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鳥貴族 Male ID: 181753656
FIRE生活4年目 資産を減らさないように思ってたけど、2024年爆増で、キャンピングカー購入しました。 来年の納車が楽しみ😊
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    $NVIDIA (NVDA.US)$ Interesting price movement 🤣
    There seem to be many shoe shining boys. Maybe I should buy some short-term bonds.
    Translated
    鳥貴族 liked and commented on
    「Blackwell's production is moving 'full speed ahead.' This quarter, we plan to ship more Blackwell units than previously estimated.
    $NVIDIA (NVDA.US)$Jensun Huan, CEO of Jensen, will address the concerns about delays caused by the overheating issues at Blackwell in the earnings call on November 20.Dismissing concerns of delays due to the overheating issue at Blackwell.However, the stock price fell by 2.1% in after-hours trading.after hours trading fell by 2.1%Indeed. The mostThe decline rate is limitedcan also be said.
    The followingstrength and weakness factorsare believed to have influenced the stock price.
    Weak factors:3Q results significantly exceeded expectations, but the focus is on:4Q revenue guidanceFinancial estimates remained slightly higher than expected. With Blackwell's shipment beginning, some investors were expecting a significant upward revision in guidance.
    Strong factors:Regarding concerns about Blackwell delays,Regarding this, CEO Jensen Huang indicated that everything is progressing as scheduled without any delays.Dismissed the concerns.and suppressed the downside of the stock price. However,it did not reach strong guidance, so as a result, the stock price declined slightly.ため、結果として株価は小幅ながら下落した。
    Earnings Highlights
    ●Thank you(8-...
    Translated
    [Financial results summary] Nvidia, no delays in Blackwell! 4Q shipments to expand next year. Will the big wave of AI arrive in 2025?
    [Financial results summary] Nvidia, no delays in Blackwell! 4Q shipments to expand next year. Will the big wave of AI arrive in 2025?
    [Financial results summary] Nvidia, no delays in Blackwell! 4Q shipments to expand next year. Will the big wave of AI arrive in 2025?
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    鳥貴族 Set a live reminder
    $NVIDIA (NVDA.US)$
    NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
    Beat or Miss?
    What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
    Disclaimer:
    This presentation is for information a...
    NVIDIA Q3 FY2025 earnings conference call
    Nov 20 16:00
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    鳥貴族 Set a live reminder
    Contents: (1) Explanation of Nvidia's financial results (2) Future outlook of semiconductor stocks (3) Introduction of promising sectors and stocks.
    ①This will be conducted as a premium live event, so only users who have opened an account can watch. ②Open an account now to make a reservation for viewing >>https://j.moomoo.com/01BcFW
    Translated
    Are there still opportunities in AI-related stocks in the future?
    Nov 21 06:00
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    鳥貴族 Set a live reminder
    $NVIDIA (NVDA.US)$ 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!
    This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
    ◆ Notes
    The content of this live stream is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
    Translated
    Earnings reports can have a big impact, NVDA's earnings announcement live stream (with Japanese subtitles).
    Nov 20 16:00
    Replay
    鳥貴族 commented on
    $Palantir (PLTR.US)$
    American investors prefer cup formation in charts, so it may gradually decline a little, then turn around from around December to create a cup shape, maybe rise in the earnings report.
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    I bought it from cutting NVDU to 60, so there's plenty of room. Average 78.
    While the direct sales of 0.2 million Blackwell units may not contribute much yet, if strategies for unit orders, building their own AI server unit, collaborating with FOXCONN, etc., to counter AWS and AZURE, and also successfully implementing next-generation initiatives, then it seems the profit margin can be maintained. If the gross profit starts to decrease and falls below 50%, it may be time to say goodbye.
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    $Oklo Inc (OKLO.US)$
    Since the revenue is zero, it would be acceptable to fall back to around $8 to $9, but if we consider adding the expected value, it might stop around $14 to $15, right?
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    $NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?
    On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
    【Compensation】
    ● Distribute 10,000 points
    At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
    [Hit Challenge! 1,000 yen Amazon gift card]
    Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
    On November 21st...
    Translated
    Predict the closing price of nvidia after earnings reports and get rewards!
    Predict the closing price of nvidia after earnings reports and get rewards!
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    鳥貴族 commented on
    Translated
    CPI Live - Will it be a boost after the Trump market?
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