This article utilizes auto-translation in some parts.
● $NVIDIA (NVDA.US)$After the market close on November 20th, Eastern Time in the United States.(Scheduled to announce earnings on November 21st, Thursday, from 06:00 Japan time)。
According to market consensus, $NVIDIA (NVDA.US)$The performance forecast for Q3 2025 is expected to have revenue of 33.028 billion dollars, an 82.27% increase compared to the same period last year. The EPS is expected to increase by 88.11% to 0.70 dollars compared to the same period last year.
● Wall Street collectively raises NVIDIA's target stock price.
● The company's stock price tripled compared to the end of 2023, driven by the tailwind of major tech companies' capital investments.
● Issues with the server rack design for next-generation chips? What impact will it have on performance?
$NVIDIA (NVDA.US)$Earnings reports are scheduled to be announced after the close of November 20th US Eastern Time (06:00 on November 21st, Thursday in Japan time). According to market consensus, $NVIDIA (NVDA.US)$The revenue forecast for Q3 2025 is expected to be higher than the previous year...

After Mr. Trump's election, Tesla's stock price surged by as much as 15% from the opening of the usa market. Investors expect that Tesla led by Elon Mask will be the primary beneficiary of Mr. Trump's return to the White House. Among the billionaires who supported Mr. Trump's election victory, there is no one who contributed as much as Mr. Mask. $Tesla (TSLA.US)$

The stock price of the leading U.S. semiconductor company Nvidia hit a four-month high on the 14th. Due to the rise in 2024, the company's market capitalization increased by over $2 billion (about 300 billion yen). Investors continue to expect long-term strong demand for artificial intelligence (AI). $NVIDIA (NVDA.US)$

$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
It has become about 0.5 lower than expected, but it is within the common acceptable range. Tesla is expected to rise contrary to expectations. Definitely. Buying more is the only choice.

Points for this week
A solid development is expected for Japanese stocks this week. The Nikkei average is likely to see a rebound as a result of the over ¥1,000 decline last week.Buyers aiming for autonomous reboundare likely to enter. On the other hand, earnings of major companies at home and abroad will be announced, and individual stocks will be searched based on performance trends.Following the recent declines,stock picking is likely to continue.Buy on dips.However, the following week will see the monetary policy decision meetings of the FOMC and the Bank of Japan, among other things, which could act as support for the market. $Microsoft (MSFT.US)$It is unlikely that there will be a significant increase as major US tech companies, such as earnings reports, are looming. On the other hand, if the exchange rate shifts further towards yen appreciation, selling pressure may emerge mainly in export-related stocks, warranting caution.
In Japan, $Nidec (6594.JP)$focus is on earnings reports. According to Bloomberg Intelligence, there is a possibility of a rapid recovery from the January-March period, driven by strong demand for AI servers, among other factors.Shinkei Asset Management fund manager Naoki Fujiwara pointed out that if orders continue to show signs of improvement, even without upward revisions, uncertainties about the future are likely to dissipate.Moreover, with the exchange rate trending towards further appreciation of the yen, there's a likelihood of increased selling pressure on export-related stocks, warranting caution.

A glass manufacturer with 170 years of history, $Corning (GLW.US)$ButSudden rise as a hidden AI stock. Corning announced on 7/8Strong performance of new optical connectivity products for generative AICore sales (provisional value) for the April-6 fiscal year due toStock prices surged 12% after an upward correctionI did it.In the AI boom $NVIDIA (NVDA.US)$Other than that, they are looking for something other thanmidst、Corning is likely to receive even more attention in the future as a unique AI brand。
(In response to an upward revision of Corning's earnings forecast, the “three electric cable companies” in the Japanese market on 7/9 $Fujikura (5803.JP)$Ya $Furukawa Electric (5801.JP)$、 $Sumitomo Electric Industries (5802.JP)$was bought. Of 6/7”AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks(See also”.)
First of all, what kind of company is Corning?
Corning began by making glass cases for light bulbs by inventor Edison, and 170...