen's depreciation had a positive effect on Japanese stocks, and there was a favorable movement towards export-related stocks such as automobiles and electronics that directly welcomed the yen's depreciation...
Translated
22
Are you an idiot? Just because the growth rate is low, for example, if a rookie in the major league hit 10 home runs in the first year, 30 home runs in the second year, and continued to grow with 50 home runs in the fifth year, if he only increased by 10 home runs in the sixth year to reach 60, would you not evaluate him because he only increased by 10 each year? Which one is it?
It's amazing how impressive it is for a company that has grown considerably to exceed its financial estimates every year. If they continue to grow at the same pace every year, it wouldn't be surprising for them to hit around 100 home runs even in the major leagues.
If it's a completely different field, there may be potential for extraordinary growth, but even if there is, it's rarely seen in companies like that.
It's amazing how impressive it is for a company that has grown considerably to exceed its financial estimates every year. If they continue to grow at the same pace every year, it wouldn't be surprising for them to hit around 100 home runs even in the major leagues.
If it's a completely different field, there may be potential for extraordinary growth, but even if there is, it's rarely seen in companies like that.
Translated
181301798
liked
On August 27, a team led by Joseph Moore from Morgan Stanley stated in a report that the GPU rental market has a highly profitable ROI.The ROI (Return on Investment) in the GPU rental market is extremely high.Still,due to supply shortages, the rental price of the H100 has decreased. However, based on the absolute price level, the investment payback period is less than one year.NVIDIA is still the safest choice for data center investors, according to the report.
Even with conservative estimates,Investment in datacenters generates an internal rate of return (IRR) of 30-50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investor returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30％～50％の内部収益率（IRR）を生み出す
Even with conservative estimates,Investment in datacenters generates an internal rate of return (IRR) of 30-50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investor returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30％～50％の内部収益率（IRR）を生み出す
Translated
+1
57
9
If you demand perfection in everything and criticize every aspect of the financial results like this, what will happen to the financial results of other companies?
Even a great company cannot experience explosive growth every time, and that is normal.
Analysts who criticize like this don't understand anything. The greatness of companies that continue to achieve good results and the management sense of NVIDIA, which is partnering with various fields such as medicine to expand AI.
It requires a huge investment in facilities to launch new products, and it is natural for profit margins to decrease until mass production is possible.
Anything and everything that quickly produces results and ends is a trend.
Leading world-class companies such as Meta, Microsoft, Amazon, Google, Apple, and tesla are ushering in the second stage of shaping AI for the future!
Even a great company cannot experience explosive growth every time, and that is normal.
Analysts who criticize like this don't understand anything. The greatness of companies that continue to achieve good results and the management sense of NVIDIA, which is partnering with various fields such as medicine to expand AI.
It requires a huge investment in facilities to launch new products, and it is natural for profit margins to decrease until mass production is possible.
Anything and everything that quickly produces results and ends is a trend.
Leading world-class companies such as Meta, Microsoft, Amazon, Google, Apple, and tesla are ushering in the second stage of shaping AI for the future!
Translated
181301798
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Until now, I've consistently said that the recession is too early to worry about, and that it's too much to put in, what we have to think about from the current economic dataretail salesConsumption behavior in the US is strong as before due to a significant increase, and the financial results of Walmart, a major US retail company announced before today's market, are also excellent, and guidance has also been raised, which suggests the possibility that the economy has already bottomed out and is moving towards recovery,Number of Unemployment Insurance ApplicationsIt fell short of expectations for 2 consecutive weeks, and the possibility that the rise in the unemployment rate was also a temporary factor such as bad weather is increasing![]()
Concerns about a recession have been quickly dispelled even when the indicators are checked; when we recognize a recession, stock prices have bottomed out first and are already in a recovery period, and if news starts circulating in the future that there is a recession now, it will be a story that no landing has been achieved, so to speak![]()
Of course, we will continue to think based on economic data, corporate financial results, and indicators...
Until now, I've consistently said that the recession is too early to worry about, and that it's too much to put in, what we have to think about from the current economic dataretail salesConsumption behavior in the US is strong as before due to a significant increase, and the financial results of Walmart, a major US retail company announced before today's market, are also excellent, and guidance has also been raised, which suggests the possibility that the economy has already bottomed out and is moving towards recovery,Number of Unemployment Insurance ApplicationsIt fell short of expectations for 2 consecutive weeks, and the possibility that the rise in the unemployment rate was also a temporary factor such as bad weather is increasing
Concerns about a recession have been quickly dispelled even when the indicators are checked; when we recognize a recession, stock prices have bottomed out first and are already in a recovery period, and if news starts circulating in the future that there is a recession now, it will be a story that no landing has been achieved, so to speak
Of course, we will continue to think based on economic data, corporate financial results, and indicators...
Translated
38
20
A securities company specializing in researching the fact that super micro computers borrow cash from facility investment cash due to their low cash flow for future companies and that profits decrease has said it‼️
Translated
5
181301798
commented on
$Super Micro Computer (SMCI.US)$
If it doesn't go up much until morning like this, I'll buy it.
Let's bet on the fact that NVIDIA is a god of financial results 🤭
“Let's go beyond infinity” 🚀
If it doesn't go up much until morning like this, I'll buy it.
Let's bet on the fact that NVIDIA is a god of financial results 🤭
“Let's go beyond infinity” 🚀
Translated
15
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)