$NVIDIA (NVDA.US)$
How much impact will the shipping restrictions in the USA have... Since they are Tier1 countries like Europe, Australia, Japan, and South Korea, will the impact not be that significant?
I think it's important not to supply to China and Russia, but I really don't want to see a decrease in sales...

$NVIDIA (NVDA.US)$
Wow, what a great drop!
A divine company that pushes for purchases with bonuses

$NVIDIA (NVDA.US)$
In the market, due to the poor test yield of Cartridge connectors from American Tier-1 suppliers, NVIDIA's next-generation Blackwell architecture chip GB200 mass production plan has once again encountered a technical bottleneck, and Microsoft, a cloud service provider (CSP), is rumored to be reducing orders. In response, Yang Qiling, Executive Vice President and General Manager of Wistron Cloud, stated that they have not heard of the current heat generation issue with the cartridges, and the change in order quantity seems fine at the current stage.
On the 2nd, Yang Qiling attended the 'Taoyuan Smart Manufacturing Dual-axis Sharing Conference: AI & Health Inspection Dual-enablement, Intelligent Manufacturing Re-upgrade,' where he delivered a speech on the 'AI-Driven New Future of Industry' and later participated in a media interview, addressing topics related to America's layout, GB200 shipment status, and more.
Yang Qiling pointed out that the manufacturing process of the Cable Cartridge itself is a bit tricky.

$NVIDIA (NVDA.US)$
Spring peak at $140
Summer crash below $100
Current range near $138
The second half of this year will be characterized by a strong yen in the summer around 100.
Those who buy and hold will be the winners 🏅

$NVIDIA (NVDA.US)$
Musk urged Huang Renxun to raise prices and cut in line, GB200 urgently ordered 360 units for delivery by the end of January.
It's too dangerous, really funny.

$NVIDIA (NVDA.US)$
com.tw/news/202...
Is it because of this that the price will drop?
There are also Elon's explosive orders, so overall, it feels more like a positive factor...

$NVIDIA (NVDA.US)$
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.

$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
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