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$NVIDIA (NVDA.US)$
Even if such wonderful content is packed in, if the stock price falls, it's better to just leave it alone. The investors' level is too low.
Even if such wonderful content is packed in, if the stock price falls, it's better to just leave it alone. The investors' level is too low.
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On March 5, 2025, at 11 a.m. Japan time (Wednesday), President Trump's joint congressional address is attracting attention in the global financial markets.
The main focus points are as follows.
1. Strengthening tariffs against Mexico, Canada, and China.
2. Large-scale infrastructure investment plan
3. Technological competition with China
4. Reevaluation of the fossil fuel industry
This speech could represent an important turning point for the financial markets in 2025. With market fluctuations expected, careful determination is required on how investors should position themselves. Please be sure to watch the live broadcast.
This event iswill be delivered in subtitle translation format.It will be streamed. Those who wish to watch, please say "Book" button.
◆Notes
The content of this live broadcast is provided for the convenience of customers through subtitle translation services. The subtitles are generated using Microsoft Azure and Amazon Translate. There are explicit disclaimers regarding the accuracy, reliability or precision of machine translation from English to Japan.
The main focus points are as follows.
1. Strengthening tariffs against Mexico, Canada, and China.
2. Large-scale infrastructure investment plan
3. Technological competition with China
4. Reevaluation of the fossil fuel industry
This speech could represent an important turning point for the financial markets in 2025. With market fluctuations expected, careful determination is required on how investors should position themselves. Please be sure to watch the live broadcast.
This event iswill be delivered in subtitle translation format.It will be streamed. Those who wish to watch, please say "Book" button.
◆Notes
The content of this live broadcast is provided for the convenience of customers through subtitle translation services. The subtitles are generated using Microsoft Azure and Amazon Translate. There are explicit disclaimers regarding the accuracy, reliability or precision of machine translation from English to Japan.
Translated

Mr. Trump's congressional speech shakes the market: tariff policy and economic outlook are the focus (with Japanese subtitles).
Mar 5 10:00
20
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$NVIDIA (NVDA.US)$ 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.
Don't miss this live!
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 event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
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.
Don't miss this live!
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 event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
Translated

NVIDIA Fiscal Year 2025 Q4 Earnings Call (with Japanese subtitles)
Feb 27 06:00
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$Palantir (PLTR.US)$ Following Mexico, it seems that Canada is also postponing tariffs for one month.
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$Palantir (PLTR.US)$ 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.
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$Palantir (PLTR.US)$ Congratulations on 100 🎉
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$NVIDIA (NVDA.US)$
It seems that the Mexican tariffs will be postponed by one month!
It seems that the Mexican tariffs will be postponed by one month!
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$NVIDIA (NVDA.US)$
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.
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.
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$NVIDIA (NVDA.US)$ There are rumors that DeepSeek copied, and Alibaba made a big announcement. What will happen to the semiconductor industry?
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