gelatoni
voted
$NVIDIA (NVDA.US)$
Nvidia's earnings reports will be announced in the early morning of November 21st Japan time. Thank you for your cooperation in voting. Personally, I see it a bit challenging this time due to the impact of Blackwell's delay. Nevertheless, I will continue to hold onto it.![]()
Nvidia's earnings reports will be announced in the early morning of November 21st Japan time. Thank you for your cooperation in voting. Personally, I see it a bit challenging this time due to the impact of Blackwell's delay. Nevertheless, I will continue to hold onto it.
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Translated
CPI Live ~ Will it be a boost after the Trump market?
Nov 13 07:00
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Those who participate in this live broadcast are kindly requested to strictly adhere to the following precautions:
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- The administrator may delete comments without notice at their discretion. Comments from individuals violating etiquette may be restricted. Please understand in advance.
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- This live broadcast is hosted by moomoo Securities. You can use the chat function to ask questions directly. We will address the questions asked. However, due to limited response time, we may not be able to answer all questions received. Please be aware of this in advance.
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Translated
Live broadcast of the US presidential election right before! Will there be any unexpected twists?
Nov 1 07:00
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gelatoni
voted
$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
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$NVIDIA (NVDA.US)$
As soon as I gave up, a series of good news emerged... (；´Д｀)
As soon as I gave up, a series of good news emerged... (；´Д｀)
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gelatoni
voted
$Tesla (TSLA.US)$
If Ishiba's new cabinet emphasizes environmental considerations in the context of tax increases, further heavy taxation on fuel and gasoline cars may also be considered.![]()
Japan also seems unable to resist the global trend, albeit belatedly.
If Ishiba's new cabinet emphasizes environmental considerations in the context of tax increases, further heavy taxation on fuel and gasoline cars may also be considered.
Japan also seems unable to resist the global trend, albeit belatedly.
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The Nikkei average opens with continued gains, reacting positively to the rise in US stocks, but there is also a possibility of a negative reversal.
September 13, 2024, 9:18 AM GMT+9
At the opening of the Tokyo stock market, the Nikkei average started to rise at 36,882.41 yen, 49.14 yen higher than the previous business day's closing. The positive movement was influenced by the rise in the US stock market the day before.
However, there were moments of decline afterwards, fluctuating around the previous day's closing price. The exchange rate has shown a higher value of the yen compared to the previous day, leading to a wait for a rebound due to the reaction from the previous stock market rise and profit-taking sales that are limiting the upside.
Main stocks such as Toyota Motor and Sony Group are weak. Semiconductor-related stocks are mixed, with Tokyo Electron trading at a lower price. On the other hand, Fast Retailing, which has a high contribution to the index, is slightly higher, while SoftBank Group is slightly lower.
September 13, 2024, 9:18 AM GMT+9
At the opening of the Tokyo stock market, the Nikkei average started to rise at 36,882.41 yen, 49.14 yen higher than the previous business day's closing. The positive movement was influenced by the rise in the US stock market the day before.
However, there were moments of decline afterwards, fluctuating around the previous day's closing price. The exchange rate has shown a higher value of the yen compared to the previous day, leading to a wait for a rebound due to the reaction from the previous stock market rise and profit-taking sales that are limiting the upside.
Main stocks such as Toyota Motor and Sony Group are weak. Semiconductor-related stocks are mixed, with Tokyo Electron trading at a lower price. On the other hand, Fast Retailing, which has a high contribution to the index, is slightly higher, while SoftBank Group is slightly lower.
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