$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
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$Palantir (PLTR.US)$ Following Mexico, it seems that Canada is also postponing tariffs for one month.

$Palantir (PLTR.US)$ Due to the recent bearish sentiment, it seems to be leading the indicators ⭐️ Today, Palantir is likely to become the savior of the US stock market.

$Palantir (PLTR.US)$ Congratulations on 100 🎉

$NVIDIA (NVDA.US)$
It seems that the Mexican tariffs will be postponed by one month!

$NVIDIA (NVDA.US)$
Isn't the strengthening of Trump’s tariffs and the tightening of the export regulations for Semiconductors to China the established course?
It's understood that once Trump became president, that was expected. In reality, it has served as a source for stock price declines before, so it's likely already priced in. The mention of Deepseek is merely a trigger.
I was surprised when I first looked at Deepseek, but gradually some flaws are starting to appear.
Well, while it is acceptable up to the point of low cost, in the end, isn't it just copying? There is still some uncertain information.
Furthermore, the Deepseek service is not everything about AI. More importantly, NVIDIA is aiming for groundbreaking developments in their future vision.
The decline in stock prices is likely a shakeout taking advantage of Deepseek. Any kind of story is fine for those initiating.
Otherwise, it wouldn't recover to half the value the next day. At least not with serious alarming news.
There is no decisive story that could completely deny NVIDIA.
However, there are some concerns about Deepseek, so NVIDIA has not fully recovered its stock price yet.
This is the opinion from a neutral standpoint.

$NVIDIA (NVDA.US)$ There are rumors that DeepSeek copied, and Alibaba made a big announcement. What will happen to the semiconductor industry?

$NVIDIA (NVDA.US)$ Alibaba? It's been reported that they announced AI? How do you view this News of individual stocks?

$NVIDIA (NVDA.US)$ Selclimax. Certainly, it should have dropped 10% after the 2Q financial results were announced, but that was just NVDA, but this time AI-related matters have declined in general. The way it was lowered is just astonishing. When Nikkei dropped 4,000 yen last year, it also dropped to the point where I laughed, and it came back quite a bit the next day. It's foolish to move poorly at a time like this and sell in dismay. I was assigned to China even though I was only 1 year old. I was unable to talk about Chinese things even though I was in China due to the daily news from that time and the nonsense when it came. My wife forced me to fill all my suitcases with food and bring them to me. Air pollution, soil pollution, water pollution I didn't want to eat anything made in such places. Food stalls use mouse meat called mutton, and chicken disappeared due to SARS, as thousands of pigs were thrown away in Shanghai rivers. The Chinese internet is really heavily censored, and news criticizing the Communist Party doesn't circulate. I can't even use LINE, so I had to use a VPN connection. You can't be made to be dumbfounded by information from such a country. I wonder if it's algorithmic trading, this decline can also be called an extreme crash. Are mullets amazing this month...