出雲のべーやん
liked
Impact on the profit margins of Nvidia and AMD.
If chips made in Taiwan are taxed, $NVIDIA (NVDA.US)$ Etc and etc were down 4-5% or so, which was quite nerve-wracking 😨 However, they recovered quite a bit before the market opened, and ended up with just a small loss. If a major market only keeps rising in one direction, it will end quickly, so I think yesterday's decline was a good release of pressure, and I believe the uptrend will continue. Of course, there is a possibility of being wrong, so please invest at your own risk 🙇 $Advanced Micro Devices (AMD.US)$It is necessary to absorb the increase in manufacturing costs or transfer it to the final product price. This may put pressure on the profit margins of both companies.
Benefits to Intel
If the dependence on Taiwanese products decreases, $Intel (INTC.US)$Similar US manufacturers may benefit. The company is currently striving to acquire third-party customers.
Impact on the AI market growth
If President Trump pushes for relaxation of regulations related to AI, in the short term, chip demand may increase and partially offset the impact of tariffs. However, in the medium to long term, there is also a risk that rising product prices may slow down demand.
If chips made in Taiwan are taxed, $NVIDIA (NVDA.US)$ Etc and etc were down 4-5% or so, which was quite nerve-wracking 😨 However, they recovered quite a bit before the market opened, and ended up with just a small loss. If a major market only keeps rising in one direction, it will end quickly, so I think yesterday's decline was a good release of pressure, and I believe the uptrend will continue. Of course, there is a possibility of being wrong, so please invest at your own risk 🙇 $Advanced Micro Devices (AMD.US)$It is necessary to absorb the increase in manufacturing costs or transfer it to the final product price. This may put pressure on the profit margins of both companies.
Benefits to Intel
If the dependence on Taiwanese products decreases, $Intel (INTC.US)$Similar US manufacturers may benefit. The company is currently striving to acquire third-party customers.
Impact on the AI market growth
If President Trump pushes for relaxation of regulations related to AI, in the short term, chip demand may increase and partially offset the impact of tariffs. However, in the medium to long term, there is also a risk that rising product prices may slow down demand.
Translated
13
出雲のべーやん
liked
$Plug Power (PLUG.US)$ Why isn't plug power rising, and what will happen to hydrogen companies in the future? I am currently experiencing about a 60% loss, unsure whether to cut losses, could someone please advise?
Translated
4
出雲のべーやん
commented on
$Plug Power (PLUG.US)$
Investing is always at your own risk.
Based on that perspective, even if it goes up, I think it will be in the span of a few years.
Will it be possible to receive the promised $1.5 billion subsidy during the Biden administration by the next fiscal year without going bankrupt and increasing sales significantly? That is crucial.
There may be more negative statements about hydrogen from Trump in the future, causing stock prices to drop. However, if it holds value, it should go up in a few years.
As I am a 2.07 holder, I am still relatively calm, but a 60% decrease would be concerning, right?
Investing is always at your own risk.
Based on that perspective, even if it goes up, I think it will be in the span of a few years.
Will it be possible to receive the promised $1.5 billion subsidy during the Biden administration by the next fiscal year without going bankrupt and increasing sales significantly? That is crucial.
There may be more negative statements about hydrogen from Trump in the future, causing stock prices to drop. However, if it holds value, it should go up in a few years.
As I am a 2.07 holder, I am still relatively calm, but a 60% decrease would be concerning, right?
Translated
5
1
$Intel (INTC.US)$ intel stock is currently at a 40% loss, but should I cut my losses, can I expect anything in 25 years, can someone please advise me? 🙇🤣🤣
Translated
5
出雲のべーやん
liked
$Plug Power (PLUG.US)$
I feel good about the financial results. It seems like a buy signal.
I feel good about the financial results. It seems like a buy signal.
Translated
6
出雲のべーやん
voted
It's not just an American election, and it feels like a global election ❤️
$Trump Media & Technology (DJT.US)$ $Tesla (TSLA.US)$ $Intel (INTC.US)$ $Amazon (AMZN.US)$ $Coca-Cola (KO.US)$ $Meta Platforms (META.US)$ $JPY/USD (JPYUSD.FX)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
$Trump Media & Technology (DJT.US)$ $Tesla (TSLA.US)$ $Intel (INTC.US)$ $Amazon (AMZN.US)$ $Coca-Cola (KO.US)$ $Meta Platforms (META.US)$ $JPY/USD (JPYUSD.FX)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
13
3
出雲のべーやん
voted
31
When will Plug Power's stock rise? How will this company's stock perform in fiscal year 2025?
Translated
5
1