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“The King of AI” $NVIDIA (NVDA.US)$The rapid rise is unstoppable.
On 5/23, US Eastern Time, stimulated by financial results that exceeded expectations, NVIDIA shares broke through 1000 dollars, stock prices surged nearly 10%, and market value reached 2.57 trillion dollars. After the financial results were announced, NVIDIA's target stock price was raised one after another by analysts.
Analysts are “very bullish”
After Wednesday's closing, NVIDIA released its latest quarterly report. Sales increased 18% from the previous quarter,26 billion, up 262% from the same period last yearWhat is the dollar, net profit14.88 billion, up 628% from the same period last yearWhat is the dollar's sales for the second quarter$28 billion compared to the market forecast of $26.6 billionI predicted that.
The company also announced that it will implement a stock split of 10 shares per share on 2024/6/7, and that a quarterly cash dividend of 0.01 dollars per share will be implemented after the split. All key financial indicators surpassed analysts' expectations.
War Research analyst Chris Senyek said in the report, “Sales and profit growth...
“The King of AI” $NVIDIA (NVDA.US)$The rapid rise is unstoppable.
On 5/23, US Eastern Time, stimulated by financial results that exceeded expectations, NVIDIA shares broke through 1000 dollars, stock prices surged nearly 10%, and market value reached 2.57 trillion dollars. After the financial results were announced, NVIDIA's target stock price was raised one after another by analysts.
Analysts are “very bullish”
After Wednesday's closing, NVIDIA released its latest quarterly report. Sales increased 18% from the previous quarter,26 billion, up 262% from the same period last yearWhat is the dollar, net profit14.88 billion, up 628% from the same period last yearWhat is the dollar's sales for the second quarter$28 billion compared to the market forecast of $26.6 billionI predicted that.
The company also announced that it will implement a stock split of 10 shares per share on 2024/6/7, and that a quarterly cash dividend of 0.01 dollars per share will be implemented after the split. All key financial indicators surpassed analysts' expectations.
War Research analyst Chris Senyek said in the report, “Sales and profit growth...
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Good news for those interested in investing!MOOMOO will host a special event in New York on April 29th in collaboration with NASDAQ!Users selected by lottery will have the opportunity to participate in the “opening bell” ceremony where the bell is rung, and they will also be offered the opportunity to interact with influencers with over 1 million followers and NASDAQ professional traders.
This special event, exclusive to Moomoo users, will give 2 people selected by lottery a chance to visit the NASDAQ headquarters.
🎟️ How to participate 🎟️
Please comment “Event Application” on this post.
*Please check the participation conditions at the bottom of the page.
📅 Event dates for April 29th 📅
🛂 Participation conditions 🛂
- A valid U.S. visa and entry permit is required.
-Admission and guidance to the Nasdaq headquarters is free, but you are responsible for your own travel and stay expenses.
-You must attend all events on April 29th.
- You will need to post your impressions of the event on the moomoo app.
‼️ Precautions...
This special event, exclusive to Moomoo users, will give 2 people selected by lottery a chance to visit the NASDAQ headquarters.
🎟️ How to participate 🎟️
Please comment “Event Application” on this post.
*Please check the participation conditions at the bottom of the page.
📅 Event dates for April 29th 📅
🛂 Participation conditions 🛂
- A valid U.S. visa and entry permit is required.
-Admission and guidance to the Nasdaq headquarters is free, but you are responsible for your own travel and stay expenses.
-You must attend all events on April 29th.
- You will need to post your impressions of the event on the moomoo app.
‼️ Precautions...
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Since the Bank of Japan decided to cancel the negative interest rate policy in mid-March,The strength of real estate stocks is conspicuous. The outlook that interest rate increases will be more gradual than expected has spread,Movement to revise bargaininghas gained the upper hand. Amid awareness of overcoming deflationReal estate inflation resistanceThe review has also progressed, and the TOPIX Real Estate Stock Index, which consists of real estate-related stocks, has outperformed TOPIX since March. 24 yearsPublic land prices have increased drasticallyIt also seems like it will be a strong support. $Mitsubishi Estate (8802.JP)$、 $Mitsui Fudosan (8801.JP)$、 $Kasumigaseki Capital (3498.JP)$Large stocks with high liquidity such as the beginning of the yearStock prices rose more than 30%It has already exceeded analysts' average target stock prices.
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
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Future growth is expectedOne of the essential infrastructures to meet AI demand is a data center (DC)that's it. DC is a facility where servers, network devices, etc. are installed when using computers. Data processing volume and power consumption have increased dramaticallyDemand for large-scale DCs called “hyperscale data centers” (HSDC) is expected to increase in order to support AI servers(More on that later).
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
[Pick up companies planning large-scale investments in HSDC]
◆ $Nippon Telegraph & Telephone (9432.JP)$
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the data center under construction...
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
[Pick up companies planning large-scale investments in HSDC]
◆ $Nippon Telegraph & Telephone (9432.JP)$
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the data center under construction...
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