$NVIDIA (NVDA.US)$ Is it a manipulated stock?
Performance is no longer relevant. Even if they engage in share buyback, it will only serve as speculation bait, so they probably won't do it. With an average acquisition price of $111 for owned shares, they won't buy more unless it's below that. After all, just raising the average doesn't increase anything. Even if it goes over 140 today, I can only imagine a sudden massive sell-off right after.
With only 1/8 of the investment, the unrealized gains of IonQ are more than half of Nvidia's unrealized gains. Well, in the short term, IonQ is likely to drop significantly, but it might still be impossible to buy more below $20. What's most important is the dream.

$NVIDIA (NVDA.US)$
Those who are disappointed by the lack of a quick rise in the short term will sell.
Those who expect long-term growth will pick up.
This cycle produces the shape of the waves and raises the bottom.
Those who understand the shape of the waves, please make a lot of profit in the short term.
I don't understand, so I will leave it to rounding up...
I've been thinking since summer. The main event is the guidance in February.

$NVIDIA (NVDA.US)$
There is no problem, but why is the profit margin subtly decreasing despite the demand continuing to exceed supply.
It would be more reassuring if the temporary increase in expenses due to the switch to Blackwell could be improved next season.

$NVIDIA (NVDA.US)$
It's strange to be sold without any negative factors.

$NVIDIA (NVDA.US)$ TSMC, which does not manufacture only AI semiconductors, has already risen by more than 8%! It would be strange if NVIDIA, which is the root cause of this, did not rise even more!! Ganbare!!

$Taiwan Semiconductor (TSM.US)$ will hold the earnings call for the third quarter of 2024 on Thursday, October 17, 2024 at 3:00 PM Japan time.
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$NVIDIA (NVDA.US)$
It's frustrating when it breaks through the trend line and looks strong, but then drops due to someone else's sell-off.
What are you doing?
Just make the shelves quietly.

$NVIDIA (NVDA.US)$
No matter how it moves now, the chart only seems to be converging towards 120 before the November settlement.
But there are still no major developments before the November settlement, right?
All will be revealed about next year's outlook in February...
I want to remain unconscious until then.

$NVIDIA (NVDA.US)$
The next big positive wave will be reflected in the performance with the profit from Blackwell, which will be fully reflected in the February financial statement for the next fiscal year.
The problem is that AI demand in the sector is likely to have a low return on investment in the long term, and there are various factors (politics, geopolitics, US economic slowdown, exchange rates) that are likely to have a negative impact externally.
Honestly, this half-year period seems to be a period of low risk of missed opportunities by not holding.
The most annoying thing is the next financial statement guidance, where there will be endless nitpicking on Blackwell's movements before it fully takes off. They will say anything to beat it down for the next season.

$NVIDIA (NVDA.US)$
When I think back to the time when I was nervously avoiding stepping on the floor,
This feeling of tapping on the ceiling is very reassuring.