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$Micron Technology (MU.US)$
All AI-related semiconductor stocks,
NVIDIA-san! We're waiting for your earnings announcement! It's in a good condition, isn't it?
MU! It's not just you, I'm tired of waiting for a drop! I don't want it to go up today! Wait for a big surge. It's a good idea to buy a factory. Because the guidance is terrible, change the guidance team.
Above.
All AI-related semiconductor stocks,
NVIDIA-san! We're waiting for your earnings announcement! It's in a good condition, isn't it?
MU! It's not just you, I'm tired of waiting for a drop! I don't want it to go up today! Wait for a big surge. It's a good idea to buy a factory. Because the guidance is terrible, change the guidance team.
Above.
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$Micron Technology (MU.US)$
After the acquisition of the Taiwanese company, the market is bearish. Concerns about financial health, overinvestment, and whether it's okay to invest further despite being in the red and prices falling.
But you know, as a business owner myself, I also determine that in the future, it makes sense to invest this much even if the supply doesn't catch up, and it's necessary to compete with other companies in the future even if the current performance is in the red and not performing well.
Isn't it good? I'll wait. Companies like Microsoft and Amazon are not yet tied to nvidia's GPUs in terms of their performance, right? It's similar to that.
MU, it's going to be a long relationship. On the other hand, I'm considering buying on dips.
Hang in there 👍 MU.
After the acquisition of the Taiwanese company, the market is bearish. Concerns about financial health, overinvestment, and whether it's okay to invest further despite being in the red and prices falling.
But you know, as a business owner myself, I also determine that in the future, it makes sense to invest this much even if the supply doesn't catch up, and it's necessary to compete with other companies in the future even if the current performance is in the red and not performing well.
Isn't it good? I'll wait. Companies like Microsoft and Amazon are not yet tied to nvidia's GPUs in terms of their performance, right? It's similar to that.
MU, it's going to be a long relationship. On the other hand, I'm considering buying on dips.
Hang in there 👍 MU.
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$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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NVIDIA has announced the details of its next-generation AI platform, "Blackwell", boasting a 30-fold performance improvement | XenoSpectrum.
August 28, 2024 (excerpt)
NVIDIA unveiled the details of its next-generation AI platform, 'Blackwell', at the Hot Chips 2024 conference. The announced Blackwell achieves significant improvements in performance and efficiency, making a big impact on the industry. In this article, we will provide a detailed explanation of the key features and technological innovations of the Blackwell platform revealed by NVIDIA.
August 28, 2024 (excerpt)
NVIDIA unveiled the details of its next-generation AI platform, 'Blackwell', at the Hot Chips 2024 conference. The announced Blackwell achieves significant improvements in performance and efficiency, making a big impact on the industry. In this article, we will provide a detailed explanation of the key features and technological innovations of the Blackwell platform revealed by NVIDIA.
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An important event that could be a turning point in the marketis getting closer every moment.NVIDIA financial results announcement on 8/28That's it.
hitherto $NVIDIA (NVDA.US)$ has continued to produce results suitable for driving the AI market. Since financial results were announced, not only NVIDIA stocks, but also the SOX index and NASDAQ 100 index have strengthened their upward momentum. Will history repeat itself this time? The answer will be revealed on 8/28 (after closing).
On the other hand, almost all financial results other than NVIDIA are available for SOX index constituent stocks. From the financial results of these companies,The benefits of the AI investment boom are spreading furtherThat was shown. This is because AI data centers cannot be built by NVIDIA alone, and many companies are involved, from IP licenses for memory and modules to semiconductor manufacturing, packaging and testing, power solutions, and data communication transceivers. When compared to when financial results were announced for the previous quarter, companies belonging to these fields,AI stocks that are likely to “surpass NVIDIA” have also surfacedI've done it.
This time,Settlement of the SOX Index and its constituent stocks...
hitherto $NVIDIA (NVDA.US)$ has continued to produce results suitable for driving the AI market. Since financial results were announced, not only NVIDIA stocks, but also the SOX index and NASDAQ 100 index have strengthened their upward momentum. Will history repeat itself this time? The answer will be revealed on 8/28 (after closing).
On the other hand, almost all financial results other than NVIDIA are available for SOX index constituent stocks. From the financial results of these companies,The benefits of the AI investment boom are spreading furtherThat was shown. This is because AI data centers cannot be built by NVIDIA alone, and many companies are involved, from IP licenses for memory and modules to semiconductor manufacturing, packaging and testing, power solutions, and data communication transceivers. When compared to when financial results were announced for the previous quarter, companies belonging to these fields,AI stocks that are likely to “surpass NVIDIA” have also surfacedI've done it.
This time,Settlement of the SOX Index and its constituent stocks...
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.03 million7900 yen - 0.03 million8500 yen (22nd closing price 0.03 million8211 yen 01 sen)
● Is the 1% interest rate cut forecast going too far, or is the US PMI strong
● Did Federal Reserve Chairman Powell avoid mentioning pace or scale in his speech at Jackson Hole and his suggestion for September interest rate cuts
● Governor Ueda gave his first public explanation after “Black Monday”
● Video conferencing zoom exceeds expectations for the May-July fiscal year increase in sales and profit
● Traders rush into real estate stocks and bet on falling interest rates
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 22nd, the NY Dow fell to 0.04 million712 dollars 78 cents, 177 dollars 71 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 299.633 points to 0.01 million7619.354. The Nikkei Stock Average is expected to weaken in the Tokyo Stock Exchange on the 23rd.
Top news
Is the 1% interest rate cut forecast going too far, or is the US PMI strong
August S&P Global US Comprehensive PMI (Purchasing Managers Index, Leading Economic Index...
● [Tokyo Stock Exchange Rate Forecast Range] 0.03 million7900 yen - 0.03 million8500 yen (22nd closing price 0.03 million8211 yen 01 sen)
● Is the 1% interest rate cut forecast going too far, or is the US PMI strong
● Did Federal Reserve Chairman Powell avoid mentioning pace or scale in his speech at Jackson Hole and his suggestion for September interest rate cuts
● Governor Ueda gave his first public explanation after “Black Monday”
● Video conferencing zoom exceeds expectations for the May-July fiscal year increase in sales and profit
● Traders rush into real estate stocks and bet on falling interest rates
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 22nd, the NY Dow fell to 0.04 million712 dollars 78 cents, 177 dollars 71 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 299.633 points to 0.01 million7619.354. The Nikkei Stock Average is expected to weaken in the Tokyo Stock Exchange on the 23rd.
Top news
Is the 1% interest rate cut forecast going too far, or is the US PMI strong
August S&P Global US Comprehensive PMI (Purchasing Managers Index, Leading Economic Index...
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![[Morning Report] Is the 1% interest rate cut forecast going too far? US PMI is strong Governor Ueda publicly explained for the first time after Black Monday](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240823/1724368436557-004a86946e.png/thumb?area=105&is_public=true)
![[Morning Report] Is the 1% interest rate cut forecast going too far? US PMI is strong Governor Ueda publicly explained for the first time after Black Monday](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240823/1724364787953-0d75d4ee5a.jpeg/thumb?area=105&is_public=true)
![[Morning Report] Is the 1% interest rate cut forecast going too far? US PMI is strong Governor Ueda publicly explained for the first time after Black Monday](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240823/1724367397256-5a67ca9d98.png/thumb?area=105&is_public=true)
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$SoftBank (9434.JP)$ Something was higher than usual today, I wonder why...
Personally, I don't have a negative image of the stock split, so I started writing it after I learned about the upcoming split, but surprisingly, it seems that there are many people who oppose the split.
Personally, I don't have a negative image of the stock split, so I started writing it after I learned about the upcoming split, but surprisingly, it seems that there are many people who oppose the split.
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$NVIDIA (NVDA.US)$
The total investment plan for NVIDIA GPUs in Japan has risen to over 450 billion yen. Of these, the amount of support from subsidies from the Ministry of Economy, Trade and Industry is 160 billion yen or more.
(9434) SoftBank
42.1 billion yen
(9449) GMO Internet Group
1.93 billion yen
(3778) Sakura Internet
50.1 billion yen
(9433) KDDI
10.24 billion yen
The total investment plan for NVIDIA GPUs in Japan has risen to over 450 billion yen. Of these, the amount of support from subsidies from the Ministry of Economy, Trade and Industry is 160 billion yen or more.
(9434) SoftBank
42.1 billion yen
(9449) GMO Internet Group
1.93 billion yen
(3778) Sakura Internet
50.1 billion yen
(9433) KDDI
10.24 billion yen
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