yurisa0309
reacted to
$Super Micro Computer (SMCI.US)$
Since there was a risk of becoming worthless paper, it should be okay if it rises to around $100. 😂
Since there was a risk of becoming worthless paper, it should be okay if it rises to around $100. 😂
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yurisa0309
reacted to
$Super Micro Computer (SMCI.US)$
Those who believe they cannot produce 10K lack sense, so their opinions should not be listened to in the future. They make wrong judgments in such a favorable trade. They are probably trading based on emotions.
Those who believe they cannot produce 10K lack sense, so their opinions should not be listened to in the future. They make wrong judgments in such a favorable trade. They are probably trading based on emotions.
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yurisa0309
commented on
$Super Micro Computer (SMCI.US)$
If the report cannot be submitted and results in delisting, it could cause issues with NVIDIA's Blackwell or delays in shipments, resulting in a significant blow to NVIDIA, and a substantial decline seems likely before NVIDIA's earnings announcement. The current situation in the USA is such that the market moves based on NVIDIA's earnings, so it’s not an exaggeration to say that SMCI's submission of the report is shouldering the USA, I want to say this in a low voice!
If the report cannot be submitted and results in delisting, it could cause issues with NVIDIA's Blackwell or delays in shipments, resulting in a significant blow to NVIDIA, and a substantial decline seems likely before NVIDIA's earnings announcement. The current situation in the USA is such that the market moves based on NVIDIA's earnings, so it’s not an exaggeration to say that SMCI's submission of the report is shouldering the USA, I want to say this in a low voice!
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yurisa0309
reacted to
$Palantir (PLTR.US)$
Are those amateur investors who say it's just like the previous NVIDIA doing okay? ^_^
This stock is clearly overpriced and overheated. ^_^
It's completely different from the NVIDIA at the time of the deepseek shock. ^_^
If the mountain is high, the valley is also deep. ^_^
Let's identify the entry point.^_^
Are those amateur investors who say it's just like the previous NVIDIA doing okay? ^_^
This stock is clearly overpriced and overheated. ^_^
It's completely different from the NVIDIA at the time of the deepseek shock. ^_^
If the mountain is high, the valley is also deep. ^_^
Let's identify the entry point.^_^
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yurisa0309
commented on
$Palantir (PLTR.US)$ Holders, don’t worry. The current drop is excessive due to massive Short Sell. Even with the 8% reduction in defense spending, the losses seem to be less than 1% in terms of Palantir's profits. Recently, Institutions have been reacting instinctively without calculating the impact beforehand, and those who swarm like Short Sell locust riders are the same. This is a defense stock + AI stock, so it will bounce back soon. ☺️
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︎
yurisa0309
Set a live reminder
$Super Micro Computer (SMCI.US)$ is scheduled to hold the Earnings Call for the second quarter of the 2025 fiscal year on Wednesday, February 12, 2025, at 7:00 AM Japan time. This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
◆Notes
The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
Translated
Super Micro Computer Inc 2025 Q2 Earnings Call (with Japanese subtitles)
Feb 12 06:00
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yurisa0309
commented on
yurisa0309
commented on
$Palantir (PLTR.US)$
I think it will continue to rise from here, but I was considering $100 as a milestone, so I'm undecided whether to take partial profits or not...
I think it will continue to rise from here, but I was considering $100 as a milestone, so I'm undecided whether to take partial profits or not...
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yurisa0309
commented on
$Broadcom (AVGO.US)$
Did someone say something?
Did someone say something?
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yurisa0309
commented on
$NVIDIA (NVDA.US)$ Whether what C country says is a lie or true (completely unreliable), in C country where the claim is that the AI developed by DeepSeek with fewer chips and lower performance is equal to or better than what META and OpenAI have developed!!! Even if that is really true, who would use it?? I really think C country's personal information is leaking everywhere!! Thanks to that, semiconductor stocks are plummeting⤵️ I'm really sorry about this 😆.
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