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$NVIDIA (NVDA.US)$ I feel like I can win someday if I hold on even if it goes down, so I'm feeling relaxed lol
Even if you study, it's ultimately a mental game, right? lol
I will continue to hold on firmly★
Even if you study, it's ultimately a mental game, right? lol
I will continue to hold on firmly★
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It's down, but semiconductors aren't even in the middle of financial results yet.
I think there are times when bad predictions come up too much, or they just want to sell.
For now, maybe I'll wait for semiconductor settlements such as AVGO and NVDA.
Even when the Nikkei average reached its highest price, NVDA was leading the way, and this is probably the final decision on the market.
I think it may have bottomed out before that, or I think it just bottomed out.
I think there are times when bad predictions come up too much, or they just want to sell.
For now, maybe I'll wait for semiconductor settlements such as AVGO and NVDA.
Even when the Nikkei average reached its highest price, NVDA was leading the way, and this is probably the final decision on the market.
I think it may have bottomed out before that, or I think it just bottomed out.
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Two companies that hold important positions in the global semiconductor industryhave recently announced their earnings. One is the world's only company manufacturing cutting-edge lithography equipment, $ASML Holding (ASML.US)$and the other is the world's largest in semiconductor foundry services (foundry). $Taiwan Semiconductor (TSM.US)$Yes.The earnings reports of both companies have been met with disapproval, affecting not only their stock prices but also the SOX index(Philadelphia Semiconductor Index ETF) as well.DeclineHowever, movements of profit-taking sales were encouraged by risk-averse movements due to the sharp rise in the yield of the US 10-year bonds.It is believed to have resulted in.
This time,What exactly triggered the aversion in the earnings of both companiesI would like to examine the earnings reports of both companies along with the details. Additionally, both companiesI also confirmed the outlook for the overall semiconductor market and the demand for AI semiconductors presented at the earnings call.I decided to give it a try.
ASML's largest customer(Bloomberg data) ...
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When we're feeling pessimistic, we tend to associate ourselves with even more pessimistic information. That's all there is to it.
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