$NVIDIA (NVDA.US)$
Is the next sales forecast not going up that much, because Blackwell will be shipped in Q4, but there is a limit on the amount that can be distributed in the market due to insufficient production capacity?

$NVIDIA (NVDA.US)$
How about buying it now?

$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
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$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
NASDAQ100 is recovering slightly! After the presidential election, NASDAQ100 tends to drop for 3 days and then rise, so I think the turnaround will be tonight or tomorrow, just a little more patience.
I'm currently traveling in Hokkaido.So, I am supporting the revival of semiconductors from Hakodate tonight 📣 Go NASDAQ100❗️

$Tesla (TSLA.US)$
There was an official announcement from Trump📣
It's skyrocketing again, isn't it?
Congratulations to all the serious investors🎈🎉
Trump works quickly lol

$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Thanks to Trump, TSLL MARA's profit and loss have finally paid off!!!!
Glad I averaged down!!

$Tesla (TSLA.US)$ If there is still room for growth, I feel like buying a little 🍀😌🍀
But, scary

Hedge funds short selling Tesla stock face a unrealized loss of $5.2 billion in response to the presidential election.
November 11, 2024, 6:46 AM JST (excerpt).
Mask and Trump have a special relationship - Tesla's stock surged nearly 30% after the election.
Many funds have abandoned bets anticipating a drop in stock prices over the past 4 months.
US electric vehicle (EV) maker,TeslaHedge funds that have been betting on the stock price decline suffered significant losses after Donald Trump's victory in the U.S. presidential election. The special relationship between the incoming president and the CEO of the company, Elon Musk, had an impact.
　　S3 PartnersAccording to calculations by Bloomberg based on aggregated data, hedge funds holding short positions on Tesla from the voting day on the 5th to the closing on the 8th incurred at least $5.2 billion (about 790 billion yen) in unrealized losses.
Tracking the positions of around 500 hedge funds.HazeltreeAccording to another data, the short sellers are decreasing. Many hedge funds have closed such bets in the past four months. Position adjustments were made on July 13th when Mr. Mask...

Biden administration rushing to support semiconductors under the CHIPS Act - before Trump took office.
November 8, 2024 15:56 JST
Intel and Samsung Electronics, among others, are exploring early contract signings as much as possible.
Republican Party considering 'rationalization' of the CHIPS Act - House Speaker Johnson
The Biden administration is in a hurry to sign contracts based on the 2022 CHIPS Act with companies such as Intel and Samsung Electronics to support semiconductor manufacturing in the United States. This is to strengthen one of the key initiatives of the Biden administration before the inauguration of President Trump.
The Department of Commerce has allocated more than 90% of the $39 billion (approximately ¥ 5.960 trillion) in subsidies under the same law. However, the department has only announced one binding agreement so far.
The next two months will be extremely important for over 20 companies still in the process. According to sources familiar with the matter, some companies such as Taiwan Semiconductor Manufacturing (TSMC) and US-based GlobalFoundries have concluded negotiations and are soon to announce the final contract details.
According to another source who spoke on condition of anonymity due to confidential information, Intel and Samsung, among other companies, are negotiating agreements with the Biden administration, aiming to increase domestic production of semiconductors.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Just an amateur thought,
Not only TSM, but also Intel have expensive equipment from ASML. Chips below 2nm are not monopolized by TSM. I believe that if Intel and AMD merge, the former Intel manufacturing division focuses on factories, and development combines the intelligence of both companies, it is not impossible to catch up with Nvidia.
I think qualcomm merging with arm would be more threatening than acquiring intel, instead of fighting with intel.