$Centrus Energy (LEU.US)$
AI電力関連でウランが来るかもと思って4月にこことカメコを軽く買ってたけどまさかこんなに上がるとは・・もっと買っとけば良かった。
さすがにもう天井圏な気もするけど

After being included in the S&P 500 stock price index, $Palantir (PLTR.US)$ showed a significant increase on the first day. However, there are certainly examples of popular stocks continuing to soar immediately after the announcement. For example, $Tesla (TSLA.US)$ saw its stock price soar by about 70% in 2020 after entering the S&P.
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...

$Super Micro Computer (SMCI.US)$ It is expanding its share in the AI server market, although it is small. Analysts at Bank of America believe that the company's market share isIt is expected to expand from 10% in 2023 to 17% in 2026.Keybanc Capital Markets analyst Thomas Blakey is even more bullish, predicting a market share of 23% this year.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.

$Tesla (TSLA.US)$
Elon Musk posted on X that it is "very difficult but achievable" regarding the following.
Last night in the market crash, I managed to get it in the NISA frame, but can I believe it?

$Apple (AAPL.US)$ I think they simply announced the current optimal solution for edge AI computing. It can also be seen that it stimulates demand and leads to sales. Looking forward to future stock prices!

I have heard of this from 2 people before, $Intel (INTC.US)$Looking at the net assets, this seems very achievable.
Should I buy Intel?

Major US electric vehicle (EV) company $Tesla (TSLA.US)$Financial results for the fiscal year ending January to March 2024 (1st quarter) were announced after local closing on the 23rd. Tesla's sales and profits fell short of expectations for 3 consecutive quarters, and sales fell for the first time in 4 years, the biggest drop in the past 12 years. Profits were sluggish, and free cash flow was negative for the first time since COVID-19. The company has repeated the pessimistic outlook that the growth in automobile sales volume this year will be “significantly lower,” but it is assumed that development of cheaper models will be accelerated and investment in AI will be strengthened as early as next year, and details will be announced on 8/8. Also, sales of the humanoid robot “Optimus (Optimus)” are expected by the end of next year.
Despite the fact that sales and profits fell short of expectations, and the company maintained guidance on growth in automobile production and car deliveries in 2024 while “drastically lowered.”Policy to hasten the introduction of models that are easy to buyIt was revealed and “defeated” reports that development of the Model 2 was stopped a few days ago. Tesla's stock price is overtime trading13% at one timeIt has skyrocketed recently.
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