$NVIDIA (NVDA.US)$
Although NVIDIA's market capitalization exceeds that of Apple and Microsoft, I still see potential for growth and value it at $189 per share, a 42% premium.
NVIDIA's outstanding financial performance is driven by the explosive increase in demand for AI GPUs, significant revenue and profit margin growth, and strategic share buyback.
NVIDIA's platform strategy, including CUDA and AI data centers, creates high switching costs and long-term partnerships, ensuring sustainable demand and competitive advantage.
Despite the risks of supply chain and concentration, NVIDIA's strong presence in diverse markets and continuous GPU demand support my bullish outlook and evaluation.

USA $Tesla (TSLA.US)$ On October 23,2024 third quarter earnings reportsPlans to announce.
Tesla will at an event on the 10th.Starting production of robotaxis in 2026.Showing a projected outlook. However, it received harsh evaluations from investors and subsequently.The stock price dropped nearly 9%.The focus will be on how much negative information is priced in this earnings report, and whether new positive information will be presented at the earnings call.
On the next trading day following the earnings announcement.Closing price of Tesla stock.Please make financial estimates and vote on what will happen.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 p.m. on October 24th (Japan time)toTesla's closing price on October 24th (5:00 a.m. on October 25th, Japan time)Please predict the closing price and select the price range below. If the actual closing price falls within the selected range, users who voted in that range will receive points equally distributed (for example, if 50 users predict accurately, each can earn 200 points!).
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In the early stages of US stock earnings, there was the ASML shock, but overall corporate performance remains robust.Against the backdrop of strong performance,、Some stocks have been hitting new highs for the year or since listing.There has been a succession of stocks which 'AI' is also one of the factors driving performance and stock prices. Among these stocks,There are stocks whose stock price increase rate in the second half of the year exceeds nvidia.Many. The earnings of banks, which are sensitive to economic trends, imply a soft landing, and companies with good earnings may try to reach new highs. This time,Pick 8 U.S. stocks with strong performance in both business performance and stock priceThe US economy further recovered, and the GDP growth rate reached 3.85% in 2004.
Earnings at the beginning of the season are generally solid
In the early stages of this earnings season, there was an ASML shock (*), but overall corporate performance was notably solid. As of October 17, more than 80% of the S&P500 index constituent companies that had announced earnings had results exceeding market expectations for earnings per share (EPS).
(*) On October 16th, "Semiconductor stocks experience a severe shock! What does ASML's sharp decline in orders imply? Checking the impact on NVIDIA and AI semiconductor stocks.Please refer to the sea. According to Reuters, Samsung Electronics has postponed the delivery of ASML's measures...