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$Bitcoin (BTC.CC)$
Is it okay to secure the margin?
Is it okay to secure the margin?
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U.S. stocks"BATMMAAN"made its debut. The U.S. investment information site Market Watch published an article last week using a new term similar to the title of the popular movie "Batman"."Batman"and added Broadcom to "The Magnificent Seven" creating the term "BATMMAAN." "BATMMAAN" consists of the followingtop 8 companiesConsists of initials: B: Broadcom, A: Apple, T: Tesla, M: Microsoft, M: Meta Platforms Inc, A: Amazon.com, A: Alphabet, N: NVIDIA.
● $Broadcom (AVGO.US)$
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One of the most promising companies in the AI Chip sector.
Leading U.S. semiconductor giant Broadcom significantly increased its revenue in Q4, primarily driven by the semiconductor business. The company also indicated that revenue is expected to further grow in the November 2024 - January 2025 period. Following the strong earnings report, the stock price surged by over 19%, surpassing a market cap of 1 trillion dollars. In December, Broadcom continued its increase by over 50% since the beginning of the month.Continued to rise by over 50%.Wall Street as well.List of promising stocks for 2025 with Artificial Intelligence (AI)....designated as...
● $Broadcom (AVGO.US)$
Leading U.S. semiconductor giant Broadcom significantly increased its revenue in Q4, primarily driven by the semiconductor business. The company also indicated that revenue is expected to further grow in the November 2024 - January 2025 period. Following the strong earnings report, the stock price surged by over 19%, surpassing a market cap of 1 trillion dollars. In December, Broadcom continued its increase by over 50% since the beginning of the month.Continued to rise by over 50%.Wall Street as well.List of promising stocks for 2025 with Artificial Intelligence (AI)....designated as...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Semiconductors are a national affair.
Now, semiconductors are a national policy. There is no way they won't rise. If you have them, they will definitely go up ⤴️
Now, semiconductors are a national policy. There is no way they won't rise. If you have them, they will definitely go up ⤴️
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1. Nvidia's total revenue for the first quarter of April is expected to be $24 billion, with datacenter (DC) revenue expected to be $21 billion.
2. Citi expects total revenue to be around $26 billion, with DC revenue at around $23 billion.
3. For the July sales, Citi expects $27.5 billion, compared to the market estimate of $26.5 billion and the buyer's estimate of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter before the sales of GB200 increase in the first half of 2025, with an increase in sales volume, a shortening of H100 lead time, and normalization of gross profit margin.
$NVIDIA (NVDA.US)$
2. Citi expects total revenue to be around $26 billion, with DC revenue at around $23 billion.
3. For the July sales, Citi expects $27.5 billion, compared to the market estimate of $26.5 billion and the buyer's estimate of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter before the sales of GB200 increase in the first half of 2025, with an increase in sales volume, a shortening of H100 lead time, and normalization of gross profit margin.
$NVIDIA (NVDA.US)$
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$NVIDIA (NVDA.US)$It has split its stock multiple times in the early 2000s, and most recently split one share into four in July 2021.
Of course, it wouldn't be an exaggeration to think that the company may choose to undergo another stock split, considering that the stock price has increased fivefold since the previous split three years ago and is currently at $947.8 at the time of writing.
Nvidia has predicted the AI revolution much earlier than other competitors and has established a long lead over the years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia's graphics processors for data processing, making AI possible. ChatGPT is expected to be introduced in the second half of 2022, and its foresight seems like a genius move. With a lead of 17 years over competing companies, AI developers build most applications with CUDA, making it difficult for competitors to enter the market.
In October of last year, the management announced a plan to increase the speed of introducing new chip architectures from once every two years to once a year...
Of course, it wouldn't be an exaggeration to think that the company may choose to undergo another stock split, considering that the stock price has increased fivefold since the previous split three years ago and is currently at $947.8 at the time of writing.
Nvidia has predicted the AI revolution much earlier than other competitors and has established a long lead over the years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia's graphics processors for data processing, making AI possible. ChatGPT is expected to be introduced in the second half of 2022, and its foresight seems like a genius move. With a lead of 17 years over competing companies, AI developers build most applications with CUDA, making it difficult for competitors to enter the market.
In October of last year, the management announced a plan to increase the speed of introducing new chip architectures from once every two years to once a year...
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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Hello Moomoo users!![]()
Thank you for your hard work until the closing bell. Here is today's stock market overview. Thank you in advance.![]()
The Nikkei average closed at 37,438.61 yen, up 370.26 yen from the previous trading day.
The Bank of Japan is keeping an eye on the change in price norms as inflation expectations continue to improve, and this could support a rate hike.
Gold is historically soaring, with both individuals and central banks paying attention to gold bars in uncertain times, with China playing a leading role.
Expectations for early additional rate hikes are growing following Ueda's comments, with Mitsubishi UFJ and Dai-ichi Life Holdings among the high performers.
Sakura Internet saw a sharp decline, bought up in the morning by 7% but lost momentum, momentarily dropping 10%.
NTT Data is bouncing back significantly as reports of a strategic partnership agreement with Tsukuba University are being circulated.
● Hot Stocks: $Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $SAKURA Internet (3778.JP)$、 $Kokusai Electric (6525.JP)$etc
...
The Nikkei average closed at 37,438.61 yen, up 370.26 yen from the previous trading day.
The Bank of Japan is keeping an eye on the change in price norms as inflation expectations continue to improve, and this could support a rate hike.
Gold is historically soaring, with both individuals and central banks paying attention to gold bars in uncertain times, with China playing a leading role.
Expectations for early additional rate hikes are growing following Ueda's comments, with Mitsubishi UFJ and Dai-ichi Life Holdings among the high performers.
Sakura Internet saw a sharp decline, bought up in the morning by 7% but lost momentum, momentarily dropping 10%.
NTT Data is bouncing back significantly as reports of a strategic partnership agreement with Tsukuba University are being circulated.
● Hot Stocks: $Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $SAKURA Internet (3778.JP)$、 $Kokusai Electric (6525.JP)$etc
...
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*Sunky chart will be updated later
Leading US video streaming service $Netflix (NFLX.US)$announced its financial results for the first quarter of 2024 on the 18th. Revenue increased by 15% compared to the same period last yearat 9.37 billion Japanese yenNTT's financial estimates for the fiscal year ending March 2024 (as of the first quarter financial results) are a revenue decrease of 0.6% compared to the previous year, amounting to 13 trillion 60 billion yen. The operating profit is an increase of 6.6%, amounting to 1 trillion 950 billion yen, and the net profit is an increase of 3.5%, amounting to 1 trillion 255 billion yen. EPS is 14 yen 80 sen. Market estimates for the second quarter (July-September) as of October 30 show a revenue of 3 trillion 228 billion yen.2.3 billion 32 million dollars, an increase of 79%.Sales and profits exceeded market expectations.In addition to the effectiveness of prohibiting account sharing, the contract for the low-cost plan with ads increased by 65% and the number of memberships was 9.3 million people in 3 months.Was.
In addition to the effectiveness of prohibiting account sharing, the contract for the low-cost plan with ads increased by 65% and the number of memberships was 9.3 million people in 3 months.9.3 million people in 3 months.Recorded growth of nearly double the market forecast. It has achieved consecutive increases in revenue and profit for four consecutive quarters, on a quarterly basis.Achieved the highest profit ever.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
Despite strong financial results, the stock price fell 7.4% temporarily in after-hours trading.Temporary drop of 7.4% in after-hours trading.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
In a letter to investors on the 18th, the company indicated that the net increase in memberships for the April-June 2024 quarter is expected to be lower than the January-March quarter, due to seasonal reasons.The company expects a slowdown.The revenue forecast for the second quarter is $9.4 billion 90 million, which is lower than the analyst's forecast of $9.5 billion 37 million.
Additionally, Netflix has announced that it will no longer disclose quarterly net subscriber additions starting from the first quarter of 2025, and will only make announcements at milestone intervals.The company plans to stop disclosing quarterly net subscriber additions starting from the first quarter of 2025, and will only make announcements at milestone intervals.The company plans to disclose net subscriber additions on a quarterly basis starting from the first quarter of 2025, and will only make announcements at milestone intervals.
Leading US video streaming service $Netflix (NFLX.US)$announced its financial results for the first quarter of 2024 on the 18th. Revenue increased by 15% compared to the same period last yearat 9.37 billion Japanese yenNTT's financial estimates for the fiscal year ending March 2024 (as of the first quarter financial results) are a revenue decrease of 0.6% compared to the previous year, amounting to 13 trillion 60 billion yen. The operating profit is an increase of 6.6%, amounting to 1 trillion 950 billion yen, and the net profit is an increase of 3.5%, amounting to 1 trillion 255 billion yen. EPS is 14 yen 80 sen. Market estimates for the second quarter (July-September) as of October 30 show a revenue of 3 trillion 228 billion yen.2.3 billion 32 million dollars, an increase of 79%.Sales and profits exceeded market expectations.In addition to the effectiveness of prohibiting account sharing, the contract for the low-cost plan with ads increased by 65% and the number of memberships was 9.3 million people in 3 months.Was.
In addition to the effectiveness of prohibiting account sharing, the contract for the low-cost plan with ads increased by 65% and the number of memberships was 9.3 million people in 3 months.9.3 million people in 3 months.Recorded growth of nearly double the market forecast. It has achieved consecutive increases in revenue and profit for four consecutive quarters, on a quarterly basis.Achieved the highest profit ever.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
Despite strong financial results, the stock price fell 7.4% temporarily in after-hours trading.Temporary drop of 7.4% in after-hours trading.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
In a letter to investors on the 18th, the company indicated that the net increase in memberships for the April-June 2024 quarter is expected to be lower than the January-March quarter, due to seasonal reasons.The company expects a slowdown.The revenue forecast for the second quarter is $9.4 billion 90 million, which is lower than the analyst's forecast of $9.5 billion 37 million.
Additionally, Netflix has announced that it will no longer disclose quarterly net subscriber additions starting from the first quarter of 2025, and will only make announcements at milestone intervals.The company plans to stop disclosing quarterly net subscriber additions starting from the first quarter of 2025, and will only make announcements at milestone intervals.The company plans to disclose net subscriber additions on a quarterly basis starting from the first quarter of 2025, and will only make announcements at milestone intervals.
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![[Financial Summary] Netflix sees significant increase in memberships and revenue, but disappointed with outlook.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/0159acd0ae8c4c9e8cb23f0e9ea10f4e.png/thumb?area=105&is_public=true)
![[Financial Summary] Netflix sees significant increase in memberships and revenue, but disappointed with outlook.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/0d35b8635ba445a38b0e3be5737467c9.png/thumb?area=105&is_public=true)
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