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● $Arm Holdings (ARM.US)$ After the close on February 5th (local time)plans to announce the earnings for the October-December 2024 period (3rd quarter of fiscal year 2025).
●Market estimates (consensus)According to, ARM's3Q revenueis15% increase from the same period last year to 0.95 billion dollars、調整後EPSisIt is expected to increase by 17.6% from the same period last year to $0.34.andExpected to recover from the sluggish performance in the July-September quarter.This marks the highest order intake for the period of April-September.
●Points of interest this timeIs,Mainly the following threeIt is believed.
1）Whether the performance recovery will continue as per the market consensus
2）Parent company $SoftBank Group (9984.JP)$ Benefits from the Stargate project led by the parent company.
3）Impact of the DeepSeek shock (for example, its impact on AI investments and the progress of the Stargate project).
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Recent stock price of ARM.
The 'battle' between expected benefits from the Stargate project and the DeepSeek shock.
When checking the recent stock price of ARM, it was on January 22nd.Expectations of benefits from the Stargate projectDue15.9% surgeし、...
●Market estimates (consensus)According to, ARM's3Q revenueis15% increase from the same period last year to 0.95 billion dollars、調整後EPSisIt is expected to increase by 17.6% from the same period last year to $0.34.andExpected to recover from the sluggish performance in the July-September quarter.This marks the highest order intake for the period of April-September.
●Points of interest this timeIs,Mainly the following threeIt is believed.
1）Whether the performance recovery will continue as per the market consensus
2）Parent company $SoftBank Group (9984.JP)$ Benefits from the Stargate project led by the parent company.
3）Impact of the DeepSeek shock (for example, its impact on AI investments and the progress of the Stargate project).
The 'battle' between expected benefits from the Stargate project and the DeepSeek shock.
When checking the recent stock price of ARM, it was on January 22nd.Expectations of benefits from the Stargate projectDue15.9% surgeし、...
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$USD/JPY (USDJPY.FX)$ It's a price movement that amateurs can no longer understand. If it touches the 160 yen range again, I will order 10 king-size beef bowls at Sukiya!
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It's dangerous to maintain a soft landing of 4.20% instead of a hard landing of 4.40%.
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$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$ $VIX Index Futures(MAR5) (VXmain.US)$
Whether it is factored in or not, whether it goes up or down, no one knows at this point.
At least let's worry about it after 9:30 PM (although I don't think long-term holders or those with surplus funds will worry about it).
Whether it is factored in or not, whether it goes up or down, no one knows at this point.
At least let's worry about it after 9:30 PM (although I don't think long-term holders or those with surplus funds will worry about it).
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[Column] Nvidia, proverbs that investors should keep in mind - Lee
August 29, 2024 23:35 JST (excerpt)
There is a saying in Silicon Valley. Hardware is difficult and takes time and cost. This also applies to Nvidia. It demonstrates exceptional skills in the challenge of manufacturing cutting-edge chips required for artificial intelligence (AI) and even a company with a market capitalization of 3 trillion dollars.
As far as I know, Wall Street does not have such a saying. Especially when it comes to technology that changes the world. Therefore, when Nvidia acknowledged some issues with the production of the next-generation AI semiconductor 'Blackwell' on the 28th, traders were shocked and the stock price temporarily dropped 8.4% in after-hours trading. The fact that the revenue for May-July (Q2) increased by only a 'slight' 122% compared to the previous year also affected the stock price. The revenue forecast for August-October (Q3) exceeded the average analyst estimate, but it still fell short. It's as if CEO Jensen Huang had made no effort at all.
It feels a little silly. nvidia...
August 29, 2024 23:35 JST (excerpt)
There is a saying in Silicon Valley. Hardware is difficult and takes time and cost. This also applies to Nvidia. It demonstrates exceptional skills in the challenge of manufacturing cutting-edge chips required for artificial intelligence (AI) and even a company with a market capitalization of 3 trillion dollars.
As far as I know, Wall Street does not have such a saying. Especially when it comes to technology that changes the world. Therefore, when Nvidia acknowledged some issues with the production of the next-generation AI semiconductor 'Blackwell' on the 28th, traders were shocked and the stock price temporarily dropped 8.4% in after-hours trading. The fact that the revenue for May-July (Q2) increased by only a 'slight' 122% compared to the previous year also affected the stock price. The revenue forecast for August-October (Q3) exceeded the average analyst estimate, but it still fell short. It's as if CEO Jensen Huang had made no effort at all.
It feels a little silly. nvidia...
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$NVIDIA (NVDA.US)$
Will I lose in the battle of 102 after all?
Will I lose in the battle of 102 after all?
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ From the second half of August, there will be earnings announcements for companies like N and Blo. Basically, semiconductors are closely related, so I hope for an increase, but I'm really concerned about Blackwell.![]()
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22:45 S&P Global Composite PMI (Jul)
22:45 S&P Global Services PMI (Jul)
23:00 ISM Non-Manufacturing Employment (Jul)
23:00 ISM Non-Manufacturing PMI (Jul)
23:00 ISM Non-Manufacturing Pirces (Jul)
06:00 FOMC Member Daly Speaks
22:45 S&P Global Services PMI (Jul)
23:00 ISM Non-Manufacturing Employment (Jul)
23:00 ISM Non-Manufacturing PMI (Jul)
23:00 ISM Non-Manufacturing Pirces (Jul)
06:00 FOMC Member Daly Speaks
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I understand that for individuals who engage in short-term trading of individual stocks or ETFs, the daily price movements can be unsettling. I myself engage in swing trading.
But for individuals who primarily invest in long-term investment funds such as NISA, is it really necessary to worry about the daily movements of the US market day after day? While it is true that no one would be unhappy to see their gains increase, does that mean they should sell immediately?
But for individuals who primarily invest in long-term investment funds such as NISA, is it really necessary to worry about the daily movements of the US market day after day? While it is true that no one would be unhappy to see their gains increase, does that mean they should sell immediately?
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When I look at the trading of large growth stocks today, there are a tremendous number of stocks where the movements of large institutional investors and small individual investors are opposite.
Although it is said that steadily accumulating profits, ultimately it changes significantly depending on the discretion of institutional investors.
The recent movement of the stock market seems to create a speculative money game, where factors other than performance have a significant impact.
Honestly, the unexpected revisions of various indicators such as employment statistics seem to foreshadow the future economic downturn in the USA. This week, there are announcements of policy interest rates in both Japan and the USA, but no significant changes are anticipated.
Although it is said that steadily accumulating profits, ultimately it changes significantly depending on the discretion of institutional investors.
The recent movement of the stock market seems to create a speculative money game, where factors other than performance have a significant impact.
Honestly, the unexpected revisions of various indicators such as employment statistics seem to foreshadow the future economic downturn in the USA. This week, there are announcements of policy interest rates in both Japan and the USA, but no significant changes are anticipated.
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