Since we were able to anticipate the initial decline (crash?) in August to some extent, this is probably it.
NVIDIA has had too many onlookers, so it's probably a good thing that there was a slight decrease in this decline. We were able to buy more around the 25-day moving average. Thank you onlookers, because we can't buy without there being sellers.
NVIDIA has had too many onlookers, so it's probably a good thing that there was a slight decrease in this decline. We were able to buy more around the 25-day moving average. Thank you onlookers, because we can't buy without there being sellers.
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yamacyan
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Today, on the 30th, I would like to talk about the need to pay attention to the significant decline in the US S&P 500, which forms a double top in July.
After the decline of the US Growth Value Index (IVW/IVE) and the divergence, the stock prices have also turned downward. This pattern can be the starting point of a significant decline. When a top was formed on July 11, it developed into a sharp decline after semiconductors collapsed and growth weakened.
The current SP500 still has room to the 25MA, so it is important to be cautious of any pullback to the 25MA.
If this trend continues, Japanese stocks will also face resistance and it will be difficult for them to stay above 38,500 for a long time.
After the decline of the US Growth Value Index (IVW/IVE) and the divergence, the stock prices have also turned downward. This pattern can be the starting point of a significant decline. When a top was formed on July 11, it developed into a sharp decline after semiconductors collapsed and growth weakened.
The current SP500 still has room to the 25MA, so it is important to be cautious of any pullback to the 25MA.
If this trend continues, Japanese stocks will also face resistance and it will be difficult for them to stay above 38,500 for a long time.
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yamacyan
liked
$NVIDIA (NVDA.US)$
💡 NVIDIA $NVDA Blackwell GPU: production challenges and future outlook
On August 29, 2024, NVIDIA $NVDA made an important announcement regarding the challenges faced in the production of the Blackwell series, the next-generation datacenter GPU, and the measures taken to address these challenges. This announcement has the potential to significantly impact the company's short-term performance and long-term technological strategy.
1️⃣ Current Analysis: Challenges and Responses in Blackwell Production
According to information released by NVIDIA, there has been an issue of low yield in the production of Blackwell-based GPUs, especially the B200 processor. In order to address this issue, the company needed to redesign some layers of the B200 processor, including the top metal layer of the GPU silicon and the bump.
The background of this issue is TSMC's latest packaging technology...
💡 NVIDIA $NVDA Blackwell GPU: production challenges and future outlook
On August 29, 2024, NVIDIA $NVDA made an important announcement regarding the challenges faced in the production of the Blackwell series, the next-generation datacenter GPU, and the measures taken to address these challenges. This announcement has the potential to significantly impact the company's short-term performance and long-term technological strategy.
1️⃣ Current Analysis: Challenges and Responses in Blackwell Production
According to information released by NVIDIA, there has been an issue of low yield in the production of Blackwell-based GPUs, especially the B200 processor. In order to address this issue, the company needed to redesign some layers of the B200 processor, including the top metal layer of the GPU silicon and the bump.
The background of this issue is TSMC's latest packaging technology...
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yamacyan
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$NVIDIA (NVDA.US)$Announced earnings after the close on August 28th. Subsequently, the stock price after-hours trading.In Decreased by 6.9%.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
![]()
(For information on sector rotation, please refer to the report below. Dated August 20th)
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations.
2Q results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ±2%, surpassing the market average of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delays.
Demand for AI semiconductor Hopper (current product) and Blackwell (next-generation product) have been strong. However, the company acknowledged delays by changing the Blackwell GPU mask to improve yield. The company indicated that Blackwell's revenue is expected to reach several billion dollars in 4Q, but investors seem to be confused about the impact of the delay and how to evaluate the scale of several billion dollars. After the earnings announcement, analysts revised their performance outlook upward.
3) Sector low...
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations.
2Q results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ±2%, surpassing the market average of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delays.
Demand for AI semiconductor Hopper (current product) and Blackwell (next-generation product) have been strong. However, the company acknowledged delays by changing the Blackwell GPU mask to improve yield. The company indicated that Blackwell's revenue is expected to reach several billion dollars in 4Q, but investors seem to be confused about the impact of the delay and how to evaluate the scale of several billion dollars. After the earnings announcement, analysts revised their performance outlook upward.
3) Sector low...
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![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724906000138-a696a58d9c.jpeg/thumb?area=105&is_public=true)
![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724905999942-25fc09f7cd.jpeg/thumb?area=105&is_public=true)
![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/c69004e78270208db2104af5984d1d33.png/thumb?area=105&is_public=true)
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For those who didn't have confidence in NVDA, thank you so much! I was able to buy a lot at $123. Everyone is really nice, aren't they! $NVIDIA (NVDA.US)$
I was troubled by the investment method the other day, but NVDA is just right! I feel refreshed and cheerful! If I continue with the investment, it will solve everything!
I was troubled by the investment method the other day, but NVDA is just right! I feel refreshed and cheerful! If I continue with the investment, it will solve everything!
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yamacyan
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(8/28/2024 22:44)
Before the closing of NVDA earnings, the NY market opened with an overall decline.
⭐ Buy consumer electronics, sell online retail.
- Dow -25 Nas -39 S&P -4 Russell -9 ↓
- Interest rate (Y10=3.83%)↑
・Gold, silver, and copper↓
- Crude oil 74.7↓
- Grain (Soybeans↓ Corn↑)
- BTC↑
- USD/JPY 144.9↑
- Fear & Greed 55↑
- Sector situation
⭐Half and half strong and weak sectors.
Semiconductors are selling well.
(Top 3) Airports & air services, department stores, solar energy
(Bottom 3) Aluminum, copper, other precious metals & mining
At 23:35
I expect a large number of profit taking today, and I anticipate it will break down.
Bought more at a lower price of $NVDA lol (close)
The limit order at $124.5 was hit!
$NVIDIA (NVDA.US)$
(3 Strong) Airports & Air Services, Coal, Farm Products
(3 Weak) Aluminum, Other Precious Metals & Mining, Copper
x.com
x.com
Before the closing of NVDA earnings, the NY market opened with an overall decline.
⭐ Buy consumer electronics, sell online retail.
- Dow -25 Nas -39 S&P -4 Russell -9 ↓
- Interest rate (Y10=3.83%)↑
・Gold, silver, and copper↓
- Crude oil 74.7↓
- Grain (Soybeans↓ Corn↑)
- BTC↑
- USD/JPY 144.9↑
- Fear & Greed 55↑
- Sector situation
⭐Half and half strong and weak sectors.
Semiconductors are selling well.
(Top 3) Airports & air services, department stores, solar energy
(Bottom 3) Aluminum, copper, other precious metals & mining
At 23:35
I expect a large number of profit taking today, and I anticipate it will break down.
Bought more at a lower price of $NVDA lol (close)
The limit order at $124.5 was hit!
$NVIDIA (NVDA.US)$
(3 Strong) Airports & Air Services, Coal, Farm Products
(3 Weak) Aluminum, Other Precious Metals & Mining, Copper
x.com
x.com
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yamacyan
commented on and voted
$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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yamacyan
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At the moment, $NVIDIA (NVDA.US)$ It has an advantage in terms of profit conditions and transactions with AI companies, but which company's products do you think are superior in the long run?
What's the reason for that?
What's the reason for that?
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yamacyan
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