danji2
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$NVIDIA (NVDA.US)$
$NVDA | NVIDIA Q4 2024 Financial Results:
• Revenue: 39.3 billion dollars (Financial Estimates: 38.25 billion dollars)
• Adjusted EPS: 0.89 dollars (Financial Estimates: 0.84 dollars)
• Datacenter revenue: 35.6 billion dollars (Financial Estimates: 34.09 billion dollars)
• Gaming revenue: 2.5 billion dollars (Financial Estimates: 3.02 billion dollars)
• Adjusted gross profit margin: 73.5% (Financial Estimates: 73.5%)
• First quarter (2025) revenue outlook: 43 billion dollars (±2%) (Financial Estimates: 42.3 billion dollars)
• Outlook for adjusted gross profit margin in Q1 (2025): 70.5%-71.5% (Financial Estimates: 72.1%)
• Successfully accelerating mass production of Blackwell AI.
• Maintain a quarterly dividend of $0.01 per share.
• Confirming strong demand for Blackwell AI.
$NVDA | NVIDIA Q4 2024 Financial Results:
• Revenue: 39.3 billion dollars (Financial Estimates: 38.25 billion dollars)
• Adjusted EPS: 0.89 dollars (Financial Estimates: 0.84 dollars)
• Datacenter revenue: 35.6 billion dollars (Financial Estimates: 34.09 billion dollars)
• Gaming revenue: 2.5 billion dollars (Financial Estimates: 3.02 billion dollars)
• Adjusted gross profit margin: 73.5% (Financial Estimates: 73.5%)
• First quarter (2025) revenue outlook: 43 billion dollars (±2%) (Financial Estimates: 42.3 billion dollars)
• Outlook for adjusted gross profit margin in Q1 (2025): 70.5%-71.5% (Financial Estimates: 72.1%)
• Successfully accelerating mass production of Blackwell AI.
• Maintain a quarterly dividend of $0.01 per share.
• Confirming strong demand for Blackwell AI.
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danji2
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$SAKURA Internet (3778.JP)$ I deleted it because demand and supply deteriorated. 😂
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danji2
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$Palantir (PLTR.US)$
Chinese products are not good.
Chinese products are not good.
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danji2
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$IonQ Inc (IONQ.US)$ We've already seen several significant hints within the first few days of taking office.
Tariffs, illegal immigration, AI datacenters, electrical utilities, and the entire energy sector have surged, but individual stocks have seen mixed gains and some declines. Probably, with no further support, they won't rise anymore this year. There is no detailed mention of crucial semiconductor export regulations yet, but it will likely be addressed soon, and there will definitely be some comments on quantum as well. With caution about the FOMC not lowering interest rates, there are many short sells on deficit corporate stocks, so there is not much continuous rise at the moment, but money will indeed flow into energy and data center sectors for a while.
However, there will definitely be references to this field soon, so I want to be prepared before that. It is absolutely certain that Trump will not let China lose in the quantum field.
Now the remarks in the field of urgent response take precedence. Just because the order of remarks hasn't come yet doesn't mean it's not there at all! It's not already established to the extent of encompassing AI semiconductors, and it's not necessarily about the next generation anymore.
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danji2
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$FUJI Media Holdings (4676.JP)$ When the news about Nakai started, it was thought that there would definitely be a decline, so after a long time, a short sale was conducted and stocks were acquired. However, for some reason, it rose to around 2,000 yen. Basically, investments are concentrated on one company, ignoring risks, with Assets focused on SOFTBANK GROUP CO. Then, when Masayoshi Son gave a speech at the American presidential inauguration, SOFTBANK GROUP CO rose by about 1,500 yen. After taking profits, SOFTBANK GROUP CO stocks were repurchased, and with the leftover amount, additional shares of Fuji were bought, which also amounted to almost 5,000 shares. By the afternoon, it turned positive. Even during this decline, there is still a chance. There may be a possibility of dropping to around 1,000 yen.![]()
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danji2
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$SAKURA Internet (3778.JP)$
Scattered with a slight unrealized loss of 0.08 million like cherry blossom petals.
😭
Scattered with a slight unrealized loss of 0.08 million like cherry blossom petals.
😭
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danji2
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
I think it was announced in advance during the recent decline.
Which one do you prefer?![]()
I think it was announced in advance during the recent decline.
Which one do you prefer?
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danji2
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$Super Micro Computer (SMCI.US)$ Still holding onto the stock that plummeted from $88 to a mess.
Feel like watching horse racing 🏇🏇😂🤣😆
Run! Run! Run, M◯ba-o‼️
Feel like watching horse racing 🏇🏇😂🤣😆
Run! Run! Run, M◯ba-o‼️
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danji2
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$IonQ Inc (IONQ.US)$ There will be a major press release on the 9th, so those who are interested in the future here should take a look.
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