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$NVIDIA (NVDA.US)$
"I'm a value investor, but if the estimated EPS for 2025 is +30% and for 2026 is +20%, and the estimated PER is 26 times, wouldn't it be reasonable? Depending on Blackwell, there could also be upside. If $NVDA drops after tomorrow's $AVGO Broadcom earnings, it might be a good idea to buy."
So, what do you think? 🌹
"I'm a value investor, but if the estimated EPS for 2025 is +30% and for 2026 is +20%, and the estimated PER is 26 times, wouldn't it be reasonable? Depending on Blackwell, there could also be upside. If $NVDA drops after tomorrow's $AVGO Broadcom earnings, it might be a good idea to buy."
So, what do you think? 🌹
Translated
![Value investor](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240905/3bed41445b33fe6fdc5d1c493da27805.jpg/thumb?area=105&is_public=true)
![Value investor](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240905/1a69268c42373c0d92f95041be6c3511.jpg/thumb?area=105&is_public=true)
![Value investor](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240905/c22f7111d59b367c802ac7a9048beeb2.jpg/thumb?area=105&is_public=true)
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$Tesla (TSLA.US)$
There are many institutional investors who complain that AI has not produced ROI.
There are also many comments claiming that EV is finished.
Especially enthusiasts of Toyota who love hybrids.
Tesla is always looking ahead and already fully utilizing AI.
With the experience gained from SpaceX, it is being applied to cars as well - a fusion of AI technology and aerospace engineering.
Japan's technology is trapped in the dilemma of clinging to traditional crafts, which leads to defeat by new entrants in terms of innovation.
History speaks for itself.
There are many institutional investors who complain that AI has not produced ROI.
There are also many comments claiming that EV is finished.
Especially enthusiasts of Toyota who love hybrids.
Tesla is always looking ahead and already fully utilizing AI.
With the experience gained from SpaceX, it is being applied to cars as well - a fusion of AI technology and aerospace engineering.
Japan's technology is trapped in the dilemma of clinging to traditional crafts, which leads to defeat by new entrants in terms of innovation.
History speaks for itself.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I am bullish from September to the end of the year because I expect a rate cut to start during the bullish market cycle (which has been rising with high probability up until now), and I believe that there will not be an economic downturn when considering economic indicators, corporate earnings, real GDP, etc. I also consider the possibility that the returns from September to October may be higher than the returns from November to December.![]()
I believe that most people expect the market to rise from the end of the presidential election until the end of the year, but I personally focus more on the 17-year cycle rather than the presidential election anomaly.![]()
There are also discussions that if there is a change in government, stocks may be sold due to uncertainty...
During the bullish market cycle from 1980 to 1996, there were two years of presidential elections when the administration changed, so there may be ups and downs in sectors due to policy differences, but the SP500 was slightly negative in September 1984, but...
I am bullish from September to the end of the year because I expect a rate cut to start during the bullish market cycle (which has been rising with high probability up until now), and I believe that there will not be an economic downturn when considering economic indicators, corporate earnings, real GDP, etc. I also consider the possibility that the returns from September to October may be higher than the returns from November to December.
I believe that most people expect the market to rise from the end of the presidential election until the end of the year, but I personally focus more on the 17-year cycle rather than the presidential election anomaly.
There are also discussions that if there is a change in government, stocks may be sold due to uncertainty...
During the bullish market cycle from 1980 to 1996, there were two years of presidential elections when the administration changed, so there may be ups and downs in sectors due to policy differences, but the SP500 was slightly negative in September 1984, but...
Translated
![I will talk about a hypothetical situation seriously.](https://sgsnsimg.moomoo.com/sns_client_feed/182867846/20240905/b318633cf961522fb4f20cc24bea64a6.jpg?area=105&is_public=true)
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Market wiped out $1 TRILLION from the US stocks
$CBOE Volatility S&P 500 Index (.VIX.US)$ $NVIDIA (NVDA.US)$ $CrowdStrike (CRWD.US)$
$CBOE Volatility S&P 500 Index (.VIX.US)$ $NVIDIA (NVDA.US)$ $CrowdStrike (CRWD.US)$
![JUST IN: 🇺🇸 🩸Market wiped out $1 TRILLION from the US stocks](https://sgsnsimg.moomoo.com/sns_client_feed/182145271/20240905/1725467445404-random7933-182145271-android-org.jpeg/thumb?area=105&is_public=true)
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$Bitcoin (BTC.CC)$
It's as if it was born for crime. It's surprising that investments are made in such things.
It's as if it was born for crime. It's surprising that investments are made in such things.
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I made some adjustments for now, but I'll see how the timing goes...![]()
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In the U.S. stock market, there were mixed results, influenced by labor indicators and statements from Federal Reserve officials.
September 5, 2024, 5:32 AM GMT+9
The U.S. stock market closed mixed amid unstable trading. The release of the Job Openings and Labor Turnover Survey (JOLTS) and comments from Federal Reserve Board (FRB) officials were the key factors.
September 5, 2024, 5:32 AM GMT+9
The U.S. stock market closed mixed amid unstable trading. The release of the Job Openings and Labor Turnover Survey (JOLTS) and comments from Federal Reserve Board (FRB) officials were the key factors.
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Intel abandons its own 20A process: Arrow Lake will be outsourced to an external foundry | XenoSpectrum.
September 5, 2024 (excerpt)
Semiconductor giant Intel has announced a significant change in its manufacturing plans for the next-generation processor, "Arrow Lake". It has decided to cancel the use of its own "Intel 20A" process node as initially planned, and instead outsource the manufacturing to an external foundry (a semiconductor manufacturing contractor). According to industry sources, the outsourcing destination is likely to be TSMC in Taiwan.
September 5, 2024 (excerpt)
Semiconductor giant Intel has announced a significant change in its manufacturing plans for the next-generation processor, "Arrow Lake". It has decided to cancel the use of its own "Intel 20A" process node as initially planned, and instead outsource the manufacturing to an external foundry (a semiconductor manufacturing contractor). According to industry sources, the outsourcing destination is likely to be TSMC in Taiwan.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
If N breaks through 108/109, it will head towards 112.79.![]()
A break is necessary along the way.![]()
If you don't take a break, you will fall.![]()
If N breaks through 108/109, it will head towards 112.79.
A break is necessary along the way.
If you don't take a break, you will fall.
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$Nasdaq Composite Index (.IXIC.US)$
Index ETF, Index ETF, too much influenced by numbers.
Index ETF, Index ETF, too much influenced by numbers.
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