$Astera Labs (ALAB.US)$
Loves is a unique IPO company that deals with essential connection solutions for AI infrastructure. It may be a bit exaggerated, but Loves' stock price rose by +10 percent just yesterday, which is only the beginning. The candlestick chart has been reversing since last week, with strong buy orders being generated. However, since it went up yesterday, I don't know what will happen today, but I still expect it to continue to rise after September.
The reason why I advocate for Lovs is because unlike other companies' IPOs, there is a partnership (collaboration) relationship with Nvidia. Yesterday, it rose in response to Nvidia's good financial results. Other collaborations include AMD, AMZN, INTR, etc. Recently, Lovs CEO stated that Nvidia's GP200 and Blackwell processors would have a direct impact on AI space companies and Lovs, which was reported. Currently, the stock price is around $50, but analysts have raised their targets, and ZACKS reports that it could reach $115 in mid-October.
Recently, the stock price has declined due to selling from lock-up release, which is a common occurrence in IPOs.

$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.

$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.

$NVIDIA (NVDA.US)$
Considering the impact on the world, it feels like it's okay to dress up the N financial statements ♫ lol

$Micron Technology (MU.US)$
After the acquisition of the Taiwanese company, the market is bearish. Concerns about financial health, overinvestment, and whether it's okay to invest further despite being in the red and prices falling.
But you know, as a business owner myself, I also determine that in the future, it makes sense to invest this much even if the supply doesn't catch up, and it's necessary to compete with other companies in the future even if the current performance is in the red and not performing well.
Isn't it good? I'll wait. Companies like Microsoft and Amazon are not yet tied to nvidia's GPUs in terms of their performance, right? It's similar to that.
MU, it's going to be a long relationship. On the other hand, I'm considering buying on dips.
Hang in there 👍 MU.

$NVIDIA (NVDA.US)$
If the market goes as expected in the next financial results, EPS will be 2.061, so even if the valuation is about 60 times, it will settle down to around 123 to 124 dollars
The valuation did not fall below 50 times when the stock price was bogged down in 2022 and when 90 dollars were added the other day. Even if there is a push from here until the presidential election, I think the decline will be limited. Once you lower it, I think you should pick it up steadily.

$Palantir (PLTR.US)$ What does the huge sale by the directors of mean? If anyone knows, please explain.

$Micron Technology (MU.US)$
The timing for the company's stock cancellation is hot!
It's a market message from the management side that the current stock price is cheap 😀