$Super Micro Computer (SMCI.US)$ It was surprising because it suddenly skyrocketed.![]()
Meta is adopting this technology in their Datacenter.![]()
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$NVIDIA (NVDA.US)$
It is known that funding is provided by the hedge fund High Flyer, both of which are operated by Mr. Liang.
Since DeepSeek is open source, it doesn't generate profits, so does Mr. Liang from the hedge fund really do such things?
Inference from here.
Surely, it is thought that there was a Short Sell on NVDA when DeepSeek was announced and profit was earned there. It is unlikely that this will end with just one instance, so it is believed that there is a strategy for the next opportunity.
If going to do it, it would be preferable to do it at a high price...
Well, it's just imagination.
It is known that funding is provided by the hedge fund High Flyer, both of which are operated by Mr. Liang.
Since DeepSeek is open source, it doesn't generate profits, so does Mr. Liang from the hedge fund really do such things?
Inference from here.
Surely, it is thought that there was a Short Sell on NVDA when DeepSeek was announced and profit was earned there. It is unlikely that this will end with just one instance, so it is believed that there is a strategy for the next opportunity.
If going to do it, it would be preferable to do it at a high price...
Well, it's just imagination.
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Good morning, everyone! 🇺🇸 The USA market only rose in 🍆!
My portfolio is doing fairly well. Everyone's favorite, NVDA, increased by 2.63% ☝️. The invincible PARA rose by 1.06%! HIMS has increased for two consecutive days by 2.18%! Meanwhile, the concerning TSLA showed a slight decline. ON is in trouble – it is going down again today 💦. And Gorilla 🦍… dropped a whopping 12.43%!
Credit groups are, $Robinhood (HOOD.US)$ up by 2.32% ⤴️ $Strategy (MSTR.US)$ increased by 3.94%, a huge rise, but $Nu Holdings (NU.US)$ is cheap.
Today, a little more Tesla and gorilla🦍 were bought! The gorilla was bought at a high price.![]()
I realized that my unrealized gains have increased by about 2 million yen in about a month. Thank you, USA stocks!
Thank you for your hard work this week! The USA market will have a three-day weekend starting tomorrow! Let's take a good rest and prepare for next week! See you next week!
Haba, good twi~ken.![]()
My portfolio is doing fairly well. Everyone's favorite, NVDA, increased by 2.63% ☝️. The invincible PARA rose by 1.06%! HIMS has increased for two consecutive days by 2.18%! Meanwhile, the concerning TSLA showed a slight decline. ON is in trouble – it is going down again today 💦. And Gorilla 🦍… dropped a whopping 12.43%!
Credit groups are, $Robinhood (HOOD.US)$ up by 2.32% ⤴️ $Strategy (MSTR.US)$ increased by 3.94%, a huge rise, but $Nu Holdings (NU.US)$ is cheap.
Today, a little more Tesla and gorilla🦍 were bought! The gorilla was bought at a high price.
I realized that my unrealized gains have increased by about 2 million yen in about a month. Thank you, USA stocks!
Thank you for your hard work this week! The USA market will have a three-day weekend starting tomorrow! Let's take a good rest and prepare for next week! See you next week!
Haba, good twi~ken.
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$NVIDIA (NVDA.US)$
Stocks related to NVIDIA. Indeed, if NVIDIA raises capital or further announces partnerships, they will go up ⤴️, but...
Wouldn't it be good to just buy NVIDIA?
If abandoned by NVIDIA, there will be a crash, especially for companies not making profits.
I think AI and Semiconductors are entering a warring states period. Gambling is also a system where the house profits, right.
Isn’t NVIDIA the house in Semiconductors? Of course, the house can change, so I’m keeping a careful watch on that.
As for Semiconductors, you know ❤️
Stocks related to NVIDIA. Indeed, if NVIDIA raises capital or further announces partnerships, they will go up ⤴️, but...
Wouldn't it be good to just buy NVIDIA?
If abandoned by NVIDIA, there will be a crash, especially for companies not making profits.
I think AI and Semiconductors are entering a warring states period. Gambling is also a system where the house profits, right.
Isn’t NVIDIA the house in Semiconductors? Of course, the house can change, so I’m keeping a careful watch on that.
As for Semiconductors, you know ❤️
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$Taiwan Semiconductor (TSM.US)$
Sudden rise ⬆️ Did something happen?
Sudden rise ⬆️ Did something happen?
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$Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$ TSMC considering running Intel's US factories after Trump team request. Totally good news for Intel, however the big money played the opposite, WTF.
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Taiwan's TSMC is considering the Operation of Intel's factory in response to a request from the USA government.
TSMC is considering the operation of Intel's USA factory at the request of the Trump administration - sources.February 15, 2025 5:15 JST.
TSMC aims to fully operate Intel's USA Semiconductor factory.
Major USA semiconductor design firms are also participating in investment - avoiding ownership by a foreign company.
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest in semiconductor contract manufacturing, is considering acquiring the operating rights of a USA Intel factory at the request of high-ranking officials from the Trump administration, according to sources familiar with the matter. President Trump aims to strengthen US manufacturing and maintain USA's dominance in crucial technologies.
According to reports, during a recent meeting between the Trump administration's team and TSMC executives, ideas regarding a trade between the company and Intel were raised, with TSMC showing a positive attitude. It is unclear whether Intel will accept the trade.
The discussions are still in very early stages, and the specifics of the partnership have not yet been determined. However, the plan aims for TSMC to completely operate Intel's semiconductor factory in the USA. Those involved have stated that the discussions are confidential...
TSMC is considering the operation of Intel's USA factory at the request of the Trump administration - sources.February 15, 2025 5:15 JST.
TSMC aims to fully operate Intel's USA Semiconductor factory.
Major USA semiconductor design firms are also participating in investment - avoiding ownership by a foreign company.
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest in semiconductor contract manufacturing, is considering acquiring the operating rights of a USA Intel factory at the request of high-ranking officials from the Trump administration, according to sources familiar with the matter. President Trump aims to strengthen US manufacturing and maintain USA's dominance in crucial technologies.
According to reports, during a recent meeting between the Trump administration's team and TSMC executives, ideas regarding a trade between the company and Intel were raised, with TSMC showing a positive attitude. It is unclear whether Intel will accept the trade.
The discussions are still in very early stages, and the specifics of the partnership have not yet been determined. However, the plan aims for TSMC to completely operate Intel's semiconductor factory in the USA. Those involved have stated that the discussions are confidential...
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$Super Micro Computer (SMCI.US)$ The huge unrealized losses have finally become less than half. How great!![]()
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