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$NVIDIA (NVDA.US)$ またダブルトップになりそうだなぁ〜さがるよーこれは。
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Wai has both buildings, so if you buy it, it's probably a lie... 🥺
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![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/182554078/20240429/406838f4bcaad782133ff82aaf618b17.jpg/thumb?area=105&is_public=true)
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$Microsoft (MSFT.US)$ As AI stocks and chip stocks rise in response to earnings, $Super Micro Computer (SMCI.US)$ Stock prices rose on Friday.
Microsoft announced better-than-expected earnings after the bell on Thursday. Microsoft CEO Satya Nadella emphasized strong demand for the company's products, particularly in the field of artificial intelligence (AI).
$Meta Platforms (META.US)$ SMCI shares also rose on Thursday in response to the announcement of first-quarter financial results and raising capital investment forecasts against the backdrop of the company's AI initiatives.
SMCI is scheduled to report the third quarter financial results after the bell on 4/30, and a conference call will be held to discuss the results from 5 p.m. According to estimates, analysts expect the company to report earnings of 5.84 dollars per share and quarterly sales of 3.99 billion dollars.
The company has reported the past 34...
Microsoft announced better-than-expected earnings after the bell on Thursday. Microsoft CEO Satya Nadella emphasized strong demand for the company's products, particularly in the field of artificial intelligence (AI).
$Meta Platforms (META.US)$ SMCI shares also rose on Thursday in response to the announcement of first-quarter financial results and raising capital investment forecasts against the backdrop of the company's AI initiatives.
SMCI is scheduled to report the third quarter financial results after the bell on 4/30, and a conference call will be held to discuss the results from 5 p.m. According to estimates, analysts expect the company to report earnings of 5.84 dollars per share and quarterly sales of 3.99 billion dollars.
The company has reported the past 34...
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![What's going on with Super Microcomputer stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/182615636/20240429/a25b508c4b6feffba0ac34aca8509e5c.jpg/thumb?area=105&is_public=true)
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$USD/JPY (USDJPY.FX)$
The PCE deflator surpassed expectations. However, there is no movement in the market. Well, I've seen the figures that support a lot of inflation, so I guess they've already been inserted. I wonder if the dollar and yen will heal like this for the time being.
The PCE deflator surpassed expectations. However, there is no movement in the market. Well, I've seen the figures that support a lot of inflation, so I guess they've already been inserted. I wonder if the dollar and yen will heal like this for the time being.
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$NVIDIA (NVDA.US)$ It had risen early Thursday morning. $Meta Platforms (META.US)$ The increase in investment in artificial intelligence should be good news for chip makers, but there are also signs of nervousness about AI earnings.
NVIDIA shares rose 1.4% in early trading to 807.50 dollars. Shares closed down 3.3% on Wednesday. The financial results season for major technology companies began on Wednesday along with Facebook's parent company Meta, but the news was clearly mixed.
Meta raised its capital investment forecast for 2024 from 30 billion to 37 billion dollars to 35 billion to 40 billion dollars. On the surface, this was good news for Nvidia, and much of that money was spent on hardware. Meta said it plans to install 350,000 Nvidia H100 chips by the end of 2024 to train more powerful AI models.
But until the investment yielded significant returns...
NVIDIA shares rose 1.4% in early trading to 807.50 dollars. Shares closed down 3.3% on Wednesday. The financial results season for major technology companies began on Wednesday along with Facebook's parent company Meta, but the news was clearly mixed.
Meta raised its capital investment forecast for 2024 from 30 billion to 37 billion dollars to 35 billion to 40 billion dollars. On the surface, this was good news for Nvidia, and much of that money was spent on hardware. Meta said it plans to install 350,000 Nvidia H100 chips by the end of 2024 to train more powerful AI models.
But until the investment yielded significant returns...
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![NVIDIA stock rises, what does Meta's earnings mean for AI chip makers?](https://sgsnsimg.moomoo.com/sns_client_feed/182615636/20240426/92253da05c6de267cac99c9dcd383647.jpg/thumb?area=105&is_public=true)
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Who are youAI and semiconductor sectorWhat do you think about it?
Of course, it's a market price for each, and I don't know the correct answer.
However, experts who continue to say that the AI/semiconductor sector is in a bubble or overheated too muchIt is not a reference for long-term investments; it is better to avoid itI'm thinking. This is clearly trending.
95% of experts who continue to say that the AI/semiconductor sector is in a bubble or too overheated are “former financial institution graduates”It is.
In the first place, experts appearing on radio and television are either former financial graduates, or they are all active financial employees, so it's natural to say that it's natural. Also, there are no 5% experts who specialize in research and benchmarking the AI or semiconductor sector, and other expertsI'm looking at the AI and semiconductor sector from “financial common sense”。
That's why it doesn't hit.
This is true even if it's Bitcoin. It can only be seen as a virtual currency, and I don't know the significance of the blockchain technology that is based on it, the future it envisions, or its possibilities. Study the possibilities of a distributed processing world that can be realized by this, such as Ether, which implements smart contracts...
Of course, it's a market price for each, and I don't know the correct answer.
However, experts who continue to say that the AI/semiconductor sector is in a bubble or overheated too muchIt is not a reference for long-term investments; it is better to avoid itI'm thinking. This is clearly trending.
95% of experts who continue to say that the AI/semiconductor sector is in a bubble or too overheated are “former financial institution graduates”It is.
In the first place, experts appearing on radio and television are either former financial graduates, or they are all active financial employees, so it's natural to say that it's natural. Also, there are no 5% experts who specialize in research and benchmarking the AI or semiconductor sector, and other expertsI'm looking at the AI and semiconductor sector from “financial common sense”。
That's why it doesn't hit.
This is true even if it's Bitcoin. It can only be seen as a virtual currency, and I don't know the significance of the blockchain technology that is based on it, the future it envisions, or its possibilities. Study the possibilities of a distributed processing world that can be realized by this, such as Ether, which implements smart contracts...
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![Let's filter AI and semiconductors by experts called bubbles!](https://sgsnsimg.moomoo.com/sns_client_feed/181150576/20240426/bee7bf1574ef6e88e5fe4c86a7ec5fa5.jpg/thumb?area=105&is_public=true)
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