$Rigetti Computing (RGTI.US)$
$Quantum-Si (QSI.US)$
Full-on buy

$Super Micro Computer (SMCI.US)$
There was news of no evidence of wrongdoing, so I entered a little.
$IonQ Inc (IONQ.US)$
$D-Wave Quantum (QBTS.US)$
As the quantum system had dropped quite a bit, I increased my buy position.

$Solasia Pharma KK (4597.JP)$
Please export for me.

$Nu Holdings (NU.US)$
Was there still a bottom?
I am sad.

エヌビディアは将来性を考えれば拡大必至。
ライバルはどこなのかな?

$NVIDIA (NVDA.US)$ of the companyThe high competitivenessis being extensively researched and reported from various angles. Let's take a look at the company's stock price chart this time.
Chart 1 is a long-term nvidia stock price chart since the beginning of 2018. At the end of 2018, on December 31st, the closing price was $3.38. As of October 28th this year, the closing price was a remarkable 140.52 dollars.an impressive over 41 times increasebecame
The logo mark is a trademark of Nvidia and was taken from the Nvidia Japan website.
Now, please take another look at Candlestick 1. NVIDIA's performance is strong,Against the background of remarkable growth,From the end of 2023, NVIDIA's stock price has been rising. In June of this year, it reached a high above $140.
However, in the summer of 2024, there was an announcement of design issues with the new semiconductor series 'Blackwell' applied to the company's AI, which caused NVIDIA's stock price to consolidate. In addition, due to the very rapid pace of the previous stock price increase, NVIDIA's stock price entered a consolidation phase.
To examine in detail such stock price movements, view the candlestick...

$Advanced Micro Devices (AMD.US)$
The correct way is to buy low from here.
It's time to make a big gamble on the upcoming earnings report.

$NVIDIA (NVDA.US)$　
8/28 was the most exciting financial day of the current fiscal year. I have both Nvidia (NVDA) and Crowdstrike (CRWD) shares. NVDA is once again dividing the country into Sekigahara. CRWD was the first settlement after a system failure. As a result, both stock prices fell after closing. why? is this for sale? buy it? Show off my dogma and prejudice. Let's go!
<What I think about NVDA's financial results>
Guidance for next term.
This is a summary of predictions made at my “Don't Lose Study Session,” which I posted in the post I posted the day before yesterday, plus today's results.
As you can see by looking at this, the actual results were higher than the consensus and my expectations. But stocks have declined. why?
In my post the day before yesterday I said:
I have a long history as an analyst, so I can see the NVDA CFO discussing guidance numbers with company executives until just before financial results.
When I decided on the guidance forecast at the study session on 8/18, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also predicted $32b...

$Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$Graviton4 Enhances Performance, Solidifying AWS in the Cloud Server Domain
Amazon AWS has unveiled Graviton4, its fourth-generation in-house general-purpose chip. With a 30% increase in computing performance, a 50% boost in cores, and a 75% improvement in memory bandwidth, the chip will be employed in Amazon EC2 R8g instances, optimizing high-performance databases, memor...