$CONSOL Energy (CEIX.US)$
Why are you so weak? 😅
Why are you so weak? 😅
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$Micron Technology (MU.US)$
Please stop raising expectations before the financial results, as it often leads to a huge crash beyond the actual results.
Please stop raising expectations before the financial results, as it often leads to a huge crash beyond the actual results.
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$NVIDIA (NVDA.US)$
For a company that has been profitable so far, despite not being particularly expensive, it fell short of expectations with a 94% increase compared to the previous period.
For heavily deficit companies, ultra-high-priced stocks have skyrocketed even further due to a slight reduction in deficits.
That's how it is with U.S. stocks 😁
For a company that has been profitable so far, despite not being particularly expensive, it fell short of expectations with a 94% increase compared to the previous period.
For heavily deficit companies, ultra-high-priced stocks have skyrocketed even further due to a slight reduction in deficits.
That's how it is with U.S. stocks 😁
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1
mackey1979
commented on
$NVIDIA (NVDA.US)$
When major broadcasting companies come up with complaints, there are definitely people who want the stock price to drop, so it is like a signal that it will surely decrease no matter what. Could it be a pattern to completely recover the decrease from the significant drop before the earnings announcement?
When major broadcasting companies come up with complaints, there are definitely people who want the stock price to drop, so it is like a signal that it will surely decrease no matter what. Could it be a pattern to completely recover the decrease from the significant drop before the earnings announcement?
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mackey1979
voted
Nvidia's ai chip GPU is equipped with a special type of memory known as high-bandwidth memory (HBM) to accelerate AI workloads. $Micron Technology (MU.US)$ ), is one of the companies supplying this chip to graphics card specialists. Micron's management mentioned in the June earnings call that the company expects to generate 'hundreds of millions of dollars' in HBM revenue in the 2024 fiscal year ending this month, and then 'generate several billion dollars of HBM revenue in the 2025 fiscal year'.
It is noteworthy that Micron has sold out the HBM capacity for 2024 and 2025. However, the company is expanding its customer base and aiming to gain a larger share in this market by developing HBM chips that provide higher electrical utilities and efficiency.
This significant growth in the HBM market...
It is noteworthy that Micron has sold out the HBM capacity for 2024 and 2025. However, the company is expanding its customer base and aiming to gain a larger share in this market by developing HBM chips that provide higher electrical utilities and efficiency.
This significant growth in the HBM market...
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$Super Micro Computer (SMCI.US)$
As long as they do not stop the discount sale aimed at expanding their market share, eps is likely to continue to miss. If there were no discounts, eps would have been easily cleared. But why do neither analysts nor the company revise their financial estimates for eps?
As long as they do not stop the discount sale aimed at expanding their market share, eps is likely to continue to miss. If there were no discounts, eps would have been easily cleared. But why do neither analysts nor the company revise their financial estimates for eps?
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mackey1979
liked
$Micron Technology (MU.US)$
I always think, but guidance is not necessary.
You can just throw out random high numbers.
Why is the assumption always so intense each time?
Regarding what others do, becoming overly sensitive is a troublesome outsider every time.
Be honest with "market participants" and "investors".
Are you trying to be honest...
Because these guys are tricky, better speak on the high side.
They must sleep with a lot of pillows 😴
No one knows what the future holds.
Who do you think you are, saying "It's not what I expected" like a child?
I always think, but guidance is not necessary.
You can just throw out random high numbers.
Why is the assumption always so intense each time?
Regarding what others do, becoming overly sensitive is a troublesome outsider every time.
Be honest with "market participants" and "investors".
Are you trying to be honest...
Because these guys are tricky, better speak on the high side.
They must sleep with a lot of pillows 😴
No one knows what the future holds.
Who do you think you are, saying "It's not what I expected" like a child?
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10
mackey1979
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I have just spoken with the company executives of the chemical manufacturer that produces chemicals used in the semiconductor manufacturing process.
When asked about the amount of orders from equipment manufacturers in the previous and subsequent processes and responded that business is going very well, the chemical manufacturer mentioned that they are not as busy.
Is it because it's still the beginning of a big cycle that there is variability?
I have just spoken with the company executives of the chemical manufacturer that produces chemicals used in the semiconductor manufacturing process.
When asked about the amount of orders from equipment manufacturers in the previous and subsequent processes and responded that business is going very well, the chemical manufacturer mentioned that they are not as busy.
Is it because it's still the beginning of a big cycle that there is variability?
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mackey1979
voted
Good morning to all moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,900 yen - 40,600 yen (closing price on the 19th is 43 yen 60 sen)
● US Federal Reserve keeps policy interest rate unchanged and maintains interest rate cut forecast 3 times during the year
● [US Market Conditions] The S&P 500 is the highest every day, and the dollar has depreciated drastically since March - 151 yen
● The US Department of Justice also sued Apple on the 21st - alleges that it violates antitrust law
● US Reddit sets the IPO price at $34, the upper limit of the target range
● Is SEC investigating the Ethereum Foundation and tightening restrictions on virtual currency
●Tesla to implement “Model Y” price increase in China
● In the gap between NVIDIA, emerging forces break out with “openness”
— MooMoo News Kathy
Market Overview
In the US stock market on the 20th, the NY Dow Jones Industrial Average continued to rise for 3 days to 39,512 dollars 13 cents, which was 401 dollars 37 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 202.617 points to 16,369.408. The risk-on trend continued in the Tokyo stock market on the 21st, and the Nikkei Stock Average was 40,000 yen...
● [Tokyo Stock Exchange Rate Forecast Range] 39,900 yen - 40,600 yen (closing price on the 19th is 43 yen 60 sen)
● US Federal Reserve keeps policy interest rate unchanged and maintains interest rate cut forecast 3 times during the year
● [US Market Conditions] The S&P 500 is the highest every day, and the dollar has depreciated drastically since March - 151 yen
● The US Department of Justice also sued Apple on the 21st - alleges that it violates antitrust law
● US Reddit sets the IPO price at $34, the upper limit of the target range
● Is SEC investigating the Ethereum Foundation and tightening restrictions on virtual currency
●Tesla to implement “Model Y” price increase in China
● In the gap between NVIDIA, emerging forces break out with “openness”
— MooMoo News Kathy
Market Overview
In the US stock market on the 20th, the NY Dow Jones Industrial Average continued to rise for 3 days to 39,512 dollars 13 cents, which was 401 dollars 37 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 202.617 points to 16,369.408. The risk-on trend continued in the Tokyo stock market on the 21st, and the Nikkei Stock Average was 40,000 yen...
Translated
![[Morning Report] US Federal Reserve leaves policy interest rate unchanged and maintains interest rate cut forecast 3 times within the year US Department of Justice sues Apple on the 21st](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240321/2c0558f171522dbcf0a3aba7870501b2.png/thumb?area=105&is_public=true)
![[Morning Report] US Federal Reserve leaves policy interest rate unchanged and maintains interest rate cut forecast 3 times within the year US Department of Justice sues Apple on the 21st](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240321/0608f76772484ba397076d661989da6b.png/thumb?area=105&is_public=true)
![[Morning Report] US Federal Reserve leaves policy interest rate unchanged and maintains interest rate cut forecast 3 times within the year US Department of Justice sues Apple on the 21st](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240321/1710976681138-f05ba6f9df.png/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Since the automatically generated AI program is a system that specializes in NVIDIA, I don't think it can be easily replaced by AMD, INTEL, or in-house chips. Considering the trouble of having to create and change the program mechanism in order for it to work well, I think it's a situation where we have no choice but to order from NVIDIA in the near future. I think it's going to be around $1,250 within 2025.
Since the automatically generated AI program is a system that specializes in NVIDIA, I don't think it can be easily replaced by AMD, INTEL, or in-house chips. Considering the trouble of having to create and change the program mechanism in order for it to work well, I think it's a situation where we have no choice but to order from NVIDIA in the near future. I think it's going to be around $1,250 within 2025.
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