$NVIDIA (NVDA.US)$ It seems that in the past few days, there have been news about AI demand being below expectations, with the manufacturing capacity of the BG200 being redirected to gaming GPUs, and conversely, there is conflicting news about the release of gaming GPUs being delayed to allocate resources for AI demand. Which one is true may not be known until the earnings report.

$NVIDIA (NVDA.US)$
The margin has 4,200 shares with an unrealized gain of 12 million.
It's time to prepare for taking profits 🥰.

There was a time when it was 6 dollars. $Carnival (CCL.US)$However, at last, it was time to say goodbye. The cruise will be entrusted $Royal Caribbean (RCL.US)$ to.
Newly. $NEBIUS (NBIS.US)$
I increased my Buy. $Gorilla Technology (GRRR.US)$ と $Robinhood (HOOD.US)$ I added something.
$Vistra Energy (VST.US)$ I was also thinking of selling it, but unexpectedly it went up, so I decided to hold off.

$Astera Labs (ALAB.US)$
Blue represents actual sales. Yellow represents forecasted values.
The following points are cited as factors for the significant increase in sales for Astera Labs in the third (3Q) and fourth quarters (4Q) of 2025.
1. Introduction of the new product "Scorpio": It is forecasted that by 2025, the new product "Scorpio" will account for more than 10% of the company's sales. The market launch and full-scale operation of this product are expected to accelerate sales growth as the year-end approaches.
2. Strengthening relationships with major customers: In particular, Amazon is increasingly likely to adopt several of Astella Labs' products into its own network solutions, which is expected to contribute to an increase in sales.
3. Strong sales of existing products: Existing products such as the "Aries PCIe Retimer" and the "Taurus Smart Cable Module" continue to show strong sales, supporting the overall sales increase.
These factors combined are expected to lead to a significant increase in Astella Labs' sales in the latter half of 2025.
It seems that...

The prominent American investor Warren Buffett leads the American investment company. $Berkshire Hathaway-B (BRK.B.US)$On February 15, they submitted Form 13F to the SEC (Securities and Exchange Commission) as of the end of December 2024 (Q4, October to December).
According to the form, Berkshire's Q4 13F disclosed investment balance is approximately $267 billion, a slight increase from $266 billion in the previous quarter.
Additionally, the top 10 stocks by shareholding value are: $Apple (AAPL.US)$, $American Express (AXP.US)$, $Bank of America (BAC.US)$, $Coca-Cola (KO.US)$, $Chevron (CVX.US)$, $Occidental Petroleum (OXY.US)$, $Moody's (MCO.US)$, $The Kraft Heinz (KHC.US)$, $Chubb Ltd (CB.US)$, $DaVita (DVA.US)$It becomes. $Bank of America (BAC.US)$and $DaVita (DVA.US)$The shareholding stocks are reduced...

$Intel (INTC.US)$
Incident of burnout in a PC equipped with AMD Ryzen 7 9800X3D, MSI begins investigation | XenoSpectrum
Not only Intel, but also NVIDIA and AMD are experiencing frequent chip defects, so has it become more equal... perhaps. Especially the latter is prone to early failure and fire hazards due to complete dependence on TSMC. Ultimately, Intel may win in the consumer sector...？

$Palantir (PLTR.US)$ If it reaches 120 here, a Short Sell is desired.

$Upstart (UPST.US)$
Is it still PS 13...

$NVIDIA (NVDA.US)$
Typically, double bull positions would sell off before earnings reports to lock in profits, but this time it might hold through the earnings. The unrealized gains are quite significant as well, though...
It feels like it's aiming for 160. Isn't it likely to provide good guidance?
There was a deep shock, but NVIDIA is still strong 💪.
I've posted this before, but it feels like it's coming true as predicted.