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$Doximity (DOCS.US)$
For me, it is the brand of failure's mother. I caught it at a high price in the second half of 21 and pickle it. I was struggling a lot whether to cut losses, but it's a very profitable good company, so I pickled it. The only challenge is whether the revenue can be increased. Looking at the comparison of consensus from 22 onwards, the financial statement is excellent. Therefore, there is no doubt that it will rise in the medium to long term. The time it will take depends on how much revenue can be increased.
For me, it is the brand of failure's mother. I caught it at a high price in the second half of 21 and pickle it. I was struggling a lot whether to cut losses, but it's a very profitable good company, so I pickled it. The only challenge is whether the revenue can be increased. Looking at the comparison of consensus from 22 onwards, the financial statement is excellent. Therefore, there is no doubt that it will rise in the medium to long term. The time it will take depends on how much revenue can be increased.
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Set a live reminder
$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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(2024/6/11 22:37)
The NY market started with a slight risk reduction.
⭐ Buy consumer electronics products and sell them to banks.
・DOW-289 NAS-6 S&P-18 RACEL-27↓
・Interest rate (Y10 = 4.45%) ↓
・Gold ↑ silver copper ↓ ⭐ buy for gold!
・Crude oil 77.4↓
・Grains (soybeans ↓ corn ↑)
・BTC↓
・Dollar yen 157.1↑
・Fear & Greed 43↓
・Sector Status
⭐ 80% sector decline ❗
(Strong 3) Consumer Electronics Products, Real Estate Development, Temporary Staffing/Employment Services
(less than 3) shipping, uranium, copper
🟦 Selling uranium due to a politician scandal?
There seems to be a suspicion that Hillary Clinton enjoyed benefits from Russia in connection with uranium?
The uranium sector sold significantly today!
FBI takes Bill Clinton $500,000 from Russia | Daily Mail Online
...
The NY market started with a slight risk reduction.
⭐ Buy consumer electronics products and sell them to banks.
・DOW-289 NAS-6 S&P-18 RACEL-27↓
・Interest rate (Y10 = 4.45%) ↓
・Gold ↑ silver copper ↓ ⭐ buy for gold!
・Crude oil 77.4↓
・Grains (soybeans ↓ corn ↑)
・BTC↓
・Dollar yen 157.1↑
・Fear & Greed 43↓
・Sector Status
⭐ 80% sector decline ❗
(Strong 3) Consumer Electronics Products, Real Estate Development, Temporary Staffing/Employment Services
(less than 3) shipping, uranium, copper
🟦 Selling uranium due to a politician scandal?
There seems to be a suspicion that Hillary Clinton enjoyed benefits from Russia in connection with uranium?
The uranium sector sold significantly today!
FBI takes Bill Clinton $500,000 from Russia | Daily Mail Online
...
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Looking back on last week
“Determining profits on financial stocks takes precedence as interest rates rise once interest rates rise”
Last week's $Nikkei 225 (.N225.JP)$It rose slightly to 38683.93 yen, an increase of 196.03 yen (+ 0.51%) on a weekly basis. US interest rate reduction observations were rekindled due to weak US employment-related indicators, $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$The United States rose as yields fell to 4.2% at one point. $NVIDIA (NVDA.US)$NASDAQ due to rising stocks $S&P 500 Index (.SPX.US)$The fact that it hit an all-time high also underpinned Japanese stocks. Meanwhile, since the monetary policy meeting by the Bank of Japan is being held on 13-14, speculations about early monetary policy normalization by the Bank of Japan take precedence, and interest rates fluctuate up and down in the bond market. On the weekend, as the sense of caution against the Bank of Japan meeting intensified, the timing before the US employment statistics were announced was also added, so trading prices in the prime market remained in the 3.4 trillion yen range.
Note, there was a possibility that the year-to-date high price will be updated $TOPIX (.TOPIX.JP)$is $Toyota Motor (7203.JP)$Ya...
“Determining profits on financial stocks takes precedence as interest rates rise once interest rates rise”
Last week's $Nikkei 225 (.N225.JP)$It rose slightly to 38683.93 yen, an increase of 196.03 yen (+ 0.51%) on a weekly basis. US interest rate reduction observations were rekindled due to weak US employment-related indicators, $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$The United States rose as yields fell to 4.2% at one point. $NVIDIA (NVDA.US)$NASDAQ due to rising stocks $S&P 500 Index (.SPX.US)$The fact that it hit an all-time high also underpinned Japanese stocks. Meanwhile, since the monetary policy meeting by the Bank of Japan is being held on 13-14, speculations about early monetary policy normalization by the Bank of Japan take precedence, and interest rates fluctuate up and down in the bond market. On the weekend, as the sense of caution against the Bank of Japan meeting intensified, the timing before the US employment statistics were announced was also added, so trading prices in the prime market remained in the 3.4 trillion yen range.
Note, there was a possibility that the year-to-date high price will be updated $TOPIX (.TOPIX.JP)$is $Toyota Motor (7203.JP)$Ya...
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Give me a nice dividend hike tomorrow $Apple (AAPL.US)$
Apple uses its second-quarter earnings reports to tell investors how much money its board has authorized the company to spend on share repurchases and dividends.
Analysts expect that number to come in at $90 billion.
From 2012 through the end of 2022, Apple spent over $572 billion on share repurchases.
“Repurchases - is sensible for a company when it...
Apple uses its second-quarter earnings reports to tell investors how much money its board has authorized the company to spend on share repurchases and dividends.
Analysts expect that number to come in at $90 billion.
From 2012 through the end of 2022, Apple spent over $572 billion on share repurchases.
“Repurchases - is sensible for a company when it...
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It seems like the worst is over for $Meta Platforms (META.US)$.
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
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