$Taiwan Semiconductor (TSM.US)$
TSMC Q4 2024 earnings conference call is scheduled for January 16 at 1:00 AM ET /January 16 at 2:00 PM SGT/January 16 at 5:00 PM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from TSMC's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what TSMC's management has to say!
Disclaimer:
This presentation is for informat...

What is the next new terminal field that rivals smartphones? The answer to this isAI Smart Glasses.There is a high possibility that it is.
With the rapid advancement of Artificial Intelligence (AI) technology, AI Smart Glasses have emerged as a new popular product in the forefront of the market for smart wearables.In the market, AI Smart Glasses are being viewed as promising next-gen smart devices.。
From the end of last year to the present, the most attention-grabbing consumer electronic product is AI Smart Glasses. In the past month, in the US stock market,AI Smart Glasses related stocks have surged.。
One of the world's largest suppliers of Smart Glasses. $Vuzix (VUZI.US)$Is,直近1カ月（30営業日）で310%の上昇を見せ、ホログラフィックARの先駆者である $WiMi Hologram Cloud (WIMI.US)$is110%以上上昇した。世界をリードする新型ウェアラブル技術およびモジュールの世界的な開発・供給業者である $Kopin (KOPN.US)$、レーザー走査・投影技術を手掛ける $Microvision (MVIS.US)$、IC設計会社の...

Dropping positions and going short is a great move.
Keep dropping.
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$

$D-Wave Quantum (QBTS.US)$
When selling stocks in the middle and reinvesting, the taxation process remains the same as holding from the beginning. It only diversifies the taxes. Therefore, selling ➡ re-investing prevents losses from the downward trend and improves the inefficiency of sideways movement.
QBTS has a downward weekly trend, which seems to be consolidating for future upward movement, but if it's a downtrend, take profit. This is to prevent significant losses if it falls back to the price before the rise of under $1. In fact, online columns suggest the same, and when major high-tech and semiconductor companies make a full entry into quantum... etc. So, re-invest at the bottom if necessary, and if you can't recover, you don't have to buy.
MOOMOO bulletin boards are often bullish, but outstanding traders aim to profit ➡️ while aiming for uptrends by taking profits and re-entering. They are not always holding onto their favorite picks.

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

This article uses automatic translation in part.
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
Wedbush expects strong performance in high-tech stocks in 2025 due to the AI revolution, with AI infrastructure investment exceeding $2 trillion over the next 3 years. The firm has listed 10 potential major beneficiaries of the AI revolution, led by $NVIDIA (NVDA.US)$.
There is an expectation of continued fund inflows into AI Chip-related stocks.
Bank of America's analyst, Vivek Arya, stated that in 2025, the U.S. chip stocks are likely to see continued fund inflows, with a high possibility of bullish market resuming.The revenue of the AI Chip industry is expected to grow by 15% in 2025, reaching 725 billion dollars.The bank predicts that AI Chip-related stocks will maintain a strong momentum in the first half of this year, driven by the development and prospects of artificial intelligence, the bullish market for U.S. high-tech stocks is expected to continue this year.

$IonQ Inc (IONQ.US)$ Honestly, it's likely beyond the scope of both experts' insights and intuition to predict which base method, which company will reduce errors, achieve stable long runs, quickly achieve practical commercial use, and become mainstream. In such a situation, to grab stocks that will significantly increase in value from now on, it seems necessary to grab multiple promising methods from the Ion trap-based IONQ, superconducting-based RGTI, and semiconductor-connected ALAB, and then narrow down in the foreseeable future. If not, some companies are already in debt and unable to afford research and development costs, even before they establish themselves, their survival is questionable. Companies that are in debt before may also be on the verge of falling into debt in the next 2-3 years, so if there are no results within the next 2 years, there might also be forced exits. Research and development costs account for a large part of the cost, but on a quarterly basis, IONQ = 33.17 million, RGTI = 12.75 million, ALAB = 50.65 million, already significantly higher than rival companies with a tendency to be over-indebted, so I believe we should aim close to that goal and bet on it. I am just a novice, after all.Now exceeds the range of promising...