纪香
liked
$NVIDIA(NVDA.US$ I have a feeling that I can win someday if I'm nervous even if I go down, so I have some leeway lol
I wonder if it's a mental game at the end even though I'm studying? w
I'm going Gachiho without changing ★
I wonder if it's a mental game at the end even though I'm studying? w
I'm going Gachiho without changing ★
Translated
21
6
纪香
liked
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.
Translated
9
纪香
liked
Two companies with important positions in the global semiconductor industryRecently, financial results were announced. It is the only company in the world that manufactures cutting-edge exposure measures $ASML Holding(ASML.US$and the world's largest semiconductor contract manufacturing (foundry) $Taiwan Semiconductor(TSM.US$ that's it.The financial results announcements of both companies were disgusted, and not only stock prices but also the SOX index(Philadelphia Semiconductor Stock Index) tooDeclineI did it. However,Risk-aversion movements that were wary of a sharp rise in US 10-year bond yields also encouraged profit-making salesIt seems that they did it.
This timeWhat was mainly disliked about the financial results of both companiesI would like to take a look at it along with the financial results. Also, both companiesConfirmed the outlook for the semiconductor market in general and demand for AI semiconductors shown at the financial results briefingI decided to try it out.
ASML's largest customer(Bloomberg data...
Translated
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/7533d7c25f4e362dbecc5881bf72b348.png/thumb?area=105&is_public=true)
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/5815732f104f2c9ce20a4ffd05d6962a.png/thumb?area=105&is_public=true)
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/e8ef79ee4bdedb5224798fdccfe798a0.png/thumb?area=105&is_public=true)
+3
129
6
纪香
reacted to
When you're pessimistic, you link information that makes you more pessimistic, right? That's all there is to it.
Translated
4
1